Robust Financial Reporting Software, Smart Spend

ActiveDisclosure streamlines your financial reporting with intuitive easy-to-use software and expert SEC services from the #1 filing agent. You can collaborate in real-time, and link and update financial data from your single-source-of-truth Excel workbooks, to ensure your documents, presentations, and forms deliver accurate and up-to-date information.

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SEC compliance software that scales with your company’s financial reporting ecosystem

Transactions

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

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Sustainability

Centralize 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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Beneficial Ownership

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

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Transactions

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

Learn more

Sustainability

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

Learn more

Proxy

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

Learn more

Beneficial Ownership

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

Learn more

Client experience is at the core of everything we do

Streamline Your Financial Reporting

Various ActiveDisclosure Clients

Maximize Control and Drive Cost Efficiencies in SEC Reporting

Madeleine Nuttall

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 optimizes SEC filing efficiencies & improves productivity

Steve Horowitz

Cross River Saves Time & Money on Private Company Reporting

Aidan Lawless

Explore Case Studies

Hear from
our clients

Future-proof with our SEC software & SEC reporting services

Get the financial reporting and SEC filing software your public company needs with unparalleled expert SEC services and responsive client support from DFIN.

Excel Linking

Track Changes

Advanced Editing

Support Binders

iXBRL Tagging

Presentations

Health Checks

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

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

Advanced Editing

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

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

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.

Presentations

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

Health Checks

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

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.