This is a list of all features of the Accounting CRM and Practice Management Application. By clicking on any item in the list, you will be taken to a blog post explaining the feature in more detail.
They are broken down into 3 sections:
1. Getting Started
Getting Started: CRM for Accountants and Auditors: This post contains the upload files and steps needed to set up your CRM and import your client details.
Adding Users: How to add additional staff to the app and change user rights.
My Training: While you complete the setup, please ask your team to complete the My Training modules. This will ensure that they get the most out of their time on DataGrows.
Timekeeping: User the in-app timer as you work to track performance and gain insights into profitability.
*Billing: Setting up your rates and rate groups, such as retainers or hourly billing.
2. Per Department & Table Breakdown
All Tasks Due Detail: An overview of all of your outstanding and upcoming work
Additional information
Adhoc Tasks (Department Title)
Accounting (Department Title)
Audit (Department Title)
CIPC (Department Title)
Communication
Financials (Department Title)
Payroll (Department Title)
Tax (Department Title)
Time Management (Department Title)
Billing Department (Department Title)
Setup:
User Actions
User Roles
Setup – Billing (Department Title
Set up billing
3. Other features
User Rights & Access
5.Integrations
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