Missing Information is the UK accountancy system that turns the nightmare of chasing bank statements, invoices, receipts and transaction queries into a clean, auditable workflow. One checklist per client, per period, per service — visible to your team, accessible to your clients, tracked to resolution.
Hi David — a quick nudge on the 5 items still outstanding for your March quarter…
Ask any partner or bookkeeper what they really hate about the job. It's not tax returns, it's not software. It's the endless chase for one last bank statement, a receipt that makes a £2,400 expense make sense, or the VAT invoice sitting in a client's inbox for six weeks.
Monday you ask for a statement. Client sends one of three. Colleague asks the same Wednesday. Nobody knows what's outstanding — and the deadline is closing.
HMRC and Companies House don't accept "we were waiting for the client". Your firm wears the penalty — and the reputational hit — regardless of who caused the delay.
Most clients want to comply. They can't find what you asked for, don't know what's outstanding, don't have a clear place to upload. A systems problem, not a people problem.
We studied how UK accountancy practices actually work — then built one tool for each part of the problem. Every module is included on every plan. Click through to see each in depth.
One screen. Every client. Every service. Every outstanding item. Monday morning clarity without running a single report.
See the dashboard →Branded portal with magic-link auth. Clients see what's missing, upload per item, everyone stays aligned.
See the portal →One queue of every client owing you something. Drafts the email with items pre-filled — you click send. Auto-send on the roadmap.
See chase workflow →Every Companies House, HMRC, VAT, PAYE, SA and MTD ITSA deadline pre-loaded. T−90/30/7 escalation built in.
See deadlines →Paste a whole missing-info list. 50+ items created in seconds. CSV, pipe-format, or manual entry — all supported.
See import →Per-staff client & item counts so you can spot bottlenecks. Capacity planning & drag-to-assign coming through 2026.
See workload →Live dashboard of firm KPIs plus one-click CSV export of any list. Pivot in Excel, feed Power BI, or reconcile against your existing reporting.
See reporting →Every chase sent, every status change, every file uploaded — permanently logged with user, timestamp, action.
See the full list →Each service has its own cadence, its own deadlines, its own typical missing items. Missing Information is built service-by-service, so each one feels native — not retrofitted.
No per-user fees. No feature upsells. Every feature on every plan — you only ever pay for how many clients you have on the system.
"The first January deadline after we deployed Missing Information, we filed 94 SA returns without a single late penalty. We'd never done that before. Ever. It paid for the whole year of the software in one month."
"We tried three practice management systems before this. They all wanted to do everything and ended up doing nothing well. Missing Information does one thing brilliantly. Our bookkeepers love it."
"I used to dread opening my inbox on a Monday. Now the chase emails have already gone out, clients have started uploading, and my first task is the satisfying one — actually doing accounts work."
Quick answers to the most common questions about Missing Information. For more, see our full FAQ.
It tracks every piece of missing information your clients owe you across every UK accountancy service — Accounts, VAT, PAYE, Self Assessment and MTD ITSA. It gives you a daily chase queue with pre-built emails, lets clients upload documents through a secure portal, and shows your team what's ready to work on. It replaces spreadsheets, scattered email threads and Post-it notes with one auditable workflow. Fully-automated chase emails on a scheduled cadence are on the roadmap for later in 2026.
Yes. Missing Information sits alongside Xero, QuickBooks, FreeAgent and Sage. We don't replace your accounting software — we handle the missing-info chasing layer above it. Direct sync with Xero is available now; QuickBooks and FreeAgent integrations are on our roadmap. We also support Zapier webhooks for custom flows.
About four hours from signup to your first live chase email. Bulk-import your client list (we accept pipe-delimited, CSV, or Xero export), assign staff, set service templates, and the system is running. Truetax onboarded 88 clients in an afternoon. The Firm and Scale plans include a guided onboarding call.
Yes — every piece of client data is encrypted at rest (AES-256) and in transit (TLS 1.3). All data is hosted in UK data centres. We're GDPR-compliant, sign DPAs as standard, virus-scan every uploaded file, and align our security controls to ISO 27001. Full details on our security page.
Plans start at £29/month for sole practitioners (up to 25 clients) and go up to £349/month for unlimited clients. Pricing is by client count only — every feature is included on every plan. 14-day free trial, no credit card required. See full pricing.
Yes. Cancel from your account dashboard at any time. Monthly plans stop at the end of the billing month. Annual plans run to the end of the paid year. We provide full data export — your client list, status histories and audit logs — in CSV or JSON. No lock-in.
The portal uses passwordless magic-link login — no password to remember, no app to install. Clients click a link in an email and they're in. Across 88 clients at Truetax, portal adoption hit 92% within two weeks. For the remaining 8%, you can still operate by email or phone — Missing Information tracks both.
Yes. Book a 30-minute demo with someone from our team and we'll walk you through the system using a sample firm. We can also give you a sandbox workspace with anonymised demo data to explore for a few days before starting your trial.
14 days, free, full access. No card required. Your clients won't know anything has changed — except that you suddenly seem a lot more organised.