Suggest a time

For UK accountancy practices · Manchester

Your clients chased for their 7 February records, from your own mailbox.

Forenax writes each reminder. Your team approves it. Our database will not send anything nobody approved, and every send is logged where you can read it.

Suggest a time How it worksNext quarterly update due 7 Feb
Fig. 1. A practice in Greater Manchester, late October. Reminders go out; records come back.Sent 0Returned 0

Why we exist

The filing is the easy part. We’re building for practices where getting records out of clients is nobody’s job any more.

Quarterly updates put four more deadlines a year in front of every client in scope. ICAEW’s write-up of the first Making Tax Digital quarterly deadline in August 2026 lists missing client information among the problems practitioners ran into. Read ICAEW’s summary.

Records Chaser

Reminders that go out on time, in your firm’s name.

Each client gets a dated request, then staged reminders from your own address. The moment their records arrive, the chasing stops. Anyone who goes quiet is handed to a person.

Client chasing
Hannah Reid · rental income, Jul to SepFor the 7 Nov update
  1. Day 0Request sent from emma@yourfirm.co.ukDrafted by Forenax, approved by Emma
  2. +3 daysFriendly reminderWorking days, skipping bank holidays
  3. +7 daysFirmer reminder, listing what’s missingBank statements, letting agent summary
  4. +10 daysHanded to Emma to phoneShows on Today and in the Friday list
Records received

Onboarding Desk

From yes to live, without chasing ID.

A new client signs, and Forenax collects the identity documents, the engagement letter and the HMRC authorisation. You see what’s done and what’s waiting, and nothing slips between people.

Client onboarding
Sam Turner · new sole traderStarted Monday
  • Identity documents collectedMon
  • Engagement letter signedTue
  • HMRC agent authorisation requestedTue
  • Professional clearance from previous accountantThu
Ready to start workLive

Intake Sorter

Documents filed to the right client, with a list of what’s missing.

Statements, P60s and receipts arrive by email in any order. Forenax files each one to its client and keeps a running list of what hasn’t come in yet.

Document sorting
Arrived this morning0 filed
InboxP60_2025-26.pdf
Hannah Reid2 files
D. Morgan4 files
M. Clarke1 file

Still missingM. Clarke: mileage log · D. Morgan: September bank statement

How it changes the week

The same Monday morning, two ways.

Without Forenax

7 steps · 4 tools
  1. Open the deadlines spreadsheetExcel
  2. Filter who’s due for 7 NovemberExcel
  3. Find the last email to each clientOutlook
  4. Write 23 reminders by handOutlook
  5. List who needs a phone callSticky note
  6. Update the spreadsheetExcel
  7. Do it all again on ThursdayCalendar

With Forenax

3 steps · 1 page
  1. Open TodayForenax
  2. Approve 23 drafted remindersOne click
  3. Answer the 2 replies that need a personYour inbox

Thursday’s reminders go out on their own, and stop for anyone who has sent their records.

Illustrative example. Your own week is what the research conversation maps.

Today, and every Friday

Know who’s late, even on a Friday afternoon.

Open Today and it starts with what only you can do: reminders waiting for approval and replies that need a person. The Friday email is a snapshot of it, so nobody has to keep watch.

4late
11arrived
2need you

How the Today page works

Your clients’ data

Our database will not send an email nobody approved.

Your practice stays responsible for its clients, so the safeguards are part of the build.

Hosted in the UK

Client data is hosted and backed up on our UK server. The AI sees only the text one task needs.

Approved before it’s sent

A reminder waits as pending. The database refuses to move it to sent without a person’s yes.

Every action logged

Each change writes an audit event in the same step. If the event fails, the change fails too.

ICO registered

Forenax Technologies Ltd is on the ICO register, reference ZC285924.

Security and data handling in detail

Insights

Practical notes for practices

All insights

Start here

Start with thirty minutes and a real week.

Before we build anything, we sit down with you and walk through a recent week: what came in, who chased what, and where things waited.

  • At your office, nearby over a coffee, or on a video call
  • No pitch and no demo
  • A one-page map of where the work waits, within 48 hours
  • Recorded only if you agree, and deleted once the map is done
Suggest a time Take the two-minute self-check

Not an accountancy practice? Forenax also does software engineering for a small number of existing clients.Software engineering