Standard
|Proxy
Innovative software for clients seeking streamlined Proxy reporting
Software Platform
- Core document setup
- Change requests
- Proxy fact tags
Implementation & Support Expertise
- Requirements definition, platform training, workflow training
- Regulatory education
- Excel template and tables linking set up
- Premier SME support SEC & financial reporting experts 24/7/365
Additional Services based on your needs
- Change requests
- Quick turnaround
- Filing
- Project management
- SME support
- XBRL consultant
Key Benefits
Affordable
- No hidden costs or annual upsells
- Only pay for licenses you require
- One simple contract
Efficient
- Seamless integration with Excel & tech systems
- Fast financial data updates with linking
Smart
- Notes & statuses for tie-outs
- Support docs kept where you want, no uploading or moving
- Powerful team & task tools, auto versioning, commenting
- Guided workflows for teams of any size
Secure
- Award-winning security platform
- SOC2 Type II audits, 24/7/365 monitoring
- MFA & SSO integration
Get in touch with us for support, pricing or more information.
or
call +1 800 823 5304
Key Terms
Document Changes
Document changes means an end user has requested (tasked) DFIN via ActiveDisclosure to perform edits to a project on their behalf to be started within 8 hours of receipt of request; one (1) document change covers up to 10 (or less) labor hours per request; requests over 10 hours incurs additional change requests
Fact Tagging
Fact tagging means the act of DFIN tagging business and financial reports on the end users’ behalf
Filing
Filing means an end user has requested (tasked) DFIN via ActiveDisclosure to perform a ‘test’ or ‘live’ SEC filing on their behalf
Project Management
Project management means DFIN will perform a series of proactive touchpoints on select customer projects
Implementation
Implementation means the set-up, on-boarding and training of ActiveDisclosure
Quick Turnaround
Quick turnaround means the end user has requested (tasked) DFIN in ActiveDisclosure to prioritize a “document change” on their behalf which will be started within less than 8 hours of receipt
Fact
Fact means the occurrence in an XBRL instance document of a value, or other information tagged by an XBRL taxonomy element
Client Success
Client success means consultation or services provided via professional services that are performed outside of tasks submitted and fulfilled within the ActiveDisclosure product
Proxy
Proxy means a Notice & Proxy Statement
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Public Company
STYLIZED
Innovative software for clients seeking robust, stylized Proxy reporting