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 .