Client Management
You no longer need multiple spreadsheets or apps to keep track of all the information you need. DataGrows stores all your client information, from required documents to director information.
Client records can be pulled through directly from Sage Business Cloud Accounting. Logging information for new clients in DataGrows will create them in Sage.
Workflow & Task Scheduling
You set up your clients and services once, and DataGrows does the rest.
All tasks are scheduled and will continue to be scheduled for future dates based on the information you have given or the applicable regulatory body's guidelines, taking weekends and public holidays into consideration.
Automated Tasks include:
Custom Once-Off & Recurring Admin Tasks
Accounting
Vat Returns
CIPC Annual Returns
CIPC Beneficial Ownership
CIPC Company Maintenance Tasks
CIPC Supporting Documents & Submission Tracker
Audits
Financials
Workman's Compensation Fund ROE
EMP201
EMP 501 Bi-Annual Recon
Payroll
UIF uFiling
Corporate Tax Returns
Income Tax Individuals
Provisional Tax Returns
Turnover Tax
Small Business Tax Indicator
SARS Supporting Documents & Submission Tracker
Engagement Letters
Automated Timekeeping
Time is easily tracked in DataGrows as you work, so manual timesheets no longer need to be compiled at the end of each month.
Time logged automatically syncs with your billing setup, and invoices can be posted directly to Sage once time is approved.
To-Do List Dashboard
Each staff member can view all upcoming and overdue tasks from a single screen, helping them to plan their week. The list is also emailed to you weekly. Management oversight is easily achieved.
Live Reports
All the live reports you need to make informed decisions. From Time Worked to Profitability reports, DataGrows gives you the reports you need to know what is happening in your business and to help you plan your future.
CIPC Beneficial Ownership
DataGrows schedules this declaration according to the anniversary of each client’s registration. Capture Beneficial Owner details to create automatic organograms and registers as supporting documents.
Share Registers & Certificates
Manage share registers and generate share certificates in seconds, live in the app.
Automated Emails
Send bulk email communication to various client groups based on due dates or selected services. DataGrows allows you to change the text in an email, making the communication personal and relevant.
Document Management
Securely store and manage all your documents in one centralised location. Easily access and share files with clients and team members.
In-App Chat
Staff can chat on any task in DataGrows. Chats are linked to the corresponding task.
Client Reviews
We analyse each client and suggest additional services that you could offer. This also helps ensure that all the correct services are selected so that a deadline is not overlooked.
Team Training
DataGrows encourages a macro management environment where staff are self-reliant and take ownership of their clients and due dates. We built a tool that helps you assess the skill level of each team member across various tasks and helps create a hierarchy of knowledge to take pressure off the business owner to train and support staff.
Free In-App Training
Learn to use DataGrows in your own time. Our self-paced in-app training will take you through all our features to make sure you get the most out of your experience with DataGrows.
Billing
As accountants, while we are processing our billing, we aren't making money. With DataGrows, one button creates a draft invoice based on approved time. You can review invoices before you post them to Sage and get real-time feedback from Sage on invoices raised. This reduces billing time from days to minutes.
Easy Onboarding
Data can be imported directly from Sage. Additional details can then be added to your data template to ensure all client details and services are up to date before tasks start are scheduled in DataGrows. The DataGrows team is here to assist you every step of the way.