Modernize Your SEC Reporting

Streamline complex financial reporting and regulatory compliance with a modern filing approach that combines intuitive software and expert, hands-on service, providing the assurance you need. Meet SEC and regulatory requirements securely and efficiently—whether it’s quarterly filings, beneficial owner reporting, ESG disclosures, or transaction filings—without disrupting workflows.

Industry Leading Compliance Made Smarter

Ensure Filing Accuracy

Leverage expert guidance and advanced technology to ensure SEC accuracy and compliance—giving you confidence in every filing.

Streamline Workflows

Simplify complex workflows through intuitive solutions, saving time, reducing risk, and keeping your team efficient.

Stay SEC‑Ready

Stay ahead of evolving SEC rules with solutions designed to adapt quickly, so you’re always prepared for what’s next.

Gain Peace‑of‑Mind Support

Tap into seasoned professionals who understand the nuances of SEC and regulatory requirements, providing peace of mind when it matters most.

Future-Proof Your Filings

Get the comprehensive financial reporting and SEC filing software your company needs alongside unparalleled expert services and responsive, ongoing support from seasoned DFIN professionals. Seamlessly integrate software and expert support to streamline workflows and maintain confidence in your financial reporting. As the leading SEC filing agent for public companies and investment companies, we’ve developed DFIN ActiveDisclosure™ as the centralized source of truth.

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.

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Powerful Compliance Features for Modern Day Reporting

Intuitive Interface
Excel Integration
Powerful Collaboration
Automated Compliance
Project Management Support
Enterprise-Grade Security
Compliant, Investor‑Ready Presentations
Comprehensive Certification Management

Intuitive Interface

Work in a familiar environment with easy navigation and tools that simplify financial reporting for every user. 

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Excel Integration

Link data from your single source of truth and watch updates flow across documents automatically.

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Powerful Collaboration

Assign tasks, track changes, and compare drafts securely—keeping your team aligned and efficient.  

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Automated Compliance

Simplify iXBRL tagging and EDGAR formatting with automation or let DFIN experts handle it for you.

Project Management Support

Dedicated managers monitor progress and keep your reporting on schedule from start to finish.

Enterprise-Grade Security

Protect sensitive financial data with robust security measures built for regulatory compliance.

Compliant, Investor‑Ready Presentations

Keep all financial, board, and regulatory presentations fully aligned with current SEC filings through smart data linking and controlled workflows. 

Comprehensive Certification Management

Coordinate mandated certifications and financial reporting with secure, role-based workflows that enable collaboration, automate reminders, and maintain full auditability at every stage

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The Compliance Platform Public Companies Trust

With cutting-edge technology and deep regulatory expertise, DFIN empowers organizations to accelerate filings, enhance accuracy, and protect sensitive data—all while reducing risk and cost. From SEC reporting to investor communications, DFIN delivers confidence and efficiency, so companies can focus on growth. DFIN is the go-to solution for organizations that need to:

  • Prepare and file SEC reports like 10-Ks, 10-Qs, and proxy statements accurately and on time.

  • Equip corporate finance, accounting, and investor relations teams to manage data, create reports, and ensure compliance.

  • Support governance and disclosure experts with secure, reliable tools and expert guidance.

  • Navigate IPOs, mergers, acquisitions, or other major deals that demand precise, compliant reporting and filing support.

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Own your filing process with confidence.

Flexible Solutions for Every Stage of Your Journey

Accelerate Complex Transactions & Regulatory Filings

Facilitate financial regulatory reporting and manage critical deal documents for mergers, spin‑offs, S‑1 filings, and other capital‑market activities with secure, streamlined workflows from pre‑IPO through going public and beyond.

Facilitate financial regulatory reporting and manage critical deal documents for mergers, spin‑offs, S‑1 filings, and other capital‑market activities with secure, streamlined workflows from pre‑IPO through going public and beyond.

Improve Accuracy & Speed in Annual & Quarterly Financial Reporting

Reduce filing time and maintain precise disclosures for 10‑Ks, 10‑Qs, and related SEC reports using ActiveDisclosure™, which enhances collaboration, compliance checks, and document control.

Reduce filing time and maintain precise disclosures for 10‑Ks, 10‑Qs, and related SEC reports using ActiveDisclosure™, which enhances collaboration, compliance checks, and document control.

Strengthen Security & Control During High‑Stakes Due Diligence

Share sensitive documents confidently throughout audits, mergers, and investor communications using the DFIN Venue® - the most modern Virtual Data Room on the market, built for secure, permissioned access and structured deal collaboration.

