New
Rho Partner Portal for Accountants
A special version of Rho designed to help your firm manage spend and cash for all your clients in one central platform. Schedule a demo today.
Meet the new
Rho Partner Portal
Alex Roytenberg, CPA & Founder at Integrated CPA
“The new Rho Partner Portal is a catalyst for accountants. It keeps all our client data safe and secure, and helps us onboard new clients faster.”
Alex Roytenberg, CPA & Founder at Integrated CPA
A powerful version of Rho built for world-class accounting partners
Say goodbye to administrative overload from glorified landing pages and equip your team with the best tools to serve your clients today.
Staff management that makes sense
Securely provision and de-provision your team across your client accounts
Permissions that match your scope of work
Granular roles set on a client by client basis
Flexible and efficient client management
Simplify service delivery from onboarding to connected access
Read the Rho Partner Portal launch post
Read blog post
Michael Brod, Co-Founder at Haven
“The Rho Partner Portal helps us spend less time pulling statements and more time with our customers.”
Michael Brod, Co-Founder at Haven
Rho Partner Portal FAQs
See answers to common questions we get from customers about Rho Partner Portal.
What is the Rho Partner Portal?
The Rho Partner Portal is a version of Rho purpose-built for accounting partners. The new Rho Partner Portal provides firms with a consolidated dashboard where they can manage all clients’ spend and cash, securely manage their team’s access to current customers, and provision new clients on Rho – all in one place.
What is the Rho Partner Portal designed to solve?
The Rho Partner Portal helps accounting firms streamline team access management across client accounts and facilitates an efficient onboarding process, ensuring both secure collaboration and a strong start to client relationships.
Who is the Rho Partner Portal designed for?
The Rho Partner Portal is designed for mid-sized and large accounting firms serving small businesses and larger companies with services that span from basic bookkeeping to in-depth bill payment processing and valuable advisory solutions. For firms with extensive books of business, the Rho Partner Portal simplifies client onboarding to Rho and grants accountants secure and personal login capabilities, allowing for hassle-free access to client accounts. This eliminates the common challenge of managing access permissions through clients, streamlining the overall process for both accountants and the firms they represent.
How much does the Rho Partner Portal cost?
Like our platform, accounting partners can use the Rho Partner Portal without any subscription fees.
Some transactions processed through Rho, like FX transactions, may incur fees. You can learn more about our pricing here.
How do I access the Partner Portal?
For new users, complete this form to enroll in Rho's Partner Program. A member of the Partner Team will work with you to create your portal for your team or connect with you a member of your team if a portal already exists for your firm.
For returning users with portal access, log back in using this link.
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