WEBVTT
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How do you gather information
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from clients?
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Are you still using..
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email?
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Sure, it's fine
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You're emailing them,
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all of them.
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It's just the response times
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can be a bit um...
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and your workload can back up like...
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but I'm sure a few gentle reminders
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and
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file size permitting
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you get a neat bundle of information
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from different people at random times
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across various email threads.
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So I guess, stay calm
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don't miss anything
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keep on top of your queries
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don't email the wrong person
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keep a tally of who's been sent what
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and those deadlines should see
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to themselves.
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Or you could drop all your information
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requests into Glasscubes where they
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stay secure and connected to everyone
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and all the chasing and tracking is
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automated.
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No emails!
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It keeps on top of everything for you.
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You or anyone in your team can monitor
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progress in real time
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in just one place.
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It's digital, but you don't have
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to be digital to find this a doddle.
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Let me share my screen.
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Glasscubes saves busy accounting professionals
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time and effort by gathering their
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client information more efficiently.
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Clients are sent an easy to follow
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live checklist.
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It emails them reminders
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of outstanding items before the deadline.
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Like emails, clients don't have
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to login to respond
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and it then checks the items off as
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they drop them in.
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You can OK those you're happy
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with, or raise a query against
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any of those you're not,
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which they can easily respond to all
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in the same place.
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So you, your team, and your client
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can all be clear about what's missing,
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awaiting approval, or complete.
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You save up to two hours per client,
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get everything in half the time,
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and everyone's happier for it.
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So it's goodbye bottleneck and hello Glasscubes.
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Easy to set up.
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No training required.
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Let us talk you through it.