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

GoFiler
Meet GoFiler

Streamline financial reporting to the SEC’s EDGAR system with compliance software that fits your organization. GoFiler 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 Adoption of Updated EDGAR Filer Manual

 

On June 16th, the SEC adopted amendments to Volume II of the EDGAR Filer Manual. Version 75 of Volume II of the EDGAR Filer Manual, which reflects updates to EDGAR associated with Release 25.2, will be issued on June 16, 2025, and will go into effect once it is published in the Federal Register. Version 76 of Volume II of the EDGAR Filer Manual, which reflects updates to EDGAR associated with the SEC's September 2024 EDGAR Filer Access and Account Management rulemaking (EDGAR Next), will be effective on September 15, 2025.

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Posted: July 2, 2025 11:45 am by LeAnn Dey in SEC, SEC Filing Help, EDGAR News

SEC Releases Additional Compliance and Disclosure Interpretations Updates

July 1, 2025 11:30 am – SEC's Division of Corporation Finance recently released a group of C&DIs, which represent updates to the Division's interpretations of Regulation S-K, Legal Proceedings [...]

SEC Releases Draft of Order Execution Summary (OES) Data Report, Solicits Feedback 

June 30, 2025 2:35 pm – SEC adopted amendments to Rule 605 of the Securities Exchange Act, which requires disclosures for order executions in national market system stocks [...]

SEC Publishes Guidance Regarding Incomplete and Inappropriate Tagging for Business Development Companies’ Schedule of Investments

June 27, 2025 11:00 am – SEC reminds the financial reporting community that Rule 405(e) of Regulation S-T provides guidance for tagging requirements for financial statement schedules [...]