DFIN / XBRL U.S. Partnership Helps Clients Easily Meet FDTA Data Quality Mandates
September 2023 | John Truzzolino
Secure financial reporting and SEC filing
Affordable SEC filing and reporting software from the leading SEC filing agent. Faster, smarter and more secure, ActiveDisclosure enables real-time collaboration and accurate XBRL SEC reporting.
We have prepared our unaudited interim condensed consolidated financial statements included herein pursuant to the rules and regulations of the Securities and Exchange Commission. Certain information and note disclosures normally included in annual financial statements prepared in accordance with accounting principles generally accepted in the U.S. have been condensed or omitted pursuant to these rules and regulations, although we have strong thoughts that the disclosures made are adequate to make the information not misleading. In our opinion, the unaudited interim condensed consolidated financial statements contain all adjustments.
We have prepared our unaudited interim condensed consolidated financial statements included herein pursuant to the rules and regulations of the Securities and Exchange Commission. Certain information and note disclosures normally included in annual financial statements prepared in accordance with accounting principles generally accepted in the U.S. have been condensed or omitted pursuant to these rules and regulations, although we have strong thoughts that the disclosures made are adequate to make the information not misleading. In our opinion, the unaudited interim condensed consolidated financial statements contain all adjustments.
Future-proof your financial reporting
With unparalleled support from DFIN experts, get the affordable SEC filing and reporting software you need without extra add-ons and hidden costs. We make innovating easy and intuitive.
Beneficial Ownership filings
- Create, test and live file with the SEC
- File for multiple reporting owners
- Footnote across multiple forms
- Auto-fill forms with saved data
- One-click previews before filing
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
Health checks and validations ensure key filing requirements are not missed.
Real-time, powerful collaboration features
- Sign-off workflows
- Team & task assignments and notifications
- Public and private commenting
- Auto-versioning and compare
- Track changes
Easy integration with Excel to link key data
- Change data in Excel, instantly refresh everywhere in your reports
- Create content presets, Snippets, to edit once and update universally
Intelligent iXBRL tagging takes the complexity out of compliance. Our compliant EDGAR filing software ensures your statements will be tagged quickly and accurately, to meet your regulatory obligations.
We help customers achieve measurable results
An award-winning community bank as recognized by Newsweek with $2.4B in assets
PRODUCTS USED
SEC Reporting
20% boost in reporting efficiencies
With collaboration tools and streamlined reporting
Money & time saved
Using affordable, industry-leading software that ensures compliance
Increased accuracy
Leveraging iXBRL tagging & data linking for faster, error-free SEC filing
An online eCommerce destination with 100M+ shoppers per year
PRODUCTS USED
SEC Reporting
25% savings
Software costs versus previous provider
Time saved
Hours of filing time saved when filing with the SEC
Optimized team efficiencies
Leveraging linking via Excel for faster and accurate document preparation
One of North America’s largest Controlled Environment Agriculture Companies with 6 major brands
PRODUCTS USED
SEC Reporting
25% savings
Filing time versus previous provider
Money & hours saved
With streamlined filing & real-time collaboration tools
Optimized team efficiencies
Excel data linking & iXBRL tagging for faster, more accurate reporting
Explore client results
LIFE SCIENCES
How we helped a biotech company streamline their SEC filing and drive efficiencies
REAL ESTATE
How we helped a major real estate investment trust save time and money on SEC filing
CONSULTING
How we helped one of the world's largest HR consulting firms drive filing efficiencies and increase collaboration
15 minutes is plenty of time to see if ActiveDisclosure is a fit for you
or
call +1 800 823 5304
Security built from
the ground up
With a comprehensive network and unique infrastructure security controls in place, ActiveDisclosure SEC filing and reporting compliance 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
Quickly pivot from paper to electronic for beneficial ownership filings.
Our SEC EDGAR filing services ensures your business complies with electronic filing requirements. Streamline your Section 16 filings and make the transition to the Form 144 electronic mandate much easier. When you leverage our SEC software, you can file digitally with peace of mind.
Secure, self-service
Section 16 & Form 144
Gain access to these form types standalone within AD
Report equity ownership & changes to corporate securities electronically
ActiveDisclosure gives you live access to SEC experts and financial professionals
Up to the minute advice on regulatory changes and industry best practice.
Unlimited platform updates, maintenance and support direct from the DFIN team.
Experts ready to help 24/7/365 – DFIN executes more filings than any other financial technology or services company.
SEC Filing eCalendar
Configure your calendar with key filing dates. Easily share with your teams.
Reduce cost & maximize productivity
1
Get affordable
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No costly add-ons, hidden costs, or annual up-sells
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Only pay for the licenses you require
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One simple contract
2
Get efficient
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Seamless integration with Excel and tech systems (ERP, ESG, SOX)
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Fast financial data updates with linking
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Intelligent iXBRL tagging
3
Get faster
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Industry-leading software for real-time teamwork
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Powerful team & task tools, auto-versioning, commenting
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Guided workflows for teams of any size
VIDEO PODCAST SERIES
Securing Company Data from Cyber Threats
Watch the two-part series as our CISO covers new cyber threats and how DFIN's advanced security protocols future-proof your business against bad actors.
Watch part 1
Continue building your perfect tech stack
ESG
Financial reporting software integrated with a network of top global tech partners that provides an end-to-end ESG ecosystem. Navigate evolving regulations, simplify the complexity of reporting, and ensure accurate, audit-ready ESG disclosures to deliver superior results for stakeholders.
Proxy Solutions
Optimize efficiencies and deliver more effective shareholder communications. Leverage our expert-backed advisory services, strategy, design, and annual meeting services for a seamless, turn-key financial proxy process.
Virtual Data Room
Safeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.
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