Banking made better
Spending made smarter
Eliminate annoying banking fees, earn yield on your cash, and operate more efficiently with Rho.
Eliminate annoying banking fees, earn yield on your cash, and operate more efficiently with Rho.
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.
- 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.
- 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.
- 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.
All in one finance platform
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.
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