Automated Workflow Management Made Simple

For years, we’ve relied on spreadsheets as a dependable way to track tasks. However, they require a lot of manual input and leave room for user error. By embracing technology, we can automate what would normally be added to a spreadsheet manually. This means you no longer need to remember to do the provisional tax return for that one client with a June year-end. Once you add their year-end to a system like DataGrows, we will remind you every year that their Provisional Tax, Financials and Corporate Tax Returns are due. That is the power of automation. You can simply input data, such as the services you offer to your clients, once, and DataGrows sets recurring task reminders for every client for every submission.

Working in the accounting industry in South Africa, we are all well aware of the deadlines set by SARS and CIPC, as well as other deadlines we need to keep track of to ensure our clients remain compliant. Most of these deadlines have set periods or frequencies. DataGrows takes these deadlines and automatically generates tasks for each client for each period, so you no longer need to remember all the deadlines or stress about keeping your spreadsheets or calendar up to date. You simply log into DataGrows, look at the upcoming deadlines, and do the work.

Once your clients have been added to DataGrows and services have been switched on, tasks will start to be scheduled for your clients and continue to be scheduled for future dates. Our overview dashboard then enables you to see at a quick glance exactly when, for example, a client's accounting or VAT is due, when their CIPC Annual return is coming up, when their financials are due, etc. If you click on any of these tasks, you can track progress, log time, and add notes so that you always know how far you are with the work for each client.

DataGrows is partly customizable. You can set due dates for tasks that are not prescribed by SARS & CIPC. You can also rearrange and hide columns that are not applicable, adjust user access, add manual tasks if needed, and even set tasks with your own unique, recurring deadlines.

DataGrows integrates with your favourite accounting systems for easy, fast, streamlined billing. Time is logged in DataGrows as you work. Once time is authorized, invoices can be generated and posted to your accounting system with the click of a button, saving you hours that would have been wasted on manual timesheets. Even if you only work on monthly retainers, the timekeeping function is a great way to see which tasks your team are working on that fall outside the current retainer, or when budgeted time runs over and a retainer needs to be renegotiated. We save you, on average, 94% of the time spent on raising your invoices. Multiple that by your charge-out rate? Now, you can spend that precious time servicing more clients.

Spreadsheets require hours of manual work and leave room for a lot of human error. If you forget to set the deadline for the next period, that deadline might be missed, and penalties could be incurred. If regulations change, you need to make the adjustments manually. By embracing workflow automation systems, you save a lot of time and ensure deadlines are not missed. If regulations change, these deadlines are updated automatically. As an example, our Beneficial Ownership declaration can take 30 minutes from setup to submission. That is a huge saving if you calculate it with your hourly rate compared to a manual submission.