Surf Accounts

Surfaccounts Product

Surf Accounts is a cloud based accounts and CRM package in the cloud. Aimed at small businesses it allows you to access and update accounts anytime, anywhere and on any device. This freedom of access allows you to work when and where you like.

Do your accounts at the office, at home, or on a mobile device. No longer be restricted to that age old desktop software.

Access and manage all your clients’ accounts with ease and confidence. Remove the headache of client month or year-end reconciliations.

Surf Accounts is a cloud based invoicing and accounts software that has been designed and developed by Relate Software.

Access and manage all your clients’ accounts with ease and confidence. Remove the headache of client month or yearend reconciliations. Surf Accounts allows you to work online with your clients to prepare management and final accounts.

We know how you feel – getting information from your clients in a timely manner is like pulling teeth. We think you’ll love Surf Accounts just as much as our SME clients do.

Surf Accounts is 100% compatible with Relate Accounts Production. Seamlessly import your clients’ accounts to Relate Accounts Production at the click of a button. What’s more, your client will always have the same version of Surf Accounts as yours because updates are automatic and included in the package cost



Surf Partner Program

We are committed to working in partnership with Irish Accountants & Bookkeepers to offer the best service possible for your practice and your clients.

We not only want to help grow your practice but improve the service you provide to your clients. We will always be on hand to help your clients get up and running on the platform.

Benefits of Surf Partner Program

  • Relate Accounts Production Integration: Surf Accounts is 100% compatible with Relate Accounts Production. Seamlessly import your clients’ accounts to Relate Accounts Production at the click of a button. What’s more, your client will always have the same version of Surf Accounts as yours because updates are automatic and included in the package cost.
  • Free promotional material
  • Receive discounts up to 25%
  • Dedicated Account Manager to help grow your practice




Key Features

Everything your client needs to easily run and grow their business.



Surfaccounts Product

Invoicing

Create professional invoices. Receive updates when they’re opened. Get paid quickly with our pay now button on invoices.

Surfaccounts Product

Bank Reconciliation

Connect your bank accounts to Surf Accounts for simple Bank Reconciliation.

Surfaccounts Product

VAT

Full Irish and UK VAT reporting including VAT3, RTD, VIES & INTRASTAT built in.

Surfaccounts Product

Quotes and Orders

Streamline your sales process. Send quotes automatically to invoicing.

Surfaccounts Product

Payments

Save time on payments. Online payments allow you to pay vendors easily.

Surfaccounts Product

Stock

Track sales and purchases. Get real time stock levels.

Surfaccounts Product

CRM

Track prospects, check quotes and orders, transactions and balances for all customers.

Surfaccounts Product

Reporting

Create smart and customised reports to suit your business.

Surfaccounts Product

Surf Accounts App

Run your business on the go with Surf Accounts App. Available for iOS and Android.

Surfaccounts Product

Divisions

Take sections of your business and measure their costs and profitability by division.

Surfaccounts Product

Multi-Currency

Invoice your clients in any currency with daily updated exchange rates.

Surfaccounts Product

Security

Secure and reliable accounting software. Microsoft Azure securely hosted in Microsoft’s European data centre in Grange Castle, Ireland.



More Information

Surfaccounts support

Support

Lifeguards are on duty, Surf Partners have both free phone and email support for your practice.

Surfaccounts training

Training

Surf Training Courses will give you the skills required to manage your client’s accounts easily. We offer classroom tutorial based courses for you and your clients. Know more


What customers say about Surf Accounts

Testimonials

“We recommend Surf Accounts for small to medium-sized businesses looking for a simple, user- friendly online accounts package. It provides all the functionality of the leading accounts packages & allows speedy data entry to efficiently run your business with less hassle.”

Avril Shortt Guardian Accountants
Testimonials

“As an accountant, I recommend Surf Accounts to all my clients. Easy to use cloud-based accounting package that is applicable to all types of industries and is easily scalable making it a perfect choice for all SME’s.”

Fiona Connolly Bookkeep
Testimonials

“We have found that Surf allows our clients to have a real time view on their business’s financial position and the ability to easily access that information whenever they need it.”

Brian Buckley Brian P. Buckley & CO

Product Video

Surfaccounts Product

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