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.
One Payment Portal
Get paid faster.
Offer your clients a simple, secure way to settle invoices online with multiple payment options.
Automate invoicing, send notifications, and accelerate payment cycles with our seamless payment portal.
Give your clients a platform they can trust.
Provide your clients with a branded portal that reflects your firm’s identity.
Safeguard their data with multi-factor authentication and PCI-compliant security, giving them confidence with every transaction.
Organize your data.
Streamline client information and invoice management in one platform, laying the groundwork for a fully connected solution. Take the first step towards integration by organizing your data for scalability and growth.
Foundational Client Managment
Elevate your client relationships with a seamless, integrated CRM experience built on the Salesforce platform. Our payment portal empowers accounting firms to streamline client management by offering one central hub for viewing, managing, and paying invoices. Take the first step toward improving customer relationship management while enhancing efficiency and ensuring an exceptional, branded experience for your clients.
Key Features
Invoice Presentation
One hub for your clients to view, access, download and pay their invoices
Secure Payment Processing
PCI Compliance: Tokenized Transactions
Document Management
Share documents with your clients and give them a secure space to upload their documents
Accounts Receivable Management
Module view
Notifications
Send notifications to your clients and ensure you are paid on time
Salesforce Platform
Access top-notch security and other features including collaboration and communication through Chatter
"The Rodina Portal was exactly what we were looking for."
- CFO of a Top 50 Accounting Firm