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Accountant's use case

Hi, I am an accountant at a firm which may have a consolidation use case for two of our clients, I was wondering if there were any special features for accountants or do I need two logins?

Your tool looks promising from the videos I have seen.

Hi Sam, thanks for contributing to the Joiin Forum, I believe we have the tool for you!

Joiin's 'multi-client' feature allows Bookkeepers, Accountants and Advisors to manage multiple clients' data under one parent account, with separate distinct logins for each of your clients and their team, you can read more about 'multi client' here.

I would recommend beginning a trial and loading your clients' Xero, Quickbooks and Sage data, you can do this here.


Harry :)

Is there an option to produce WHITE LABEL REPORTS with the firm's brand? Without the name JOIN appearing?

Hi Joseph, the Joiin product itself does not have a 'White Label' functionality however there is no Joiin branding on any report exported from Joiin and your own logo (or Client's logo) can be added.

To add a logo go to the 'Account menu'

Let me know if you have any questions on this.



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