Citrus catches every enquiry, automates the onboarding paperwork, chases tax deadlines, and grows your recurring fee base — so your practice books more clients without your team buried in admin.
Every accountancy practice we audit loses fees in the same three places. Not because of bad accountancy — because the spaces around the technical work (enquiries, onboarding, deadlines) aren't systemised.
You're with clients, on calls, or in deep work on a complex return. By Monday morning the enquiry is buried in your inbox. Meanwhile the prospect has already had a Zoom call booked with the firm that replied in 30 minutes — and they're signing the engagement letter Tuesday lunchtime.
The prospect said yes. Then came the AML checks, the engagement letter, the 64-8, the GoCardless setup, the request for prior year accounts. Each step is a manual email. Half of them get ignored. Some prospects ghost mid-process — and you've already invested unpaid hours.
Every deadline cycle you spend weeks chasing client records, signed accounts, and HMRC authorisation. Some clients send everything in late November. Others vanish until 28 January. The chasing isn't billable — it's just the cost of doing the work.
We'll audit your enquiry response times, your onboarding process, and your deadline chasing — and show you exactly what they're costing. Straight talk only.
Book Free Audit →Citrus is a done-for-you growth system built for UK accountancy practices. We install it, run it, and refine it — so you stay focused on the technical work while we handle the enquiry-to-engagement and client communication side.
Missed-call text-back within 60 seconds. Web chat for prospects browsing your services page. Every Google, LinkedIn, Facebook, and referral enquiry in one inbox — so you reply within hours, not days, and win the prospects everyone else loses to slow follow-up.
From "yes" to signed engagement letter in 48 hours. Automated AML checks, e-signed engagement letters, 64-8 authorisation, GoCardless direct debit setup, and prior-year accounts request. The prospect signs on their phone — you stay focused on the work.
Every client tagged to their deadline cycle — Self Assessment, Corporation Tax, Confirmation Statement, VAT returns. Friendly, escalating reminders go out automatically for records, signatures, and approvals. January stops being hell.
Citrus runs on enterprise-grade software that would take weeks to set up and months to master on your own. We handle the build, run it for you, and keep it working — so all you do is enjoy the results.
SMS, email, web chat, Facebook, Instagram, Google, and WhatsApp — every message in one place.
Every customer, lead, and job tracked automatically — no spreadsheets, no sticky notes.
See every enquiry move from first call to paid invoice at a glance.
Customers book themselves 24/7 around your availability — no back-and-forth texts.
Send branded quotes and invoices from your phone in under two minutes.
Take card payments, deposits on big jobs, and recurring billing — straight to your account.
Email and text sequences that nurture every lead until they book — even while you sleep.
Auto-collect Google, Trustpilot, and industry reviews after every customer — without lifting a finger.
Email and SMS broadcasts to your whole customer list with a few taps.
Smart chatbots, auto-replies, and AI-powered customer support trained on your business.
Real-time numbers on leads, jobs, revenue, and reviews — no more guessing.
Run your entire business from your phone — reply to customers, send quotes, see your dashboard.
Pick the plan that fits your business — from one-man band to multi-van operation. All plans are rolling monthly with no long-term contracts.
// ALL PLANS LIVE IN 10 DAYS · 30-DAY ROLLING · NO LONG-TERM CONTRACT
Bolt on extras to any plan. Pay only for what you use, cancel anytime.
Most firms recoup their first 60 days of Citrus fees from one or two recovered enquiries. Let's work out what yours could bring in.
Book Free Audit →No long onboarding. No marathon meetings. We get it live fast so you see the results.
30-minute call. We map where you're losing prospects and fees, and which plan fits. No pitch, no pressure.
We build everything, integrate your phone, calendar, and contacts. You approve before anything goes live.
Within 10 days, every missed call, web enquiry, and quote follow-up is being handled automatically — under your brand.
Monthly reporting, optimisation, and strategy. We refine as the data comes in. You stay on the tools.
Choose any open time below. Instant confirmation, calendar invite, and call link sent straight to your phone.