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Rodina Client Portal

One shared, secure portal for you and your clients

Overview

Deliver a secure, branded client portal built natively on Experience Cloud for accounting and professional services firms. Give clients self-service access to view invoices, make payments, and more while your team maintains role-based access control.

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See How Rodina Client Portal Works

  • Branded Client Experience

  • Role-Based Access Control

  • Payment Management

  • Payment Method Storage

  • PCI-Compliant

  • Invoice Email Automation

  • Overdue Notifications

  • Single Sign-On

  • Practice Management System Integration

Rodina Client Portal enhances client experience and streamlines your collections process by integrating with your existing practice management system. Your clients can see a consolidated view of all invoices, make online payments, save payment methods, and pay multiple invoices at once. Role-based access control protects confidential data across multiple business entities and contacts organized into complex hierarchies.

Categories

Business Needs
Collaboration
Accounting
Industries
Financial Services
Professional Services
Personas
Business Operations Manager
Data Professional
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

More from Rodina Software Corp

  • Rodina Consulting
    by Rodina Software Corp
    Rodina helps accounting & consulting firms modernize scoping, resourcing, delivery, reporting & client collaboration. Our consultants pair end-to-end process expertise w/ Rodina Client Portal to improve client experience, cash flow, visibility & adoption.