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Experience secure SEC filing

Affordable SEC filing and ESG reporting software from the leading SEC filing agent. Faster, smarter and more secure, ActiveDisclosure enables real-time collaboration and accurate XBRL SEC reporting. Check out our demo video to discover the ActiveDisclosure difference.

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SEC compliance software that advances across your financial reporting ecosystem

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Transactions

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

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ESG Reporting

Centralize your ESG data & simplify your financial 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 forms with efficiency & accuracy.

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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
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Proxy

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


Learn more
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Beneficial Ownership

Digitally file Section 16 & Form 144 forms with efficiency & accuracy.

Learn more
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Feature Highlight

 

Design &
Presentations

Easily create eye-catching branded presentations and PowerPoint decks directly in ActiveDisclosure.

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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.

Certifications
Track Changes
Advanced Editing
Support Binders
Health Checks
Linking
Intelligent iXBRL

Certifications

Our Certifications will put you on a pathway to learning more about the software so you can become an expert in multiple facets of SEC reporting and the ActiveDisclosure software itself.

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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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Health Checks

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

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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
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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.

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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
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Cross River Saves Time & Money on Private Company Reporting
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Hear from
our clients

Watch Victoria Dankel Testimonial

We help customers achieve
measurable results

Explore client results

FINANCIAL MANAGEMENT

How we helped a leading enterprise finance management company streamline its IPO process 
 

See results
HEALTHCARE

How we helped a medical technology company collaborate on proxy statements

See results
BIOTECH

How we helped a leading global chemical company streamline their SEC reporting and increase productivity

See results
ENERGY

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

See results
BIOTECH

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

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

Financial Reporting

ARTICLE

Accurate and Trustworthy Financial Reporting Relies on Strong Internal Controls

Learn how implementing a strong internal controls program can help protect your business from financial and operational risks.

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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.

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Secure, self-service
Section 16 & Form 144

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Gain access to these form types standalone within AD

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Report equity ownership & changes to corporate securities electronically

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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 SEC reporting services company.

SEC Filing Calendar

SEC Filing eCalendar

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

Download eCalendar
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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 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.

More findings, right this way

Resources

How to Create a Board Skills Matrix for Proxy Statements

View resource

Blog

DFIN's Software Success Continues in Third Quarter

Craig Clay
View blog

Case Study

How We Helped a Leading Enterprise Finance Management Company Streamline its IPO Process

Read case study

Video Podcast

Webinar Replay: Navigating the New Cybersecurity Disclosure Landscape

Watch podcast

Resources

AI In Financial Reporting

The Use of AI in Financial Reporting for Corporations - Card
View resource

Case Study

How We Helped a Medical Technology Company Collaborate on Proxy Statements

Read case study

Case Study

How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting

Read case study

Resources

Compensation Discussion and Analysis (CD&A) Guidelines

View resource

Blog

Transform Your Proxy Statement with Effective Design

schneider
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Blog

EY Insights: Six Surprising Cyber-Attack Tactics

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Blog

Top Cybersecurity Questions Answered: The Latest on Ransomware, AI, and Supply Chain Threats

Dannie Combs
View blog

Audio Podcast

Proxy Statements: Addressing Boards’ AI and Cybersecurity Oversight and Looking to 2025

schneider
Listen to podcast

Blog

Insights Unleashed: CFOs on Growth, Technology, and M&A in 2025

Craig Clay
View blog

Report

DFIN's IPO & Public Listing Report - Q3 2024 Edition

Read report

Resources

CSRD Readiness: Key Steps and Challenges for Compliance

View resource

Case Study

How We Helped a Leading Global Chemical Company Streamline their SEC Reporting and Increase Productivity

Read case study

Resources

EDGAR Next is Here. DFIN Has You Covered.

clark
View resource

Guide

Guide to Effective Proxies

View guide

Video Podcast

Webinar Replay: Navigating DFIN’s Guide to Effective Proxies - 12th Edition

Watch podcast

Resources

SEC Form 12b-25

View resource