Full Upload: CRM and Practice Management for Accountants and Auditors.
Updated: Oct 12
This upload option gives you the freedom to switch on tasks for all clients individually and add personal details for each client. It takes quite a bit of time but is a very comprehensive upload.
If you want a quick start text guide instead of the video guides below, please download this pdf.
Let's show you around and add your staff.
The Excel Files
Please download the Excel Spreadsheet called ‘Your Client Data’ below. Use this to add your client details.
The ‘Example Client upload file’ is there as a visual reference if you need it.
Getting Your Data In
The video below explains how to upload your data onto the Accounting CRM and Practice management tool. You can also email email@example.com and ask us to do the upload for you. This is a free service if the Excel file is prepped.
Using The App
Enjoy your journey with DataGrows!