Explicitly designed for accountants and advisors…
Our multi-client feature lets you manage multiple clients under one Joiin subscription.
It means you can use the Joiin platform to drive more clients, all under one simplified Joiin account and with a handy dashboard view. What’s more, 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.
Multi-client in a nutshell:
You can split your Joiin subscription into multiple clients and easily switch between them.
Even manage teammates’ access, giving them sight of client data and reports if need be.
The feature also seamlessly integrates with the rest of our Joiin platform and works fantastically well with report packs, letting you create off-the-shelf insight for your clients.
As always, our industry-leading security works behind the scenes to keep your clients’ data protected, enabling you to work in confidence.
Find out more:
If you want to find out even more, just get in touch or sign up for a demo below.