The Essentials
Learn how DataGrows works and use the core features from day one.
- Hi
Welcome to DataGrows.
Your journey to a more organised, profitable and scalable firm starts here.
Whether you're trialling DataGrows or preparing for full implementation, this learning journey is designed to help you get value quickly. Each phase builds on the previous one, guiding you from basic setup to advanced firm management, compliance automation, billing and reporting.
By the end of your trial, you'll understand not only how DataGrows works, but how it can become the operating system for your entire firm.
Start here.
Watch this first to understand the bigger picture before diving into the training. This video will show you what DataGrows is, why it exists and how it helps firms like yours.
How the training works.
Learn at your own pace, supported by practical masterclasses. The goal isn't to learn every feature. It's to help you build a system your firm can rely on. The video below will explain how your training is structured. Download the full training roadmap below for a complete breakdown of everything covered during your trial.
Access your training phases below
Goal
Learn how DataGrows works and start using the core features immediately.
What you’ll do
- Set up your firm
- Add clients and team members
- Assign tasks
- Begin managing daily work inside DataGrows
Outcome
Stop relying on spreadsheets, WhatsApp and disconnected systems. You'll leave this phase with a clear understanding of how to manage your firm's day-to-day work from one central platform.Why this phase matters
This is your foundation. Everything else builds on this.
Next Steps:
1. Book your spot on the next live web masterclass
2. Complete the required setup by following the steps below. If you complete the setup befor ethe master class, it will make more sense, however it is not compulsory to complete the setup before attending the masterclass.
3. After attending the web masterclass, refresh your knowledge by completing the My Training modules.
See a list of features covered in this section
Topic Covered
✅ Orientation in DataGrows
✅ Client setup and service activation
✅ Assigning and managing tasks
✅ Understanding task due dates
✅ Working on tasks
✅ Filtering and searching
✅ Time tracking
✅ Reports overview
✅ Mobile application overview
✅ Ad hoc and one-off tasks
✅ Team chats and notes
✅ Monday morning planning emails
Goal
Use department-specific features to reduce manual work and improve consistency across your firm.
What you’ll do
- Connect CIPC and other compliance data.
- Set up shareholders, directors, members and trustees.
- Configure company records.
- Learn how each department uses DataGrows.
Outcome
You run your firm with clarity and fewer errors. Your team starts working more consistently and management gains better visibility into the firm.Why this phase matters
This is where DataGrows moves beyond simple task management and starts becoming a complete practice management system.
You'll begin to see how compliance, audits, financials and secretarial work all connect together.
Next Steps:
1. Book your spot on the next live web masterclass
2. While you wait, connect to CIPC and start setting up shareholders, directors, members and trustees.
3. After attending the web masterclass, refresh your knowledge by completing the My Training modules.
See a list of features covered in this section
Compliance & Secretarial
✅ CIPC Integration
✅ Directors, Members and Trustees
✅ Share Registers
✅ Beneficial Ownership
✅ CIPC Tasks
✅ Annual Returns
Accounting & VAT
✅ Client setup for accounting services
✅ VAT workflows
✅ Requesting bank statements
✅ Verification workflows
✅ Compliance reporting
Audit
✅ Audit planning
✅ Audit scheduling
✅ Audit progress tracking
✅ Audit reports
Financial Statements & Tax
✅ Backlog management
✅ Workflow progression
✅ SARS obligations
✅ Small business tax configurations
✅ Third-party submissions
Payroll
✅ EMP501 workflows
✅ Employee management
✅ Verification tracking
Adhoc Department
✅ Scheduling unique recurring tasks
✅ Scheduling unique once-off tasks
✅ Admin
Other
✅ Department-specific filters
✅ Backlog
Goal
Master advanced features to manage complex work with accuracy and control. Save time, improve visibility and operate more efficiently.
What you’ll do
- Connect the SARS API.
- Automate email communication.
- Create templates.
- Improve reporting.
- Configure advanced workflows.
Outcome
You'll understand how DataGrows can support every area of your firm—not just task management.Why this phase matters
This is where you start to embrace the full power of the system. Many users discover features here that save hours each week and eliminate repetitive administrative work.
Next Steps:
1. Log into DataGrows:
- Go to My Training - My Modules.
- Filter on Peak Performance under the Training Stages column.
- Work through each post, completing the setup and answering the questions.
- Reach out to support@mydatagrows.com if you get stuck.
See a list of features covered in this section
Topics Covered
✅ SARS IRP6 Requests & Submissions
✅ SARS Correspondence
✅ Document Templates
✅ Automated Emails & Microsoft Integration
✅ Skills Matrix
✅ Automated Workflows
✅ Required Documents
✅ Advanced Filters
✅ FICA
✅ Backlog Management
✅ Bulk Task Reassignment
✅ Service Management
✅ Module Visibility
Goal
Gain complete control of time, billing and profitability.
What you’ll do
- Configure rates and retainers
- Track billable time
- Authorise time entries
- Generate invoices
- Connect Sage or Xero
Outcome
You'll understand exactly where your firm's revenue comes from and where profit is being lost.Why this phase matters
This is where many firms experience the biggest return on investment. By connecting tasks, time and billing, DataGrows helps ensure your team gets paid for the work they're already doing. Many firms find that the time saved in billing and invoicing alone more than justifies the cost of the system.
Next Steps:
1. Book your spot on the next live web masterclass
2. While you wait, start setting up your rates and retainers.
See a list of features covered in this section
Topics Covered
✅ Rate Groups
✅ Staff Rates
✅ Retainers
✅ Recoverable Expenses
✅ Time Authorisation
✅ Firm Reports
✅ Sage Integration
✅ Xero Integration
✅ Invoice Generation
✅ User Permissions
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Feeling Stuck?
Need help with anything above? Our team is here to assist. Click on the link below to book an online support session.
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