• Encompass helps deepen the accountant-client relationship

    • The relationship between an accountant and their client is one of the strongest in the Professional Services industry.

      Encompass enables accountants to further strengthen this with tools to confidently and consistently provide advice that will build wealth and reduce risk.This service differentiation and customer value will ensure clients continue to come back year after year.

      A powerful data search and visualisation platform, Encompass helps you compile company, personal and property data from multiple sources, enabling you to quickly access and understand the relationships and connections.

      Encompass is available to all SAI Global customers for free*.

      • Solution overview

        • Encompass allows you to search, review and manage commercial information from official sources such as Personal Properties Securities Register (PPSR), land title searches and ASIC - all from the one location.
        • It also enables you to better understand the relationships and connections between people, companies, properties and assets by viewing these in a visual, easy to understand format.

         

        • Benefits for your organisation


          Enhance your service to your clients


          Great client advice comes from helping your clients grow their wealth and effectively manage their risk. To do this, accountants need to deepen their understanding of their clients, and their business interests.

          Encompass enables you to conduct extensive Personal Properties Securities Register (PPSR), land title searches, as well as ASIC and bankruptcy searches on directors, properties and companies and then brings all this together so your client can instantly see the relationships and connections between the data.



          Share and collaborate in the same workspace


          The Encompass workspace enables accountants to easily and cost effectively collaborate on building a picture and a story related to a person's company, personal and property information. These workspaces allow you to share the outcome of your searches, building and storing all information in Encompass's document archive for future access.

          The workspace also provides you with the option of compiling your research into a Dynamic Report.

          You can also share a workspace via a simple hyperlink, which can be integrated into your workflow or practice management systems.

          It is also possible to extract PPSR searches in an Excel format for easy upload and management via your own workflow.



          Keep archived information up to date


          Encompass provides users with an easily accessible and auditable document archive that can be shared or reused.

          The platform's automatic refresh function enables you to identify where information has been updated as it highlights item changes such as the acquisition or sale of an asset, appointment or departure of a director or purchase or sale of a company.

          This means you do not have to constantly cross-reference refreshed data with existing searches. This happens automatically.



          *Please note the standard search provider and service charges will still apply. There is no fee for accessing the visualisation platform.

          • Download the
            Encompass brochure

          • Case study

            Streamlining due diligence | Gilbert Tobin

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            Catching corporate criminals | McGrath Nicol

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            Data mining for a mining company | Ferrier Hodgson

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