Joony BubblyRequest a demoJoony Bubbly gives accounting, audit and corporate secretarial firms a structured place to manage client information, recurring work, source documents and review decisions.
Keep client profiles, contacts, custom fields, financial year ends and working information together. Search and filtering help the team find the right record without relying on private spreadsheets or individual inboxes.
Organise annual, quarterly or other recurring work around the dates that matter. Clear ownership and status help teams see what is due, what is in progress and what still needs attention.
Bring source records, draft reports and checklist findings into one review flow. Findings can carry a location, status and reviewer note so decisions remain understandable when work changes hands.
It is designed for accounting, audit and corporate secretarial firms, and can also be configured for organisations that manage client data alongside scheduled service and reminder cycles.
Yes. Role-based read and write controls let firms give each person access that matches their responsibilities.
Tell us where records, deadlines or reviews become difficult today.