Joiin for advisors
For accountants and advisors everywhere, Joiin supports you in delivering a better service to clients. Our accountant-friendly Multi-Client feature will help manage multiple client reports in one place, maximising data from Xero, QuickBooks, Sage, and Excel. Quickly produce group consolidations, create insightful reports, simplify how you work, and more.
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“A game changer in terms of how we manage our accounting service and clients’ accounts”
FEATURE FOCUS
Manage multiple clients at once, in one place
Multi-Client is our flagship feature for accountants and advisors.
It lets you manage multiple clients under one umbrella subscription. You can enable access carefully by adding or removing teammates and clients, easily switching between reports and data at the click of a button, and securely sharing reports with stakeholders.
Whether it’s complex consolidations, single-entity reports, or better client management and workflows, Multi-Client simplifies it.
Stacks of benefits with advisors in mind
click & connect in minutes
Connect your companies to Joiin and combine data from multiple entities to seamlessly create reports, such as simpler single-entity reports to more complex consolidated group reporting.
save time with our multi-client feature
With Multi-Client, bring all your clients under one roof and efficiently manage each client’s reporting, saving you time to focus on strategy and relationship building.
collaborate easily
Improve the service you provide by sharing reports effortlessly, helping you engage with clients over meaningful and compelling presentations.
deliver greater insight
Provide in-depth finance reports with Joiin’s custom reporting and help clients make better business decisions.
scale-up and support more clients
There’s no need to add staff members to support new customers. Joiin’s features are like extra team members focused on delivering for you and your clients.
grow your business
Using Joiin will support the growth of your business, bringing new efficiencies and helping to improve margins.
Wow your clients with a range of reports
Deliver more in-depth reports to your clients with report packs. Report packs are simple to use and let you create professional reports that provide business insight, keep you focused on delivering an excellent service, and help you grow your business. Go even further with custom reports, including your branding and client specifics.
What our customers say:
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