Companies House, HMRC, VAT MTD, PAYE P60/P11D, Self Assessment, MTD ITSA. All the right dates. All the right extension logic. All the right escalation windows. We built this for UK practices.
Three months out from any deadline, the system starts flagging clients with missing items. Plenty of runway to nudge, chase or escalate.
One month to go. Clients with missing items move into the amber queue. Automated reminders increase in urgency, partner notified.
Seven days out. Urgent chase sent with red-banded formatting. Escalation to senior team member. Phone call prompt in workflow.
Missed a filing? Every chase, every response, every status change is logged. Unassailable evidence of firm effort — ICAEW-grade audit trail.
Enter a client's year-end date and we pre-populate: accounts filing deadline (9 months after YE), corporation tax deadline (9 months + 1 day), Companies House confirmation statement, plus any extension if applicable. You set ONE date; the system does the rest.
Every UK practice has two internal dates on top of the statutory ones. The Agent Due Date (how much buffer your firm wants before the CH deadline), and the Companies House Extension when it's been applied for. We treat both as first-class citizens — not squeezed into a "notes" field.
CH accounts (+9mo), CT600 (+12mo), CT payment (+9mo+1d), confirmation statement, Agent Due Date.
Quarter-end + 1 month + 7 days. Auto-detects VAT quarter from firm stagger. MTD for VAT aligned.
Monthly (19th), year-end P60 (31 May), P11D filing (6 Jul), Class 1A NI (19/22 Jul).
Paper returns (31 Oct), online (31 Jan), payments on account (31 Jul, 31 Jan).
Quarterly updates (+1mo+5d), final declaration (31 Jan), transition periods for April 2026 rollout.
The firm's partners get a weekly digest of what's due in the next 30 days. Account managers get personal daily alerts for their client list. The system's opinion about what's urgent is usually right — but every escalation rule is firm-configurable.
You've got 12 deadlines in the next 30 days and 4 overdue periods that need your attention today.
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.