Task & Workflow Management

Set up a client once. Stay ahead forever.

Every task, configured once and scheduled automatically, so the same VAT, PAYE, and provisional-tax work rebuilds itself every cycle, assigns the right person, and never quietly disappears.

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Stay on top of deadlines. No credit card required.

Spreadsheets drift. Deadlines don’t.

“How do I stop manually rebuilding the same VAT, PAYE and provisional-tax checklist for every client, every cycle?”

Most SA practices manage recurring work in a shared spreadsheet that someone has to remember to update. The moment a client is added, or a deadline shifts, the whole thing drifts out of date.

With DataGrows, you configure each client’s recurring obligations once, and every task auto-schedules — VAT201, EMP201, provisional tax, annual returns and beyond. A living workflow that rebuilds itself every period.

Three things that run quietly in the background.

Recurring task templates

Configure each client’s obligations once. Every cycle the full VAT, PAYE and provisional-tax checklist regenerates itself — nothing to rebuild by hand.

Auto-assignment

Work routes to the responsible team member the moment it’s scheduled, with everyone’s workload visible at a glance so nothing lands on the wrong desk.

Status tracking

Follow every job from not-started to reviewed to filed. No chasing, no “did anyone do this?” — the board always shows the truth.

Your week, already organised.

Every recurring obligation, scheduled off the right SARS & CIPC date and assigned before you log in.

What it means for your practice.

Nothing slips

Every recurring obligation is scheduled the moment a client is added — missed VAT and provisional-tax deadlines stop being a risk you manage by memory.

Hours back each week

Your team stops rebuilding checklists and chasing status, and spends that time on the advisory work clients actually pay for.

Onboarding in minutes

Pull in client information directly from Sage, Xero, SARS or CIPC in minutes.

Works hand-in-hand with:

SARS & CIPC Deadlines
Audit Management
Timekeeping & Billing
Reports
Customisable Documents
Automated Email Reminders

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ready when you are

Transform your practice today.

Need help choosing the right plan? Start free and our SA-based team will help you map DataGrows to your practice

No pressure, no credit card.

500+ SA practices
30-day free trial
No credit card required
SA-based support team

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