Most client portals fail because they ask too much. Download an app. Remember a password. Navigate a menu. We stripped all of that away. Your client taps one link in an email and sees exactly what's outstanding — nothing else.
Every chase email contains a secure, time-limited magic link. The client taps it on their phone, their laptop, wherever — and they're in. No "forgot password" loop. No "I can't find the login page" call at 4pm. Just one-tap access to exactly what they need to do.
We need a little information from you to keep your filings on track. Tap any service below to see what's outstanding.
Each item has three possible actions for the client: upload a file, mark it "no invoice" (with a reason), or ask the accountant a question. Whichever they pick, the accountant is notified, the status changes, and the client sees their progress bar move forward.
This is the path a typical client walks every time a chase lands in their inbox. It happens without anyone on your side lifting a finger.
Personalised chase email arrives in client's inbox from your firm's domain. Lists outstanding items.
One tap. Browser opens. No password dialog. Portal loads with their outstanding items.
Per-item uploads. Photo a receipt. Attach a PDF. Each file stored against the right item, forever.
In-app notification. Item auto-marks "client responded". Chase pauses automatically for this client.
File checks out? Mark resolved. Needs clarification? Query back — threaded on the item itself.
Most client logins happen on a phone — but not all. When a client opens the portal on a laptop, it expands to show every service, every period, every item, every file, in a layout designed for keyboard and mouse.
Upload your firm's logo. Pick your primary colour. Set your portal domain. Clients never see the words "Missing Information" unless they look hard.
Welsh, Polish, Urdu, French pre-translated. For firms with clients whose first language isn't English, this is transformative.
Joint SA clients. Limited company directors. Portal links can be shared across multiple contacts — useful for couples and co-directors.
For clients who like physical paperwork, a print-ready PDF of their outstanding list is one click away. Prepare for an in-person meeting.
WCAG 2.1 AA. Keyboard navigable. Screen-reader-tested. Your most accessibility-sensitive clients are as well served as anyone else.
Clients can self-serve a full export of everything they've uploaded to your portal, any time. One less request for your team to handle.
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.