SOX Compliance

Improve your Sarbanes-Oxley compliance. Connect risk and internal control information across theĀ enterprise.

  • Automate evidence collection and control testing.

    Streamline reporting and testing in a single connected environment. Manage evidence requests and track responses and approvals with a real-time dashboard.

    SOX Testing

    Evidence collection and testing

    • Optimize testing with random sampling via single or bulk tasks
    • Gather evidence, annotate, and communicate test findings
    • Automate your workflow to increase transparency
    • Simplify markup with drag and drop annotations

    Watch this short video to learn more.

  • Connect owners, documentation, and process.

    Increase control and efficiency. Create a central SOX compliance repository where documentation instantly updates as changes are made.

    SOX Documentation

    Streamline your design process.

    • Build and interact with live, dynamic flowcharts
    • Track history and see an audit trail of all changes
    • Grant permissions down to the process or narrative level
    • Improve transparency across your documents and process

    Watch this short video to learn more.

  • Automate the certification process.

    Make your workflow work for you. Establish a repeatable process that is efficient, timely, and transparent.

    SOX Certification

    Sign-off and certification

    • Certification is built-in and tailored to your workflow and deadlines
    • Personalize individual views to receive and validate controls and sign letters
    • Leverage templates, reminders, and robust tracking
    • Empower signers and approvers to review, attach support, and sign off from any device

    Watch this short video to learn more.

  • Create a repeatable risk assessment process.

    Ensure transparency of information. Accelerate decisions during the planning period to determine scope for testing.

    SOX Planning and Scoping

    Aggregate risk information.

    • Leverage a common framework for your risk and control information
    • Add or update risks and controls without disrupting your process
    • Communicate without email on integrated comments and workflow
    • Save time by using a single platform to collect, aggregate, and report all risks

    Watch this short video to learn more.

  • Create dynamic reports and dashboards.

    Risk intelligence at your fingertips. Improve transparency and reporting accuracy to stakeholders across the organization.

    SOX Reporting

    Dynamic reporting

    • Deliver in-depth and real-time data with intuitive dashboards
    • Create personalized and ad-hoc reports
    • Reporting and analytics that anyone can create and use
    • Connect to the details behind the data with drill-down capabilities

    Watch this short video to learn more.

Suggested Resources

How to do SOX Compliance with Less Resources

Forrester: Benefits of Wdesk to Manage SOX Compliance

Solution Spotlight

Internal Controls Management

Transform internal controls design, testing, certification, and reporting.

Internal Audit Management

Manage audit fieldwork and work papers with ease.

Enterprise Risk Management

Streamline your entire ERM process with Wdesk.

SEC Reporting

Wdesk enables you to streamline XBRL and EDGAR filing.
  • Wdesk has paid for itself and then some by replacing outsourcing without adding internal headcount.

  • I showed external audit how one update to the source data flowed through all the appropriate links to the affected documentsā€”and they were so impressed. Updates that would have taken several hours now only take a couple of minutes.

  • Implementing Wdesk was the best decision for our group. It has totally revolutionized the way we do our jobs and will only get better from here!

    Gartner Peer Insights reviews constitute the subjective opinions of individual end-users based on their own experiences, and do not represent the views of Gartner or its affiliates.

See Wdesk in action with a personalized demonstration.