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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

Blog

California’s Climate Accountability Package Takes Center Stage

Craig Clay
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Blog

DFIN / XBRL U.S. Partnership Helps Clients Easily Meet FDTA Data Quality Mandates

John Truzzolino
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Blog

Financial Reporting Requires Security at Every Level, Every Step of the Way

Craig Clay
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Article

Form N-CSR Share Repurchase Disclosure iXBRL Mandate

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Blog

Are You Ready for Multi-Extortion Ransomware?

dannie combs
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Blog

SEC’s Modernization of the EDGAR Filing System

clark
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Resources

M&A Industry Trends & Outlook 2023

Priya Shah
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Resources

Top 10 Virtual Data Room Features To Look For

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Resources

How M&A Deals Are Being Enhanced With AI & ChatGPT

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Resources

How To Enhance Deal Sourcing With AI & ChatGPT

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Blog

SEC Introduces EDGAR BETA Testing for Filing Fee Modernization Rule

clark
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Resources

Electronic Data Gathering Analysis and Retrieval (EDGAR)

clark
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Video Podcast

Webinar Replay: SEC Regulatory Update, Trends, Lessons Learned from Proxy Season

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Blog

Life Sciences Organizations Look to Virtual Data Rooms to Manage Clinical Trial Confidential Data, and More

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Blog

New DFIN Paper Illuminates the Road to a Public Offering

Craig Clay
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Blog

DFIN’s 2Q Earnings Demonstrate Software’s Continued Strength

Craig Clay
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Case Study

How we helped a major regional bank accelerate filing and improve reporting efficiencies by 20%

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White Paper

The Importance of IPO Readiness: An Essential Framework for Success

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White Paper

Beyond the Financials: CFOs Can Help Boards Address New Challenges

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Blog

The SEC Announces New Cybersecurity Risk Disclosure Rules

clark
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