Product Overview
ActiveDisclosure
It’s purpose-built for secure financial reporting and SEC filing. Built by and for experts, the new ActiveDisclosure SEC reporting software is designed to be faster, smarter, and more secure than ever before. It gives teams a robust set of streamlined features for safe real-time collaboration and accurate XBRL SEC reporting.
Specifications
Easy to get started, intuitive to use, and backed by the unparalleled support of DFIN experts, the new ActiveDisclosure financial reporting platform includes the core SEC reporting tools you need without extra add-ons and hidden costs.
Security
Secure financial reporting and SEC filing built from the ground up for client security and data privacy with SOC 2 Type II audits. Protected by modern technologies for cybersecurity, anti-malware, encryption, firewall, MFA, SSO and more.
Health Checks
Health Checks and validations ensure key filing requirements are not missed.
Collaboration
Sign-off workflows
Team & task assignments and notifications
Public and private commenting
Auto-versioning and compare
Easy integration with Excel to link key data
Change data in Excel, instantly refresh everywhere in your reports
Create content presets, Snippets, to edit once and update universally
Streamlined UI/UX experience
It enables instant access to your projects, rapid task completion and low learning curve.
Intelligent iXBRL
Tagging takes the complexity out of compliance.