Glasscubes

Pros

Secure storage and access of files between user and clients.

Cons

Can be confusing to keep track of queries.

Pros

Compared to other tax software that tries to do it all, but ends up doing everything poorly (I'm looking at you, CCH), Glasscubes does one thing and it does it very well. Glasscubes automates some of the more tedious parts of client management for personal tax (chasing for information year round just for the client to send their information in January), and in my experience has led to some of our more last-minute clients sending information earlier than in prior years.
Glasscubes also provides a space for clients to securely upload documents, and this space was clearly designed with the client in mind. When a client's documents are requested, they receive a request via email that gives them a text box and a space to securely upload relevant files and information - no login required!

Cons

The only growing pains our team has experienced thus far is that the automated reminders, which generally save us time, can be a bit annoying if we forget to mark the info request complete in glasscubes. A welcome addition would be if you could query clients by client manager and if automated reminders could be suppressed through a simple tick box rather than needing to mark returns as submitted.

Pros

Easy of use, straight forward student platform front page.

Cons

I think streamlining the navigation menu would make it even more easier to use.

Pros

The easy to use system and great customer service.

Cons

It could be easier to bulk copy tasks across workspaces.

Pros

Easy and fast to set up without any technical expertise needed; although support is available if it is wanted. Intuitive to use. Responsive technical support with a named person for consistency; but also lots of FAQ/training documents are easily available.

Cons

The option to use the "Tasks" function for timeline management is an excellent extra feature within the project team/workspace but is not set up as a reporting tool.

Pros

All of the clients communications are in one spent, you don't have to search through a load of emails.

Cons

Navigating Glasscubes and trying to learn what each sections does.

Pros

The ease of use and setup, the quick and professional response from demo stage to inception and use,

Cons

Reminders for tagged comments./ documents etc. would be a nice feature to add

Alternatives Considered

Reasons for Switching to Glasscubes

Pros

Simple to set-up, personalised with company branding, easy to add members, like the folder structure (rather than just a file library), easy to assign rights to users, simple to upload and share files with document control functions.

Cons

Would become fairly expensive with lots of users due to pricing structure.

Pros

This is an honest & genuine review after many years of experience with the system/product & I would highly recommend it. I have been using & administering the system for over 7 years and have not had any glitches or downtime at all. The responses to queries and issues from the team is rapid and problems are resolved quickly. They are also open to additional features and development.

Cons

We have had to come to an understanding with the finance people of GlassCubes that in NHS we take a while to pay our invoices and sometimes can't react quick enough to pay them due to internal processes

Alternatives Considered

Reasons for Switching to Glasscubes

Pros

how easy it is to navigate through tabs, move files and search files

Cons

maybe its lock features if you wanted to lock files

Pros

Support staff are fantastic, glasscubes is intuitive and easy to use. We can rely on the product and it is an integral system in our day to day working with other Universities and schools in the region that our project supports.

We have always appreciated the discount as a small project budgets are cut year on year.

Cons

I need to Audit our workspaces to see when each workspace last had a document uploaded and the current export only shows up to a certain number of uploads that dates back to 22. I need to Audit back to 2017 when the platform was set up and this is a manual task which will take some time.

Pros

Its easy to navigate, files are locked to avoid version clashes, preview works well for word documents and pdfs.

Cons

Excel documents don't work well in preview, you have to use desktop connect, which adds a few steps every time a document is opened (on the down side). Sometimes if the connection times out you can lose work, and sometimes the connection doesn't work at all and you just have to download documents to desktop and reload afterwards.

Pros

having the documents all in one place and being able to edit then, whilst having a version control

Cons

sometimes I find it difficult to navigate back to my original overview place (dashboard for the project)

Pros

Automatic reminders and smooth information process.

Cons

There is nothing that I can say to date i do not liked.

Pros

Glasscubes has made our audit query process significantly more more smoother and efficient, for both our clients and our internal team.

Cons

None identified whilst using glasscubes.

Pros

The ease of viewing each task that needs to be completed.

Cons

It is still in the early stages of development. With time it will be improved and enhanced.

Pros

Being able to reply to each specific request and go back with queries

Cons

The delegating process is confusing and means the tick button doesn't work. You also can't edit a request after you post or bulk upload after the initial upload

Pros

It is easy to use and share documents with other members of the team. Collaboration is made easy as it allows you to comment and discuss documents as well as make changes. The features are clear and documents are safely stored.

Cons

Sometimes the notification feature can be unnecessary as even when marked as read it will appear again.

Pros

Secure, reliable, allows for safe collaborative working on sensitive data

Cons

Can be confusing to first set up for new starters so training is needed.

Pros

You are informed when colleagues make adjustments to documents.

Cons

How you have to download a document and reload it again

Pros

The system was very easy to use and for clients to get used to. Enabled workforce to request, manage and chase information requests with ease.

Cons

No such issues arising as of yet - less than 6 months into the service.

Pros

It is very helpful for chasing clients to send you their tax return information as it sends them reminders every few months.

Cons

It does not state the clients full name when information is received, but instead states their email address.

Pros

great at managing documents and overseeing progress of a project

Cons

It is not so easy to add points to existing queries

Pros

It's a great way to get communication out to our network. User friendly with lots of options to post different items.

