Manage a client portfolio
Create and organise client companies under your firm, with a portfolio overview of every engagement in one place.
CSRD · For sustainability consultants
Run CSRD for your client portfolio. Co-branded, in nine languages.
EXTO lets sustainability consultants manage CSRD compliance across multiple clients from one platform — oversee each client's readiness and deliver a report carrying your firm's name and logo.
What you get
Serve more clients without more headcount.
Oversee CSRD readiness
Track each client's CSRD readiness — double-materiality status, datapoint gaps, disclosure progress — so nothing slips before the reporting deadline.
Deliver co-branded reports
Generate each client's CSRD report carrying your firm's name and logo — the deliverable goes out under your brand, not ours.
How it works
You oversee. Your client's team enters the data. You deliver.
EXTO runs the full CSRD workflow inside each client's own workspace. The division of labour is clear:
-
1 · You set up & oversee
Create the client's workspace, grant your team access, and monitor their CSRD readiness from your portfolio.
-
2 · The client's team enters data
Your client's staff complete their double-materiality assessment and disclosure datapoints in their own workspace — the data stays theirs.
-
3 · You generate the report
When the data is ready, produce the co-branded CSRD report — VSME or full ESRS — as a polished DOCX under your firm's brand.
What EXTO runs
The full CSRD machinery, not a checklist.
Inside each client workspace, EXTO covers the substance of a CSRD engagement:
- Double-materiality assessment (impacts, risks, opportunities)
- ESRS datapoints and disclosure-requirement tracking
- VSME or full ESRS reporting standard
- Co-branded report output (DOCX) with your firm's name and logo
Pricing
Licensed per client, priced for partners.
Each client's CSRD module is licensed within that client's own workspace — there is no partner-level bundle. Partner pricing is available on request when you join the programme.
Frequently asked questions
Can I manage CSRD for multiple clients?
Yes. As a partner you create and manage a portfolio of client companies, each in its own workspace, and oversee their CSRD readiness from one place. You review each client individually — there is no single aggregated readiness dashboard across all clients yet.
Are the reports co-branded with my firm?
Yes. CSRD reports generated through the partner workflow carry your firm's name and logo, so the deliverable goes to your client under your brand.
Does it cover full ESRS or only VSME?
Both. EXTO supports the full ESRS reporting standard as well as the voluntary VSME standard, so you can match the report to each client's scope.
What's my role versus my client's?
You set up the client workspace, oversee readiness, and generate the report. Your client's own team enters their data — the double-materiality assessment and disclosure datapoints — and the data remains in their workspace. You provide oversight and the deliverable, not data entry.
How is it priced for consultants?
Each client's CSRD module is licensed in that client's own workspace; there is no partner-level bundle. Partner pricing is provided on request when you join the partner programme.
Is this legal advice?
No. EXTO is a platform for running the CSRD workflow and producing reports. It does not replace legal advice, audit, or assurance.
Add CSRD to your service line — under your own brand.
Join the EXTO partner programme to manage CSRD across your client portfolio and deliver co-branded reports.