A Tour of DFIN’s XBRL Review Tools
Experience secure SEC filing
Affordable SEC filing and ESG reporting software from the leading SEC filing agent. Faster, smarter and more secure, ActiveDisclosure enables real-time collaboration and accurate XBRL SEC reporting. Check out our demo video to discover the ActiveDisclosure difference.
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SEC compliance software that advances across your financial reporting ecosystem
Transactions
From pre-IPO to going public & beyond to facilitate your financial reporting and deal documents.
ESG Reporting
Centralize your ESG data & simplify your financial reporting.
Proxy
Accelerate your proxy report with design on demand & automated workflows.
Beneficial Ownership
Digitally file Section 16 & Form 144 forms with efficiency & accuracy.
Transactions
From pre-IPO to going public & beyond to facilitate your financial reporting and deal documents.
Learn more
ESG Reporting
From pre-IPO to going public & beyond to facilitate your financial reporting and deal documents.
Learn more
Beneficial Ownership
Digitally file Section 16 & Form 144 forms with efficiency & accuracy.
Learn more
Feature Highlight
Design &
Presentations
Easily create eye-catching branded presentations and PowerPoint decks directly in ActiveDisclosure.
Future-proof your SEC and ESG financial reporting
With unparalleled support from DFIN experts, get the affordable SEC filing and ESG reporting software you need without extra add-ons and hidden costs. We make innovating easy and intuitive.
Certifications
Track Changes
Advanced Editing
Support Binders
Health Checks
Linking
Intelligent iXBRL
Certifications
Our Certifications will put you on a pathway to learning more about the software so you can become an expert in multiple facets of SEC reporting and the ActiveDisclosure software itself.
Track Changes
- Collaborate & manage changes in real time
- Track who made edits & when
- Display markups or a clean view
- Accept or reject changes
- Use integrated XBRL tagging & comments
- SEC filing tools built for collaboration
Advanced Editing
- Modify headers, footers & page breaks
- Input text across page types
- Simplify formatting
- View exports in multiple formats (Word, PDF, HTML)
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
Health Checks
Health checks and validations ensure key filing requirements are not missed. Our SEC filing software keeps track of everything for you.
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
Intelligent iXBRL
Intelligent iXBRL tagging takes the complexity out of compliance. Our compliant EDGAR filing software ensures your statements will be tagged quickly and accurately, to meet your regulatory obligations.
Client experience is at the core of everything we do
Get More From Your Financial Reporting Software
Financial Reporting Doesn’t Have to Be Difficult
Get Value Upfront with ActiveDisclosure
WTW optimizes SEC filing efficiencies & improves productivity
Cross River Saves Time & Money on Private Company Reporting
We help customers achieve
measurable results
An award-winning community bank as recognized by Newsweek with $2.4B in assets
PRODUCTS USED
SEC Reporting
20% boost in reporting efficiencies
With collaboration tools and streamlined reporting
Money & time saved
Using affordable, industry-leading software that ensures compliance
Increased accuracy
Leveraging iXBRL tagging & data linking for faster, error-free SEC filing
An online eCommerce destination with 100M+ shoppers per year
PRODUCTS USED
SEC Reporting
25% savings
Software costs versus previous provider
Time saved
Hours of filing time saved when filing with the SEC
Optimized team efficiencies
Leveraging linking via Excel for faster and accurate document preparation
One of North America’s largest Controlled Environment Agriculture Companies with 6 major brands
PRODUCTS USED
SEC Reporting
25% savings
Filing time versus previous provider
Money & hours saved
With streamlined filing & real-time collaboration tools
Optimized team efficiencies
Excel data linking & iXBRL tagging for faster, more accurate reporting
Explore client results
FINANCIAL MANAGEMENT
How we helped a leading enterprise finance management company streamline its IPO process
BIOTECH
How we helped a leading global chemical company streamline their SEC reporting and increase productivity
ENERGY
How we helped a community energy company save 40 hours on their 10-K filings & increase reporting efficiencies
BIOTECH
How we helped a biotech company save hours on their SEC filings & increase reporting productivity
CONSULTING
How we helped one of the world's largest HR consulting firms drive filing efficiencies and increase collaboration
15 minutes is plenty of time to see if ActiveDisclosure is a fit for you
or
call +1 800 823 5304
ARTICLE
Accurate and Trustworthy Financial Reporting Relies on Strong Internal Controls
Learn how implementing a strong internal controls program can help protect your business from financial and operational risks.
Quickly pivot from paper to electronic for beneficial ownership filings.
Our SEC EDGAR filing services ensures your business complies with electronic filing requirements. Streamline your Section 16 filings and make the transition to the Form 144 electronic mandate much easier. When you leverage our SEC software, you can file digitally with peace of mind.
Secure, self-service
Section 16 & Form 144
Gain access to these form types standalone within AD
Report equity ownership & changes to corporate securities electronically
ActiveDisclosure gives you live access to SEC experts and financial professionals
Up to the minute advice on regulatory changes and industry best practice.
Unlimited platform updates, maintenance and support direct from the DFIN team.
Experts ready to help 24/7/365 – DFIN executes more filings than any other financial technology or SEC reporting services company.
SEC Filing eCalendar
Configure your calendar with key filing dates. Easily share with your teams.
Reduce cost & maximize
productivity
1
Get affordable
-
No costly add-ons, hidden costs, or annual up-sells
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Only pay for the licenses you require
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One simple contract
2
Get efficient
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Seamless integration with Excel and tech systems (ERP, ESG, SOX)
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Fast financial data updates with linking
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Intelligent iXBRL tagging
3
Get faster
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Industry-leading software for real-time teamwork
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Powerful team & task tools, auto-versioning, commenting
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Guided workflows for teams of any size
Harnessing the Power of Responsible AI
Floyd Strimling, Chief Product Officer at DFIN, sits down with Dana Barrett to discuss responsible AI in financial reporting.
Continue building your perfect tech stack
ESG
SEC financial reporting software integrated with a network of top global tech partners that provides an end-to-end ESG ecosystem. Navigate evolving regulations, simplify the complexity of reporting, and ensure accurate, audit-ready ESG disclosures to deliver superior results for stakeholders.
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.
More findings, right this way
Case Study
How We're Helping a Global Manufacturer Support its Sustainability Initiatives
Case Study
How We Helped a Leading Enterprise Finance Management Company Streamline its IPO Process
Case Study
How We Helped a Medical Technology Company Collaborate on Proxy Statements
Case Study
How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting
Blog
Top Cybersecurity Questions Answered: The Latest on Ransomware, AI, and Supply Chain Threats
| Dannie Combs
Audio Podcast
Proxy Statements: Addressing Boards’ AI and Cybersecurity Oversight and Looking to 2025
| Ron Schneider
Case Study
How We Helped a Leading Global Chemical Company Streamline their SEC Reporting and Increase Productivity
