For advisors
Bring a client’s questionnaire. Let’s make it easy.
We are exploring how accountants and sustainability advisors can help small suppliers answer customer questionnaires with confidence. Start with a real questionnaire, your client’s permission and the records you already have.
Scope the work before choosing a tool
A pilot inquiry does not activate multi-client access or purchase a managed preparation service.
The buyer request
Tell us the required file or portal, deadline and the client entity involved. Do not send confidential client records until handling and access have been agreed.
Your professional judgement
The client and advisor own the facts, evidence assessment and final approval. Vertapass software does not provide independent assurance or replace your professional judgement.
A defined pilot
Any work, access, deliverables and fees need to be agreed separately. A standard Request Pass is for one organisation’s saved questionnaire, not an advisor portfolio.
Portfolio features are not a public offer
Client invitations, selected-client batch reporting and delegated multi-client operations are not available as a sellable self-service workflow. Subscription purchase does not enable advisor access.