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Rodina Client Portal

By Rodina Software Corp

One shared, secure portal for you and your clients

No Ratings
$65   USD/user/month

Discounts available for nonprofits

Industries
Financial Services
Professional Services
Business Need
Collaboration
Accounting
Requires
Platform Cloud
Experience Cloud
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud Billing

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.

  • Make client experience simple, secure, and efficient

Highlights

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

Provider Details

Rodina Software Corp
Berkeley, CA
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2017
Website
Email
Phone
(510) 323-3742

We partner with leading accounting firms and other professional service organizations to transform their operational capabilities through innovative technology solutions. Our firm specializes in designing and implementing enterprise-grade solutions that streamline operations, accelerate profitable growth, and enhance client experience. We've earned the trust of leading organizations by solving complex challenges. Most recently, we helped a top 50 US accounting firm, revolutionize their client payment experience using Rodina Client Portal to securely handle stakeholder management and invoicing. The portal ensures that information firewalls are maintained between stakeholders within a client organization while bills are still easily settled. In addition, our Rodina Client Portal delivers a comprehensive governed engagement layer — unifying document management, eSignature and contracts, collaboration, and AI-assisted workflows under a single, role-based access model. Built on Salesforce, it enforces information barriers, policy-driven approvals, and audit trails across every client interaction, giving firms the control and auditability that enterprise clients increasingly demand.

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Rodina offers multiple license types with flexible packaging to meet your unique needs. Contact us for a demo and quote.

Default Plan

$65 USD/user/month

More From This Provider

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.