Advisor & Consultant Portal
Manage your entire client portfolio from one command centre. NetNada's Advisor Portal gives sustainability consultants, accounting firms, and ESG practitioners centralised visibility across all client carbon inventories—without switching between accounts.
How It Works
The Advisor Portal serves as your centralised hub for managing multiple client organisations. Track progress, upload data, review audits, and collaborate with client teams across your entire portfolio from a single interface.
Access Your Client Portfolio
The Advisor Panel displays all connected client organisations in one view. See each client's company name, inventory completion percentage, last data upload date, and last login activity at a glance.
Monitor Progress Across Clients
Track inventory completion percentages for specific financial years across your portfolio. Identify stalled projects through 'Last Data Upload' tracking and monitor client engagement via 'Last Login' metrics.
Switch Between Client Accounts
Click 'Switch to this Tenant' to access any client's environment directly. Upload evidence, review audit logs, finalise deliverables, and work as if you were logged into their account—without losing your advisor context.
Onboard New Clients
Use '+ New Client' to onboard organisations not yet on NetNada. 'Link Existing Client' connects with established account holders. Enter client-provided invite codes for instant connection establishment.
Collaborate on Deliverables
Work alongside client teams on data collection, review submissions, and prepare reports for finalisation. Your advisor role provides the access needed to support clients throughout their carbon accounting journey.
Why Use the Advisor & Consultant Portal
Portfolio-Wide Visibility
Stop juggling multiple logins and browser tabs. See all client progress, deadlines, and activity in one dashboard. Know exactly which clients need attention without checking each account individually.
Efficient Client Service
Switch seamlessly between client accounts to upload data, review calculations, and prepare reports. Maintain context across your portfolio while delivering consistent service quality.
Scalable Practice Growth
Add clients without adding complexity. The portal scales from 5 clients to 500 without changing your workflow. Consistent interface across all accounts enables efficient team onboarding.
Client Engagement Tracking
See when clients last logged in and uploaded data. Identify disengaged clients early and proactively reach out before project timelines slip.
Streamlined Onboarding
Onboard new clients in minutes with invite codes or direct creation. No lengthy implementation projects—clients can start uploading data immediately.
Consistent Methodology
Deliver carbon accounting using the same methodology and platform across all clients. Consistent quality, auditable calculations, and standardised reporting formats.
Who Needs Advisor & Consultant Portal
Sustainability Consultancies
Boutique and mid-size sustainability firms managing multiple carbon accounting engagements. The portal enables efficient service delivery without per-client software complexity.
Big 4 and Professional Services Firms
Large firms with climate practice teams serving enterprise clients. Standardised platform ensures consistent methodology across engagements and enables junior staff to contribute efficiently.
Accounting Firms Adding ESG Services
Traditional accounting practices expanding into climate reporting. The portal leverages existing client relationships while adding carbon accounting capabilities.
Industry Associations Supporting Members
Trade associations helping member organisations with carbon accounting. The portal enables association staff to support multiple members from a centralised view.
Internal Sustainability Teams
Corporate sustainability teams managing carbon accounting across multiple business units or subsidiaries. Treat internal 'clients' like external ones for consistent methodology.
Advisor & Consultant Portal Features
Client Portfolio Dashboard
Centralised view of all connected client organisations showing company name, inventory completion %, last data upload, and last login timestamps.
Progress Tracking
Monitor inventory completion percentages for specific reporting periods. Quickly identify which clients are on track and which need attention.
Activity Monitoring
'Last Data Upload' and 'Last Login' metrics reveal client engagement levels. Proactively address stalled projects before deadlines approach.
Tenant Switching
'Switch to this Tenant' button provides direct access to any client environment. Work within client accounts while maintaining your advisor role and permissions.
New Client Onboarding
'+ New Client' initiates onboarding for organisations not yet on NetNada. Quick setup gets new clients data-ready in minutes.
Existing Client Linking
'Link Existing Client' connects your advisor account with organisations already using NetNada. No data migration required.
Invite Code Connection
Enter client-provided invite codes for instant connection establishment. Clients control advisor access through code generation.
Actions Menu
Quick actions for each client including switching accounts, viewing details, and managing connection settings.
Real Results from Real Users
See how companies are transforming their sustainability reporting
"We manage carbon accounting for 35+ clients. Before the Advisor Portal, we had 35 separate logins and no visibility across engagements. Now our team sees everything in one place and delivers consistently across all clients."
- 35+ client accounts managed from single dashboard
- Eliminated time lost switching between accounts
- Consistent methodology across entire portfolio
"The activity tracking changed how we manage client relationships. We can see exactly which clients have stalled and reach out proactively. Project completion rates improved significantly."
- Proactive client engagement improved completion rates
- Identified stalled projects weeks earlier
- Reduced project overruns by 40%
"As we scaled our climate practice from 5 to 50 clients, the Advisor Portal scaled with us. Onboarding junior consultants is straightforward—they learn one platform and can contribute across all clients."
- Scaled from 5 to 50 clients without changing workflow
- Junior consultant onboarding dramatically faster
- Standardised training and methodology
Frequently Asked Questions
Everything you need to know about Advisor & Consultant Portal
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One Portal. Every Client.
Stop managing carbon accounting clients through scattered logins and spreadsheets. NetNada's Advisor Portal gives you portfolio-wide visibility, seamless account switching, and consistent methodology across all engagements.