You've got a client with 47 missing invoices, each with its own amount and date? Paste the whole list, review the parsed preview, hit confirm. 47 tracked items in your workspace in under 60 seconds. No data entry. No copy-paste-hell.
Paste directly from Excel, Google Sheets, Word, a plain-text file, Notes on your phone — or use our pipe-delimited shorthand. The parser figures out the columns, shows you a preview, and creates everything on confirm. Typed wrong? Edit inline before committing.
Description | Amount | Date | NoteDescription | Amount | Date | Note
8 lines detected
We parse your list and show you exactly what will be created. Each row editable inline. Columns auto-detected with confidence scores. Anything that looks wrong is flagged amber. Happy with the preview? One click confirms all items into your workspace.
Your existing workflow probably involves a spreadsheet, a .txt list from the previous system, or a Word document with bullet points. All of those work as input. No need to reformat, no need to retype — paste it and we'll handle it.
Description Amount Date Barclays stmt — Mar '26 Mileage log — FY 25/26
Barclays stmt | — | Jan-Mar | BBA Mileage log | — | FY 25/26 | Biz only
Barclays business statement Directors loan receipts Mileage log for 2025/26
Onboarding a whole book of clients? Import clients (not items) from a CSV with columns for firm, contact, services, year-end. Ready to start tracking immediately.
Save common item lists as templates: "Ltd company year-end", "VAT quarter", "SA return for landlord". One-click apply the standard list to a new period.
Copy all items from a previous period of the same client. Adjust dates automatically. Perfect for repeat engagements — what you needed last year, you need this year.
Based on the service, client type, and industry, we suggest typical missing-info items. You accept the ones that apply, skip the rest. Useful for new client setup.
Imported too much? One-click undo wipes the last import. Imported twice? Deduplicate with a single command. Everything is reversible.
On Firm or Scale plans, POST items via REST. Integrate with your practice management system to auto-create missing-info lists when a new engagement starts.
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.