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Rodina Client Portal
One shared, secure portal for you and your clients
- Industries
- Financial ServicesProfessional Services
- Business Need
- CollaborationAccounting
- Requires
- Platform CloudExperience Cloud
- Compatible With
- Sales CloudService CloudRevenue 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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform CloudExperience Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudRevenue Cloud Billing
- Salesforce Editions
- Enterprise
App Details
- Version
- Rodina Client Portal/1.4.0.2 1.4.0
- Listed On
- 05/28/2026
- Latest Release
- 05/28/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce 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 MoreSalesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 24Custom Tabs: 16Custom Apps: 1
- Lightning Components
- Global: 22App Builder: 0Community Builder: 0
- Languages
- English
Security
This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/26/2026
Additional Details
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.
Need help?
Rodina Software Corp
Berkeley, CA