Every feature below is included on every plan — we don't upsell. The only thing that changes between tiers is how many clients you can have on the system. Click any module to see the detail, the mockups, and the workflow.
The four modules you and your team will touch every working day. Everything else builds on these.
One screen. Every client, every service, every outstanding item. Four headline stats. Monday-morning clarity without running a report.
Tour the dashboard → ii.Every client, every period, every item organised by service — Accounts, VAT, PAYE, SA, MTD ITSA. Your workflow matches how you think.
See workflows → iii.Bank statements, invoices, receipts, transaction queries — every single ask tracked separately. No "did you send everything?" ambiguity.
See item tracking →Designed to require zero instruction. Your clients tap a link, see what's outstanding, upload what they have, tick off what they don't. Done.
Magic-link auth (no passwords). Your logo, your colours. Works on any phone, any laptop. Zero client training required.
See the portal → v.Clients attach PDFs, images, CSVs directly to the item itself. Files stay attached to the right period — forever.
See uploads → vi.Not every reply is a file. Capture freeform answers like "no invoice — paid in cash" against the item. Notes persist across periods.
See notes & queries →Set the chase cadence once. Missing Information handles the drudgery while you focus on the work that only you can do.
One queue of every client who needs chasing, sorted by age. Drafts the email for you with outstanding items pre-filled. Auto-send arrives later in 2026.
See chase workflow → viii.Every CH, HMRC, VAT, PAYE, SA and MTD ITSA deadline pre-loaded. T−90/30/7 escalation ladder built in.
See deadlines → ix.One click rolls every client into the new financial year. Copies services, creates new periods, pre-fills deadlines.
See wizard →Assign, track, escalate. Know who's drowning before it becomes a problem. Leave an unassailable audit trail for when you need to prove what happened.
See every staff member's open load — clients owned, items outstanding, overdue counts. Capacity planning & drag-to-assign coming 2026.
See workload → xi.The accounts team's dream: one list of clients whose missing info is complete. Pick the next job and go.
See queue → xii.Every status change, every chase, every upload — logged with user, timestamp, action. Partner-grade accountability.
See audit trail → xiii.Admin, manager, account manager, bookkeeper — each sees exactly what they should. CSRF-protected throughout.
See roles →Your data is yours. Export anything, integrate anywhere, pipe missing-info status into the rest of your practice reporting.
Paste a pipe-delimited list. 50+ items in seconds. Also supports original .txt, CSV, Excel.
See bulk import → xv.Every view exportable. Pivot in Excel, feed Power BI, or plug into your existing practice reporting.
See reporting → xvi.Xero, QuickBooks, FreeAgent, Sage, Companies House API, HMRC MTD. Webhooks and REST API for custom work.
See integrations →Most practices pick between generic practice-management suites, spreadsheets, or doing nothing. Here's how we stack up.
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.