Q4 2025 Market Outlook: Balancing the AI Boom and Economic Reality
| Craig Clay
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.
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.
Sustainability
Centralize your data & simplify your sustainability reporting.
Proxy
Accelerate your proxy report with design on demand & automated workflows.
Beneficial Ownership
Digitally file Section 16, Form 144, and Schedule 13D & 13G forms with efficiency & accuracy.
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
Beneficial Ownership
Digitally file Section 16, Form 144, and Schedule 13D & 13G forms with efficiency & accuracy.
Learn moreFuture-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.
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 certification 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.
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
15 minutes is plenty of time to see if ActiveDisclosure is a fit for you
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