Glasscubes

Resources that help configure your account and train your users

Onboarding

Glasscubes Onboarding: Next Steps

This easy to follow onboarding guide will provide examples, templates, and best practice.

Information requests for audit

Information Requests for Year-end Accounts

Information requests for personal tax

This easy-to-follow guide provides the resources required by you for us to distribute your information requests in bulk.

Personal tax bulk distribution guide

Recurring information requests

This easy to follow onboarding guide will provide best practice for sending clients ad hock bookkeeping requests for information.

Information requests for bookkeeping

Information Requests for VAT

Real-Time Gap Analysis for better-prepared submissions

Gap Analysis and Triage Questions for Personal Tax

Learn how to generate, review and verify personal tax working papers in Glasscubes, checking each figure against its source document before submission.

Personal Tax Working Papers

Easy to follow step-by-step guides for new Administrators

Onboarding Guides

This easy to follow onboarding guide will walk you through setting up your clients for MTD Assist.

MTD Assist: Getting Started

A simple, secure method of requesting MTD quarterly submissions from clients.

Connecting a client to MTD Assist

A short guide on adding your registered HMRC Agent Account for MTD clients requiring internal review.

How to add your HMRC Agent Account for MTD clients

Engage with MTD clients in an area that is accessible to other team members.

Managing MTD submissions

Making Tax Digital: MTD Assist

Personal tax information requests

Prioritise client replies, stalled requests and submissions with the Inbox dashboard.

Using the Inbox dashboard

Audit & Accounts Information Requests

Monitoring the progress of information requests

How to create reporting portfolios

Learn the benefits of each request type, and how to easily send Signature, Approval, and Read Requests within Glasscubes.

Understanding Approval Requests

Use this quick help guide to learn how to create, send, and manage Personal Tax Information Requests, track client responses, and complete the process efficiently from start to finish.

Personal Tax Information Requests: Quick Start Guide

A video guide to generating, reviewing, and downloading a Personal Tax Working Paper directly from a completed Information Request in Glasscubes, no spreadsheets, no re-keying.

Personal Tax Working Papers: How It Works

Learn how to update reminder schedules and add custom messages to reminder emails for both templates and requests already sent.

Updating reminder schedules and custom reminder messages

Understand what each information request status means, what triggers it, and when a request needs your attention.

Information request statuses explained

User Guides & Video Tutorials

This short video outlines best practices to help streamline and optimise your end-of-year account processes with Glasscubes.

Accounts: Best Practice

This short video will guide you through proven best practices to ensure your audits run smoothly and efficiently with Glasscubes.

Audit: Best Practice

A guide to show proven best practices, ensuring your payroll requests run smoothly and efficiently with Glasscubes.

Payroll: Best Practice

A guide to show proven best practices, ensuring your client's personal tax returns run smoothly and efficiently with Glasscubes.

Personal Tax: Best Practice

This short video will guide you through proven best practices to ensure your VAT returns run smoothly and efficiently with Glasscubes.

VAT: Best Practice

Why a Single-Line Request is the Best Option for Personal Tax Requests

Personal Tax Requests: Single-Line vs Multiple-Line Request

This quick guide will help you access and review your prepopulated information request portfolio for the first time.

Getting Started with Your Prepopulated Portfolio

Mastering best practices for accountancy services

Best Practice Guides

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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