Get More With ActiveDisclosure Financial Reporting Software

Leave less behind

Don’t settle for financial reporting software that’s missing functionality. Discover ActiveDisclosure’s features below.

Track changes

Advanced Editing

Support Binders

Health Checks

Linking

Intelligent iXBRL

Section 16 & Form 144

Collaboration

Streamlined UI/UX

Fortified Security

Track Changes

Collaborate & manage changes in real time
Accept or reject changes
Track who made edits & when
Use integrated XBRL tagging & comments
Display markups or a clean view

Advanced Editing

Modify headers, footers & page breaks
Simplify formatting
Input text across page types
View exports in multiple formats (Word, PDF, HTML)

Support Binders

Notes & statuses for tie-outs
No uploading or moving required with support docs
Readable tie-out doc with easy-to-see labels
Auto-generated Table of Contents
Full, integrated tie-out view in dashboard

Health Checks

Health checks and validations ensure key filing requirements are not missed. Our SEC filing software keeps track of everything for you.

Linking

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

Intelligent iXBRL

Intelligent iXBRL tagging takes the complexity out of compliance. Our compliant EDGAR filing software ensures your statements will be tagged quickly and accurately, to meet your regulatory obligations.

Section 16 & Form 144

Beneficial Ownership filings

Create, test and live file with the SEC
File for multiple reporting owners
Footnote across multiple forms
Auto-fill forms with saved data
One-click previews before filing

Collaboration

Real-time, powerful collaboration features

Sign-off workflows
Team & task assignments and notifications
Public and private commenting
Auto-versioning and compare
Track changes

Collaboration

Streamlined UI/UX experience enables instant access to your projects, rapid task completion and low learning curve.

Fortified 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.