SlideShare a Scribd company logo
1 of 12
Relate Infotech Pvt Ltd.
Our Products:
Drive – A Complete CRM Software
RAP – Relate Accounts Production
Relate Corporation Tax
Relate Personal Tax
Surf Accounts ( Cloud based Accounting Software)
DRIVE CRM2.1
Drive 2.1 is a windows based CRM Software with
huge client base. Drive itself is a vast software with
multiple functionality
We are in a process to move forward towards DRIVE
3.0.
Relate Accounts Production (RAP)
RAP is a complete Accounts Production Software which creates the
Accounts Productions and client can directly submit it to iXBRL (for IE
Business) and HMRC (for UK Business) .
RAP is majorly used by Accountants Community in Ireland, Northern
Ireland , United Kingdom and all across the globe.
RAP is segregated into two parts as it is an account producing software.
Programming Part
Compliance Part: (Deals with Various Country Specific Legislations)
Relate Personal Tax (PT)
Relate Personal Tax Manager has been developed to help firms manage and maintain
their client personal tax information. The package is linked to DRIVE, the most widely
used Accountants CRM package on the market. The personal tax client information is
shared between the two packages. All individuals and sole traders from DRIVE will
appear in the personal tax package. If you do not do personal tax returns for any of
these clients you can hide them.
The system highlights through the tax return summary dashboard all clients with
outstanding returns, returns not created as well as the status of their returns
such as sent to client for signing or submitted to ROS. The system allows you to Import
last year’s ROS f11 file into the tax database. This will read the tax information on your
client and automatically load it as a client into Relate Personal Tax Manager. This
saves a lot of time and it also allows you to roll over the client’s tax return information
so that you can easily do the new tax return.
Relate Personal Tax (PT)
 The package allows for updating of clients personal tax information into a central
database. Once updated the user can click the calculate button and the system will
automatically send an xml file to the Revenue online calculation engine. Within seconds
the system will return the Form 11 Calculation report.
 If you are happy with the tax return, simply click the submit button and the system will
create the f11 file for submission. The package will automatically bring you to the upload
section of ROS so that you can upload the file. Relate Personal Tax Manager will soon
have the function to automatically upload the file directly to the ROS engine with
notification number and status being returned to the package itself.
 The Data mining routine allows a firm to send information requests of impending tax
returns to clients by using the mail merge function. It also allows you to run a series of
data queries to get information from the tax database for example: produce a list of all
tax clients who have rental income or list all clients who took advantage of film relief last
year.
Relate Corporation Tax (CT)
Internal and Restricted
Relate Corporation Tax Manager has been developed to help firms manage and
maintain their client corporation tax information. The package is linked to DRIVE, the
most widely used Accountants CRM package on the market. The Corporation tax client
information is shared between the two packages. All companies from DRIVE will
appear in the corporation tax package. If you do not do corporation tax returns for
some of these clients you can hide them.
The system highlights through the tax return summary dashboard all clients with
outstanding returns, returns not created as well as the status of their returns such as
sent to client for signing or submitted to ROS.
The system allows you to Import last year’s ROS CT1 file into the tax database. This will
read the tax information on your client and automatically load it as a client into Relate
Corporation Tax Manager. This saves a lot of time and it also allows you to roll over the
client’s tax return information so that you can easily do the new tax return.
Relate Corporation Tax (CT)
 The package allows for updating of clients corporation tax information into a central
database. Once updated the user can click the calculate button and the system will
automatically send an xml file to the Revenue online calculation engine. Within
seconds the system will return the CT1 Calculation report.
 If you are happy with the tax return, simply click the submit button and the system
will create the CT1 file for submission. The package will automatically bring you to
the upload section of ROS so that you can upload the file. Relate Corporation Tax
Manager will soon have the function to automatically upload the file directly to the
ROS engine with notification number and status being returned to the package itself.
 The Datamining routine allows a firm to send information requests of impending tax
returns to clients by using the mail merge function. It also allows you to run a series
of data queries to get information from the tax database for example: produce a list
of all tax clients who have rental income or list all clients who took advantage of film
relief last year.
Relate Corporation Tax (CT)
Relate Corporation Tax Manager has been developed to help firms manage and maintain
their client corporation tax information. The package is linked to DRIVE, the most widely
used Accountants CRM package on the market. The Corporation tax client information is
shared between the two packages. All companies from DRIVE will appear in the
corporation tax package. If you do not do corporation tax returns for some of these clients
you can hide them.
The system highlights through the tax return summary dashboard all clients with
outstanding returns, returns not created as well as the status of their returns such as sent
to client for signing or submitted to ROS.
The system allows you to Import last year’s ROS CT1 file into the tax database. This will
read the tax information on your client and automatically load it as a client into Relate
Corporation Tax Manager. This saves a lot of time and it also allows you to roll over the
client’s tax return information so that you can easily do the new tax return.
Relate Corporation Tax (CT)
Relate Corporation Tax Manager has been developed to help firms manage and maintain
their client corporation tax information. The package is linked to DRIVE, the most widely
used Accountants CRM package on the market. The Corporation tax client information is
shared between the two packages. All companies from DRIVE will appear in the
corporation tax package. If you do not do corporation tax returns for some of these clients
you can hide them.
The system highlights through the tax return summary dashboard all clients with
outstanding returns, returns not created as well as the status of their returns such as sent
to client for signing or submitted to ROS.
The system allows you to Import last year’s ROS CT1 file into the tax database. This will
read the tax information on your client and automatically load it as a client into Relate
Corporation Tax Manager. This saves a lot of time and it also allows you to roll over the
client’s tax return information so that you can easily do the new tax return.
Relate Corporation Tax (CT)
Relate Corporation Tax Manager has been developed to help firms manage and maintain
their client corporation tax information. The package is linked to DRIVE, the most widely
used Accountants CRM package on the market. The Corporation tax client information is
shared between the two packages. All companies from DRIVE will appear in the
corporation tax package. If you do not do corporation tax returns for some of these clients
you can hide them.
The system highlights through the tax return summary dashboard all clients with
outstanding returns, returns not created as well as the status of their returns such as sent
to client for signing or submitted to ROS.
The system allows you to Import last year’s ROS CT1 file into the tax database. This will
read the tax information on your client and automatically load it as a client into Relate
Corporation Tax Manager. This saves a lot of time and it also allows you to roll over the
client’s tax return information so that you can easily do the new tax return.
Surf Accounts
https://go.surfaccounts.com/login/login.aspx
Our cloud based accounting software for SME business
organisation and for accounting community.
Mission & Vision
We are gradually migrating all our products in Cloud version. Both Windows
based and Cloud based products will help us to increase our market share.
Our upcoming product Payroll is under development.
We strongly believe this presentation will help you to have a brief idea of all our
products and our target customers. We wish you all the very best and expect
your best effort which will help us to grow. We always encourage your valuable
suggestions as a Relate Family member for your growth as well as Company’s
growth.
Success is the progressive realization of a worthy goal .

