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Our September Upgrades are here!

Updated: Oct 18

This small upgrade complements the CIPC Beneficial Ownership upgrade that was rolled out earlier this month. 

Here is a list of the upgrades:


Introducing!

  • Mandate to lodge

A Mandate column has been added to the CIPC Beneficial Ownership table. Once you click on the icon, a mandate will open, which you can download and send to the client to sign. The information within the mandate will automatically be populated based on the client information you have provided. 

If you are still unsure of how the CIPC Beneficial Ownership table works, please watch a short video or the full demo at this link.

  • CIPC reminder email to staff

A new automated email has been introduced to remind staff of upcoming CIPC Annual Returns that are due for clients in the current month. The email will send a summary of their client's due as well as the progress of their returns.


Corrections


  • Timer across multiple tabs


Our users often work across multiple tabs. We have improved the timer to instantly update once it is started or stopped on any of the tabs. 


That's all for now!


We hope you enjoy these updates. Please send us your feedback and any requests for additional changes to support@mydatagrows.com.

As always, our team is here to assist you in every step of your journey with DataGrows, so please do not hesitate to contact us. 

Thank you for your continued support!

The DataGrows Team

 

*Please remember to complete your 'My Training' if you haven't done so yet. These short videos will help you get the most out of DataGrows. 

Find out more about My Training here.



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