For accounting & bookkeeping firms
A client forwarded you a customer's ESG questionnaire.
You don't have a sustainability specialist on staff, and you don't want to build one from scratch for a single request. EcoDiligence gives your firm a finished, standards-aligned framework you can run a client through today — not a blank page you have to design.
What you can and can't deliver with this
Said plainly, both directions — because the fixed question set is exactly what makes it usable without an ESG specialist.
You can deliver
- A guided, six-step wizard already mapped to VSME and ISSB S2 — nobody on your team needs an ESG background to run a client through it.
- A public link and PDF your client can hand straight to the customer who asked, plus (on Pro) the EFRAG VSME Digital Template and an XBRL export.
- Country-aware emission factors and framework-specific badges, so the same wizard produces a locally relevant answer for clients in different countries.
You can't deliver
- A custom questionnaire per client. It is one fixed question set — you cannot add, remove, or reword fields for a specific client or a specific buyer's form.
- A drop-in answer to a bespoke buyer spreadsheet. If a customer sent a 40-tab custom template, you are still translating between that and this — the wizard does not read or fill in a third-party file.
- Independent assurance. Nothing produced here is audited or verified — see below.
Said plainly, not softened
Self-reported. Not independently audited.
Every field in the Passport is what the client told the wizard — nothing is verified, and nothing on the page or the PDF is labeled "audited" or "verified." Data-quality is broken out honestly per field: evidence-supported, self-reported, estimated, or not provided. That distinction matters more to your firm than to most visitors — you are the one whose name is attached if a client's customer later asks who stands behind the number.
Two pages carry that discipline further than the marketing copy on this one: what EcoDiligence doesn't do lists every limitation in one place, and the methodology shows exactly how each figure is calculated and how data-quality labels are assigned. Read both before you put your firm's name behind a client's Passport.
How it works for an accounting firm
- 01
Sign up for Pro under your firm's own account.
Start with one client on the Free plan to see the wizard and the output before you commit to Pro.
- 02
Create a Passport for each client that asks.
Either you run the six-step wizard yourself during a normal engagement conversation, or send the client the link to complete it themselves — the same fixed question set either way, so nothing depends on which of you fills it in.
- 03
Hand the client their link and PDF.
They forward it to the customer who asked, or attach the PDF directly. You keep editing control; clients receive the link and PDF, not a login to edit the record themselves (yet).
Already run ESG advisory as a specialist service, and expect to tailor the intake per client? The consultants & advisors page is written for that role instead of this one.
Pricing for accounting & bookkeeping firms
One Pro account. Up to 10 client Passports. 299/year.
Create and manage a separate Passport for every client under one Pro account — self-service checkout, no contract and no sales call. Start with one client free to see the wizard and the output before you upgrade.
No talk-to-sales step for this plan — sign up, pay by card, start the first client's Passport the same day.