Your Complete Solution for Financial Reporting, Compliance, and IPO Filings

Simplify reporting. Strengthen 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.

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Flexible and scalable platform for all your reporting needs

From IPO drafting and SEC filings to ESG disclosures, ESEF reporting, and beneficial ownership filings—ActiveDisclosure supports a wide range of reporting requirements for US-listed Foreign Private Issuers and domestic filers, as well as public and private companies across EMEA.

ESEF & UKSEF Reporting 

From iXBRL tagging to XHTML conversion, our all-in-one solution ensures your annual report is regulator-ready, on time, and ESEF/UKSEF-compliant.

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IPO & Transactions 

From pre-IPO to going public & beyond, facilitate your financial regulatory reporting and deal documents for mergers, spin-offs, S-1/F-1 Filings and more.

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Sustainability Reporting 

Centralise your data & simplify your sustainability reporting.

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Proxy

Accelerate your proxy report with design on demand & automated workflows.


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SEC Beneficial Ownership 

Digitally file SEC Section 16, Form 144, and Schedule 13D & 13G forms with efficiency & accuracy.

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Internal Reporting 

Streamline your internal reporting process with a secure, Excel-linked, and flexible solution designed to meet all your needs—from internal management reporting to annual and quarterly reports, board presentations, and beyond.

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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 and ESEF/UKSEF 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

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 (e.g. Prov 29 effective Jan 1, 2026, with reporting in 2027)

DFIN University

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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Streamlined SEC Filing for Foreign Private Issuers

ActiveDisclosure helps Foreign Private Issuers (FPIs) manage SEC filings and financial reporting with a secure, cost-effective, and scalable solution:

  • Form 20-F Annual Reports – Prepare and file comprehensive annual disclosures with ease.
  • Form 6-K Disclosures – Streamline preparation & filing for timely compliance.
  • Form 144 & Section 16 – Manage beneficial ownership and insider reporting accurately.
  • Expert Support – Reduce complexity with end-to-end guidance from DFIN’s SEC specialists.

 

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 ActiveDisclosure

Why leading companies rely on ActiveDisclosure

"All the years we have been working with DFIN we have received the best support possible with our SEC filings. The DFIN team members assigned to us have all been dedicated experts and crucial for our successful filings with the SEC. Thanks to the new AD, it is very easy to collaborate with internal and external contributors, as well as with the DFIN team to ensure effective and accurate SEC filings."

Roger Elmbro,
Head of GAAP Compliance Autoliv (NYSE: ALV)

"We are pleased that ActiveDisclosure has helped simplify our SEC reporting function. Linking to our Excel spreadsheets enables us to automatically update our documents with changes to our financial data, ensuring accuracy, consistency, and reduced manual controls. Real-time collaboration has allowed us to streamline workflows and speed up the completion of our tasks. DFIN's team of SEC experts and financial professionals ensured that we were ready to start using ActiveDisclosure one week after starting the onboarding process."

Per Magne Hansen,
Senior Director of Financial Reporting Opera (NASDAQ: OPRA)

"ActiveDisclosure helped us organise the audited financial statements issuance, ensuring standardisation and giving us real time status."

Corinne Ponchard,
Senior Vice President – Accounting & Finance Unibail-Rodamco-Westfield

"ActiveDisclosure seamlessly combines all aspects of the SEC reporting process under one simplified platform. The easy integration with Microsoft Office products enables all levels of the accounting and legal departments to confidently navigate drafting, editing and linking Excel tables that results in an error-free end product ready for filing. Bringing the filing function in-house creates an umbrella of controls and alleviates downtime when it comes to reviews and collaborations."

Jason Davis,
CFO Virax Biolabs (NASDAQ: VRAX)

"Being newer to using ActiveDisclosure, I've been really impressed with the functionality and user-friendly interface. Their XBRL tagging capabilities and expert support give us peace of mind. The features and responsiveness have helped us move through our process much quicker and with confidence."

John Dispenziere,
External Reporting Lead The Chemours Company (NYSE: CC)

"ActiveDisclosure has helped me streamline the review process with the ability to tag someone directly if I have a question during in my review."

David Teng,
Manager – Asset Finance & Accounting Unibail-Rodamco-Westfield

"The ActiveDisclosure platform is simple and convenient to operate – it allows our teams to edit tables, data and other disclosure content conveniently and flexibly. Whether you are just starting to implement the platform, or are in advanced stages of your reporting process, DFIN's support teams are always there to help. This is definitely a cost-effective SEC filing solution."

