SEC REPORTING SOFTWARE
The obvious choice for SEC reporting.
Modernize SEC filing processes with a platform that was made with you in mind, with regulatory requirements, machine learning, and automation built in.
Thousands of organizations are transforming the way they work.
The leader for a reason.
See why more than 5,000 companies around the world trust us to take the pain out of manual data collection, validation, reviews, and approvals, so there’s more time for high-value work.
Access trusted data
Enable strategic work
Keep staff happy
How XBRL tagging gets done
What does superior XBRL tagging look like? It looks like Workiva.
Enable fast, accurate, and reliable iXBRL™ tagging, whether you choose to have dedicated experts by your side for every step or do it yourself
Our Professional Services team provides more XBRL and iXBRL consulting services than the other leading SEC filing software vendors combined
The very first iXBRL filing with SEC was submitted through our platform, and we just keep innovating, with features like machine learning to improve XBRL tagging
XBRL® and iXBRL™ are trademarks of XBRL International, Inc. All rights reserved. The XBRL®/TM standards are open and freely licensed by way of the XBRL International License Agreement.
SEC reporting, handled
We support the preparation and filing of more than 350 different SEC form types, plus investor relations materials, so you can meet the latest SEC reporting requirements.
Cross-functional teams can collaborate on financial data and documentation, and foreign private issuers (FPIs) can prepare 20-F and 40-F forms with the confidence that they meet the standards for European regulations like Solvency II, IFRS, ESEF, CIPC, and more
Since our cloud platform changed SEC filing forever in 2008, we have provided more ‘34 Act filing services for publicly traded companies than the two largest traditional SEC filing vendors combined
From IPO filings to annual reports, proxy statements, tax disclosures, and secondary market transactions, from EDGAR filing to iXBRL formatting, we can help you ditch tired technology and add modern efficiency to your processes
In a world where anyone could be the target of a cyberattack, know that we put the security of your information first (Here are tips to vet your SEC filing vendors)
Move at the speed of right
Share consistent data across drafts of internal and external reports, all within a cloud platform that releases SEC reporting software updates all the time so you can comply with the latest Section 16, proxy, and pay for performance requirements.
Streamline the aggregation of structured and unstructured data across reports from multiple sources, including numbers linked to narrative content
With all relevant data in a single platform, connect reporting, compliance, and legal teams to collaborate in real time
Take control of the data to mitigate risks, making instant updates that are reflected everywhere
Time to take control
Own your drafts, and gain the power to file your own documents without having to wait on an outside vendor. You might even want to hug our platform every day.
Limit who has permission to view or edit whole documents, as well as who has access to specific pages, sections, and even spreadsheet cells
Enjoy workflow helpers like automatic tasking, embedded commenting, customizable status labels, and streamlined approvals and certifications
Customer service support is available 24/7 with dedicated resources and expertise
Here for ESG and what’s next
No matter how SEC requirements evolve for environmental, social, and governance reporting, Workiva is here to help you meet expectations of U.S. regulators and beyond.
See how your ESG, risk, and audit teams (plus legal and investor relations teams) all can use the Workiva platform
Get up to speed on what to know about ESG with ESG Reporting 101
Find more resources on our ESG content hub
How else can Workiva streamline your SEC work?
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And while you're here…
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Trusted SEC software, aligned with trusted names.
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When evaluated among 15 vendors, Workiva received the highest score possible in the criteria of audit management, interoperability (integrations), planned enhancements, and vision.
The reviews are in—users love our Accounting and Finance platform.
G2 ranked Workiva a leader in accounting & finance platforms, and users agree. Learn why customers love our connected platform.