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Partnerships built on trust

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Leadership

Work with market leaders in financial reporting and dealmaking. We’re trusted industry advisors.

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Expertise

Experience an elevated level of expertise to help discover and serve shared objectives.

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Network

Access a carefully selected alliance of ambitious firms who seek to harness new growth drivers.

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Innovation

Learn more about the innovation that builds additional capabilities around DFIN core software solutions.

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Hear perspectives from our network

View DFIN conversations where partners share their experience guiding clients through the transformative growth process.

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insider by dfin

Transforming the financial close & reporting process for IPO

With Tom Kelly
Sr. Director of Product Management

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With Mike Whitmire
Co-founder & CEO of FloQast

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Explore our trusted ecosystem

See our official list of the most reliable, easily integrated and industry leading firms in fintech and consulting.

Learn more about what to expect from our global technology and consulting partners.

Explore partners
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A single, fully integrated ERP that helps over 34,000 organizations streamline processes, improve visibility, and reduce IT costs.

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Accounting workflow automation software streamlining month-end close & compliance processes, like automated reconciliations and documentation requests.

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Deliver and disclose important financial and material news to investors with the highly credible source of news distribution.

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Simplify the proxy management process for brokers, corporate issuers, and funds.

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Tipalti is the only AP automation solution that streamlines the entire invoice-to-pay-to-reconciliation accounts payable process.

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Three great reasons to partner with DFIN

Become a Partner

1

Competitive Advantage

Establish more trust and value with your prospects and clients.

2

Efficient Reporting

Create seamless financial solutions that help your clients succeed.

3

Increased Growth

Position yourself as a growth leader moving clients toward IPO.

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DFIN named partner of the year

NetSuite recognized DFIN as the SuiteCloud Breakthrough Partner of the Year for 2022.

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83% of partners agree that the future of their business depends on a provider-partner ecosystem that fosters innovation.*

*Accenture Building high-impact @partner ecosystems. Collaborate, co-innovate, and co-invest. 2022

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15 minutes is plenty of time to learn how you can leverage the DFIN partner ecosystem.

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IPO Readiness: Preparing for the Market Return

Watch NetSuite and DFIN IPO experts on how to prepare for the market return and what companies should invest in to prepare for their next stage in the IPO process.

DFIN Software

More findings, right this way

Report

DFIN's IPO & Public Listing Report - Q4 2024 Edition

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Fact Sheet

The Better Way to Meet Form N-MFP Requirements: DFIN ArcRegulatory® End-to-End Reporting Software

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Fact Sheet

Simplify Your Form N-CEN Filing Process with DFIN ArcRegulatory® End-to-End Reporting Software

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Fact Sheet

Meet Form N-PORT Requirements Confidently with DFIN ArcRegulatory® End-to-End Reporting Software

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Resources

How to Improve Financial Reporting Processes

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Video Podcast

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

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Resources

Does The SEC Regulate Private Companies?

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Resources

Key Differences Between Public and Private Companies

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Resources

The Top Trends in Corporate Financial Reporting

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Resources

SEC Form SHO and Rule 13F-2: Guide to Short Selling Transparency

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Resources

Types of Funding for Private Companies

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Fact Sheet

Confidently Comply with Form PF Requirements with DFIN’s All-in-One ArcRegulatory® Solution

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Resources

Say-on-Pay & Golden Parachute Votes

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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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Article

Preparing for Proxy Season 2025 Report featuring DFIN Commentary

schneider
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Case Study

How We Help a Global Law Firm Streamline Their Client IPO Process

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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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Resources

Universal Proxy Rules in Contested Director Elections: A Guide for Shareholders

View resource