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Streamline Your Financial Reporting
Various ActiveDisclosure Clients
Maximise Control and Drive Cost Efficiencies in SEC Reporting
Madeleine Nuttall
Meet SEC filing obligations with precision and efficiency
Kenneth Lim
Stay Consistent with SEC Reporting
Alyssa Levin
Seamlessly Integrate with Excel
Amit Joshi
Save Your Team Time with Expert Support
Chesney Whetstone
Get More From Your Financial Reporting Software
Nathan Cowley & Kendra Wong
Financial Reporting Doesn’t Have to Be Difficult
Nathan Cowley & Aidan Lawless
Get Value Upfront with ActiveDisclosure
Victoria Dankel, Aidan Lawless, & Kendra Wong
WTW optimises SEC filing efficiencies & improves productivity
Steve Horowitz
Cross River Saves Time & Money on Private Company Reporting
Aidan Lawless

Read our case studies

ActiveDisclosure supports a diverse range of clients—from Foreign Private Issuers filing SEC Forms 20-F and 6-K, to domestic filers submitting Forms 10-K and 10-Q. Our platform supports a wide array of other disclosure requirements, including Proxy Statements, Form 144, S-1/F-1 IPO registration statements, and F-4/S-4 SPAC filings.

Read these case studies to see how DFIN clients achieve efficiency, accuracy, and confidence in their reporting journey.

TECHNOLOGY
How we helped a global software company save time & money on SEC Filings and Statutory Reporting
See results
BIOTECH
How we helped a leading global chemical company streamline their SEC reporting and increase productivity
See results
REAL ESTATE
How we helped a multi-national commercial real-estate company save 25 hours a week on manual filing
See results
BIOTECH
Learn how we helped a biotech company save hours on their SEC filings & increase reporting productivity.
Explore case study
ENERGY
How we helped a community energy company save 40 hours on their 10-K filings & increase reporting efficiencies
See results
CONSULTING
Willis Towers Watson (WTW) was seeking a software solution that would reduce filing time, drive efficiencies and modernise its reporting process
See results

More Than Just Software—DFIN Experts Support You Every Step of the Way

ActiveDisclosure

Aktuelle Informationen zu regulatorischen Änderungen und Best Practices der Branche.

Unbegrenzte Plattform-Aktualisierungen, Wartung und Rund-um-die-Uhr-Support durch Experten.

Die bedeutendste SEC-Einreichungsstelle für Unternehmen, die jährlich 170.000 Einreichungen durchführt.

Phone expert Phone expert

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

SEC Filing eCalendar

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

Download eCalendar
SEC Filing Interactive eCalendar

ARTICLE

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

As we enter the second half of 2025, the regulatory landscape for financial and sustainability reporting continues to evolve. For UK and EU-listed companies, the European Single Electronic Format (ESEF) and its UK variant (UKSEF) remain central to annual reporting obligations.

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.

DFIN ActiveDisclosure
Security Overview

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

Frequently asked questions

SEC filing refers to submitting financial statements and disclosures to the U.S. Securities and Exchange Commission to ensure transparency and compliance for public companies and Foreign Private Issuers. ActiveDisclosure simplifies this process with automated workflows, real-time collaboration, and expert guidance—trusted by 1,300+ companies worldwide.

iXBRL (Inline XBRL) tagging is a mandatory digital format for ESEF and UKSEF filings, making financial data machine-readable for regulators and investors. Evolving taxonomies and tighter governance controls mean accurate iXBRL tagging is more important than ever. ActiveDisclosure provides built-in iXBRL tagging tools and validations to ensure compliance. Read more on our blog article

ActiveDisclosure supports a wide range of regulatory filings and disclosures, including:

  • SEC filings such as U.S. IPO registration statements (Forms F-1/S-1), Form 20-F Annual Reports, Form 6-K disclosures, and Beneficial Ownership Reporting (Form 144/Section 16/Schedule 13D & G)
  • ESEF/UKSEF reporting with built-in iXBRL tagging and XHTML conversion
  • ESG disclosures for sustainability and governance reporting
  • IPO drafting and ongoing compliance filings for public and private companies

The platform combines automated workflows, real-time collaboration, and expert support to ensure speed, accuracy, and compliance. Schedule a demo today

ActiveDisclosure is trusted by over 1,300 companies worldwide, including public companies, Foreign Private Issuers, Pre-IPO and other private companies. This broad adoption reflects its reliability and ability to meet complex, evolving global reporting needs across the global capital markets. Read client stories here 

Yes. In addition to 24/7 expert support, DFIN provides guided onboarding sessions, self-paced learning modules, and certifications through DFIN University—so your team stays ahead of evolving financial reporting requirements.

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