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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.

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More findings, right this way

Video Podcast

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

schneider
Watch podcast

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

Read case study

Blog

Building a Resilient ESG Program

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Blog

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

schneider
View blog

Resources

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

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Fact Sheet

A Tour of DFIN’s XBRL Review Tools

View fact sheet

Resources

What is a Schedule 13D SEC Filing?

View resource

Case Study

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

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Article

Investment Companies 2025 Outlook

eric johnson
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Calendar

2025 Investment Companies Regulatory Calendar

View calendar

Resources

How To Optimize the Investor Onboarding Process  

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Resources

How to Create a Board Skills Matrix for Proxy Statements

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Blog

DFIN's Software Success Continues in Third Quarter

Craig Clay
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Case Study

How We Helped a Leading Enterprise Finance Management Company Streamline its IPO Process

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Resources

Optimizing Shareholder Communication & Engagement

View resource

Video Podcast

Webinar Replay: Navigating the New Cybersecurity Disclosure Landscape

Watch podcast

Blog

California’s Climate Disclosure Senate Bill 219 Signed into Law

Frank Kelley
View blog

Resources

AI In Financial Reporting

The Use of AI in Financial Reporting for Corporations - Card
View resource

Resources

M&A Industry Trends & Outlook 2025

Priya Shah
View resource