Glasscubes

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

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