You can use the login below to access your secure client portal.
Please see this Rodman Portal Quick Reference Guide (opens as a .PDF file) to answer most FAQ’s and troubleshoot problems. If you still have questions, please call the office on the main line: 617-965-5959 and one of our staff will be more than happy to help you.
Because of security laws in the Commonwealth of Massachusetts, we are not allowed to send sensitive information to you via e-mail. This portal service is an approved, and secure way for us to deliver sensitive materials (such as tax returns) to you electronically.
For best results, we recommend using one of the following internet browsers: Internet Explorer version 8.0 or higher, Firefox version 12 or higher, Chrome version 12 or higher, or Safari version 4 or higher. For a complete list of supported browsers please click HERE and choose “System Requirements”.
“The Rodman team is a true business partner for us”
“Rodman is remarkably efficient and effective at keeping us organized”
“They offer concierge service and first-class advice”
“Collaborative, personalized service”