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David
Howard - General Practitioners
"The software has saved and will
save us both time and money and we
are developing new business from both
existing clients and newly converted
ones. We can see an excellent return
on our investment in this software.
DRIVE enables you to communicate efficiently
and speedily and is the platform for
successful marketing and added value
services to our clients."
Simon Bishop - Senior
Partner |
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Doyle Foley
& Co. - Audit, Accounts, Taxation
& Business Consultants. (15+ staff)
“Relate's DRIVE has
brought our practice management onto
a new level, with its efficient management
of time, billing and communications.
We hope to integrate the document
management in the coming months.
Above all, the support of Richie,
Ray and Fergus and quick response
to our queries has ensured that we
are completely satisfied.
We are now looking forward to the
Release of Relate Accounts Production
which will automatically become part
of our DRIVE database giving me a
complete picture of our clients affairs.”
Michael Byrne –
Partner
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Michael
F Dolan & Company
Michael F. Dolan was elected
as the 32nd President of the CPA Institute
on the 21st April 2005. Mr. Dolan
is managing partner of
Michael F. Dolan & Co., which
he established in 1985, and currently
employs 13 people. Mr. Dolan is married
with 4 children, aged between 4 and
11 years.
“Upgrading our existing
CRM and Time system was not one that
I entered into lightly but as a Relate
Company Secretary user for a number
of years, I had the greatest of confidence
in Relate to supply me with the system
that I needed to bring my practice
to the next level. DRIVE, for the
first time, allows us to centralise
all client information into one easy-to-use
location”. |
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David
M Breen & Company
David Breen needed a programme
that would facilitate the growing
practice, soon to move to new extended offices.
“We found Relate
Software a great company to deal with.
Their products are excellent and cover
all of our requirements. Most importantly,
we have found the service they provide
is second to none. We were tired of
listening to hold music and menu selections
with our previous providers whereas
with Relate you are straight through
to the main people”
David M Breen –
Partner |
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full case study click here |
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Anne
Brady McQuillans DFK
Anne Brady McQuillans DFK was formed
in 2005, from a merger between Anne
Brady DFK and McQuillans DFK. Chartered
Accountant Anne Brady and partner
of McQuillans DFK, Natalie Kelly,
joined forces to become the Managing
Partners of this successful practice.
This merger has proved to be a great
move for both staff and clients alike.
DFK International is a major international
network of independent accounting
firms and business advisers that has
been meeting the needs of clients
with interests in more than one country
for over 40 years. The partners and
staff have experience and expertise
in different areas from traditional
areas of accounting, audit and taxation
through to newer areas of financial
advisory services, strategic planning
and wealth management.
“Here at Anne Brady McQuillans
DFK, we pride ourselves in dealing
with
our clients on a one-to-one basis
and becoming actively involved in
clients’ businesses so they
gain the full value of our experience.
By holding regular client evenings
and seminars, we can keep focused
on our clients’ needs and wants.”
Anne Brady - Partner |
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full case study click here |
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Doyle Kelly
& Company
Doyle Kelly and Company was
formed in 1998. A 2 partner practice
with 12 staff, 5 of which are Qualified
Accountants. Martin Kelly and Michael
Doyle have been impressed by WHAT
drive offers their practice.
“Following a short learning
curve our firm quickly got to grips
with DRIVE. We saw immediate improvements
in the communication flow around the
office. As time passed we became more
immersed in what DRIVE had to offer
and began to realise that its true
strength was its versatility and customisability.
This software grows with your business
unlike many others which constrain
you to a preset way of doing business”.
Martin Kelly - Partner |
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full case study click here |
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