We're excited to release another packed sprint focused on three key themes:

✅ Better visibility
✅ Better team collaboration
✅ Better profitability insights

Many of these changes come directly from your feedback and are designed to make DataGrows easier to manage as your firm grows.

One of our most requested improvements is now available.

You can now assign a “Reports To" relationship in the Accountant table. This lets you create a team and filter tasks, so they see only the team's tasks, not all tasks for the firm. This means that managers no longer need to dig through multiple records; all team tasks will be clearly visible without any distractions.

This will:

To action this, click on any record in the Accountant table and select the person that they report to, then change their filter view to ‘View Team Tasks’. More on that below.

To accommodate the team view, we have introduced a View Filter.

Users can now choose:

Managers can focus on their teams' work without complicated filtering. Juniors remain focused on their own work, and Partners gain better visibility over reporting lines.

Read more here: Setting up Reporting Structures in DataGrows

We have introduced a new dashboard to improve management and team visibility. You can find the Dashboard on your Home/My Databases screen.

More dashboard enhancements are coming soon. We'd love to hear what you think about the dashboard and any additional information you'd like to see here. Send your feedback to [email protected].

One of the most exciting additions in this sprint.

You can now enable an Auto Timer on the Accountant record.

This is perfect for firms wanting more accurate time recording and improved billing recovery. You can still log manual time and use the play button. This upgrade means you never have to remember to push play. Follow this link to read all about timekeeping in DataGrows

We've launched a change log report on DataGrows.

The Change Log acts as:

If a note was cleared, a value was changed, or a workflow was updated, management can now understand:

Increased visibility means mistakes can be rectified more easily. Access the change log on any record where it's enabled, plus a full report from the new System Administration Department.

We've introduced a new:

Designed to:

Find it on each CIPC Beneficial Ownership task reminder

The Microsoft Integration page now includes token status indicators to show expired tokens and connected emails.

One of the most common support requests occurs when:

These issues should now be much easier to identify and resolve.

Not using our email integration yet? Read more here: Microsoft 365 Email Integration and Bulk Emails

We've enhanced task assignment notifications across the platform so all reassigned tasks display in the notifications panel.

We've improved chat visibility so each chat now displays the sender's full name. This will make collaboration significantly easier.

Remember:

If you're still discussing work through emails and WhatsApps, you may be missing one of the most powerful collaboration tools in DataGrows. Find out more here.

We have improved the Revenue & Profit Report calculations to deliver a more accurate profitability analysis. If you're not already reviewing this report regularly, now is a great time to start. Find out how to activate your Firm Guardian here.

We've added the Group field to the All Tasks Due Detail table to make it easier to filter and identify Group structures, Consolidations, Large portfolios, and Manager reviews.

We've started work on a new:

This tool uses real-world DataGrows firm data to estimate:

Follow this link, enter your values and see the potential partnering with DataGrows can bring to your firm.

DataGrows now stores:

per user in the database.

No more rebuilding your favourite views after changing devices.

Firms using the newer Sage authentication process can now connect via:

If you have moved to the newer Sage Account two-factor authentication method, please review your integration settings and reconnect where necessary.

To aid in our support of your team, please complete the cell phone number of each team member.

Go to Setup & Integrations → Setup → Accountant and enter the values.

This will allow us to reach out directly when we detect errors or need to assist with queries. We gladly bear the burden of supporting your team so you can focus on running your healthy firm.

We've made significant improvements to the My Training Report to support our new certification programme.

Go to Firm Reports → My Training

Managers can now easily see:

Users who achieve the required completion rate can now earn:

🎓 Certified DataGrows User Status

📚 6 Non-Verifiable CPD Hours

✅ Eligibility for Trusted DataGrows Partner recognition

Our help articles and information links have undergone a major refresh.

Remember:

Geoff is smarter than ever, but our support team is always available when you need a human ❤️.

You can access your DataGrows invoices in DataGrows. Account Owners - go to Settings - Invoices and download your DataGrows invoices.

We're excited to expand our Customer Success team! With Leonard joining DataGrows, we will have more capacity to hold webinars, support sessions and respond to your queries even faster than we already do. We know you're going to love him as much as we do!

We continue to focus on:

And, as always, many of these enhancements started as ideas from firms just like yours. If you have any suggestions, please send them to [email protected].

Thank you for your continued feedback and support.

The DataGrows Team
🌱 Building healthy firms that sustain business and create impact.