Surf APLast updated: November 22, 2023

Feature focus: The differences between Relate AP and Surf AP

Kian Maguire

Kian MaguireApril 24, 2023

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 – BrightAccountsProduction could be the answer to all your problems. Created by the same developers, BrightAccountsProduction is a dependable software with similar features and functionality, but with added time-saving benefits. We understand we’re not even halfway through the year yet, it’s important to plan ahead.  

From examining our feature breakdown image below, you may have noticed some features have been added to BrightAccountsProduction that aren’t available in Relate Accounts Production. With this in mind, we decided to give you a quick overview of them and how they can help your practice. So, let’s get to it.  

4 solutions you can find in BrightAccountsProduction but not Relate Accounts Production

Relate AP vs BrightAccountsProduction

Cloud  

Unlike Relate AP, BrightAccountsProduction is in the cloud. With it, your team can now work on the go, from any device or location (once you've got a stable internet connection). You can store your documents online, streamline operations, easily collaborate with colleagues and clients, and scale your practice as needed. If you operate remotely, all the better. Once you unleash the full benefits of the cloud, it becomes the backbone of your practice.  

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Documentation Pack 

BrightAccountsProduction’s documentation pack can remove the hassle of manually writing legal documents. The feature lets you automate creating mandatory letters your clients need to sign. These include: 

  • Audit engagement letter  
  • Audit representation letter 
  • Audit letter to solicitors re balance sheet  
  • Audit letters to solicitors re documents of title  
  • Audit bank confirmation letter 

These can be created in the compliance function of the software and then sent off to your clients from the software too – easy peazy.  

Electronic Signing  

Accelerate your approval process with BrightAccountsProduction's built-in e-signing tool. Your clients can effortlessly sign and send documents from anywhere, and you can keep track of a signature’s status and easily identify who has yet to sign, all within BrightAccountsProduction. Plus, you can send timely reminders to ensure no deadlines are missed. This means no more waiting games or travelling long distances to obtain handwritten signatures – just a simple, secure and hassle-free process. 

Integration with Dext Prepare  

Say goodbye to headaches from sorting through piles of receipts during tax season! BrightAccountsProduction holds a partnership with Dext prepare, a data extraction tool that allows you to scan and submit your receipts at the point of sale using the Prepare app. Plus, you can upload approved figures straight to your year-end software – talk about a game changer. With this integration, tax season chaos just becomes a thing of the past. 

All other major features that have existed in Relate AP exist in the BrightAccountsProduction platform. If you’re considering the move over, get a head start by registering for our webinar on how to successfully migrate your accounts production software. We’ll also share an inside look into the functionality of BrightAccountsProduction. Can’t wait for the webinar? Not to worry, you can also request a demo of the software for a more in-depth look.  

Steps to successfully migrate accounts production

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