ActiveDisclosure℠ pairs compliance software with expert services to help teams report confidently and efficiently. From SEC filings and annual reports to ESG disclosures and IPO registration statements, collaborate in real time while linking and updating financial data with XBRL tagging from your single source of truth Excel workbooks. Built in tools support your workflow and scale with your reporting needs, so every document, presentation, and form stays accurate and up to date.
Transactions
From pre-IPO to going public & beyond, facilitate your financial regulatory reporting and deal documents for mergers, spin-offs, S-1 filings and more.
Annual & Quarterly Reporting
Reduce filing cycle time and ensure accurate financial disclosures for 10-Ks, 10-Qs, and more.
Sustainability
Leverage end-to-end support across data, design, and drafting to deliver a complete, integrated ESG reporting solution.
Proxy
Drive shareholder engagement with expertly designed proxy communications that transform compliance documents into compelling investor narratives.
Beneficial Ownership
Digitally file Section 16, Form 144, and Schedule 13D & 13G forms with efficiency and accuracy.
Additional Modules
ActiveDisclosureSM has additional modules and innovative features for your business needs.
Get the compliance software your company needs, backed by unmatched regulatory services and responsive, hands-on support from DFIN.
Hear from our clients
Excel Linking
Preserve the one source of truth for your data with seamless Excel integration.
Track Changes
Advanced Editing
Support Binders
iXBRL Tagging
Intelligent iXBRL tagging takes the complexity out of compliance with SEC regulations. Our compliant SEC reporting software for EDGAR filings ensures your financial statements will be tagged quickly and accurately, to meet your reporting requirements.
Presentations
Quickly build polished, on-brand presentations and PowerPoint decks using your financial data—right within ActiveDisclosure.
Health Checks
Health checks and validations ensure key SEC filing deadlines are not missed. Our SEC filing software keeps track of everything for you.
DFIN University
ActiveDisclosure Customer Training Certifications
DFIN University is your learning gateway to mastering ActiveDisclosure. Gain expertise across key areas of our SEC financial reporting software and earn certifications to showcase your skills.
ActiveDisclosure is recognized as a G2 Leader in Disclosure Management and Governance, Risk & Compliance.
Based on verified customer reviews, ActiveDisclosure is recognized for helping finance, accounting, and legal teams manage complex reporting obligations with greater control, accuracy, and confidence. Reviewers consistently highlight collaboration, version control, filing readiness, and responsive support as key strengths of the platform.
Introducing Active Intelligence™ — DFIN’s transformative suite of AI capabilities designed to improve the speed, consistency, and quality of disclosure reporting. Active Intelligence within DFIN ActiveDisclosure℠, helps teams analyze peer and historical filings, identify trends and gaps, summarize content, and generate first-pass drafts directly within established reporting workflows, enabling faster review and more informed decision-making.
ActiveDisclosure Certifications delivers an all-in-one solution for managing financial reporting and attestation workflows, supporting SEC and SOX compliance.
Replace manual, error-prone processes with secure, scalable technology to save time, reduce risk, and ensure every step of the SEC reporting process is visible, auditable, and completed on time.
Easily create, route, sign, and manage certification letters with step-by-step instructions, tailored signer experiences, and flexible routing options.
System-generated alerts, full audit logs, and real-time dashboards ensure compliance, tracking, and complete traceability of every action.
A global directory enables efficient user provisioning, de-provisioning, and role management, maintaining consistent access control across teams.
Quickly onboard large teams with CSV uploads and choose from licensing tiers that scale from small groups to enterprise-wide deployments.
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call +1 800 823 5304
Configure your calendar with key filing dates. Easily share with your teams.
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Advance your expertise and earn CPE credits through DFIN University. Eligible completions automatically generate a CPE certificate once you pass.
Guides, Reports & White Papers
SB 253 Reporting: What CARB's New Guidance Means for Your November 10 Submission
September 08, 2026
Guides, Reports & White Papers
Guide to Effective Proxies - 14th Edition
September 01, 2026
Blogs
Section 16 Insiders: Are You Overlooking the Annual EDGAR Confirmation Requirement?
August 31, 2026
Blogs
DFIN ActiveDisclosure Earns Three G2 Leader Badges. Here's What Finance and Legal Teams Say Matters Most.
August 25, 2026
Blogs
The Great Disclosure Debate: How Should Companies Respond to the SEC's Filer Status Proposal?
August 12, 2026
Blogs
SEC Proposes Major Overhaul to Registered Offerings: What It Means for Issuers
July 30, 2026 | Marcie Clark
Blogs
How DFIN Supports Companies Pursuing a Dual Listing Through the New SGX–Nasdaq Global Listing Board
July 24, 2026
Guides, Reports & White Papers
Maximizing Exit Value Through Scalable Infrastructure
July 21, 2026
Case Studies & Fact Sheets
Accelerate Basel III Reporting with Audit-Ready, Controlled Disclosures
July 16, 2026
Blogs
The FDTA is Final: What Financial Reporting Teams Need to Know Now
July 15, 2026 | Marcie Clark
Blogs
DFIN Supports SK hynix's Landmark Nasdaq Listing in a US$26.5 Billion Offering
July 10, 2026
Case Studies & Fact Sheets
How Gloo Streamlined Its IPO Journey With DFIN’s ActiveDisclosure
July 02, 2026
Guides, Reports & White Papers
DFIN's IPO & Public Listing Report - Q2 2026 Edition
July 01, 2026 | Christine Cochrane
Webinars
Beyond the Hype: Building Enterprise AI for Financial Reporting
June 23, 2026
