Product Ideas💡 - New features introduced to increase your user experience
This month, we’re thrilled to unveil more exciting enhancements with you. We’ve been listening to your feedback and working hard to deliver updates that address some of the most popular Intersect product ideas. Whether you’re looking to compliance processes, improve how you communicate with your clients, or expand your single-source-of-truth database, there’s something for everyone in this month’s summary!
Full Email Preview Now Live: Customise Before You Send
In response to growing demand from accounting firms and corporate service providers who wanted greater control over their client communications, Intersect now includes a full email preview feature as part of all automated workflow emails.
Before any system-generated email is sent—such as a share certificate notification, director signature request, or beneficial ownership task—you can now:
Preview the exact email that will be sent to your client or stakeholder
Edit the body copy to match your tone, language preference, or branding
Ensure accuracy by reviewing placeholder fields and company-specific context before dispatch
This new feature offers complete transparency and greater flexibility, ensuring your firm maintains a personalised and professional presence in every touchpoint with your clients.
Whether you’re a sole practitioner or a growing practice with a client base in the hundreds, this upgrade ensures that your communications feel intentional—not automated.
No more surprises. No more re-sends. Just smart, streamlined compliance communication—your way.
SARS Public Officer 2.0 - Now with full dashboard visibility
We’ve levelled up the SARS Public Officer (Registered Representative) workflow.
With SARS Public Officer 2.0, you now get a full dashboard overview of your application’s progress — from submission to final outcome. Whether you’re tracking one application or ten, you’ll always know where things stand.
Even better:
- If your application is rejected, the SARS rejection letter is automatically saved and viewable directly from the dashboard.
- If your application is approved, the official SARS Registered Representative letter is also saved for your records — no more searching through eFiling inboxes.
CIPC PDF's now auto-saved to your Document Hub
No more downloads. No more digging through emails. With our latest update, all CIPC submission PDFs — including Annual Return confirmations, CoR documents, and Certificates — are now automatically saved to your Document Hub.
This means every important CIPC record is securely stored and easily accessible, right where you need it. You’ll never lose track of a document again — and your audit trail just got even stronger.
Beneficial Ownership Diagram now in Beta
We’ve introduced a visual way to understand complex shareholding structures.
Our new Beneficial Ownership Diagram, now available in beta, automatically maps out the ownership flow of a company — including direct and indirect beneficial owners — in an easy-to-read, interactive diagram. It’s a game-changer for teams managing Beneficial Ownership Registers or preparing for FIC inspections.
We’ve introduced a visual way to understand complex shareholding structures.
Our new Beneficial Ownership Diagram, now available in beta, automatically maps out the ownership flow of a company — including direct and indirect beneficial owners — in an easy-to-read, interactive diagram. It’s a game-changer for teams managing Beneficial Ownership Registers or preparing for FIC inspections.
Beneficial Ownership Emails Now Auto-Split by Role
Managing Beneficial Ownership declarations just got smarter on Intersect Connect.
With our latest enhancement, the platform now intelligently distinguishes between shareholders and directors when initiating the Beneficial Ownership submission workflow. At the click of a single button, Intersect automatically generates and dispatches two distinct email types—each tailored to the specific responsibilities of the recipient.
Shareholder Task Email: Sent to listed shareholders, this email prompts them to upload a certified copy of their ID to verify their information as part of the submission.
Director Task Email: Sent to company directors, this version includes a board resolution and share register that requires their review and electronic signature, authorising the Beneficial Ownership declaration to CIPC.
Both emails are fully automated, pre-filled, and professionally formatted—ensuring no compliance step is missed, while saving firms valuable time and manual effort.
This smart role-based email logic is just one more way Intersect Connect simplifies complex compliance workflows, without the admin headache.
Cosmetic updates💡 - streamlining the look and feel to bring you a best-in-class experience
As part of our ongoing efforts to enhance usability and visual clarity across the Intersect platform, we’ve introduced several interface upgrades in Q1.
Action items such as viewing, editing, and deleting records are now displayed as intuitive in-line icons, reducing clutter and making interactions faster and more intuitive.
Organisations that have successfully validated their company data through CIPC now proudly display a verified badge on their Company Secretarial Dashboard — giving you confidence in the accuracy of the data you’re working with.
And to give you even more oversight, user access permissions are now clearly shown at each stage of the workflow, so you know exactly who has access to your information, and where they are in the process.
We are super excited to connect with you all at the upcoming Xero roadshows in Johannesburg and Cape Town in the coming weeks! It is going to be epic, as always!
Thank you to each and everyone that is joining us on this exciting journey, of reimagining compliance management in South Africa!
