Multi-client – your vital client management tool

What is the Joiin multi-client feature?

Specifically created for accountants and advisors, our multi-client feature is an ideal client management tool for those who want to manage multiple, distinct clients under their one Joiin subscription.

With multi-client enabled, the feature means you can split your Joiin subscription into multiple ecosystems – one for each client.

Each client area can be accessed separately, and you can also quickly switch between client areas on-screen.

Within the feature, a client is a distinct grouping of connected companies and their associated users, customised reports, report packs, and budgets, as well as other configured data such as exchange rates.

A quick look at ‘clients’ and ‘teammates’

As shown above, our Joiin multi-client feature supports practice management, helping you manage clients and colleagues more effectively and efficiently.

Within multi-client you can assign access to ‘clients’ and ‘teammates’:

• Teammates (the people within your accounting firm) are users who have access to all the clients across your Joiin subscription. They have full control to perform any action across all clients. You can view, add and remove teammates as you see fit.
• With Clients, a list of all these under your Joiin subscription will be shown, along with the number of companies they currently have connected. You can view, add, remove and switch between clients