DFIN ActiveDisclosure℠ combines purpose-built compliance software with expert services to help teams manage complex financial, regulatory, and compliance reporting with greater confidence and efficiency. Connect data, collaborate in real time, and keep documents accurate and up to date throughout preparation, review, and filing.
Introducing Active Intelligence™ — DFIN’s transformative suite of AI capabilities designed to improve the speed, consistency, and quality of disclosure reporting. Active Intelligence within DFIN ActiveDisclosure℠, helps teams analyze peer and historical filings, identify trends and gaps, summarize content, and generate first-pass drafts directly within established reporting workflows, enabling faster review and more informed decision-making.
Bring data, people, and processes together to reduce manual effort, strengthen control, and move reporting forward with greater confidence.
Reduce Manual Reporting Effort
Connect data and content to reduce repetitive updates, manual rekeying, and disconnected handoffs.
Improve Accuracy and Consistency
Keep financial data, supporting schedules, narratives, and disclosures aligned across the reporting package.
Accelerate Reporting Cycles
Reduce workflow friction and keep preparation, review, and filing moving forward.
Strengthen Control and Visibility
Gain greater transparency into contributors, document changes, approvals, supporting evidence, and filing progress.
Leverage AI to Make More Informed Disclosure Decisions
Use AI-assisted insights to identify changes, trends, inconsistencies, and potential disclosure gaps earlier in the reporting process.
Add Expertise When It Matters Most
Extend your team with responsive reporting and filing expertise when additional capacity or guidance is needed.
ActiveDisclosure combines purpose-built reporting technology with access to experienced financial reporting, SEC filing, and XBRL specialists.
Get hands-on support when and where you need it, from onboarding and document preparation through validation, formatting, and filing, including during critical reporting periods and compressed timelines.
Work independently when your team has the capacity, or tap into DFIN expertise when complexity, limited resources, or tight deadlines call for additional support.
24/7/365 availability
Hands-on project support
Reporting, filing, and XBRL expertise
Flexible support based on your needs
Adopt the modules that fit your requirements today and expand as your reporting needs evolve.
SEC and Financial Reporting
Prepare annual and quarterly filings with connected data, controlled collaboration, validation, and filing support.
Transactions and IPO Reporting
Manage registration statements, transaction documents, and reporting workflows from pre-IPO through ongoing public-company requirements.
Proxy Reporting
Create polished, investor-focused proxy communications with connected data, real-time collaboration, and design support.
Sustainability Reporting
Bring data, narratives, design, and stakeholder input together to support integrated sustainability disclosures.
Beneficial Ownership
Prepare and electronically file Section 16, Form 144, and Schedule 13D and 13G forms.
Recognized as a G2 Leader
ActiveDisclosure is recognized in the Disclosure Management and Governance, Risk & Compliance categories.
What Customers Value
ActiveDisclosure is recognized for helping finance, accounting, and legal teams manage complex reporting obligations with greater control, accuracy, and confidence. Reviewers consistently highlight collaboration, version control, filing readiness, and responsive support as key strengths of the platform.
See how organizations leverage ActiveDisclosure to modernize reporting processes, support complex filing requirements, and give teams greater confidence during critical reporting cycles.
Webinars
Regulation E-Delivery Impacts for Insurance Companies Preparing for the SEC's Proposed Digital-First Future
December 08, 2026
Blogs
Why Financial Reporting Teams Need Connected Data and Why It’s Time to Move Beyond Manual Handoffs
October 19, 2026
Blogs
FCA Finalises UK Sustainability Reporting Standards: What Companies Should Be Doing in 2027
October 16, 2026 | Patricia Myles
Blogs
FDA and SEC Coordination Raises the Stakes for Disclosure Readiness in Life Sciences
October 16, 2026
Guides, Reports & White Papers
DFIN's IPO & Public Listing Report - Q3 2026 Edition
October 07, 2026 | Christine Cochrane
Guides, Reports & White Papers
SB 253 Reporting: What CARB's New Guidance Means for Your November 10 Submission
September 08, 2026
Guides, Reports & White Papers
Guide to Effective Proxies - 14th Edition
September 01, 2026
Blogs
Section 16 Insiders: Are You Overlooking the Annual EDGAR Confirmation Requirement?
August 31, 2026
Blogs
DFIN ActiveDisclosure Earns Three G2 Leader Badges. Here's What Finance and Legal Teams Say Matters Most.
August 25, 2026
Blogs
The Great Disclosure Debate: How Should Companies Respond to the SEC's Filer Status Proposal?
August 12, 2026
Blogs
SEC Proposes Major Overhaul to Registered Offerings: What It Means for Issuers
July 30, 2026 | Marcie Clark
Blogs
How DFIN Supports Companies Pursuing a Dual Listing Through the New SGX–Nasdaq Global Listing Board
July 24, 2026
Guides, Reports & White Papers
Maximizing Exit Value Through Scalable Infrastructure
July 21, 2026
Case Studies & Fact Sheets
Accelerate Basel III Reporting with Audit-Ready, Controlled Disclosures
July 16, 2026
Blogs
The FDTA is Final: What Financial Reporting Teams Need to Know Now
July 15, 2026 | Marcie Clark
Blogs
DFIN Supports SK hynix's Landmark Nasdaq Listing in a US$26.5 Billion Offering
July 10, 2026
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ActiveDisclosure is a cloud-based financial and regulatory reporting platform that helps teams prepare, collaborate, review, and file disclosure documents in one connected environment. It combines purpose-built technology with DFIN’s reporting and filing expertise to support critical reporting cycles with greater control, consistency, and efficiency.
ActiveDisclosure supports a range of financial, regulatory, and corporate reporting needs, including SEC filings, annual and quarterly reports, proxy statements, sustainability disclosures, IPO registration statements, beneficial ownership forms, statutory reports, and investor communications. Its modular structure allows organizations to expand their reporting capabilities as their needs evolve.
Yes. ActiveDisclosure supports established Excel-linked workflows and also offers Spreadsheets, a browser-based option built directly within the platform. Teams can use either approach to manage data, build supporting schedules, link information into reports, and maintain greater consistency across financial statements and disclosures.
Yes. Multiple contributors can work within a shared reporting environment using capabilities such as real-time collaboration, commenting, track changes, version history, task assignments, and permissions. These tools help improve ownership and visibility while reducing version confusion and disconnected review processes.
ActiveDisclosure provides a more controlled reporting process by connecting source data, document content, review activity, and filing preparation in one environment. Version history, audit trails, validation controls, linked data, and filing health checks help teams identify changes and potential issues before submission.
Yes, XBRL capabilities are integrated into the ActiveDisclosure workflow, allowing teams to manage tagging, review, validation, and filing preparation alongside document edits. DFIN’s XBRL specialists are also available to provide support with tagging, validation, quality review, and compliance requirements.
ActiveDisclosure offers a familiar experience for teams accustomed to Microsoft Word, Excel, and PowerPoint, helping reduce the learning curve for report preparers and reviewers. DFIN also provides implementation and onboarding support to help organizations set up reporting workflows and begin using the platform.
DFIN provides 24/7/365 access to experienced financial reporting, SEC filing, and XBRL specialists, not only general technical support. Teams can receive hands-on assistance with onboarding, document preparation, validation, formatting, and filing, including during complex reporting cycles and compressed timelines. Clients can work independently or tap into DFIN specialists for additional capacity and expertise when needed.
