The Manual

This is a list of all features of the Accounting CRM and Practice Management Application. By clicking on any item in the list, you will be taken to a blog post explaining the feature in more detail.

They are broken down into 3 sections:

1. Getting Started

2. Per Table Breakdown

3. Other features

4. Subscription

1. Getting Started

• Getting Started: CRM for Accountants and Auditors: This post contains the upload files and steps needed to set up your CRM and import your client details.

• Adding Users: How to add additional staff to the app and change user rights.

• My Training: While you complete the setup, please ask your team to complete the My Training modules. This will ensure that they get the most out of their time on DataGrows.

• Timekeeping: User the in-app timer as you work to track performance and gain insights into profitability.

• *Billing: Setting up your rates and rate groups, such as retainers or hourly billing.

• Watch a Demo

• *Navigation Tips

2. Per Department & Table Breakdown

• All Tasks Due Detail: An overview of all of your outstanding and upcoming work

• My Chats

• Clients

Small Business Tax

Directors, Members & Trust Register

Additional information

      Required Documents

• Reports & Firm Reports

Adhoc Tasks (Department Title)

• Once-Off Custom Tasks

• Firm & Adhoc Tasks

• Specialized Tasks

Accounting (Department Title)

• Accounting

• Vat Returns

Audit (Department Title)

• Audit Module 

CIPC (Department Title)

• Beneficial Ownership

• CIPC Annual Returns

• CIPC Tasks

• Share register

Communication

• Document templates

• Automated Emails 

• FICA Documents

• Pop-Comm 

Financials (Department Title)

• Financials

Payroll (Department Title)

• Compensation Fund ROE

• EMP201

• EMP 501 Bi-Annual Recon

• Payroll

• UIF filling

Tax (Department Title)

• Corporate Tax Returns

• Dividends Declared

• Income Tax Individuals

• Provisional Tax

• SARS Tasks

• Trust Tax Returns

• Turnover Tax

Time Management (Department Title)

• Time Log

• Leave Tracker 

• Organization Skills Matrix

Billing Department (Department Title)

Setup:

• Accountant

• Data Uploads

• Firm Settings

• User Actions

• User Roles

Setup – Billing (Department Title

• Set up billing

• Services Not Used

3. Other features

• Archive Tables

• Backlog: Outstanding Tasks & Unique Cases

• Client Summary and Work In Progress Report

• Dark mode

• Delete / Remove Users

• Drill In & Breadcrumbs

• Generate Client Invoices

• Hand over work

• Manage Columns: Change Column Order and Hide Columns

• Search / Filter or Sort

• Send a share link for clients to add details

• Upload / store a Document

User Rights & Access

• Add a User

• Change User Access

• Delete / Remove Users 

5.Integrations

Sage

Xero

CIPC Extension

SARS Extension

4. Subscription

• Upgrade to a paid subscription

• Cancel your subscription

• Change the number of licenses on your subscription

• Update Card Details