SEC Reporting
A fresh approach to financial disclosure. Streamline report creation, enhance collaboration, and simplify your filings.
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Trust the market leader in SEC reporting
Workiva is trusted by companies of all sizes and industries to improve data accuracy, increase productivity, and optimize SEC compliance. Manage 10-Qs, 10-Ks, 8-Ks, 20-Fs, investor relations materials, tax disclosures, and more with a single cloud solution.
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The smart way to file
Connect reporting, compliance, and legal teams to 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 SEC form types.
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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.
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.
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The cutting edge of XBRL and iXBRL
Our dedicated XBRL experts deliver high-quality XBRL® and iXBRLTM tagging, formatting, and testing for your all of your SEC filings. Learn more about our XBRL offerings.
Workiva brings you an unparalleled XBRL experience, as pioneers in helping companies file in XBRL and Inline XBRL format. The first iXBRL filing with the SEC was submitted through the Workiva platform.
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XBRL service options tailored for you
Our experienced team provides three XBRL service options:
- Full service: Your dedicated XBRL expert will tag, review, and help you file your document
- Support as you need it: Pick and choose where you need assistance in your filings
- 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® and iXBRLTM are trademarks of XBRL International, Inc. All rights reserved. The XBRLTM/® standards are open and freely licensed by way of the XBRL International License Agreement.
Increase accuracy and efficiency for SEC compliance
Use Workiva to mitigate risk, increase productivity, and deliver the most reliable and accurate filings. Bring legal, investor relations, tax, and accounting and finance teams together.
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Trusted numbers and transparency
Connected data ensures that changes made to linked financial and external reporting data and text instantly update across documents, spreadsheets, and presentations.
Collect, organize, and manage data from ERP, operational, and desktop systems. Use built-in XBRL and EDGAR to create, tag, validate, and file reports without leaving the platform.
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Investor confidence
Accelerate completion of multiple SEC filings and investor relations materials, including Section 16 and proxy statements.
Link SEC data into formatted investor relations presentations, reports, and call scripts. Version control, audit trail, and blackline comparisons provide visibility into what changed, and when.
Manage content for multiple disclosures
Workiva 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.
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S-1, S-3, S-4, and more
Workiva 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.
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Support for global filings
Workiva 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.
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SEC Professionals Group
Workiva has a long standing commitment to the profession having founded the SEC Professionals Group in 2009. Learn more about how the SEC Professionals Group can help you and your reporting teams.
