Partner Portal Overview

Our portal simplifies the referral process and enhances how partners oversee their teams' access to client accounts, ensuring secure and efficient collaboration.

If you are interested in creating a Partner Portal with Rho please reach out to us here.

Key Features

Client Referrals

The Partner Portal allows accounting firms to easily refer their clients to Rho. Simply send an invitation to your client, and once accepted, they'll have access to Rho’s full suite of financial tools.

Additionally, you can provide your client's details and send the application to them for review and submission, speeding up the process.

Application Status Visibility

Stay updated on your referred clients' application progress. Monitor key stages of their onboarding through the status dashboard, providing real-time updates and eliminating the need to check in with clients directly.

User Access Management

As a Partner Manager, you can control which team members have access to each client's Rho account. When you send a Partner Connection invitation to a client, you select the groups you want to connect your team members to. Clients will see the requested groups in the invitation, and you can only add users to the groups they permit. This ensures the right people have access without needing to ask the client to grant or remove permissions individually.

You can add or remove team members from specific client businesses, ensuring seamless and secure collaboration.

Support and Resources

You can access a robust Help Hub directly within the portal to connect with support when needed. Whether you need to troubleshoot a client's issue or find onboarding materials, the Partner Portal provides resources to help you support your clients effectively.

Security and Compliance

We take security seriously. All Partner Portal users are required to use two-factor authentication (2FA) to access the system. This ensures that both your firm's and your clients’ sensitive data are protected at all times.

Important Note

Client Limitations

Account owners and admins cannot change permissions or remove users added by the accounting firm. This ensures that only authorized personnel from the accounting firm can manage access and permissions, maintaining a secure and controlled environment.

If the client wishes to remove the partner from their account, the account owner or admin must revoke the connection entirely. This action will remove all users added by the partner from the client's account.

For more information, please check out our guide: Accepting Your Rho Partner Portal Invitation.

How It Works

Manage Your Team

As a Partner Manager, you control who in your firm has access to each client’s account, ensuring the right level of permissions.

Navigate to your Partner Portal.
Select Team, and complete the flow to invite your team members.
Learn more about the difference between Partner Manager and Partner User roles here.

Invite Your Clients

Once you've added your team members, you can invite your clients to connect their business with Rho through a simple email invitation.

Invitations expire after 14 days; you can revoke a pending invitation at any time.
For a great customer experience, send an email to your firm's dedicated point of contact to ensure you're aligned on the client's needs.

Monitor Application Progress

Track your clients' onboarding with Rho so you're always in the loop and don't need to ask for updates.

In the Invitations tab, you can see if an invitation is accepted, rejected, pending, or expired.
In the Connected Business tab, you can view the status of:
- Pending: Business application has been started, connection accepted, but not submitted.
- Pending review: Business application is under review by the Rho team.
- Active: Business account is open, and Portal users have been added (if applicable).
- Revoked: Connection to the business account has been revoked, and all users added via the Portal have been removed.