Easily switch from Relate Accounts Production to Surf Accounts Production to generate compliant year-end annual accounts for your clients. Quick, efficient, and automated. Seamless integration with leading bookkeeping software.

Are you thinking about switching from Relate Accounts Production to Surf? Discover everything you need to know about transitioning to Surf Accounts Production.

Say goodbye to manual tasks and hello to more productive workdays! Create financial statements for all your clients from one platform with helpful features and integrations to assist you along the way.

Stay up to date with compliance requirements effortlessly, navigate the Compliance Database with ease, and have full control over your financial statements with direct editing capabilities.

Customer feedback fuels our progress; Enhanced functionality, additional features, and improved user interface. When we work together, we create a product roadmap that gives you just what you need.

Three reasons to switch to Surf Accounts Production

Moving from Relate to Surf Accounts Production

Discontinuing Relate Accounts Production wasn’t an easy decision as we know many of you have been loyal users of the product. 

The rapid evolution of the tech industry over the past two decades has resulted in significant changes, and unfortunately, Relate Accounts Production is unable to keep up as a desktop solution. Consequently, we have made the decision to retire the product and redirect our efforts towards enhancing Surf Accounts Production, now available on the cloud.  

The decision allows us to allocate resources towards the development of more advanced and efficient tools that empower businesses and users to work with greater effectiveness. Ultimately, our goal is to provide software that enhances productivity and streamlines operations.

Why is Relate Accounts Production being discontinued?

Surf Accounts Production is a cloud software, meaning you can login and access it from anywhere. Some of additional key features include: 

·       Online log in via your browser 

·       Unrivalled variety of financial statement templates  

·       Documentation pack including Audit Engagement Letter  

·       Electronic-signature functionality   

·       Integration with DEXT Prepare and more integrations on the way   

For further information, please contact our sales team at sales@surfaccounts.com.

What are the key features and benefits of Surf Accounts Production as compared to Relate Accounts Production?

Migrating to Surf Accounts Production is straightforward. You can instantly import your client dataset directly from Relate Accounts Production into Surf Accounts Production. For more detail on exactly how to migrate, view this step-by-step guide, and to learn how to get set up on Surf Accounts Production, view our Help Centre. 

How do I migrate from Relate Accounts Production to Surf Accounts Production?

Yes, we have a newly designed training course that will help you master Surf Accounts Production. The training will discuss all the key features, to make sure you maximise the software’s value. It will cover how to set up Surf Accounts Production, trial balance and chart of Accounts, nominal ledger, compliance database, producing accounts, iXBRL, e-signing, and consolidation and bookkeeping.

You can register for a place on the training course here. 

Will there be any training or resources available to help me get started with Surf Accounts Production?

With Relate AP scheduled for end-of-life, it's time to look for a quality replacement. In this blog, we compare our cloud accounts production solution, Surf AP, to its predecessor. Discover the difference of entity types, features and more.

Saying goodbye to Relate AP (and hello to Surf AP)

With Relate Accounts Production coming to an end this year, it's time to start thinking about a replacement platform. As mentioned in our previous blog – Surf Accounts Production could be the answer to all your problems.

Moving from Relate Accounts Production

Three reasons to switch to Surf Accounts Production

Save time

Make compliance easy

Customer focused

Upcoming webinar:

Moving from Relate to Surf Accounts Production

FAQs

Saying goodbye to Relate AP (and hello to Surf AP)

Feature focus: The differences between Relate AP and Surf AP