SEC Reporting

A fresh approach to financial disclosure. Streamline report creation, enhance collaboration and simplify your filings.

  • Trust the leader in global filings

    Wdesk is used by companies of all sizes and industries to increase productivity, improve data accuracy and optimise the SEC filing process.

    The smart way to file

    With Wdesk, reporting, compliance and legal teams collaborate in real-time on data and narrative for complete visibility and trusted data. Documentation, data aggregation and process workflow are easily tailored to fit your organisation's needs.

    Wdesk supports preparation and filing for over 350 form types.

    The smart way to file

    Modernise your SEC reporting

    Workiva revolutionised the SEC filing process by introducing WebFilings® SEC Reporting in 2010—an agile, cloud software with extensive report collaboration and audit control features.

    Today, Workiva provides more ‘34 Act filing services for publicly traded companies than the two largest financial printers combined.

    Modernize your SEC reporting
  • Committed to XBRL data quality

    Trust Workiva for fast, accurate and reliable XBRL tagging. More SEC XBRL facts are filed through Wdesk than any other software platform.

    The cutting edge of XBRL and iXBRL

    Our dedicated XBRL experts offer the experience and best practices to deliver high-quality XBRL and iXBRL tagging, formatting and testing for your all your SEC filings. Learn more about our XBRL offerings.

    Workiva customers accounted for more than 84% of Inline XBRL facts filed with the SEC in the fourth quarter of 2017, and the first iXBRL filing with the SEC was submitted through Wdesk.

    The cutting edge of XBRL and iXBRL

    XBRL service options tailored for you

    Our experienced team provides three XBRL service options:

    1. Full service: Your dedicated XBRL expert will tag, review and file your document
    2. Support as you need it: Pick and choose where you need assistance in your filings
    3. Do it yourself (DIY): Freedom to tag XBRL your way, but leverage an XBRL expert if you need assistance

    Starting to plan ahead for the move to iXBRL? Our Professional Services team provides more XBRL and iXBRL consulting services than the leading financial printers combined.

    XBRL service options tailored for you
  • Accuracy, efficiency and compliance

    Use Wdesk to mitigate risk, increase productivity and deliver the most reliable and accurate filings.

    Be confident in your numbers

    With Wdesk, changes made to linked financial and external reporting data and text instantly update across documents, spreadsheets and presentations.

    Version control and blackline comparisons to document revisions enable you to see what changed and when.

    Be confident in your numbers

    Drive efficiency and productivity

    Collect, organise and manage data from ERP, operational and desktop systems. Secure content management enables your extended reporting team to edit, comment and collaborate with a full audit history of changes.

    Built-in XBRL and EDGAR empower you to create, tag, validate and file reports without leaving the platform.

    Drive efficiency and productivity
  • Trusted content for multiple disclosures

    Wdesk enables cross-functional teams to collaborate on financial data and documentation beyond traditional SEC filings. Easily collect, control and connect required outputs for multiple form types.

    Capital market transaction support

    Wdesk supports the preparation and filing of capital transaction form types and reports, including mergers and acquisitions (M&A), initial public offerings (IPO), equity and debt offerings, proxy statements, Section 16 filings and investor relations materials, among others.

    S1, S3, S4 and more

    Support for global compliance

    Wdesk supports requirements all required form types for foreign private issuers (FPIs). Our solution offerings also include compliance standards for European and global regulations, including IFRS, ESEF, CIPC and more.

    Support for global filings

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  • We actually use Wdesk for documents that we don't even file—like a big memo that needs to be written—because you have the ability to let multiple people in the document at the same time. We actually set that up in Wdesk—we just print it out and sign off as opposed to filing it.

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