SEC Reporting

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

  • 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.

    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.

    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 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.

    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 help you 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® 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.

    XBRL service options tailored for you
  • 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.

    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.

    Be confident in your numbers

    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.

    Drive efficiency and productivity
  • 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.

    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.

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

    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.

    Support for global filings

Suggested Resources

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

Solution Spotlight

SOX Compliance

Create a repository for all risk and control information and documentation.

Capital Market Transactions

Mitigate risk for IPO, M&A, and equity and debt offerings.

SEC Professionals Group

Workiva has a long standing commitment to the profession having founded the SEC Professionals Group in 2009. Click here to learn more about how the SEC Professionals Group can help you and your reporting teams.

Learn more
  • I greatly appreciate how easy you can scale throughout the organization—taking one use case in SEC reporting and scaling out to the SOX group, to investor relations, to even some of our business lines that have needs, just like we do.

  • 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.

  • 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.

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