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ActiveDisclosure | Financial Reporting Software for ESEF, SEC Filings, iXBRL Tagging and ESG Reporting

Simplify your external and internal reporting workflows. Strengthen your compliance.  

ActiveDisclosure is a secure, cloud-based platform designed for finance and legal teams across the UK, Europe, and global markets. Whether you're preparing ESEF/UKSEF annual reports with iXBRL tagging, filing with the SEC, building ESG reports, or drafting IPO registration statements, ActiveDisclosure offers built-in tools to support your workflow and scale with your evolving reporting needs.

Trusted by 1,300+ public and private companies worldwide 

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Purpose-built features for enhanced efficiency and compliance

ActiveDisclosure unifies automated iXBRL tagging, Excel-linked workbooks, built-in design tools, AI-powered benchmarking tools, and more—within a secure, collaborative workspace. Streamline your workflow with all-inclusive functionality, backed by expert support for total compliance with ESEF, UKSEF, FCA, ISSB, SEC and more.

Excel Linking
Track Changes
Advanced Editing
Support Binders
iXBRL Tagging
Presentations
Health Checks
Digitise Certification & Attestation Workflows
DFIN University

Excel Linking

Preserve the one source of truth for your data with seamless Excel integration.

  • Change data in Excel, instantly refresh everywhere in your SEC reports
  • Create content presets, Snippets, to edit once and update universally
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Track Changes

  • Collaborate & manage changes in real time
  • Track who made edits & when
  • Display markups or a clean view
  • Accept or reject changes
  • Use integrated XBRL tagging & comments
  • SEC filing tools built for collaboration
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Advanced Editing

  • Modify headers, footers & page breaks
  • Input text across page types
  • Simplify formatting
  • View exports in multiple formats (Word, PDF, HTML)
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Support Binders

  • Notes & statuses for tie-outs
  • Support docs kept where you want, no uploading or moving required
  • Readable tie-out doc with easy-to-see labels
  • Auto-generated Table of Contents
  • Full, integrated tie-out view in dashboard
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iXBRL Tagging

Intelligent iXBRL tagging takes the complexity out of SEC compliance. Our compliant software for EDGAR filings ensures your financial statements will be tagged quickly and accurately, to meet your regulatory obligations.

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Presentations

Quickly build polished, on-brand presentations and PowerPoint decks using your financial data—right within ActiveDisclosure.

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Health Checks

Health checks and validations ensure key SEC filing deadlines are not missed. Our SEC filing software keeps track of everything for you.

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Digitise Certification & Attestation Workflows

Digitise Certification & Attestation Workflows

Streamline financial reporting certification and attestation workflows with ease and confidence. Eliminate manual, fragmented processes and version-control errors with one secure, end-to-end solution delivered by ActiveDisclosure.

  • Create certification and attestation documents, assign signers and approvers, and customise workflows
  • Route certifications to both ActiveDisclosure and non-ActiveDisclosure users
  • Role-based access ensures controlled access and confidentiality
  • Timestamped action logs provide full traceability for SEC and non-SEC documents
  • Real-time dashboards and exportable reports, including zipped certification letters and signed documents
  • Supports diverse use cases: SOX 302 certifications for public companies, management representation letters, fraud questionnaires for private organisations, and more

ActiveDisclosure Customer Training Certifications

DFIN University is your learning gateway to mastering ActiveDisclosure. Gain expertise across key areas of our SEC financial reporting software and earn certifications to showcase your skills.

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DFIN ActiveDisclosure – Streamlined SEC Filing for Foreign Private Issuers

DFIN ActiveDisclosure is purpose-built to help Foreign Private Issuers (FPIs) simplify financial reporting and SEC filing workflows with a secure, cost-effective, and scalable software solution.

Our platform supports the full spectrum of FPI needs—from U.S. IPO registration statements (Forms F-1/S-1) to ongoing compliance with Form 20-F Annual Reports, Form 6-K disclosures, Beneficial Ownership Reporting (Form 144/Section 16), ESG disclosures, and more.

Why 1,000+ Companies Choose ActiveDisclosure:

  • Accelerate filings with automated workflows and real-time collaboration
  • Ensure compliance with the latest SEC requirements
  • Reduce costs and complexity with an end-to-end SEC filing solution backed by 24/7/365 expert support

Contact us for a demo of our SEC filing and iXBRL tagging solution today.

