For UK accountancy practices

Chasing clients for records, taken off your team.

Forenax runs the chasing, onboarding and document sorting for small practices, on the mailbox and software you already use. The AI drafts, your team approves, every action is logged, and you get one list every Friday.

  • Based in Manchester
  • Client data kept in the UK
  • Nothing sent without approval until you say otherwise
Sample: Records Chaser drafts a reminder to a client, a person approves it, it is sent from the firm’s mailbox, a second reminder follows after three working days, the client replies with bank statements, and the case closes. The Friday list then shows three clients who are still late.
Records ChaserSample data
Every step is written to the log

Quarterly updates put four more deadlines a year in front of every client in scope, on top of the return. The filing is the easy part. The hard part is getting the records out of clients in time, and right now that falls on whoever has a spare hour.

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.

Today, and every Friday

One page shows what needs you

Open Today and it starts with what only you can do: reminders waiting for your approval and replies that need a person. Below that, who’s escalated or late, what arrived since Friday and what’s coming up. The Friday email is a snapshot of Today, which you open when the email tells you to, not to keep watch.

How the Today page works

Today · your practiceSample data
  • Today
  • Approvals2
  • Needs a person1
  • Escalated1
  • Late2
  • Since Friday
  • Coming up
  • Problems

Monday 26 October

2 reminders waiting for your approval, 1 reply needs a person, 11 records received since Friday.

Needs your approval 2

  • Hannah Reid Reminder 2 · 7 Nov update

    Just a quick follow-up on the July to September records…

    Approve and sendEdit
  • Lane & Co Reminder 1 · Year-end records

    It’s that time of year again. To prepare your accounts we need…

    Approve and sendEdit

Drafted by Forenax in your firm’s words. Nothing is sent until someone at your firm approves it.

Needs a person 1

  • M. Clarke Question · 7 Nov update

    “Can I send the September statements next week instead?”

    Mark receivedKeep chasing

Escalated 1

  • D. Morgan9 working daysVAT records, Jul to Sep · No reply after 3 reminders · with Emma

Late 2

  • M. Clarke6 working daysMTD 7 Nov update · Reminder 3 sent Thu
  • R. Hughes3 working daysYear-end records · Reminder 2 sent Fri

Since Friday

  • 11records received
  • 4cases closed
  • 7reminders sent after approval

Coming up

  • 3 NovYear-end records4 clients · 2 records received so far
  • 7 NovMTD quarterly update9 clients · 4 records received so far

How it works

We map your real week before we build anything

  1. We map a real week with you

    Thirty minutes walking through what came in, who chased what, and where things waited.

  2. You pick the one step that costs most

    One job first, chosen by you from the map, not a platform to roll out.

  3. We set it up around your mailbox and ledger

    Reminders go from your own address, in your firm’s words. Your team keeps working as it does now.

  4. It runs, and you see results every Friday

    One email listing who’s late, what arrived, and anything that needs a person.

Your clients’ data

Built for firms that can’t be careless with client data

Your practice stays responsible for its clients. So the safeguards are part of the build, not a promise added later.

Security and data handling in detail

Kept in the UK
Client data is hosted, stored and backed up in the UK, and the AI model runs in Amazon Web Services’ London region.
A person approves
The AI drafts and sorts. A named person at your firm approves every message for the first two weeks, and for as long after that as you like.
Every action logged
What was drafted, who approved it, what was sent and what came back, with times.
A signed agreement
We sign a data processing agreement with you before any client data is touched.
Developers never see it
Our developers build and test on made-up data, never on your clients’ records.
Not used for training
Your clients’ data is never used to train an AI model.

Start here

The research conversation

Before building anything more, we’re asking practices in Greater Manchester for 30 minutes to understand how the work actually happens.

  • At your office, over a coffee nearby, or on a video call
  • You walk us through a recent week. No pitch, no demo
  • Within 48 hours you get a one-page map of where the work waits
  • Recorded only if you agree, and the recording is deleted once the map is done
Your week, mappedLayout

Your practice · one recent week

Comes in

  • What arrived, and how
  • Email, post, portal, WhatsApp

Who chases

  • Who chased, and when
  • How often, by hand or not

Where it waits

  • What waited, and for how long
  • In order, longest first

The step that costs most

In your words, with the hours it takes.

Who we are

A small Manchester company that builds what it runs

Forenax builds and runs its own automation system for accountancy practices. The people who run Forenax set it up for you and look after it, with the engineers who built it on call for anything that needs code. No call centre, and no reseller in the middle.

We work with a small number of practices at a time, starting in Greater Manchester, and we’d rather do one job well for you than sell you a platform.

info@forenax.com+44 7909 646681

Forenax Technologies Ltd

The facts, in one place

Company
Forenax Technologies Ltd
Company number
16042077
Registered in
England and Wales
Based in
Manchester, Greater Manchester
Client data
Hosted, stored and backed up in the UK
AI model
Amazon Web Services, London region
Data agreement
Signed with you before any client data is touched
ICO registration
In progress

Not an accountancy practice?

Thirty minutes on how your practice chases clients

Walk us through a recent week. There’s nothing to buy and no demo.

Not ready to talk? Take the two-minute self-check and see which job costs your team most.

  1. You suggest a time
  2. Thirty minutes on a recent week
  3. A one-page map within 48 hours