Start the Conversation

Honeypot Field to Catch Bots
Honeypot Field to Catch Bots

Partnerships built on trust

Leadership Group Icon

Leadership

Work with market leaders in financial reporting and dealmaking. We’re trusted industry advisors.

Expertise Grouo Check Icon

Expertise

Experience an elevated level of expertise to help discover and serve shared objectives.

Network Group Icon

Network

Access a carefully selected alliance of ambitious firms who seek to harness new growth drivers.

Innovation Icon

Innovation

Learn more about the innovation that builds additional capabilities around DFIN core software solutions.

dfin insider logo

Hear perspectives from our network

View DFIN conversations where partners share their experience guiding clients through the transformative growth process.

gradient
oracle thumbnail
oracle thumbnail
insider by dfin

Transforming the financial close & reporting process for IPO

With Tom Kelly
Sr. Director of Product Management

oracle logo
diligent thumbnail
diligent thumbnail
insider by dfin

Transforming from a private to public company

With Andrew Smith
VP Strategic Partnerships & Aliances

diligent logo
floqast thumbnail
floqast thumbnail
insider by dfin

With Mike Whitmire
Co-founder & CEO of FloQast

floqast logo

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
Arrow Right Icon

A single, fully integrated ERP that helps over 34,000 organizations streamline processes, improve visibility, and reduce IT costs.

Learn more

Accounting workflow automation software streamlining month-end close & compliance processes, like automated reconciliations and documentation requests.

Learn more

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

Learn more

Deliver and disclose important financial and material news to investors with the highly credible source of news distribution.

Learn more

Simplify the proxy management process for brokers, corporate issuers, and funds.

Learn more

Tipalti is the only AP automation solution that streamlines the entire invoice-to-pay-to-reconciliation accounts payable process.

Learn more

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.

Partner of the year graphic

DFIN named partner of the year

NetSuite recognized DFIN as the SuiteCloud Breakthrough Partner of the Year for 2022.

Learn more
icon bulb
0 %

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

Costumer Support Man Costumer Support Man

15 minutes is plenty of time to learn how you can leverage the DFIN partner ecosystem.

Oracle NetSuite Logo

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 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

View resource

Resources

SEC Form 1-K

View resource

Resources

SEC Form 1-Z

View resource

Resources

The Role of Investment Banks in M&As

View resource

Resources

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

View resource

White Paper

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

Read white paper

Resources

SEC Form F-6: Depositary Shares Registration

View resource

Resources

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

View resource

Resources

Data Rooms for Startups: Secure Document Management and Efficient Fundraising

View resource

Case Study

How we helped Hummingbird Bioscience modernize its financial reporting workflow with ActiveDisclosure

Read case study

White Paper

Leverage Expert Insights: Shape Your Global ESG Strategy

Read white paper

Article

Strong Investor Relations Drives Market Success

Dan Lieb
Read article

White Paper

Three Technologies for Future-Ready Financial Controllers

Read white paper

Resources

ESG Disclosure & Reporting Goes Mainstream in Asia-Pacific: What Private and Public Company CFOs Need to Know in 2024

View resource

Blog

SEC Proposes New Data Standards Under the Financial Data Transparency Act of 2022: What This Means for Your Business

View blog