Introducing: The Rho Partner Portal for Accountants

We’re helping accountants manage client spend and cash in one place, easily and securely.
Author
Jack Maddock
Updated
November 12, 2024
Read time
7

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Today, we’re excited to launch the Rho Partner Portal, a version of Rho designed for accounting partners. In one central platform, accountants can quickly onboard new clients, manage their cash and spend, and provision permissions across staff with ease. 

The Rho Partner Portal marks the latest step in our commitment to building the finance platform that accountants love––one that makes it easier for partners to introduce staff and new clients to Rho and deliver more client value faster. 

How the Rho Partner Portal works 

The Rho Partner Portal delivers the cash and spend management experience that Rho customers like Mad Rabbit, Dr. Squatch, and MUD/WTR love, with the added benefit of providing accounting firms a consolidated view of their entire book of business. 

Key features include:

  • Easy team provisioning & role-based access management: Manage team access to client accounts with fixed roles for security and efficiency.
  • Streamlined client management: Request client account access, set user permissions, and manage connections from a single dashboard.
  • Simplified client onboarding: Invite clients to Rho and track status with real-time updates for onboarding clients with minimal friction.

Why we built the Rho Partner Portal for Accountants

"Rho has significantly reduced the time it takes to pull statements for our clients, enabling us to be more efficient and productive. The new Rho Partner Portal has reduced the strain significantly on our accounting team due to the centralization, so that we can spend more time with our customers."—Michael Brod, Co-Founder at Haven

We designed this version of Rho to solve a few key challenges accountants experience when using finance automation solutions on the market today. 

  1. Team access provisioning: We’ve heard directly from our accounting partners just how challenging it can be to provision users in and out of client accounts as staffing changes, especially if they cannot self-serve the process.
  2. Poor client onboarding experiences: Accounting firms need a simple and repeatable way to get their clients onboarded to the solution they are recommending. First touches and experiences are critical for trust between the accounting firm, accountant, and client. Errors or lack of guidance in the onboarding phase start a relationship on a weak note. 
  3. Data security concerns: Both accounting firms and their clients want to ensure that data is protected during the onboarding process and that the right permissions are granted at the onset without having to chase specific people or reuse shared credentials that are vulnerable to exploitation.

Demo the Rho Partner Portal today

The first-touch experience is critical for trust between the accounting firm, accountants, and their clients. Errors or friction in the onboarding phase to a new financial platform can impact the client relationship or the firm's trusted reputation.

We're excited to continue working with accounting firms and their partners to provide an innovative business banking platform. Through the Rho Partner Portal, we're furthering our mission to deliver a solution that helps make accounting simpler and more efficient.

Disclaimers

Rho is a fintech company, not a bank. Checking account and card services provided by Webster Bank, N.A., member FDIC; savings account services provided by American Deposit Management Co. and its partner banks.

Images used are for illustrative purposes only.

Testimonials reflect individual customer experiences and opinions and are provided for illustrative purposes. There is no guarantee that your Rho experience will be the same and results may vary.

While Rho's platform includes security and efficiency features, clients should maintain their own security protocols and oversight procedures. Reliance on platform features alone does not guarantee absolute security or eliminate the need for internal controls. As a fintech company, Rho's services and protections may differ from those offered by traditional banking institutions. Users should review applicable regulations and compliance requirements that may impact their use of the platform. Banking services are provided by partner institutions as specified.

Jack Maddock
November 27, 2024
Jack Maddock is a Senior Product Manager who leads accounting product innovation at Rho. Jack has over a decade of experience in financial services, having shaped product roadmaps at Wise and Barclays. He is an expert on commercial money movement, accounting technology, and corporate finance processes overseen by accountants, controllers, and CFOs.

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Rho is a fintech company, not a bank or an FDIC-insured depository institution. Checking account and card services provided by Webster Bank N.A., member FDIC. Savings account services provided by American Deposit Management Co. and its partner banks. International and foreign currency payments services are provided by Wise US Inc. FDIC deposit insurance coverage is available only to protect you against the failure of an FDIC-insured bank that holds your deposits and subject to FDIC limitations and requirements. It does not protect you against the failure of Rho or other third party.
The Rho Corporate Card is issued by Webster Bank N.A., member FDIC pursuant to a license from Mastercard.
Investment management and advisory services provided by RBB Treasury LLC dba Rho Treasury, an SEC-registered investment adviser and subsidiary of Rho. RBB Treasury LLC facilitates investments in securities: investments are not deposits and are not FDIC-insured. Investments are not bank guaranteed, and may lose value. Investment products involve risk, including the possible loss of the principal invested, and past performance does not future results. Registration with the SEC does not imply a certain level of skill or training. Treasury and custodial services provided through Apex Clearing Corp. ("Apex") and Interactive Brokers LLC ("Interactive"), registered broker dealers and members FINRA/SIPC. Interactive rates may vary from Apex rate shown above. For additional information about investment management and advisory services provided by Rho Treasury, please refer to Rho Treasury’s ADV-2A Wrap Fee Brochure.
             
This material presented is for informational purposes only and should not be construed as legal, tax, accounting or investment advice. Under no circumstances should any of this material be used for or considered as an offer to sell or a solicitation of any offer to buy an interest in any securities. Any analysis or discussion of financial planning matters, investments, sectors or the market generally are based on current information, including from public sources, that we consider reliable, but we do not represent that any research or the information provided is accurate or complete, and it should not be relied on as such. Our views and opinions are current at the time of publication and are subject to change. You should consult with your attorney or relevant professional advisor for advice particular to your personal or business situation.
                  
Rho Treasury is not insured by the FDIC. Rho Treasury are not deposits or other obligations of Webster Bank N.A., or American Deposit Management Co.’s partner banks, and are not guaranteed by Webster Bank N.A., or American Deposit Management Co.’s partner banks. Rho Treasury products are subject to investment risks, including possible loss of the principal invested.
*This reflects the sought net yield based on 90-day Treasury Bill rates as of [DATE] and an annual fee which ranges from 0.15% for deposits of $20M or more to 0.6% (the maximum annual fee) for deposits under $2M. Individual results may vary depending on the actual investment date and investment products selected. Past performance is not a guarantee of future performance results. The yield is variable and fluctuates without prior notice. The rate shown is net of fees. The amount of Treasury Bills available at a particular yield will depend upon the sellers’ offer size; any remaining cash balance after the purchase may not earn the same yield.
© 2019-2024 Under Technologies, Inc. DBA Rho Technologies. Rho is a trademark of Under Technologies, Inc.

Rho is a fintech company, not a bank. Checking and card services provided by Webster Bank, N.A., member FDIC; savings account services provided by American Deposit Management Co. and its partner banks.