Reporting #4 Report packs
Within Joiin, you can go one step further and use your tailored customisations to create highly professional report packs.
Report packs enable you to create more time by making it easy to deliver regular in-depth reporting, such as monthly client reports. With just a few clicks in Joiin, you can see everything in one document and export it as a PDF or spreadsheet for easy distribution and keep any created packs for future re-use.
How our Joiin platform can help
You can group all a client’s reports into one package that can be quickly sent and then downloaded by them as a PDF or Excel spreadsheet. In practice, this means selecting any combination of custom reports, personalising them with relevant branding, and efficiently running off a pack whenever needed, whether for a client meeting or presentation.
“Automation has been a growing trend in accounting, with routine administrative and rules-based tasks often automated. A Deloitte/IMA survey indicated that more than 50% of finance and accounting professionals felt automation would impact how their company performed its work in the coming years.”
Reporting #5 Automated reporting
Automation has been a growing trend in accounting, with routine administrative and rules-based tasks often automated. A Deloitte/IMA survey indicated that more than 50% of finance and accounting professionals felt automation would impact how their company performed its work in the coming years.
With reporting such a critical piece of the accountant/client relationship, automated reporting now provides a rock-solid way to distribute reports effectively to your clients. The result: you can build new relationships and cement existing ones based on the regular and accurate reporting required by your clients.
How our Joiin platform can help
Within Joiin, our multi-client feature has been designed specifically for chartered accountants, letting you can create separate areas for managing clients and automating how reports are shared.
You get to provide your clients with an individual portal where only their bespoke reports are available, with each client able to view wherever they are.
About this blog series
This blog series explores five essential digital reporting types for accountants that can help make sense of these unsettling economic times. Reporting that’s proven to drive critical insights into the health of a business, identifying risks and opportunities, and helping to build a more robust financial narrative.
If you’ve enjoyed this blog series and are looking to get a reporting app for your business’s finance team, here are some handy tips on 5 big decisions to get the best finance app for your business ›
Perhaps you’re part of an accountancy firm? If so, here are tips for choosing a new accounting app ›
