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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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insider by dfin

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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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.

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More findings, right this way

Article

DFIN at the 2025 Asia Pacific Capital Markets Forum: Why London Remains a Strategic Listing Destination for APAC Issuers

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Fact Sheet

ArcFlex – Flexible Financial Reporting


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Resources

What Is IPO Due Diligence? A Guide for Advisors Using Venue VDR

View resource

Resources

Cross-Border M&A in Life Sciences: What Dealmakers Need to Know About Data & Compliance

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Resources

How to Choose the Right Virtual Data Room Provider for Global M&A, Fundraising and More

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Calendar

2026 Investment Companies Regulatory Calendar

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Report

DFIN's IPO & Public Listing Report - Q3 2025 Edition

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Resources

What is a Schedule 13D & 13G SEC Filing?

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Resources

SEC Form F-3  

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Resources

SEC Form F-4

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Resources

How to Improve Financial Reporting Processes

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Resources

Private Equity Trends 2025

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Resources

SEC Audits and Certifications

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Resources

IPOs vs Direct Listing

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White paper

The Importance of IPO Readiness: An Essential Framework for Success

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Resources

SEC Cybersecurity and Incident Disclosure Rules

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Resources

Technical Due Diligence

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Report

DFIN's IPO & Public Listing Report - Q1 2025 Edition

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White paper

M&A Heats Up: How Finance Leaders are Seizing New Opportunities in 2025

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Resources

Fairness Opinions in Mergers and Acquisitions

View resource