Help Your Clients with CSRD Compliance
Offer CSRD services to your clients without deep ESG expertise. Refer clients to CSRD Pro and manage their progress from your professional adviser dashboard.
Sign Up as AdviserThe Opportunity
More and more of your clients are facing CSRD requirements, whether they're directly in scope, responding to supplier requests, or preparing for future obligations. Many clients look to their trusted advisers for guidance on compliance.
You don't need to become a CSRD expert to help your clients. CSRD Pro provides a professional, guided platform that enables clients to complete their sustainability reporting independently, while you maintain oversight through your adviser dashboard.
This approach lets you offer valuable CSRD services to your clients, strengthen your advisory relationships, and add a new service line to your practice, all without requiring deep ESG expertise.
How CSRD Pro Helps Advisers
Our adviser platform gives you professional tools to refer clients, track their progress, and provide support. Clients use our guided platform for data entry, while you maintain visibility and can step in when needed.
Easy Client Referrals
Unique referral tokens make client onboarding simple. Share your token, and clients are automatically linked to your workspace.
Progress Tracking
Monitor all your clients' progress from one dashboard. See who needs support and track completion status.
Invite Management
Send invitations to clients, track invitation status, and manage client access from your dashboard.
Key Features for Advisers
Client Referral System
Get a unique referral token when you sign up. Share it with clients, and they'll be automatically linked to your adviser workspace when they create their accounts.
Dashboard Overview
View high-level status of all your referred clients. See completion progress, identify clients who need attention, and monitor activity across your client base.
Invite Management
Send invitations to clients directly from your dashboard. Track invitation status, send reminders, and manage client access all in one place.
Client Progress Tracking
Monitor client activity and completion status. See which clients are making progress and which ones might need your support or guidance.
How It Works for Advisers
Sign Up
Create your free adviser account. Get your unique referral token automatically generated.
Invite Clients
Send invitations to clients using your referral token. They sign up and are linked to your workspace.
Track Progress
Monitor client progress from your dashboard. See completion status and activity for all clients.
Provide Support
Step in when clients need help. Our platform guides them, but you can provide additional support.
Client Success
Clients complete their reports independently. You maintain oversight and strengthen your advisory relationship.
Benefits for Your Practice
Offer CSRD Services
Add CSRD compliance services to your practice without needing deep ESG expertise. Our platform guides clients through the process.
Professional Client Experience
Clients get a professional, guided platform that produces compliant reports. Your practice benefits from a reliable solution.
Time-Saving
Clients handle their own data entry using our guided workflows. You focus on oversight and support rather than manual data collection.
Strengthen Relationships
Help clients navigate CSRD requirements and strengthen your advisory relationships. Be their trusted guide for sustainability compliance.
Use Cases
Lawyers
Support clients with compliance documentation and governance reporting. Help them understand CSRD requirements and ensure proper disclosure.
General Accountants
Offer CSRD services alongside your existing accounting services. Help clients respond to supplier requests or prepare for future obligations.
Business Advisers
Help clients prepare for CSRD requirements and respond to data requests. Guide them through sustainability reporting as part of your advisory services.
Client Experience
When clients sign up via your referral, they get access to our professional, guided platform. Here's what they experience:
Guided Data Collection
Step-by-step workflows guide clients through all required disclosure topics with clear explanations and examples.
Progress Tracking
Clients can see their completion status and track progress through each section of their report.
Professional Reports
Clients generate professional, compliant reports in PDF or digital format ready for submission or sharing.
Your Oversight
You maintain visibility into client progress and can provide support when needed, strengthening your advisory relationship.
Start Helping Your Clients with CSRD Today
Sign up for a free adviser account and start referring clients to CSRD Pro. Offer valuable CSRD services without deep ESG expertise.