Your entire practice.One connected view.
Less admin. Less chasing. More time for your clients.
Intersect is practice management software designed for South African accounting firms and company secretaries, bringing your clients, compliance obligations and everyday practice activities together in one connected workspace.
My Practice
A clearer picture of your working day.
| Client | Financial year-end | CIPC annual return | Responsible |
|---|---|---|---|
| Client A (Pty) Ltd | February | ● Filed | C1Consultant 1 |
| Client B CC | June | ● Overdue | C2Consultant 2 |
| Client C (Pty) Ltd | March | ● Due soon | C1Consultant 1 |
| Client D (Pty) Ltd | December | ● Not yet due | C2Consultant 2 |
Annual return overview
Portfolio-wide reports
- 01TimeLess admin, fewer follow-ups
- 02ConfidenceDeadlines you see coming
- 03ControlClear ownership across your team
- 04GrowthRoom to take on more clients
- 05SimplicityOne workspace, not five tools
The Intersect difference.
Too much of the working day goes into chasing updates.
Bring clients, tasks, reminders and reporting into one workspace.
The Intersect Way
Old Way
Old Way
- Update client trackers in ExcelKeep client details and work lists in separate files.Still waiting on an update?Back to the inbox.
- Chase documents and repliesSend another email and remember to follow up.
- Ask who owns each taskCheck with the team to find out where work stands.
- Check deadlines and work statusCompare calendars, task lists and inbox updates.
- Rebuild reports and billing detailsPull information together from separate systems.
!Still chasing.Who is doing what?
The Intersect Way
- One client portfolioClients, entities, year-ends and key dates together✓
- Tasks with ownersTrack responsibilities and progress across your team✓
- Automated remindersScheduled follow-ups and escalation for supported requests✓
- Practice reportingSee client information and obligations across your portfolio✓
- Xero and Sage connectionsBring client information and invoicing closer to your practice work✓
Your practice, in view.Less chasing. Clearer ownership.
Less chasing. A clearer practice view.
Keep client work, team responsibilities and follow-ups connected.
Managing your practice should be easier than managing your clients’ compliance.
Client records, statutory deadlines, outstanding documents, team responsibilities and endless follow-ups. Keeping everything on track shouldn’t feel like a full-time job on its own.
No more jumping between spreadsheets, chasing emails or wondering what still needs attention. Just a clearer, simpler way to keep your practice moving.
Choose a feature to explore
| Entity | Year-end | Annual return |
|---|---|---|
| Client A (Pty) Ltd | February | ● Filed |
| Client B CC | June | ● Overdue |
| Client C (Pty) Ltd | March | ● Due soon |
| Client D (Pty) Ltd | December | Not yet due |
- CIPC Annual Returns
- Income Tax & Provisional Tax
- Tax registration numbers
- Financial year-ends
- Financial Statements & PIS
- COIDA compliance
- Client portfolios
- Practice transaction history
Let Intersect
do the chasing.
We know how much time disappears into following up on outstanding documents, signatures and client information. Intersect takes that burden off your team with automated reminders that keep supported workflows moving.
- Set your preferred reminder schedules
- Personalise your messages
- Let Intersect follow up on outstanding requests
- Deadline notifications and escalation options keep important tasks from slipping through the cracks
Your team can focus on getting things done instead of constantly asking for things to be done.
Hi, we’re still waiting on your signed document. Please return it so we can keep your compliance on track.
Handled by Intersect, on your behalf.Your practice.
Your way of working.
Practice Management connects those responsibilities with the people, tasks and processes behind them.
Keep everyone connected and accountable.
Good teamwork starts with knowing who’s responsible for what.
- Invite team members
- Manage access permissions
- Keep track of responsibilities within your practice
With clearer visibility and shared information, your team can work together more confidently.
Your practice.
Your numbering conventions.
Every practice has its own way of managing corporate governance documentation. Intersect gives you the flexibility to configure resolution numbering to suit your preferred conventions.
- Choose shared or separate numbering sequences
- Customise reference formats
- Maintain continuity with existing resolution registers
It’s one less administrative detail to worry about, with greater consistency across your governance documentation.
Make your systems work better together.
Your accounting software and compliance workflows shouldn’t operate in isolation. Intersect’s practice management software supports practice-level connections with Xero and Sage, helping bring client information and invoicing processes closer to your compliance activities.
And as Intersect grows, so will the opportunities to connect more of your practice’s everyday processes.
Xero
SageImagine starting your day knowing exactly where your practice stands.
That’s the difference connected practice management software can make. Instead of managing information across multiple systems, your team has a clearer view of the work that matters. Instead of spending valuable time on repetitive administration, you can focus on delivering the professional service your clients rely on. And instead of constantly reacting to what needs attention, you can manage your practice with greater confidence.
- ✓Which clients need attention.
- ✓Which deadlines are approaching.
- ✓Which tasks are outstanding.
- ✓Which follow-ups Intersect is already handling.
Practice management software built for the way South African practices work.
Intersect understands that accounting firms and company secretaries do far more than submit returns. You’re responsible for helping clients navigate ongoing statutory obligations, maintain accurate records, meet deadlines and keep their businesses compliant.
It’s not another disconnected tool to manage. It’s practice management software built around a smarter, more connected way to run your practice.
Your practice deserves
a simpler way to work.
You didn’t build your practice to spend your days chasing documents, updating spreadsheets and checking deadlines. You built it to help your clients succeed. Let Intersect’s practice management software take care of more of the administration, so you can spend more time doing what you do best.