Live — UK accountancy practices filing on time with Missing Information ISO 27001 ALIGNED UK DATA CENTRES GDPR COMPLIANT
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The part you hate most, made systematic.

Chasing clients for missing information is the most repetitive part of running a practice — and the one most likely to get skipped on a busy day. Missing Information turns it into a deliberate workflow: every client with outstanding items in one list, sorted by how long they've waited, with a pre-built email ready to copy into your normal mail client.

One queue, sorted by age Pre-built email previews Templated messaging Manual sending — full control

One screen. Every client who needs chasing.

Open the chasing page and you see every client across your practice who's got outstanding items. Sorted by how long they've been waiting. Filtered by service if you want. Coloured by how late they are. No spreadsheet, no scrolling through email — just the list of the next ten people you should write to.

  • One client per row, with their outstanding-item count
  • How many days since you last asked
  • Filter by service (Accounts only, VAT only, etc.)
  • Sort by oldest first, by client name, or by deadline urgency
Chasing queue

Click a client. The email writes itself.

Click any client in the queue and Missing Information drafts the chase email for you: their name, the list of items still outstanding, the deadline coming up, and a portal link they can click to upload. All you do is review the draft, copy it into your email client, and hit send.

Pre-built templates for: first request, friendly reminder, deadline approaching, final notice before partner escalation. Pick the one that fits, customise the wording, send.

  • Items list auto-populated — no copy-pasting from spreadsheets
  • Portal link included — magic-link, no password for the client
  • Templates per cadence — first chase, gentle reminder, final notice
  • Edit anything before sending — full control over wording
Chase email compose

Sent through your own email, with full history.

Every chase you send is logged against the client's record — what was sent, when, and to whom. So if a client says "you never asked me", you've got a precise record. Sending happens through your normal email client (Outlook, Gmail, Apple Mail) so chases come from your usual address with your usual signature.

  • Full chase history per client — see every nudge sent
  • "Last chased" date visible on every dashboard view
  • Records who sent the chase and when
  • Sends from your real address, not a no-reply domain
Chase history log

What about fully automated chasing?

Plenty of tools promise to send automated chase emails on a schedule — first nudge at day 3, reminder at day 7, escalation at day 14 — without any human in the loop. We've deliberately not built that yet, and here's why:

  • Bulk auto-emails get filtered as spam. Mailbox providers downrank predictable, templated, machine-sent messages — exactly the opposite of what you want when chasing a client.
  • Context matters. A client who just lost a parent, or whose business is in a rough patch, doesn't need an automated "Day 7 reminder" landing in their inbox. Manual review keeps the human judgment in.
  • The work is the writing, not the sending. Most of the time you save with this workflow comes from auto-built drafts, not from skipping the click-to-send.

Scheduled auto-send is on our roadmap for later in 2026, with proper sender authentication, opt-out controls, and per-client pause overrides. Until then, the manual-but-prepped workflow is what we ship.

Related features

Dashboard

The KPI view that surfaces who needs chasing today.

Client portal

Where the magic-link in your chase email lands.

Audit trail

The history log every chase gets written to.
Frequently asked

The questions everyone asks.

Quick answers to the most common questions about Missing Information. For more, see our full FAQ.

What does Missing Information actually do?

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.

Will it integrate with my existing accounting software?

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.

How long does setup take?

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.

Is my client data secure?

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.

What does it cost?

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.

Can I cancel any time?

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.

What happens if my clients don't engage with the portal?

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.

Do you offer a demo before I commit?

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.

Your next January deadline starts today

Put your client chasing on autopilot.
Get your evenings back.

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.

Start your 14-day trial → Book a 30-minute demo
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UK-based support team
Full data export included