Onboarding to DataGrows is fast and flexible. Setup can take anywhere from a few hours to a few weeks, depending on the quality of your existing data and how fully you want to adopt the platform.
You can import your existing clients in seconds directly from:
This means you can be up and running almost immediately, with no manual data capture required.
Once your data is in the system, you’ll simply:
- Switch on the services you offer
- Add any additional client or compliance information
- Assign tasks and onboard your team
After the initial import, you need to:
- switch on services
- add additional information
- onboard and assign tasks to team members
DataGrows is built to make onboarding
easy, structured and user-friendly, whether you’re a small practice or a growing firm. The timeline largely depends on:
- The state and accuracy of your current data
- The size of your client base
- Your team’s capacity to implement new processes
We don’t leave you to figure it out alone:
- A dedicated support team is ready to guide you
- We can handle full data conversion on your behalf
- Migration from other systems is often quick—and in many cases, free