Start the Conversation

Honeypot Field to Catch Bots
Honeypot Field to Catch Bots
GoodYear Logo
JCrew Logo
Fedex Logo
JJill Logo
Office Depot Logo
Old Dominion Logo
M&T Logo
Imax Logo
Cvent Logo
Dominos Logo
Boston Beer Logo
Microsoft Logo
Primerica Logo
Tencent Logo
YumChina Logo
Willis Towers Logo
Sonos Logo
Western Union Logo
HCA Logo

Software that advances across your financial reporting ecosystem

Transactions Icon

Transactions

From pre-IPO to going public & beyond to facilitate your financial reporting and deal documents.

Learn more
ESG Document Icon

ESG Reporting

Centralize your ESG data & simplify your financial reporting.

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 forms with efficiency & accuracy.

Learn more
Transactions Icon

Transactions

From pre-IPO to going public & beyond to facilitate your financial reporting and deal documents.

Learn more
ESG Document Icon

ESG Reporting

From pre-IPO to going public & beyond to facilitate your financial reporting and deal documents.

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 forms with efficiency & accuracy.

Learn more
Nathan Cowley Photo

Hear from
our clients

Watch Nathan Cowley Testimonial

Future-proof your SEC and ESG financial reporting

With unparalleled support from DFIN experts, get the affordable SEC filing and ESG reporting software you need without extra add-ons and hidden costs. We make innovating easy and intuitive.

Track Changes
Advanced Editing
Support Binders
Health Checks
Linking
Intelligent iXBRL

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 reporting 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

Health Checks

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

Linking

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

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.

Client experience is at the core of everything we do

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
Victoria Danke Photo

Hear from
our clients

Watch Victoria Dankel Testimonial

We help customers achieve
measurable results

Explore client results

BIOTECH

How we helped a biotech company save hours on their SEC filings & increase reporting productivity

See results
ENERGY

How we helped a community energy company save 40 hours on their 10-K filings & increase reporting efficiencies

See results
LIFE SCIENCES

How we helped a biotech company streamline their SEC filing and drive efficiencies

See results
REAL ESTATE

How we helped a multi-national commercial real-estate company save 25 hours a week on manual filing

See results
CONSULTING

How we helped one of the world's largest HR consulting firms drive filing efficiencies and increase collaboration

See results

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

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

Learn more

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.

Checkbox

Secure, self-service
Section 16 & Form 144

Checkbox

Gain access to these form types standalone within AD

Checkbox

Report equity ownership & changes to corporate securities electronically

Jeffrey Skalla Photo

Hear from
our clients

Watch Jeffrey Skalla Testimonial

ActiveDisclosure gives you live access to SEC experts and financial professionals

ActiveDisclosure

Clock Icon Up to the minute advice on regulatory changes and industry best practice.

Gear Rotating Icon Unlimited platform updates, maintenance and support direct from the DFIN team.

Contact Support Icon Experts ready to help 24/7/365 – DFIN executes more filings than any other financial technology or services company.

SEC Filing Calendar

SEC Filing eCalendar

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

Download eCalendar
ui
Randall Stewart Photo

Hear from
our clients

Watch Randall Stewart Testimonial

Reduce cost & maximize
productivity

1
Get affordable
  • No costly add-ons, hidden costs, or annual up-sells
  • Only pay for the licenses you require
  • One simple contract
2
Get efficient
  • Seamless integration with Excel and tech systems (ERP, ESG, SOX)
  • Fast financial data updates with linking
  • Intelligent iXBRL tagging
3
Get faster
  • Industry-leading software for real-time teamwork
  • Powerful team & task tools, auto-versioning, commenting
  • Guided workflows for teams of any size

Harnessing the Power of Responsible AI

Floyd Strimling, Chief Product Officer at DFIN, sits down with Dana Barrett to discuss responsible AI in financial reporting.

Floyd Strimling Podcast

Continue building your perfect tech stack

ESG
 

SEC 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.

More findings, right this way

White Paper

Accurate and Trustworthy Financial Reporting Relies on Strong Internal Controls

Read white paper

Blog

Voluntary Submission of Draft Registration Statements

View blog

Fact Sheet

Smaller Reporting Companies Must Comply with the SEC's Cybersecurity Rules

View fact sheet

Blog

Understanding Governance, Risk, and Compliance

View blog

Blog

The Comprehensive SOX Compliance Guide

View blog

Video Podcast

Webinar Replay: An Early Look at the 2024 Proxy Season

Watch podcast

Case Study

How We Helped a Pharma Company Capitalize on IPO Market Conditions and Timing

How We Helped a Pharma Company Capitalize on IPO Market Conditions and Timing - Card
Read case study

White Paper

In 2024, Inline XBRL: Ignorance is Not Bliss

In 2024, Inline XBRL, Ignorance is Not Bliss - Card
Read white paper

Blog

Understanding Confidential IPO Filings

Understanding Confidential IPO Filings - Card
View blog

Blog

Navigating the IPO Process: A Detailed Timeline for Going Public

Navigating The IPO Process: A Detailed Timeline For Going Public - Card
View blog

Blog

Guidance for the Final SEC Climate Disclosure Ruling & ESG Reporting

Guidance For The Final SEC Climate Disclosure Ruling & ESG Reporting - Card
View blog

Case Study

How We Helped an Electric Vehicle Company Save Time and Money Before and After Going Public

How We Helped an Electric Vehicle Company Save Time and Money Before and After Going Public - Card
Read case study

Blog

SEC Steps Up March to Machine-Readable Formats

truzzolino
View blog

Blog

The SEC’s Climate Rules Are Paused, But Likely Not for Long.

Craig Clay
View blog

Blog

What is The European Single Electronic Format (ESEF)?

What is ESEF - Card
View blog

Resources

What is an SEC Form S-3 Filing?

SEC Form S-3 - Card
View resource

Article

Cloud Solutions for Efficient ACFR and Government Financial Reporting

Cloud Solutions for Efficient ACFR and Government Financial Reporting - Card
Read article

Blog

What is an SEC Form 40-F Filing?

clark
View blog

Case Study

How We Helped a Biotech Company Save Hours on Their SEC Filings & Increase Reporting Productivity

How we helped a biotech company - Card
Read case study

Blog

C-Suite White Paper Now Available: How Today’s Strategic Cybersecurity Initiatives Can Fuel Tomorrow’s Business Advances

How Today’s Strategic Cybersecurity Initiatives Can Fuel Tomorrow’s Business Advances - Card
View blog