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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

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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.

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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 Icon

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
ESG Document Icon

Sustainability

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


Learn more
Proxy Icon

Proxy

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


Learn more
Ownership Icon

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
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Hear from
our clients

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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
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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 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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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.

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

SEC Filing Calendar

SEC Filing eCalendar

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

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More findings, right this way

Resources

The Impact of Tariffs on Accounting and Financial Reporting

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Article

Mastering AI for Financial Reporting

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Blog

DFIN's Software Transformation Boosted by ActiveDisclosure's Strong Quarterly Results

Craig Clay
View blog

White Paper

XBRL Digital Tagging for CSRD & ESRS: How Companies Can Meet the EU’s New Digital Reporting Requirements

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Report

Building an Effective Creation Process for Your Proxy Statement

schneider
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Video Podcast

How DFIN Transformed PropertyGuru’s Financial Reporting Processes to Enable Better Control and Drive Cost Efficiencies

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Resources

Improving Compliance with Audit Trails

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Report

DFIN's IPO & Public Listing Report - Q1 2025 Edition

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Resources

SEC Cryptocurrency Regulations

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Resources

SEC Cybersecurity and Incident Disclosure Rules

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Resources

SEC Requirements for Chief Compliance Officer

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Video Podcast

Primed for the Reopening of the Next IPO Window

Meaghan Miller
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Resources

Predictive Analytics in Corporate Finance

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Video Podcast

Standard Business Reporting and Improving Reporting Efficiencies

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Guide

Proxy Season Field Guide - 12th Edition

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White Paper

The Importance of IPO Readiness: An Essential Framework for Success

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Press Release

Donnelley Financial Solutions appoints Ayman Sayed to Board of Directors


What Is The Financial
Read press release

Article

Rethinking How to Engage Shareholders, Activists via Proxies

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Resources

SEC Audits and Certifications

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Resources

Corporate Financial Planning and Analysis (FP&A) 

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