Surf Accounts

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 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

Online Invoicing

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

Surfaccounts Product

Online Payments

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

Surfaccounts Product

Easy GST

Full GST compliance reporting.

Surfaccounts Product

Quotes & Orders

Streamline your sales process. Send quotes automatically to invoicing.

Surfaccounts Product

Reporting

Create smart and customised reports to suit your business.

Surfaccounts Product

Bank Reconciliation

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

Surfaccounts Product

Multi-Currency

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

Surfaccounts Product

Stock

Track sales and purchases. Get real time stock levels.

Surfaccounts Product

Business Divisions

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

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Surf Accounts App

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

Surfaccounts Product

Time Tracking

Record details and keep track of prospects for future reference.

Surfaccounts Product

Contacts

Record details and keep track of prospects for future reference.

Surfaccounts Product

Sales Pipeline

Track opportunities from calls through to quotations and manage the process into a pipeline funnel.

Surfaccounts Product

CRM

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

Surfaccounts Product

Security

Secure and reliable accounting software. Microsoft Azure securely hosted in Microsoft’s data centre in India.



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.

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