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ESG reporting software ecosystem

To promote maximum innovation, high quality service, and client success, DFIN’s financial reporting software integrates with a network of top global tech partners to provide an end-to-end ESG ecosystem.

ESG Fact Sheet Tablet

Automate your ESG SEC reporting with ActiveDisclosure

Simplify data collection, collaborate in real time and drive efficiencies with our ESG reporting software. Get fast, accurate reporting for a dynamic regulatory landscape.

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Client success

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TECHNOLOGY

How we helped a global manufacturer broaden its investor base

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FINTECH

How we helped FIS develop an ESG strategy and award-winning report

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ESG made easy

Proven purpose-built software that doesn’t negatively impact your team’s time, or your bottom line.

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Significant cost & time savings over similar solutions

support

Unparalleled 24/7/365 support with experience from the largest SEC filer

ESG data

Seamlessly include ESG data & graphs in reports & presentations

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Leverage Excel for easy data linking & instant updates

Navigate ESG & CSRD

Navigate the evolving regulatory environment with our ESG & CSRD accredited experts

ESG Reporting
Support Binders
Collaboration
Linking
Intelligent iXBRL

ESG Reporting

  • Collaborative workflows for accurate, audit-ready ESG disclosures
  • Excel & data linking to update ESG disclosures instantly
  • iXBRL tagging to comply with emerging sustainability taxonomies
  • Content presets, Snippets, to edit once & update universally
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Support Binders

  • Notes & statuses for tie-outs
  • Support docs kept where you want, no uploading or moving required
  • Readable tie-out doc with easy-to-see labels
  • Auto-generated Table of Contents
  • Full, integrated tie-out view in dashboard
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Collaboration

Real-time, powerful collaboration features

  • Sign-off workflows
  • Team & task assignments and notifications
  • Public and private commenting
  • Auto-versioning and compare
  • Track changes
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Linking

Easy integration with Excel to link key data

  • Change data in Excel, instantly refresh everywhere in your reports
  • Create content presets, Snippets, to edit once and update universally
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Intelligent iXBRL

Intelligent iXBRL tagging takes the complexity out of compliance.

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Already have a data provider?
No problem. DFIN integrates with multiple partners for easy ESG reporting.

Expert consultation

Together with our partners, our advisory teams advise and guide clients through the entire ESG journey.

  • Competitive analysis and benchmarking
  • Mapping of ESG data to frameworks
  • Content development and infographics
  • Agency-level design and creative services
  • Project management and reporting
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ESG Fact Sheet Tablet

Data sources & systems

Streamline multiple data sources with ESG SaaS platforms designed to aggregate, normalize and manage ESG related data.

ESG data & reporting

Our ESG data management partners all bring different flavors of software collection and management, providing flexibility to meet our clients on their unique ESG reporting journey.

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Continue building your perfect tech stack

Financial reporting

Take the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings.

Proxy solutions

Optimize efficiencies and deliver more effective shareholder communications. Leverage our expert-backed advisory services, strategy, design, and annual meeting services for a seamless, turn-key financial proxy process.

Virtual data room

Safeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.

Contact Support Contact Support

Talk to an ESG expert to affordably comply with ESG mandates.

More findings, right this way

Video Podcast

Webinar Replay: A Rational, Affordable, and Easy Solution To ESG and Sustainability Excellence

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Resources

The Top Trends in Corporate Financial Reporting

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Blog

Starting Out Strong in 2025: Five Regulatory Updates You Need to Know About Now

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Video Podcast

Proxy Statements, Boards’ Cybersecurity and AI Oversight, and Navigating Anti-ESG Rhetoric

schneider
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Blog

Building a Resilient ESG Program

Frank Kelley
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Blog

Infusing Pay-versus-Performance (PVP) Disclosure Requirement into Your Next Proxy

schneider
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Case Study

How We're Helping a Global Manufacturer Support its Sustainability Initiatives

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Blog

DFIN's Software Success Continues in Third Quarter

Craig Clay
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Blog

California’s Climate Disclosure Senate Bill 219 Signed into Law

Frank Kelley
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Case Study

How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting

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White Paper

How to Move From Voluntary to Regulated ESG Reporting - 3 Recommendations

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Resources

Compensation Discussion and Analysis (CD&A) Guidelines

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Blog

Insights Unleashed: CFOs on Growth, Technology, and M&A in 2025

Craig Clay
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Resources

CSRD Readiness: Key Steps and Challenges for Compliance

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Case Study

How We Helped a Leading Global Chemical Company Streamline their SEC Reporting and Increase Productivity

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White Paper

Strategic Growth, Tech & ESG in Focus: CFO Outlook 2025

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White Paper

Leverage Expert Insights: Shape Your Global ESG Strategy

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Resources

ESG Disclosure & Reporting Goes Mainstream in Asia-Pacific: What Private and Public Company CFOs Need to Know in 2024

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Blog

Venue Results Deliver as Software Solutions Drive DFIN’s Q2 Growth

Craig Clay
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Video Podcast

Benchmark Discusses the Importance of ESG Reporting

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