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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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Transforming from a private to public company

With Andrew Smith
VP Strategic Partnerships & Aliances

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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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Diligent is a leading provider of modern governance solutions trusted by over 700,000 board members and leaders globally to drive success & control.

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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

Case Study

How We Helped a Global Investment Bank Drive Secure Collaborations & Data Sharing Worldwide

Read case study

Blog

Top Cybersecurity Questions Answered: The Latest on Ransomware, AI, and Supply Chain Threats

Dannie Combs
View blog

Audio Podcast

Proxy Statements: Addressing Boards’ AI and Cybersecurity Oversight and Looking to 2025

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Listen to podcast

Resources

Key Considerations in Cross-Border M&As: Navigating Global Deals

View resource

Blog

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

Craig Clay
View blog

Report

DFIN's IPO & Public Listing Report - Q3 2024 Edition

Read report

Resources

CSRD Readiness: Key Steps and Challenges for Compliance

View resource

Case Study

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

Read case study

Resources

EDGAR Next is Here. DFIN Has You Covered.

clark
View resource

Guide

Proxy Season Field Guide - 12th Edition

View guide

Video Podcast

Webinar Replay: Navigating DFIN’s Guide to Effective Proxies - 12th Edition

Watch podcast

Fact Sheet

ArcRegulatory®: Meet Form CPO-PQR Requirements with Greater Ease and Confidence

View fact sheet

Resources

SEC Form 12b-25

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Resources

SEC Form 1-K

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Resources

SEC Form 1-Z

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Resources

The Role of Investment Banks in M&As

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Resources

Legal Data Rooms: Secure Document Management and Collaboration for Legal Services

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White Paper

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

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Resources

SEC Form F-6: Depositary Shares Registration

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Resources

SEC Form F-1: Registration Statement for Foreign Private Issuers

View resource