More Related Content

Similar to Relate Software

Oracle Hyperion Tax Provision - Value proposition
Oracle Hyperion Tax Provision - Value propositionOracle Hyperion Tax Provision - Value proposition
Oracle Hyperion Tax Provision - Value propositionMaurice Hellemons ✔
 
VAT implementation in GCC countries
VAT implementation in GCC countriesVAT implementation in GCC countries
VAT implementation in GCC countriesAzdan
 
guidelines for e-invoice for software packages
guidelines for e-invoice for software packages guidelines for e-invoice for software packages
guidelines for e-invoice for software packages krishna moorthy suresh
 
Longview Tax for Insurance
Longview Tax for InsuranceLongview Tax for Insurance
Longview Tax for InsuranceLongview
 
UK: Are you ready for Making Tax Digital (for VAT)?
UK: Are you ready for Making Tax Digital (for VAT)?UK: Are you ready for Making Tax Digital (for VAT)?
UK: Are you ready for Making Tax Digital (for VAT)?Ksenia Skatchkova
 
UK: Briefing Paper - Are you ready for Making Tax Digital?
UK: Briefing Paper - Are you ready for Making Tax Digital? UK: Briefing Paper - Are you ready for Making Tax Digital?
UK: Briefing Paper - Are you ready for Making Tax Digital? Alex Baulf
 
WAGNER Cloud accounting brochure
WAGNER Cloud accounting brochureWAGNER Cloud accounting brochure
WAGNER Cloud accounting brochureLEO WAGNER ?????
 
