The single highest-stakes workflow in UK accountancy. Miss your Companies House filing by a day and your client wears a £150 penalty. Miss it by three months and it's £1,500 — plus a note on the public register. Missing Information is the system built to ensure that never happens to a client of yours.
The Accounts workflow is modelled on how senior accountants actually run a year-end. Open the period the day the year ends. Chase missing info relentlessly until the file is complete. Then — and only then — move it to "Ready to work on" for the production team.
Across thousands of year-ends we've mapped the items that come up on nearly every Accounts engagement. When you open a new period, Missing Information starts from a complete checklist instead of a blank page.
From the day the year ends to the day the accounts are filed.
Period auto-opens. 17-item checklist pre-loaded. Account manager notified. Client receives a soft heads-up email within 48 hours.
Portal link sent. Client sees 17 items outstanding with their due dates. First auto-chase scheduled for 14 days later if nothing moves.
Nudge 1 sent. Partial responses land — bank statements typically arrive first, directors' loan evidence last.
Internal amber flag. Any client still over 5 outstanding items escalates to senior review. Firm stays proactive.
All items resolved. Period moves into the "Ready to work on" queue. Accounts team picks it up cleanly — nothing missing.
Portal shows "Review draft" button. Client signs off digitally. Accounts filed with Companies House and HMRC.
Typical Missing Information firm files 40–60 days before CH deadline. Penalty risk: zero. Partner sleep: restored.
Book a 30-minute walkthrough using your actual clients. We'll import 5 of them and show you exactly what it looks like.
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.