Rho offers portal for client management, onboarding

Finance platform Rho launched the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners at Rho who are accountants. This could include fractional CFOs, heads of a particular practice within a large firm, accountants with just their own book of clients, and more. 

Essentially, the solution delivers Rho's cash and spend management capabilities, with the added benefit of providing accounting partners a consolidated view of their entire book of business. 

Users can: 

• Manage team access to client accounts with fixed roles for security and efficiency;
• Request client account access, set user permissions, and manage connections from a single dashboard;
• Invite clients to Rho and track status with real-time updates for onboarding clients with minimal friction;
• Use two-factor authentication to access the portal; 
• Chat, email or talk on the phone with dedicated points of contact; and, 
• Access a consolidated snapshot of the team, and which accounts they can access. 
  

Rho developed the portal in response to feedback from accounting partners, who talked about the challenges of provisioning users in and out of client accounts as staffing changes, especially if they cannot self-serve the process. 
Firms wanted a simple repeatable way to get their clients onboarded to the solution they are recommending, as errors or lack of guidance in the onboarding phase start a relationship on a weak note. 

The security measures, such as two-factor authentication, were added in response to feedback from accounting partners, as they wanted to ensure 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.

"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," said the company's blog post announcing the release. 

While the feature is called Partner Portal for Accountants, a spokesperson said Rho intends for more than just accountants to use it in the long term.