SEC Reporting

The obvious choice for SEC reporting.

By instilling confidence, reclaiming control, modernizing your process, and making your reporting cycles easier in one central platform, Workiva is a no-brainer.

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Why do 8 out of 10 top banks and a majority of the world’s biggest companies rely on Workiva for their SEC filings? Because they know we improve data accuracy and increase productivity. We’re the company that helps you simplify 10-Qs, 10-Ks, 8-Ks, Section 16, proxy statements, tax disclosures, and 350 other types of SEC forms with a single cloud solution.

When businesses need ‘34 Act filing services they can count on, they look to Workiva. When they want fast, accurate, and reliable XBRL^® tagging, they find us. When they need to complete 20-Fs but have 20 questions, they get Workiva. All because they want to have strategy sessions, not data debates. That’s what connected reporting can do.

The simple solution to complex work.

Trust the data.

Connected data brings all your information in one place reliably, letting you keep up with changing business conditions. Updates happen across documents instantly.

Improve the process.

Collect, organize, and manage data automatically with built-in EDGAR and XBRL services to create, tag, validate, and file reports.

See results.

Simplify all your filings with Workiva, not just your Qs and Ks. Proxy statements, tax disclosures, 8-Ks, and more are just a template away.

Getting real with XBRL tagging.

What does superior XBRL tagging look like? It looks fast, accurate, and reliable. It looks like dedicated experts by your side for every step. It looks like custom options from DIY to white glove. It looks like Workiva. It’s why more SEC XBRL facts are filed through Workiva than any other software platform.

Organizations trust us because we work how they want to work, providing service options that fit their needs. Our Professional Services team provides more XBRL and iXBRL^TM consulting services than the leading financial printers combined.

The very first iXBRL filing with SEC was submitted through our platform. Since then, more than 15,000—over 50% of all iXBRL filings—have been through Workiva.

All SEC, all the time.

We’re a full-service SEC solution, supporting the preparation and filing of more than 350 different SEC form types. We help companies of all kinds manage 10-Qs, 10-Ks, 6-Ks, 8-Ks, 20-Fs, Section 16, proxy statements, investor relations materials, and more.

We are your solution for regulatory disclosures, enabling cross-functional teams to collaborate on financial data and documentation beyond traditional Ks and Qs. Global filings are simplified with our platform. Prepare your 20-F and 40-F forms for foreign private issuers (FPIs) with the confidence that they meet the standards for European regulations like Solvency II, IFRS, ESEF, CIPC, and more.

We changed SEC filing forever when we first launched Webfilings^®in 2008. Since then we have provided more ‘34 Act filing services for publicly traded companies than the two largest financial printers combined. From tax disclosures to EDGAR forms, we can help you modernize your SEC approach, ditch the printers, and add 21st century accuracy and efficiency to your process.

Move at the speed of right.

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
Complete SEC filings and investor relations materials, including Section 16 and proxy statements

Time to take control.

Mitigate risk with complete control of the data, applying permissions down to the cell
Control access from documents and spreadsheets to specific lines of text
Tasking, commenting, approvals, certifications, and status labels for advanced reporting processes are all available in one place
24/7 customer service support with dedicated resources and expertise

How else can Workiva streamline your process?

Capital Market Transactions

SOX Compliance

Initial Public Offering

XBRL and iXBRL Services

Management Reporting

Statutory Reporting

We were never wasting time with mechanical failures or process-related failures because of an old, outdated sort-of way of doing things. Instead, we were able to focus on what mattered, focus on the analysis, and get to where we needed to get in a much more streamlined fashion.

Tyler Herb

Director of Corporate Accounting

Slack Technologies Inc.

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More ways to get the most from our platform.

Infographic

2022 SEC Calendar of Filing Deadlines

Stay on top of those filing deadlines and SEC holidays in the new year with this 2022 SEC calendar of important dates.

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Blog

The Ins and Outs of the New SEC S-K Modernization Rules

The SEC adopted amendments to modernize disclosures of business, legal proceedings, and risk factors under Regulation S-K. Find out what the new rules are and how they affect businesses.

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Customer Story

VanEck Gains Fund Filing Flexibility, Control with Workiva

This asset manager has moved on from paper-based processes and is updating prospectuses and other fund documents in the cloud.

Read customer story

Find your next favorite thing.

Check out the Workiva Marketplace for easy-to-use templates, connectors, and services that make getting started a snap.

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Tap into our partner network.

Yep, the technology is pretty amazing. But there’s a whole family of resources here to tailor for your specific needs.

Truth and trust at scale. We deal with the complexity so your team doesn’t have to.

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