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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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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

Video Podcast

eDelivery for TSR: How to Solve for Future Challenges Today

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Report

Equilar releases its “Preparing for Proxy Season 2024” report featuring DFIN commentary

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Article

Want Cyber Safety? Focus On Your Data

dannie combs
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Article

Investment Companies 2024 Outlook

eric johnson
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Blog

Third-Quarter Earnings Results Highlight DFIN’s Software Strengths

Craig Clay
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Guide

Initial Public Offerings: Considerations for Business Owners and Executives Taking Their Company Public

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Video Podcast

DFIN Transformation, Innovation & Outlook with Dan Leib, DFIN’s President and CEO

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Resources

IPO Market Trends & Outlook 2023

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Resources

EDGAR Next — The Improved SEC Filer Access System

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Blog

5 Things to Prepare for Climate Accountability Act Reporting

Priya Shah
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Resources

Acquisitions And Dispositions: SEC Rule 3-05

clark
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Blog

SEC Adopts Amendments to Rules Governing Beneficial Ownership Reporting

clark
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Fact Sheet

End-to-End Compliance Reporting for Non-Traded REITs, Private Fund and BDCs

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Guide

Driving Fundraising Readiness – A Practical Guide by Experienced Investors

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White Paper

Reporting Trends for 2024

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Press Release

DFIN’s Dannie Combs Named a Top Global CISO in the World for 2023

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Video Podcast

WTW Optimizes SEC Filing Efficiencies

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Calendar

2024 Investment Companies Regulatory Calendar

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Video Podcast

Harnessing the Power of Responsible AI with Floyd Strimling, Chief Product Officer, DFIN

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Press Release

DFIN Announces Exhibitor Sponsorship of SuiteWorld 2023

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