Live — UK accountancy practices filing on time with Missing Information ISO 27001 ALIGNED UK DATA CENTRES GDPR COMPLIANT
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Your data, fully yours.

Two routes to insight. A live dashboard answering the everyday questions — who's overdue, who's ready to file, what's coming up this week — and one-click CSV export of any view, so you can pivot, filter, and feed your numbers into whatever tool your firm already runs.

Live dashboard with KPIs CSV export on every list Excel-ready formats No vendor lock-in

The dashboard. Everyday firm KPIs.

Open Missing Information and the first thing you see is the answer to four questions: how many active clients you have, how many periods are overdue against statutory deadlines, how many missing items are outstanding across the firm, and how many engagements are ready to file with nothing missing. Live. Updated the moment a status changes.

  • Active clients — across all five UK accountancy services
  • Overdue periods — past statutory deadline
  • Missing items — total outstanding firm-wide
  • Ready to work on — engagements with zero outstanding items
  • This-week deadlines — what your team should be sweating over
Dashboard KPIs

One-click CSV. Every list, every view.

Every list of items in Missing Information has an "Export CSV" button. Outstanding items per client. All clients overdue for VAT. Items resolved this month. Whatever you're looking at, you can drop it into Excel in two clicks. No "request a report and wait", no API to wire up — just a download link.

The CSV is structured for spreadsheet work: columns named cleanly, dates in ISO format, statuses as readable text. Pivot it in Excel. Drop it into Google Sheets. Feed it to Power BI. Hand it to your accountant for the firm's own AML returns.

  • Per-client item lists — full status & history
  • Per-service exports — all VAT clients, all SA clients, etc.
  • Date-range filters applied to the export
  • UTF-8 with BOM so Excel reads it cleanly
CSV export

Audit trail doubles as a report.

Need to show a client (or your professional indemnity insurer, or a tribunal) that you chased on time and they didn't respond? Every status change, chase sent, file uploaded, item resolved — all logged with timestamps and who did it. Pull the audit log for any client and you've got a defensible timeline. No PDF generation, no formatting, just real records.

Audit trail

Charts and visual reports?

For now, Missing Information delivers numerical KPIs on the dashboard and clean CSV out of every list — no pie charts or trend graphs built in. We took this stance deliberately: most firms already have reporting they trust (Power BI, Excel templates, the dashboards inside Xero or QuickBooks). Adding a parallel reporting layer just for missing-info data would mean two places to look and two sets of numbers to reconcile.

If you need richer visual reports — month-on-month chase response rates, average time-to-resolution per service, staff-level resolution velocity — pull the CSV and chart it in your existing reporting tool. Or contact us about the API roadmap.

Related features

Dashboard

The live KPI view your day starts on.

Audit trail

Defensible history of every action, exportable to CSV.

Per-item tracking

The granular data that powers every report.
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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Cancel anytime
UK-based support team
Full data export included