Training Introduction
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Welcome to the DataGrows Training Centre
DataGrows is a highly specialised practice management and workflow automation platform designed specifically for accounting and compliance firms. Because of the depth and flexibility of the system, successful implementation relies heavily on proper training.
The training guides in this section have been created to help you understand not only how to use DataGrows, but also why certain processes, setups, and best practices are important. Many of DataGrows' most powerful features—including automated task generation, workflow management, client assignments, compliance tracking, and reporting—depend on accurate setup and a solid understanding of the system.
Why Training Matters
Unlike many software applications, DataGrows is designed to automate complex firm processes. As a result, users who invest time in training typically experience:
Improved efficiency and productivity
More accurate task generation and scheduling
Better visibility across teams and departments
Reduced administrative workload
Higher adoption rates and user satisfaction
Greater return on investment from the platform
Our Recommendation
We strongly encourage all users to complete the training material in the order provided, regardless of their role or previous experience with practice management systems. Even experienced users often discover features and best practices that significantly improve the way they work.
Important: The firms that achieve the greatest success with DataGrows are those whose teams commit to learning and consistently applying the training material. A few hours invested in training can save hundreds of hours of manual administration later.
Take the time to work through each guide, practise the concepts in your own database, and make use of Geoff AI, our help resources, and support team whenever you need assistance. Successful DataGrows users aren't born—they're trained. 🚀
Training is done in four stages:
The Essentials
Learn how DataGrows simplifies your accounting workflow and confidently use its core features from day one.
Unlock & Expand
Learn advanced insights and work smarter, not harder.
Peak Performance
Master advanced features to streamline complex tasks, maximise accuracy, and drive long-term business success.
Profit Precision
Most firms think this feature is about Billing automation, but in reality, fully implemented it is A continuous monitoring system for financial health, discipline, and sustainability
Each of these levels is covered in the My Training modules; however, we host a series of Web Masterclasses once a week to make it easier to digest crucial information. We recommend booking for each of them via the links provided later in this post.
After attending the Web Masterclasses, the My Training modules can be used as an easy refresher to ensure you grasped the most important information from the training, and so that management can access reports to ensure each team member has completed the training.
This blog post will cover:
Booking for the Web Masterclasses
We offer 3 webinars to kick start your DataGrows journey.
Please book your spot on each of them via the links below:
The Essentials
Learn how DataGrows simplifies your accounting workflow and confidently use its core features from day one.
What we will cover:
- Navigation & Orientation in the system
- Layout & functionality of tables
- Customise your view
- Search & Filter
- Clients table & switching on services
- All Tasks Due Detail
- Working on tasks
- Timekeeping
- Reports
- In-app Chat
- Mobile app
- Help options
- My training
Unlock & Expand
Learn advanced insights and work smarter, not harder.
What we will cover:
- Setup of:
CIPC Integration
Related Parties: Directors, Members & Trust Register
Share Register & Authorised shares
- Accounting & VAT Workflows
- Ad Hoc Tasks
- All Tasks Due Detail advanced filters for Managers and teams
- Backlog tasks
Profit Precision:
Most firms think this feature is about Billing automation, but in reality, fully implemented it is A continuous monitoring system for financial health, discipline, and sustainability
What we will cover:
- Billing Setup
- Firm Settings
- Rates and retainers
- Recoverable expenses
- Staff Rates
- Rates Setup Excel templates
- “Bill to” in the clients table explained
- Updating rates on a yearly basis
- Invoicing via Sage/Xero
- Time authorisation
- Firm Reports
- Complete a billing test run
Completing the My Training
After each Web Masterclass, please complete the My Training modules to ensure you understand all the features covered in the masterclass.
To do this:
In DataGrows, open your "My Training" database
Click on My Modules
Ensure you are sorted chronologically in the sequence column. Or click on the arrow next to the column heading to sort chronologically.
Only focus on the videos of the web masterclass you have attended. The rest can wait until you attend the next web masterclass.
Click on each record and read the blog post via the link or watch the video.
Then answer the three easy questions to ensure you grasped the most important information from the feature.
Click Save
The system will then give you a Pass or Failed indicator.
If the Status shows Failed, you can open the record and refer to the Hint for the correct answer.
Accessing the Training report
To access the My Training report to see who has done the training:
Click on your Accounting CRM
Go to Firm Reports
Open the My Training Report
If you have questions or need assistance with any of the above, please contact [email protected]