Designed for accountants and advisors, manage multiple clients under one Joiin subscription and enable access to carefully selected stakeholders.
“Makes consolidation really simple and super easy to customise”
Created explicitly for accountants and advisors
Our multi-client feature means you can use the Joiin platform to drive more clients under one simplified Joiin account. Whether you want to manage a few customers or hundreds, multi-client lets you and your colleagues work on client reports and data together at the click of a button.
Here’s how our multi-client feature might work for pretend accountancy firm, Ace Accountants:
Easily manage multiple clients
Split your Joiin subscription into multiple clients, each accessed separately, and quickly switch between clients, right there on-screen.
View, add and remove teammates – users who can access clients across your Joiin subscription, to perform necessary actions for these clients.
View, add, remove, and switch between clients – a list of all clients under your Joiin subscription plus the companies they currently have connected.
Deliver a better service to your clients by combining our multi-client feature with Joiin’s report packs to create off-the-shelf insight for your customers.
Let our industry-leading security work behind the scenes to keep your clients’ data protected, enabling you to work in confidence.