ROOTED for Accountants
Help Your Clients Meet Carbon Reporting Requirements, At No Cost
Your clients are facing carbon reporting obligations they did not expect. SECR already applies to large and medium-sized companies. CSRD is broadening the scope to mid-market businesses. Supply chain pressure means even small clients are being asked for emissions data by larger customers.
As their trusted adviser on compliance, you are the natural person they turn to. ROOTED gives you something credible to recommend: a free, private, GHG Protocol compliant carbon calculator that produces the structured outputs accountants understand, without sending client financial data to the cloud.
Recommend with Confidence
ROOTED is free, private, and produces GHG Protocol compliant outputs. No awkward cost conversation, no vendor lock-in, no client data leaving their machine. A genuine value-add to your advisory relationship.
Protect Client Confidentiality
Cloud-based carbon tools require uploading financial and operational data to third-party servers. ROOTED runs entirely on the client's machine, with no third-party risk to their data or to your professional reputation.
Compliance-Ready Outputs
VSME Excel workbooks, GHG Protocol compliant reports, and CSRD-aligned disclosures. Structured data that integrates with annual accounts, directors' reports, and strategic reporting requirements.
Why Accountants Are the Key Channel
Accountants see the numbers first. You understand your clients' operations through their financial data, which is exactly the data carbon reporting draws on. Energy costs, travel expenses, fleet fuel, purchased goods: the inputs for carbon calculation are already in your clients' accounts.
SECR is expanding the scope. Streamlined Energy and Carbon Reporting currently applies to quoted companies, large unquoted companies, and large LLPs. But the qualifying thresholds mean thousands of medium-sized businesses already need to include energy and carbon data in their directors' reports. Many do not realise it until their accountant raises it.
CSRD is coming to the UK. The UK is developing its own sustainability disclosure standards. When they arrive, the reporting population will expand significantly. Accountants who understand carbon reporting now will be ahead of the curve.
Supply chain pressure is reaching SMEs. Large companies reporting under CSRD and SECR need Scope 3 emissions data from their suppliers. Your smaller clients are receiving requests for carbon data from their larger customers. Without it, they risk losing contracts.
Clients trust you on compliance. When a client receives a carbon data request from a customer or discovers a reporting obligation, their first call is often to their accountant. Having a credible, free tool to recommend, one that protects client data, strengthens that advisory relationship.
What You Can Recommend
ROOTED produces VSME Excel workbooks with structured emissions data, with Scope 1, 2, and 3 broken down by category. The format is designed for integration with annual accounts and directors' reports.
Recommend a tool that keeps client financial data off third-party servers. Energy bills, travel records, and procurement data are processed locally. No cloud uploads, no data processing agreements needed.
ROOTED is free under the PolyForm Noncommercial licence. No affiliate arrangement, no referral fees, no hidden charges. Recommend it because it genuinely helps your clients, not because it generates commission.
Your clients' financial data stays on their machines. You can recommend ROOTED with confidence.
A Value-Add for Your Practice
Carbon reporting is becoming part of the compliance landscape, alongside tax, audit, and financial reporting. Accountants who can guide clients through these requirements will differentiate their practice in an increasingly competitive market.
ROOTED does not replace professional advisory. It gives your clients the tool to collect and structure their carbon data. You provide the expertise to interpret it, integrate it with their statutory reporting, and advise on reduction strategies.
Each practice works with dozens or hundreds of SME clients. Recommending ROOTED to clients who need carbon data is a low-effort, high-value service extension that deepens client relationships and positions your firm as forward-thinking on ESG.
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