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Meet your new client portal.

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THE CLIENT EXPERIENCE

Your firm has grown, but your client-facing systems have not.

Clients move across too many tools to sign contracts, pay invoices, upload documents, review service activity, approve deliverables, and ask questions. Choose a system that unites these processes and simplifies the experience, for everyone.

Improve the client 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. 

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.

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The right tool that allows your firm to grow.

Replace manual practices with automation proven to help your accounting firm grow.  Use the right, enterprise grade platform to achieve your potential.

One portal for bills, payments and documents.

"The Rodina Client Portal was exactly what we were looking for." 

- CFO of a Top 50 Accounting Firm

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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. 

INDUSTRIES

BUILT FOR FIRMS
THAT BILL CLIENTS

From solo practitioners to multi-partner firms, Rodina raises raises your professionalism and exceeds client expectations.

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Accounting and CPA Firms

Bookkeeping Services

Tax & Advisory

Consulting Practices

Financial Services

Fractional CFO's

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Key Features

Invoice Presentation
Payment Processing
Role Based Access Control
Documents
Notifications
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