Designed for accountants and advisors, manage multiple clients under one Joiin subscription and enable access to carefully selected stakeholders.
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:
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.