Fleetable TMS Information Brochure (1).pdf
Fleetable TMS Information Brochure (1).pdfFleetable TMS Information Brochure (1).pdf
Fleetable TMS Information Brochure (1).pdfFleetable
 
Transport Management Software (Fleetable )
Transport Management Software (Fleetable )Transport Management Software (Fleetable )
Transport Management Software (Fleetable )mohit244
 
Top 8 Tax Software That Can Be Hosted On The Cloud
Top 8 Tax Software That Can Be Hosted On The CloudTop 8 Tax Software That Can Be Hosted On The Cloud
Top 8 Tax Software That Can Be Hosted On The CloudYashu Varshney
 
Clearstone cloud-accounting-brochure
Clearstone cloud-accounting-brochureClearstone cloud-accounting-brochure
Clearstone cloud-accounting-brochurePaulCooper202
 
Best freight forwarding ERP Software - CargoNet
Best freight forwarding ERP Software - CargoNetBest freight forwarding ERP Software - CargoNet
Best freight forwarding ERP Software - CargoNetSmita Raghunath
 
CPA Magazine Tax Suites Roundup – 2010
CPA Magazine Tax Suites Roundup – 2010CPA Magazine Tax Suites Roundup – 2010
CPA Magazine Tax Suites Roundup – 2010Richard Buse
 
SAP S/4 Simple Finance Implementation Strategy: Central Finance Deployment Op...
SAP S/4 Simple Finance Implementation Strategy: Central Finance Deployment Op...SAP S/4 Simple Finance Implementation Strategy: Central Finance Deployment Op...
SAP S/4 Simple Finance Implementation Strategy: Central Finance Deployment Op...Sanjay Kumar PMP
 
Modern CFO in control with integrated software CPM-GRC
Modern CFO in control with integrated software CPM-GRCModern CFO in control with integrated software CPM-GRC
Modern CFO in control with integrated software CPM-GRCMario Halfhide
 
The Perfect Bookkeeping Application
The Perfect Bookkeeping ApplicationThe Perfect Bookkeeping Application
The Perfect Bookkeeping ApplicationFoison FAMS
 
UAE FTA Vat declaration - config guide
UAE FTA Vat declaration - config guideUAE FTA Vat declaration - config guide
UAE FTA Vat declaration - config guideDhruv Singhvi
 

Similar to Relate Software (20)

Oracle Hyperion Tax Provision - Value proposition
Oracle Hyperion Tax Provision - Value propositionOracle Hyperion Tax Provision - Value proposition
Oracle Hyperion Tax Provision - Value proposition
 
VAT implementation in GCC countries
VAT implementation in GCC countriesVAT implementation in GCC countries
VAT implementation in GCC countries
 
guidelines for e-invoice for software packages
guidelines for e-invoice for software packages guidelines for e-invoice for software packages
guidelines for e-invoice for software packages
 
Longview Tax for Insurance
Longview Tax for InsuranceLongview Tax for Insurance
Longview Tax for Insurance
 
UK: Are you ready for Making Tax Digital (for VAT)?
UK: Are you ready for Making Tax Digital (for VAT)?UK: Are you ready for Making Tax Digital (for VAT)?
UK: Are you ready for Making Tax Digital (for VAT)?
 
Briefing paper: Making tax digital
Briefing paper: Making tax digitalBriefing paper: Making tax digital
Briefing paper: Making tax digital
 
UK: Briefing Paper - Are you ready for Making Tax Digital?
UK: Briefing Paper - Are you ready for Making Tax Digital? UK: Briefing Paper - Are you ready for Making Tax Digital?
UK: Briefing Paper - Are you ready for Making Tax Digital?
 
WAGNER Cloud accounting brochure
WAGNER Cloud accounting brochureWAGNER Cloud accounting brochure
WAGNER Cloud accounting brochure
 
Fleetable TMS Information Brochure (1).pdf
Fleetable TMS Information Brochure (1).pdfFleetable TMS Information Brochure (1).pdf
Fleetable TMS Information Brochure (1).pdf
 
Transport Management Software (Fleetable )
Transport Management Software (Fleetable )Transport Management Software (Fleetable )
Transport Management Software (Fleetable )
 
Top 8 Tax Software That Can Be Hosted On The Cloud
Top 8 Tax Software That Can Be Hosted On The CloudTop 8 Tax Software That Can Be Hosted On The Cloud
Top 8 Tax Software That Can Be Hosted On The Cloud
 
