DRIVE Version 3.5 is now available to download. This update includes:

• Login using email address and
• Licencing using Maxio

Download and read the Release Notes – Link to Release Notes Click here to download the Guide
To download the update go to DRIVE CRM & Practice Management Downloads

DRIVE Version 3.4 is now available to download. This update includes:

• Duplicate checking for lodgement numbers
• Option to auto-extend Year End Date
• Linked Clients, effective ‘To’ date, to end link
• Irish Version of Export of Client data to Accountancy Manager import
• Optional bulk sending of emails using SendGrid (instead of M365)
• Adding Doc. No to WIP Allocation Validation
• Branding Update

Download and read the Release Notes – Link to Release Notes
Click here to download the Guide

To download the update go to DRIVE CRM & Practice Management
Downloads

DRIVE Version 3.3 Build 2 is now available to download. This update includes:

• Optional OAuth Authentication for Email
• Export of Client and WIP data to an Accountancy Manager import template
• Books In and Deadlines tabs in Client Details
• Warning message when transactions are entered dated prior to the period start date

Download and read the Release Notes – Link to Release Notes
Click here to download the Guide

To download the update go to DRIVE CRM & Practice Management\Downloads

DRIVE Version 3.3 Build 1 is now available to download. This update includes:

• Annual Return Date Due/Deadline changed to 56 days from ARD
• New Copy Timesheet option
• New link to CRO to Pull Client data e. g. Year End, ARD etc.
• Client/Job specific charge-out rate

Click here to download
Download and read the Release Notes – Link to Release Notes
Click here to download the Guide

DRIVE Version 3.2 Build 2 is now available to download. This update includes:

• VAT Return changes for Postponed VAT Accounting (ROI/NI & UK)
• Additional Timesheet Validation
• Additional Merge fields on Microsoft Word Statement

DRIVE Version 3.2 Build 2 (April 2021) is now available to download.

Click here to download
Download and read the Release Notes – Link to Release Notes
Click here to download the Guide

DRIVE Version 3.2 Build 1 is now available to download. This update includes:

• Improved Performance
• Bank Imports
• MTD VAT Return – Multiple Cost Centre VRN
• Report enhancements
• Client selection code or name option
• Datamining ‘Empty’ Date filter option
• Northern Ireland ‘Confirmation Statement’ System Deadline

DRIVE Version 3.2 Build 1 (September 2020) is now available to download.

Click here to download
Download and read the Release Notes – Link to Release Notes
Click here to download the Guide

Click here to download
A Guide on how to download and run the routine, what it does and does not do can be downloaded from here also
Click here to download the Guide

• TLS 1.2 – Mandatory if using MTD to file VAT Returns to HMRC
• .Net Framework 4.6
• MTD VAT Return Exception Report
• Improved Import Routine
• Changes to Year End
• Enhanced GDPR functionality
• Four Weekly frequency in Deadline Setup

• Making Tax Digital (UK)
• Enhancements to several reports
• Deadline Staff re-assignment
• Credit Notes Email option

• Budgets
• Credit Control
• Alerts Manager
• GDPR