Set up a client once. Stay on top of them forever.
"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 The moment a client is added, or a deadline shifts, the whole thing drifts out of date.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 off the relevant SARS and CIPC dates. VAT201, EMP201, provisional tax, annual returns and beyond. The result: a living workflow that rebuilds itself every period, assigns the right person, and never lets a recurring job quietly disappear.
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Recurring task templates that regenerate automatically each cycle.
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Auto-assignment to the responsible team member, with workload visible at a glance.
- Status tracking from not-started to reviewed to filed. No chasing required.