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Creating regulatory compliance solutions for EDGAR, FERC, and municipal filers.

GoFiler
Meet the GoFiler Suite

Streamline financial reporting to the SEC’s EDGAR system with compliance software that fits your organization. The GoFiler Suite is the most advanced, flexible, and cost-effective software on the market that can satisfy your compliance needs.

XBRLworks
Compliance for Utilities

Introducing XBRLworks, our cloud solution for transmitting periodic reports to the FERC eForms system. This easy-to-use tool offers simple compliance in a secure, collaborative environment at a fraction of the cost.

About the FDTA
The Financial Data Transparency Act

Changes are coming for governments and governmental entities with the passage of the FDTA. Continuing disclosures, including ACFR reporting, will be moving to a new open data standard. Learn more about what this could mean for you.

 

SEC Announces Revised EDGAR eXtensible Business Reporting Language (XBRL) Guide

 

On July 16th, the SEC announced the release of an updated EDGAR XBRL Guide, which is available on the XBRL Technical Specifications webpage at sec.gov. The technical specifications on the SEC’s website outline the valid framework and content for EDGAR submission types submitted in both XBRL (eXtensible Business Reporting Language) and XML (eXtensible Markup Language). While following the updated guide, filers are advised also to comply with the existing requirements of the EDGAR Filer Manual.

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Posted: July 16, 2024 5:11 pm by LeAnn Dey in SEC, EDGAR News, XBRL

SEC, MSRB, FINRA to Co-Sponsor Compliance Outreach for Municipal Market Professionals

July 11, 2024 5:26 pm – The SEC, the MSRB, and FINRA have announced that registration is now open for the Compliance Outreach Program to be held November 21, 2024. [...]

SEC Adopts Updated EDGAR Filer Manual

July 11, 2024 11:44 am – The SEC has announced that it is adopting amendments to Volume II of the EDGAR Filer Manual, Version 70. [...]

SEC Adopts Tailored Registration Form for Offerings of RILA and Registered MVA Annuities

July 10, 2024 12:24 pm – The SEC has adopted tailored disclosure requirements and offering processes for registered index-linked annuities and registered market value adjustment annuities that include structured data requirements. [...]