ESG reporting software ecosystem To promote maximum innovation, high-quality service, and client success, DFIN’s financial and sustainability reporting software integrates with a network of top global tech partners to provide an end-to-end ESG ecosystem. Contact an expert Automate your sustainability reporting with ActiveDisclosure Simplify data collection and presentation, collaborate in real time, and drive efficiencies with our reporting software. Get fast, accurate reporting for a dynamic regulatory landscape. Explore ActiveDisclosure Client success Explore client results TECHNOLOGY How we helped a global manufacturer broaden its investor base Explore Case Study FINTECH How we helped FIS develop an ESG strategy and award-winning report Explore Case Study ESG made easyProven purpose-built software that doesn’t negatively impact your team’s time, or your bottom line. Significant cost & time savings over similar solutions Unparalleled 24/7/365 support with experience from the largest SEC filer Seamlessly include data, tables & graphs in reports & presentations Leverage Excel for easy data linking & instant updates Navigate the evolving global regulatory environment with our expert advisors Contact an expert ESG Reporting Support Binders Collaboration Linking Intelligent iXBRL ESG Reporting Collaborative workflows for accurate, audit-ready sustainability disclosuresExcel & data linking to update sustainability disclosures instantlyiXBRL tagging to comply with emerging taxonomiesNarrative content presets, called Snippets, to edit once & update universally across multiple report locations Support Binders Tie out with workpaper references, notes, & statuses to aid in your audit and review processDigital support documents kept where you want, no uploading or moving requiredReadable tie-out document packages with easy-to-see labelsAuto-generated Table of ContentsFull, integrated tie-out view in dashboard Collaboration Real-time, powerful collaboration featuresSign-off workflowsTeam & task assignments and notificationsPublic and private commenting alongside your reportsAuto-versioning and compareTrack changes Linking Easy integration with Excel to link key dataChange data in Excel, instantly refresh everywhere in your reportsLink and update individual data metrics, tables, and graphs while retaining ownership over your source of truthCreate content presets, Snippets, to edit once and update universally Intelligent iXBRL Intelligent iXBRL tagging takes the complexity out of compliance. Already have a data provider?No problem. DFIN integrates with multiple partners for easy ESG reporting. Expert consultation Together with strategic partners, our advisory team guides clients through the entire ESG journey. Competitive analysis and benchmarking Mapping ESG data to applicable regulatory frameworks Content development and infographics Agency-level design and creative services Project management and reporting Advice on how to message the sustainability story effectively Explore partners Data sources & systems Streamline multiple data sources with our ESG SaaS platform designed to aggregate, normalize and manage ESG data. ESG data & reporting Our ESG data management partners all bring different flavors of software collection and management, providing flexibility to meet our clients on their unique ESG reporting journey. Maintain your current data management and review process with little to no disruption. DFIN’s reporting workflow is data provider agnostic. Explore partners Fast-track your ESG journey with expert designed & drafted fact sheets Talk to an ESG expert to affordably comply with ESG mandates. Talk to an expert or call +1 800 823 5304 More findings, right this way White paper XBRL Digital Tagging for CSRD & ESRS: How Companies Can Meet the EU’s New Digital Reporting Requirements April 2025 Read white paper Video Podcast Webinar Replay: A Rational, Affordable, and Easy Solution To ESG and Sustainability Excellence December 2024 Watch Podcast Resources The Top Trends in Corporate Financial Reporting December 2024 View resource Blog DFIN's Software Success Continues in Third Quarter November 2024 | Craig Clay View blog Case study How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting October 2024 Read case study White paper How to Move From Voluntary to Regulated ESG Reporting - 3 Recommendations October 2024 Read white paper Resources Compensation Discussion and Analysis (CD&A) Guidelines October 2024 View resource Resources CSRD Readiness: Key Steps and Challenges for Compliance October 2024 View resource Blog Venue Results Deliver as Software Solutions Drive DFIN’s Q2 Growth August 2024 | Craig Clay View blog White paper CFO’s and Controllers Know – The Journey Towards Mandated ESG Reporting Starts Now April 2024 Read white paper Video Podcast Webinar Replay: How to Prepare for Sustainability Requirements April 2024 Watch Podcast Guide From Private to Public: Expert Insights for Foreign Private Issuers Pursuing U.S. Public Listing in 2024 and Beyond March 2024 View guide Press Release Diligent and DFIN Partner to Ease SEC Compliance and Simplify ESG Reporting February 2024 Read press release Blog IPOs, Regulations, and Other Thoughts. Here’s looking at 2024 January 2024 | Craig Clay View blog Video Podcast Webinar Replay: How to Build a Successful ESG Reporting Program December 2023 Watch Podcast Blog Third-Quarter Earnings Results Highlight DFIN’s Software Strengths November 2023 | Craig Clay View blog Video Podcast Webinar Replay: SEC Compliance for FPIs – 2023 Mid-year Update July 2023 Watch Podcast Resources The Importance Of ESG Data Management June 2023 | John Truzzolino View resource Blog There Are No Shortcuts with SEC’s New Pay Versus Performance Rule February 2023 | Ron Schneider View blog Article Sweeping Regulatory Changes Affecting Director Elections, Executive Compensation and Climate Disclosures ... What Can Go Wrong? February 2023 | Ron Schneider Read article