Your senior accountants see everything. Juniors see what they're assigned. Admin staff see what they need to onboard clients. Partners see firm-wide metrics. Missing Information ships with five role archetypes plus custom permissions — tuned for how actual accountancy practices are structured.
We didn't invent roles in a spreadsheet. We sat with partners, managers, accountants and admin staff at 14 firms and watched what they actually did. These five roles cover every setup we saw — and the custom permissions layer handles the edge cases.
No mystery. Every action in Missing Information has one of five permission gates, and every role has a known answer for each gate. See the matrix before you commit — and edit any cell on Firm+ plans with custom permissions.
Every staff user has two-factor authentication enforced. TOTP, SMS, or passkey. No exceptions, no opt-out.
Google Workspace and Microsoft 365 single-sign-on. SAML and OIDC supported. Offboard a leaver in one click.
Sessions expire after 8 hours inactive. IP pinning optional. Remote sign-out any device at any time.
New staff users start with least access needed for their role. Partners expand from there.
Every permission change is logged. Monthly email summary to partners of any role modifications.
Client portal accounts are firewalled from staff accounts. Different auth, different database, different threat model.
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.