TRUSTED BY TOP 50 ACCOUNTING & ADVISORY FIRMS
SEE IT IN ACTION
A quick tour of the Rodina Client Portal
Watch how firms simplify finance operations, secure sensitive data, and accelerate cash flow - in under two minutes.
EVERYTHING IN ONE PORTAL
The tools your firm and clients both rely on.
One secure platform replaces the disconnected systems and manual processes that slow everyone down.
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Billing & Payments
Clear invoice presentation, secure processing, and real-time payment tracking - so you stop chasing payments
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Role-Based Access
Give every client and partner exactly the access they need. Nothing more, nothing less.
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Documents & Files
A secure home for invoices, financials and engagement letters - organized and always at hand.
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eSignatures & Contracts
Send agreements and collect legally-binding signatures without ever leaving the portal.
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Collaboration
Message clients, share updates and resolve questions in one shared, secure thread.
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Enterprise Security
SOC 2 Type II controls, 256-bit encryption and audit trails on every action.
PRODUCT TOUR
Everything your clients need in one simple, secure portal.
Role-Based Access Control
Invoice Presentation
Payment Processing
eSignatures & Contracts
Document Exchange
Messaging & Notifications
ENTERPRISE GRADE SECURITY
Peace of mind, built into every interaction
Maintain rigorous security standards while giving clients the simplicity they expect. Sensitive information stays protected -- always.
Role-based access
Granular permissions ensure every person sees only what they should.
SOC 2 Type ||
Independently audited controls across security, availability and confidentiality.
Secure payments
PCI-compliant, bank-grade processing on every transaction.
Full audit trail
Every view, signature and payment is logged and traceable.
SOC 2 Type ||
256-bit AES encryption
GDPR ready
PCI DSS
63%
faster average time to payment
6.2 days
average days to get paid
40+
hours saved per month on admin
99.9%
platform uptime, SOC 2 audited
RESULTS, NOT PROMISES
Deliver a modern, seamless client experience.
"The Rodina Client Portal was exactly what we were looking for."
Chief Financial Officer
Top 50 Accounting Firm
"Role-based access was the deal-maker. Our clients get a polished, secure experience without seeing anything they shouldn't."
Managing Partner
Top 50 Accounting Firm
-- Get Started
Ready to simplify your finance operations?
See the Rodina client portal in action. Book a personalized demo and we'll show you how to get paid faster -- securely.
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30 minute personalized walkthrough
No commitment, no credit card
Tailored to your firm's workflow