Live — UK accountancy practices filing on time with Missing Information ISO 27001 ALIGNED UK DATA CENTRES GDPR COMPLIANT
Home / Features / Dashboard

The Monday-morning dashboard.

Walk in on Monday. Open Missing Information. In one glance know which clients are on track, which are stalling, which need a partner conversation today. No reports to run. No filters to apply. Live data from the moment you log in.

4 headline stats By-service breakdown Per-client drill-down One-click chase
The home screen

Everything you need to know about your practice — above the fold.

Four live numbers tell you the health of the firm: active clients, missing items, overdue periods, ready-to-file. Below those, every open period sorted by urgency. You can act on anything from this screen without drilling in.

  • Active clients — real count of billable engagements, not archived noise
  • Missing items — the single most important number in your firm
  • Overdue periods — escalate today, before penalties accrue
  • Ready to file — clients whose info is complete; start work immediately
app.missinginformation.co.uk/dashboard
Dashboard · Thursday, 23 April 2026
Firm-wide Last 7 days
Active clients
88
↑ 3 this month
Missing items
247
↓ 31 resolved this week
Overdue
12
Escalate 4 today
Ready to file
19
Nothing missing
Client · Period
Service
Missing
Deadline
Progress
Act
Wilkinson Trading LtdY/E 31 Mar 2026
Accounts
17
−14d
Chase ↗
Brightside Cafés LtdVAT Q1 · Mar 2026
VAT
4
7 May
Open →
Harper ConsultingSA 2025/26
Self Assess.
0
31 Jan '27
File →
Moorland PlumbingPAYE · Apr 2026
PAYE
2
19 May
Open →
By-service breakdown

Spot the bottleneck in thirty seconds.

If your firm has 100 missing items this week, where are they? The by-service table tells you instantly: Accounts is running smoothly but VAT has 67 outstanding — that's where today's attention should go.

  • Missing items split by service — Accounts, VAT, PAYE, SA, MTD ITSA
  • Open periods count per service
  • Next deadline per service, highlighted if this week
  • Overdue counter per service for immediate escalation
  • Click any row to drill straight into that service's workspace
Missing items by service — this week
Live
■ Accounts
88
■ VAT
67
■ Self Assessment
52
■ PAYE
24
■ MTD ITSA
16
Total missing
247
Resolved this wk
+31
Chases sent
47
Drill-down with one click

From dashboard to actionable detail — instantly.

Click any row on the dashboard and you're on the period's item list. Status editable inline. Notes editable inline. Chase this period, mark items resolved, add new items, upload files on behalf of the client — all without leaving the screen.

  • Inline status dropdown — click, pick, saved
  • Short notes with full edit history preserved
  • Attached files visible beside each item
  • Period-level actions: mark ready, chase, export, archive
  • Every change logged to the audit trail automatically
Wilkinson Trading Ltd · Accounts Y/E 31 Mar 2026
17 missing
Period items
DEADLINE: 31 DEC 2026 · AGENT DUE: 30 NOV 2026
13 pending 4 queried
Item
Status
Note
File
Barclays statement Jan-MarBusiness current account
14 days old
—
Tesco invoice clarification£1,240 · VAT breakdown?
Awaiting
1
Stripe payout evidence12 payments Dec-Mar
✓ today
3
Directors' loan receiptsEvidence for £8,450
22d overdue
—
+ Add item · ⇥ Import list · ↗ Chase
— More dashboard features

Tailored to how you work.

i.

Staff-scoped view

Account managers see only their clients by default. Partners see everyone. Admins see everything. One-click switch between "my clients" and "firm-wide".

ii.

Custom quick-filters

Save the views you use every day: "Overdue VAT this week", "SA clients with 5+ missing", "Companies House due within 30 days". One click, done.

iii.

Urgent account watch

Flag certain clients as VIP. They always appear at the top of overdue lists, trigger partner-level notifications, and get the executive chase template.

iv.

Week-ahead view

Switch the date range to see what's due in the next 7/14/30 days. Planning view for partners running weekly stand-ups with their account managers.

v.

Activity feed

A live stream of chases sent, items resolved, files uploaded, status changes. The firm's pulse, visible to partners without opening a report.

vi.

Keyboard shortcuts

Power-user shortcuts throughout: J/K to navigate rows, E to edit status, C to send chase, ⌘K to quick-search any client.

Continue the tour

Next: the client portal.

See what your clients see when they click the magic link in their chase email — and why this is the single feature that makes the rest of the product work.

Tour the client portal → All features
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
No credit card required
Cancel anytime
UK-based support team
Full data export included