SAP QA.pptx
SAP QA.pptxSAP QA.pptx
SAP QA.pptx
 
Clearstone cloud-accounting-brochure
Clearstone cloud-accounting-brochureClearstone cloud-accounting-brochure
Clearstone cloud-accounting-brochure
 
Best freight forwarding ERP Software - CargoNet
Best freight forwarding ERP Software - CargoNetBest freight forwarding ERP Software - CargoNet
Best freight forwarding ERP Software - CargoNet
 
CPA Magazine Tax Suites Roundup – 2010
CPA Magazine Tax Suites Roundup – 2010CPA Magazine Tax Suites Roundup – 2010
CPA Magazine Tax Suites Roundup – 2010
 
I xbrl reporting
I xbrl reportingI xbrl reporting
I xbrl reporting
 
SAP S/4 Simple Finance Implementation Strategy: Central Finance Deployment Op...
SAP S/4 Simple Finance Implementation Strategy: Central Finance Deployment Op...SAP S/4 Simple Finance Implementation Strategy: Central Finance Deployment Op...
SAP S/4 Simple Finance Implementation Strategy: Central Finance Deployment Op...
 
Modern CFO in control with integrated software CPM-GRC
Modern CFO in control with integrated software CPM-GRCModern CFO in control with integrated software CPM-GRC
Modern CFO in control with integrated software CPM-GRC
 
The Perfect Bookkeeping Application
The Perfect Bookkeeping ApplicationThe Perfect Bookkeeping Application
The Perfect Bookkeeping Application
 
UAE FTA Vat declaration - config guide
UAE FTA Vat declaration - config guideUAE FTA Vat declaration - config guide
UAE FTA Vat declaration - config guide
 

