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Rodina Client Portal

By Rodina Software Corp

Rating
Not rated yet
Reviews
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Pricing
Paid
From $65 per user per month
Listed since
2026

About Rodina Client Portal

One shared, secure portal for you and your clients

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.

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

Screenshots and videos

Make client experience simple, secure, and efficient

Pricing

Paid, from $65 per user per month.

Rodina Client Portal plans
PlanPriceBilled
Default Plan$65 per userMonthly

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

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Revenue Cloud Billing
Requires
  • Platform Cloud
  • Experience Cloud
Salesforce editions
  • Enterprise
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on May 26, 2026
Industries
  • Financial Services
  • Professional Services
Languages
  • English