Glasscubes

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

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

MTD Assist: Getting Started

Real-Time Gap Analysis for better-prepared submissions

Gap Analysis for personal tax

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

Onboarding 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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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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