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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 organisations 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 recognised 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

Fact Sheet

Confidently Comply with Form PF Requirements with DFIN’s All-in-One ArcRegulatory® Solution

View fact sheet

Resources

IPO Readiness Checklist: Are You Prepared to File?

IPO Readiness Checklist Card
View resource

Case study

How We Help a Global Law Firm Streamline Their Client IPO Process

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Article

Investment Companies 2025 Outlook

eric johnson
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Calendar

2025 Investment Companies Regulatory Calendar

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Resources

How To Optimize the Investor Onboarding Process  

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Fact Sheet

Drive Efficiency and Mitigate Risk with Purpose-Built Content Management Software

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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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White paper

ESEF Annual Reporting Inline XBRL Explained

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Case study

How We Helped a Medical Technology Company Collaborate on Proxy Statements

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Case study

How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting

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White paper

How to Move From Voluntary to Regulated ESG Reporting - 3 Recommendations

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Resources

Compensation Discussion and Analysis (CD&A) Guidelines

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Resources

What Is a Proxy Statement?

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Case study

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

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Resources

CSRD Readiness: Key Steps and Challenges for Compliance

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Case study

How We Helped Hummingbird Bioscience Modernize its Financial Reporting Workflow with ActiveDisclosure

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Case study

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

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Resources

The Complete M&A Due Diligence Checklist

Priya Shah
View resource