The Rodina Client Portal
Secure. Simple. Seamless.
Take the first step to improve your account and customer relationship management with a seamless system, designed for accounting firms and other professional service businesses.
- CFO of a Top 50 Accounting Firm
"The Rodina Client Portal was exactly what we were looking for."
Foundational Client Management
Accelerate cashflow, improve client experience and allow for scalability with a seamless payment portal. The Rodina Client Portal empowers accounting firms to streamline client management by offering one central hub for viewing, managing, and paying invoices.
One portal for bills, payments and documents
Get paid faster.
Offer your clients a simple way to settle invoices online with multiple payment options. Automate invoicing, send notifications, and accelerate payment cycles with our seamless payment portal.
Improve your client's experience.
Exceed your client's expectations with an accessible, secure payment portal. Raise the bar for professionalism to meet your firm's reputation, giving your clients confidence with every transaction.
The right tool that allows your company to grow.
Replace manual practices with industry-proven automation, allowing your firm to scale. Use the right, enterprise grade platform to achieve your potential
Key Features
Invoice Presentation
Secure Payment Processing
Multi-factor authentication, PCI Compliance, tokenized transactions and your clients can securely store their payment methods.
Document Management
Ensure confidentiality and security when sharing documents with your clients and give them an easy and safe way to upload their files.
Accounts Receivable Management
Notifications
Ensure your clients are always aware of upcoming payments and you get paid on time.