Essentials

• Core document setup
• Annual document changes
• Quick turnaround request
• Annual client success

• Requirements definition, platform training, workflow training
• Regulatory education
• Excel template and tables linking set up
• XBRL fact-tagging review training
• Premier SME support SEC & financial reporting experts 24/7/365

• Change requests​
• Quick turnaround​
• Filings
• Project management​
• Proxy
• XBRL consultant
• SME support​

• No hidden costs or annual upsells​
• Only pay for licenses you require​
• One simple contract​

• Seamless integration with Excel & tech systems
• Fast financial data updates with linking​
• Intelligent iXBRL tagging​

• 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​

• Award-winning security platform​
• SOC2 Type II audits, 24/7/365 monitoring
• MFA & SSO integration​

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 means the act of DFIN tagging business and financial reports on the end users’ behalf​

Filing means an end user has requested (tasked) DFIN via ActiveDisclosure to perform a ‘test’ or ‘live’ SEC filing on their behalf ​

Project management means DFIN will perform a series of proactive touchpoints on select customer projects​

Implementation means the set-up, on-boarding and training of ActiveDisclosure​

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 means the occurrence in an XBRL instance document of a value, or other information tagged by an XBRL taxonomy element​

Client success means consultation or services provided via professional services that are performed outside of tasks submitted and fulfilled within the ActiveDisclosure product ​

Proxy means a notice & proxy statement​