SEC Reporting

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

  • The market leader in SEC reporting

    Wdesk is trusted by companies of all sizes and industries to increase productivity, improve data accuracy, and optimize 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 organization's needs.

    Wdesk supports preparation and filing for over 350 form types.

    The smart way to file

    Modernize your SEC reporting

    Workiva revolutionized 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): 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, organize, 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 Ks and Qs. Easily collect, control, and connect required outputs for multiple form types.

    S-1, S-3, S-4, and more

    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.

    Learn more about our solutions for capital market transactions.

    S1, S3, S4, and more

    Support for global filings

    Wdesk also supports global filing requirements, including 20-F and 40-F forms for foreign private issuers (FPIs), and meets standards for European regulations, including Solvency II, IFRS, ESEF, CIPC, and more.

    Support for global filings

Suggested Resources

What’s New with XBRL: Inline and IFRS Taxonomy Update

Solution Spotlight

  • You can have one source of your financial numbers, and it flows out to everything across the company. You can't put a price on that.

  • I love how we have all our data in our workbook. You just cut and paste, and you’re done. It saved us so much time.

  • Everything that Wdesk does is in real time. So as you're building out your document, you're getting real-time feedback from the app on the quality of your XBRL.

  • In the past, I had to switch from spreadsheets for reviewing, to the XBRL website for research, and finally to email for submission of changes. Now, I simply search for a tag within Wdesk based on key words, click on the tag to view a detailed description and taxonomy presentation, and click the green checkmark to select it. Everything I need to complete the process in a matter of seconds is right there in Wdesk.

See Wdesk in action with a personalized demonstration.

Join your peers at the SEC Professionals Group.

Looking for best practices? Get in-depth XBRL training from our experts.