When a client complains about a missed deadline, you need an auditable record of what you asked for, when, and what response you got. Every action in Missing Information is permanently logged. Nothing is edited in place — only appended. ICAEW-ready, insurance-ready, tribunal-ready.
Item created, item edited, chase sent, response received, file uploaded, note added, status changed, period closed, user permissions altered — each captured with user, IP, timestamp and before/after values where relevant. No admin anywhere in the system can delete an entry.
The single most common complaint accountants face: the client swears they never received the chase, never saw the deadline, never understood what was needed. With Missing Information, your defence is a one-page printed timeline: every email sent (with timestamp), every portal login (with IP), every upload attempted (with filename). Disputes close on the first call.
Hand your professional-indemnity insurer a one-page timeline per client, per period. Claims get handled faster.
Supports MLR 2017 record-keeping duty. All client onboarding and ongoing communication preserved for the five-year retention window.
See which accountants chase consistently, which let cases drift. Evidence-based team management, not gut-feel.
Partners running quarterly file-review cycles can pull any client's full communication log in under 10 seconds.
When someone escalates, partner opens the timeline first. Facts, not feelings, inform the response.
Seven-year default retention aligns with HMRC requirements. Custom retention configurable on Firm+ plans.
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.