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Introducing Design & Presentations in ActiveDisclosure

With ActiveDisclosure, you can now easily create on-brand financial presentations leveraging our built-in branded templates, content library, Microsoft integration, and linked data updates. Easily transform financial data into compelling ESEF/UKSEF compliant annual reports, ESG fact sheets, investor presentations, proxy statements, and more.

Download DFIN’s Annual Report – Created in

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Explore client results

TECHNOLOGY

How we helped a global software company save time & money on SEC Filings and Statutory Reporting

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BIOTECH

How we helped a leading global chemical company streamline their SEC reporting and increase productivity

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REAL ESTATE

How we helped a multi-national commercial real-estate company save 25 hours a week on manual filing

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BIOTECH

How we helped a biotech company save hours on their SEC filings & increase reporting productivity

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ENERGY

How we helped a community energy company save 40 hours on their 10-K filings & increase reporting efficiencies

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CONSULTING

How we helped one of the world's largest HR consulting firms drive efficiencies and increase collaboration

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Streamline and Automate Financial Reporting Certifications

Eliminate Manual Processes

ActiveDisclosure Certifications delivers an all-in-one solution for managing financial reporting and attestation workflows, supporting SEC and SOX compliance.

Replace manual, error-prone processes with secure, scalable technology to save time, reduce risk, and ensure every step of the certification process is visible, auditable, and completed on time.

ESG Fact Sheet Tablet

Customizable Certification Workflows

Easily create, route, sign, and manage certification letters with step-by-step instructions, tailored signer experiences, and flexible routing options.

Automated Notifications & Audit Trails

System-generated alerts, full audit logs, and real-time dashboards ensure compliance, tracking, and complete traceability of every action.

Centralized User Management

A global directory enables efficient user provisioning, de-provisioning, and role management, maintaining consistent access control across teams.

Bulk User Import & Flexible Licensing

Quickly onboard large teams with CSV uploads and choose from licensing tiers that scale from small groups to enterprise-wide deployments.

15 minutes is plenty of time to see if ActiveDisclosure is a fit for you

SEC Filing Calendar

SEC Filing eCalendar

Configure your calendar with key filing dates. Easily share with your teams.

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ESEF

WHITE PAPER

ESEF Annual Reporting Inline XBRL Explained

Learn how using iXBRL formatting in ESEF annual reporting will improve data quality, accessibility and continue the modernisation of financial and sustainability reporting.

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Security built from
the ground up

With a comprehensive network and unique infrastructure security controls in place, ActiveDisclosure reporting software checks all the boxes.

SOC2 Type II Audits

MFA & SSO Integration

24/7/365 Security Monitoring

Next-Gen Antivirus Technologies

AES 256-bit Encryption at Rest & in Transit

3rd Party Penetration Testing

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ActiveDisclosure gives you live access to experts and financial professionals

ActiveDisclosure

Up to the minute advice Up to the minute advice on regulatory changes and industry best practices.

Unlimited platform updates Unlimited platform updates, maintenance, and 24/7/365 expert support.

Experts ready to help 24/7/365 The number one SEC filing agent for corporations, completing 170K filings annually.

More findings, right this way

Resources

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

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Resources

SEC Form F-4

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Resources

SEC Form F-3  

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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

IPOs vs Direct Listing

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Resources

SEC Audits and Certifications

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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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White paper

How to Present Financial Reports to Leadership

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Case study

Why a Multinational Company Returned to ActiveDisclosure for Financial Reporting

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Resources

SEC Form 424

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Resources

What is SEC Form 13F?

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White paper

SEC Filings At-a-Glance

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Guide

The Public Company Handbook

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White paper

Navigate Your IPO with Clarity and Confidence

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Article

How UKSEF Is Transforming Annual Financial Reporting for UK-Listed Companies

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Blog

Deals, Diligence, and Dry Powder: What to Watch in the Second Half of 2025

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Article

ESEF Reporting in 2H 2025: What UK and European Listed Companies Need to Know

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Resources

What is a Business Development Company?

Priya Shah
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