Cons

Everything has been good with the integration, there's nothing that I find I dislike with the platform

Pros

They make requesting client deliverables and tracking requests very easy.

Cons

The view of uploaded excels, they are in a very messy format.

Pros

Glasscubes is safe, effective, user friendly and accessible. All of our clients are happy with the service, and some have asked to join our network as they prefer it to their own document management service.

Cons

There is no issues that I have come across so far, everything runs smoothly.

Pros

Glasscubes is a secure way to send and receive documents. This service helps my firm comply with GDPR.

Cons

There are many different areas on the Glasscubes page which are not intuitive and take some time to understand.

Pros

Great device and utilise it with many of my clients. [sensitive content hidden] especially is very quick to respond to any queries and provides great explanations.

Ease of upload and collaboration with clients.

Cons

Glass cubes can have some small issues in relation to delegating task not marked as complete.

Pros

The support system, very prompt and efficient.

Cons

Although the support system is excellent, maybe the provision of a general guide

Pros

There is very little downtime (if any) when using Glasscubes. It's easy to use for file sharing and can be whitelabelled.

Cons

I don't like it that there is no option to complete a quick live search - ie to jump to all files starting with J or P etc. Instead we have to page down through many files to locate the appropriate file.

Pros

Ability to delegate tasks and monitor progress

Cons

All tasks were initially delegated to me to re-delegate out to the team. However, when the tasks were completed, the progress % wouldn't update until all the tasks had been completed. I did manage to find a work-around to overcome this issue.

Pros

I think the use for file sharing is great especially when just downloading and commenting on

Cons

The online editing does not work well, it is clunky, unclear if the document saves, not all features can be used and can distort certain elements of the documents - especially spreadsheets

Pros

GlassCubes has significantly improved how I manage communication and collaboration with my six subrecipients. The platform's user-friendly design makes sending emails and sharing files straightforward and efficient. We've cut down on email clutter, and collaborating on documents and projects is now a smooth process. GlassCubes has not only saved us time but also boosted our productivity. It's an indispensable tool for our team!

Cons

That I have to download documents frequently to view or edit.

Pros

Well laid out website, good to keep in touch with others in the company. Useful for finding important shard documents

Cons

Would be good to be able to sort the 'news feed' in chronological order

Pros

It's user friendly, lot of shortcuts for easy navigation.

Cons

Nothing at the moment. Once I find something I will leave another review.

Pros

Ease in uploading, sharing files, customizing folders, files, downloading and editing files - you can use word or excell directly in app - and it saves your changes immediately inside the app, which is great for instant sharing of the updated versions of files

Cons

Nothing found as yet. Download and edit option I see no point using, when you can edit without downloading, but still, it is great app, I can't see too many weakpoints

Pros

Glasscubes is very easy to use and allows me to share and obtain information quickly and efficiently. I would recommend this to anyone looking to upgrade their collaboration in their business.

Cons

Nothing comes to mind as most functions are very good.

Pros

It offers so much and yet is so easeful!

Cons

I use the project management sections using the CanBan methodo,logy and occasionally creating the management tiers is a bit tricky, the way project items are moved around into tiers. But I do get it to work.

Pros

It works well, is easy to use and has a clear layout.

Cons

No cons

Pros

easy client interactions and top tier customer service.

Cons

ability to do things in bulk, sometimes we are unsure of what the client is seeing and we can be a little bit precautious when trying to do things.

Pros

I love how easy the portal is to use, in terms of uploading and how you can create password protected links to share with clients, and the team are fantastic.

Cons

The searching tool is a little tricky to use at times, luckily I know where everything is.

Pros

Ease of use, user-friendly interface, ability to store multiple files.

Cons

Nothing. I have not found any faults with Glasscubes since I began using it 6 months ago.

Pros

Glasscubes has provided our team with a tool that has increased the quality and efficiency of our information requests to clients. It has enabled both ourselves and clients to have an organised, up to date and clear list outstanding items. It really works for our audit department and ensures the whole team has visibility on the progress of the requests.

Cons

I do not consider there to be any cons with Glasscubes as such. Any user issues I have incurred were well supported by the team and recent updates have really increased the the functionality.

Pros

Glasscubes is stacked with abilities from collaboration to storage and file transfer, it gives my team the ability to get things done faster and more productively.

Cons

It doesn't give me and my team any issues, we highly recommend it.

Pros

ease of use, able to find all information

Cons

not updated fast enough to go along with

Pros

Ease of use-its straightforward interface allows teams to start collaborating with minimal training.

Cons

There's nothing specific that I dislike about Glasscubes.

Pros

Glasscubes is very easy to use and is a good way of sending info safely.

Cons

It should be easier to do certain tasks, i.e in less clicks than is currently needed.

Pros

Easy to use, very streamlined service. Ease of use of recipients of files is also a strong factor.

Cons

Nothing comes to mind - has everything you require from a service such as this

Pros

Great software for personal tax firms and clients

Cons

Getting used to the search function however easily overcome

Pros

Great document management system, easy to use and share with other team members

Cons

only cons is having to resign in after a short period of time