DFIN Financial Reporting with ActiveDisclosure

Modern Designs for Documents and Presentations

Numbers on a page don't always engage. Use ActiveDisclosure to captivate audience attention and stay on brand with branded documents and presentations that deliver visual impact. Enhance board presentations, management reports, investor decks, proxy statements, and sustainability reports. 

Convenient Microsoft Excel Integration

Continue working in Excel when preparing documents and presentations with ActiveDisclosure. Just link the Excel data needed to ActiveDisclosure. Changes in Excel are automatically updated in ActiveDisclosure everywhere they appear, so teams always see and use the same accurate information. 

Intelligent and Accurate iXBRL Tagging

Take the complexity out of SEC compliance with DFIN's ActiveDisclosure. DFIN's ‘done-with-you’ approach helps customers use ActiveDisclosure to prepare and file SEC forms. If preferred, customers also can use ActiveDisclosure to create and file forms without DFIN's iXBRL expert services. 

Support Binders with Tie-outs and Links

Quickly create and easily export support binders for financial reporting documents to support reviews and audits. Support binders include an auto-generated table of contents, tie-out status and comments, links to supporting documents, and more. 

Document Health Checks

Use ActiveDisclosure to perform health checks on documents to ensure they are ready for SEC filing. The health checks look for changes since the last test filing, confirm XBRL tagging is complete, validate embedded hyperlinks, and more.