Share sensitive documents confidently throughout audits, mergers, and investor communications using the DFIN Venue® - the most modern Virtual Data Room on the market, built for secure, permissioned access and structured deal collaboration.

Enhance ESG Transparency & Reporting Quality

Centralize ESG data and simplify disclosure preparation with purpose‑built sustainability reporting tools that improve accuracy, consistency, and stakeholder visibility.

Centralize ESG data and simplify disclosure preparation with purpose‑built sustainability reporting tools that improve accuracy, consistency, and stakeholder visibility.

Deliver Polished, Compliant Proxy & Governance Communications

Access turnkey, expert‑supported proxy solutions—including advisory, strategy, design, print, and annual meeting services—to ensure seamless shareholder communications and governance readiness.

Access turnkey, expert‑supported proxy solutions—including advisory, strategy, design, print, and annual meeting services—to ensure seamless shareholder communications and governance readiness.

Increase Efficiency & Accuracy in Beneficial Ownership Filings

Digitally prepare and submit Section 16, Form 144, and Schedule 13D/13G filings with streamlined workflows that reduce manual effort and improve compliance precision.

Digitally prepare and submit Section 16, Form 144, and Schedule 13D/13G filings with streamlined workflows that reduce manual effort and improve compliance precision.

More findings, right this way

Guides, Reports & White Papers

DFIN's IPO & Public Listing Report - Q1 2026 Edition

IPO Public Listing Report Thumbnail
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Guides, Reports & White Papers

The 2026 Proxy Playbook: 6 Key Trends

The 2026 Proxy Playbook: 6 Key Trends
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Blogs

The Top 5 Things You Should Know About the SEC’s Potential Move to Semiannual Reporting

The Top 5 Things You Should Know About the SEC’s Potential Move to Semiannual Reporting
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Blogs

AI at DFIN: Building Confidence When Compliance Matters Most

AI at DFIN: Building Confidence When Compliance Matters Most
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Blogs

DFIN the Disruptor: Powering Regulatory Confidence Through Market Cycles

DFIN the Disruptor: Powering Regulatory Confidence Through Market Cycles
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Blogs

Section 16(a) Reporting is Coming for Foreign Private Issuers – It’s Time to Act

Section 16(a) Reporting is Coming for Foreign Private Issuers – It’s Time to Act
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Blogs

Embracing Change: Key Insights from DFIN’s Activate 2025

Embracing Change: Key Insights from DFIN’s Activate 2025
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Blogs

Q4 2025 Market Outlook: Balancing the AI Boom and Economic Reality

Q4 2025 Market Outlook: Balancing the AI Boom and Economic Reality
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Calendars

2026 Investment Companies Regulatory Calendar

2026 Investment Companies Regulatory Calendar
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Press Releases

DFIN Successfully Completes Pension Plan Termination

DFIN Successfully Completes Pension Plan Termination
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Blogs

Be Deal-Ready with Smart Technologies

Be Deal-Ready with Smart Technologies
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Press Releases

DFIN introduces the new Venue, the most modern virtual data room on the market—designed to lead the industry in speed and simplicity

DFIN introduces the new Venue
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Press Releases

DFIN Releases 13th Annual Guide to Effective Proxies: New Insights on AI, Cybersecurity and Investor Engagement

DFIN Releases 13th Annual Guide to Effective Proxies: New Insights on AI, Cybersecurity and Investor Engagement
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Press Releases

DFIN’s Now Filing via EDGAR Next: Simplifying Enrollment Ahead of SEC’s September 12 Deadline

DFIN’s Now Filing via EDGAR Next: Simplifying Enrollment Ahead of SEC’s September 12 Deadline
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Case Studies & Fact Sheets

How MBX Biosciences Created Success in Pre-IPO Preparations and Post-IPO Operations

How MBX Biosciences Created Success in Pre-IPO Preparations and Post-IPO Operations
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Infographics & Checklists

7 Steps for IPO Readiness

7 Steps for IPO Readiness
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Case Studies & Fact Sheets

European Wax Case Study

European Wax Case Study
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Articles

European Accessibility Act: How EAA Compliance Builds Investor Trust

European Accessibility Act: How EAA Compliance Builds Investor Trust
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Blogs

Deals, Diligence, and Dry Powder: What to Watch in the Second Half of 2025

Deals, Diligence, and Dry Powder: What to Watch in the Second Half of 2025
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Blogs

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

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