Relate Software

  • 1. Relate Infotech Pvt Ltd. Our Products: Drive – A Complete CRM Software RAP – Relate Accounts Production Relate Corporation Tax Relate Personal Tax Surf Accounts ( Cloud based Accounting Software)
  • 2. DRIVE CRM2.1 Drive 2.1 is a windows based CRM Software with huge client base. Drive itself is a vast software with multiple functionality We are in a process to move forward towards DRIVE 3.0.
  • 3. Relate Accounts Production (RAP) RAP is a complete Accounts Production Software which creates the Accounts Productions and client can directly submit it to iXBRL (for IE Business) and HMRC (for UK Business) . RAP is majorly used by Accountants Community in Ireland, Northern Ireland , United Kingdom and all across the globe. RAP is segregated into two parts as it is an account producing software. Programming Part Compliance Part: (Deals with Various Country Specific Legislations)
  • 4. Relate Personal Tax (PT) Relate Personal Tax Manager has been developed to help firms manage and maintain their client personal tax information. The package is linked to DRIVE, the most widely used Accountants CRM package on the market. The personal tax client information is shared between the two packages. All individuals and sole traders from DRIVE will appear in the personal tax package. If you do not do personal tax returns for any of these clients you can hide them. The system highlights through the tax return summary dashboard all clients with outstanding returns, returns not created as well as the status of their returns such as sent to client for signing or submitted to ROS. The system allows you to Import last year’s ROS f11 file into the tax database. This will read the tax information on your client and automatically load it as a client into Relate Personal Tax Manager. This saves a lot of time and it also allows you to roll over the client’s tax return information so that you can easily do the new tax return.
  • 5. Relate Personal Tax (PT)  The package allows for updating of clients personal tax information into a central database. Once updated the user can click the calculate button and the system will automatically send an xml file to the Revenue online calculation engine. Within seconds the system will return the Form 11 Calculation report.  If you are happy with the tax return, simply click the submit button and the system will create the f11 file for submission. The package will automatically bring you to the upload section of ROS so that you can upload the file. Relate Personal Tax Manager will soon have the function to automatically upload the file directly to the ROS engine with notification number and status being returned to the package itself.  The Data mining routine allows a firm to send information requests of impending tax returns to clients by using the mail merge function. It also allows you to run a series of data queries to get information from the tax database for example: produce a list of all tax clients who have rental income or list all clients who took advantage of film relief last year.
  • 6. Relate Corporation Tax (CT) Internal and Restricted Relate Corporation Tax Manager has been developed to help firms manage and maintain their client corporation tax information. The package is linked to DRIVE, the most widely used Accountants CRM package on the market. The Corporation tax client information is shared between the two packages. All companies from DRIVE will appear in the corporation tax package. If you do not do corporation tax returns for some of these clients you can hide them. The system highlights through the tax return summary dashboard all clients with outstanding returns, returns not created as well as the status of their returns such as sent to client for signing or submitted to ROS. The system allows you to Import last year’s ROS CT1 file into the tax database. This will read the tax information on your client and automatically load it as a client into Relate Corporation Tax Manager. This saves a lot of time and it also allows you to roll over the client’s tax return information so that you can easily do the new tax return.
  • 7. Relate Corporation Tax (CT)  The package allows for updating of clients corporation tax information into a central database. Once updated the user can click the calculate button and the system will automatically send an xml file to the Revenue online calculation engine. Within seconds the system will return the CT1 Calculation report.  If you are happy with the tax return, simply click the submit button and the system will create the CT1 file for submission. The package will automatically bring you to the upload section of ROS so that you can upload the file. Relate Corporation Tax Manager will soon have the function to automatically upload the file directly to the ROS engine with notification number and status being returned to the package itself.  The Datamining routine allows a firm to send information requests of impending tax returns to clients by using the mail merge function. It also allows you to run a series of data queries to get information from the tax database for example: produce a list of all tax clients who have rental income or list all clients who took advantage of film relief last year.
  • 8. Relate Corporation Tax (CT) Relate Corporation Tax Manager has been developed to help firms manage and maintain their client corporation tax information. The package is linked to DRIVE, the most widely used Accountants CRM package on the market. The Corporation tax client information is shared between the two packages. All companies from DRIVE will appear in the corporation tax package. If you do not do corporation tax returns for some of these clients you can hide them. The system highlights through the tax return summary dashboard all clients with outstanding returns, returns not created as well as the status of their returns such as sent to client for signing or submitted to ROS. The system allows you to Import last year’s ROS CT1 file into the tax database. This will read the tax information on your client and automatically load it as a client into Relate Corporation Tax Manager. This saves a lot of time and it also allows you to roll over the client’s tax return information so that you can easily do the new tax return.
  • 9. Relate Corporation Tax (CT) Relate Corporation Tax Manager has been developed to help firms manage and maintain their client corporation tax information. The package is linked to DRIVE, the most widely used Accountants CRM package on the market. The Corporation tax client information is shared between the two packages. All companies from DRIVE will appear in the corporation tax package. If you do not do corporation tax returns for some of these clients you can hide them. The system highlights through the tax return summary dashboard all clients with outstanding returns, returns not created as well as the status of their returns such as sent to client for signing or submitted to ROS. The system allows you to Import last year’s ROS CT1 file into the tax database. This will read the tax information on your client and automatically load it as a client into Relate Corporation Tax Manager. This saves a lot of time and it also allows you to roll over the client’s tax return information so that you can easily do the new tax return.
  • 10. Relate Corporation Tax (CT) Relate Corporation Tax Manager has been developed to help firms manage and maintain their client corporation tax information. The package is linked to DRIVE, the most widely used Accountants CRM package on the market. The Corporation tax client information is shared between the two packages. All companies from DRIVE will appear in the corporation tax package. If you do not do corporation tax returns for some of these clients you can hide them. The system highlights through the tax return summary dashboard all clients with outstanding returns, returns not created as well as the status of their returns such as sent to client for signing or submitted to ROS. The system allows you to Import last year’s ROS CT1 file into the tax database. This will read the tax information on your client and automatically load it as a client into Relate Corporation Tax Manager. This saves a lot of time and it also allows you to roll over the client’s tax return information so that you can easily do the new tax return.
  • 11. Surf Accounts https://go.surfaccounts.com/login/login.aspx Our cloud based accounting software for SME business organisation and for accounting community.
  • 12. Mission & Vision We are gradually migrating all our products in Cloud version. Both Windows based and Cloud based products will help us to increase our market share. Our upcoming product Payroll is under development. We strongly believe this presentation will help you to have a brief idea of all our products and our target customers. We wish you all the very best and expect your best effort which will help us to grow. We always encourage your valuable suggestions as a Relate Family member for your growth as well as Company’s growth. Success is the progressive realization of a worthy goal .