Navigating the New Deal Cycle: Technology, Risk, and M&A Momentum in 2026
March 30, 2026
Robust SEC Reporting & Filing Software
ActiveDisclosureSM streamlines your financial reporting with intuitive, easy-to-use software and expert SEC services from the #1 filing agent. Collaborate in real-time while linking and updating financial data with XBRL tagging from your single-source-of-truth Excel workbooks, to ensure your documents, presentations, and forms deliver accurate and up-to-date information for EDGAR compliance.
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.
Annual & Quarterly Reporting
Reduce filing cycle time and ensure accurate financial disclosures for 10-Ks, 10-Qs, and more.
Proxy
Accelerate your proxy report with on demand design and automated workflows for shareholder communications and DEF 14A filings.
Beneficial Ownership
Digitally file Section 16, Form 144, and Schedule 13D & 13G forms with efficiency and accuracy
Global Statutory Reporting
Accelerate global statutory filings with greater accuracy and control across local‑country reports, annual reports, and board materials.
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 ongoing support from DFIN’s experts.
Hear from our clients
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 and page breaks
- Input text across page types
- Simplify formatting
- View exports in multiple formats (Word, PDF, HTML)
Support Binders
- Notes and 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 compliance with SEC regulations. Our compliant SEC reporting software for EDGAR filings ensures your financial statements will be tagged quickly and accurately, to meet your reporting requirements.
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.
DFIN University
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.
Client experience is at the core of everything we do
Streamline Your Financial Reporting
Maximize Control and Drive Cost Efficiencies in SEC Reporting
Meet SEC filing obligations with precision and efficiency
Stay Consistent with SEC Reporting
Seamlessly Integrate with Excel
Save Your Team Time with Expert Support
Get More From Your Financial Reporting Software
Financial Reporting Doesn’t Have to Be Difficult
Get Value Upfront with ActiveDisclosure
WTW optimizes SEC filing efficiencies & improves productivity
Cross River Saves Time & Money on Private Company Reporting
Streamline and Automate Financial Reporting Certifications
Eliminate Manual Processes
ActiveDisclosure Certifications delivers an all-in-one solution for managing financial reporting and attestation workflows, supporting SEC and SOX compliance.
Replace manual, error-prone processes with secure, scalable technology to save time, reduce risk, and ensure every step of the SEC reporting process is visible, auditable, and completed on time.
Customizable Certification Workflows
Easily create, route, sign, and manage certification letters with step-by-step instructions, tailored signer experiences, and flexible routing options.
Automated Notifications & Audit Trails
System-generated alerts, full audit logs, and real-time dashboards ensure compliance, tracking, and complete traceability of every action.
Centralized User Management
A global directory enables efficient user provisioning, de-provisioning, and role management, maintaining consistent access control across teams.
Bulk User Import & Flexible Licensing
Quickly onboard large teams with CSV uploads and choose from licensing tiers that scale from small groups to enterprise-wide deployments.
15 minutes is plenty of time to see if ActiveDisclosure is a fit for you
Talk to an expert
or
call +1 800 823 5304
SEC Filing eCalendar
Configure your calendar with key filing dates. Easily share with your teams.
More findings, right this way
Blogs
AI, Data Security, and Trust: Building Enterprise Confidence Beyond the Hype
March 26, 2026
Blogs
AI at DFIN: Building Confidence When Compliance Matters Most
February 23, 2026 | Craig Clay
Blogs
DFIN the Disruptor: Powering Regulatory Confidence Through Market Cycles
February 17, 2026 | Craig Clay
Guides, Reports & White Papers
DFIN’s 2026 CFO Guide: Navigating Growth, Technology, And Risk
January 20, 2026
