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For accounting & bookkeeping firms

Client ESG questionnaires, handled without an ESG specialist

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-based framework you can run them through today, not a blank page you have to design.

Right now, a client's ESG questionnaire is a moment you either help with or send elsewhere. A finished, standards-based answer means you can say yes instead — and it's often the opening for the next conversation with that client, not just a favor.

Start with one client free

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, which EFRAG's official converter turns into XBRL.
  • 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

  1. 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.

  2. 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.

  3. 03

    Hand the client their link and PDF.

    They forward it to the customer who asked, or attach the PDF directly. You stay in control of the record — your client gets the link and the PDF to share, not a login of their own (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. Start without a sales call — pay by card or request an invoice. Start with one client free to see the wizard and the output before you upgrade.

Free

$0forever

For a small business answering an occasional ESG questionnaire.

  • 1 ESG Passport
  • PDF + QR + Public profile
  • Annual updates
  • AI bill parsing — 2/month
  • Coverage Check — 1/month against your Passport
  • Subtle watermark
  • Profile URL with random suffix
  • Basic Attestation
  • Geographic factor profiles — 11 dedicated countries plus EU and global fallbacks
  • One reporting period per Passport — a new period is a new Passport, which is Pro

Invited suppliers create and share a Passport for free — no credit card.

Start free
Most popular

Pro

$299/year

For a small business handling repeat requests — and for advisors, who manage a separate Passport for each client under one Pro account.

Save $169/year (36% off) vs monthly

  • Everything in Free
  • Up to 10 ESG Passports you can manage
  • ISSB Transition Readiness, including Australia-specific AASB S2 (ASRS) questions
  • VSME Comprehensive Add-on
  • Country disclosures — Malaysia SEDG · ASEAN ASEDG
  • VSME Digital Template (Excel), pre-filled for EFRAG's own XBRL converter
  • Unlimited Coverage Checks — on every new questionnaire
  • Unlimited AI bill parsing
  • No watermark · Company logo in PDF
  • Custom URL slug
  • Professional Attestation
  • Priority email support
  • 30-day money-back guarantee

30-day money-back · Cancel anytime

Managing more than 10 client Passports? Email us for volume pricing — no sales call required.

Start with one client freeSee exactly what it doesn't do

Sign up, pay by card, start the first client's Passport the same day — or request an invoice if that suits your firm's purchasing better.

Everything in a Passport is self-reported and not independently audited, including certifications.