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Bringing Your Solution In-House

More and more companies are moving back to in-house solutions for their SEC filings due to rising costs and security concerns. We can help you make it possible. Whether you’re interested in bringing all of your filings in-house or just a portion of them (like your XBRL reporting or your ownership filings), we have a solution that can help you meet the SEC’s regulations and save you money.

Why you should bring your filings in-house:

Bullet The cost. You can save as much as 70% when you bring at least your XBRL filings in-house.
Bullet The control. Your data is never sent to third party servers, meaning you have maximum control and security over your sensitive data. When you file, your submission is sent directly to the SEC over a secured connection.
Bullet The speed. By preparing your own filings, you know your documents will have top priority. Your filings will get done more quickly and more efficiently when you keep them in-house.
Bullet The uncertainty. Eliminate the back-and-forth that can happen when your agent isn’t on the same page as you.
Bullet The quality. Are you really getting the quality that you deserve? With the costs as high as they are, don’t you think your filings should look great on the SEC’s website? Why should your filings look like hundreds of others? With GoFiler, you can put your own special touches on your documents and make them shine for your investors.

You’re creating and managing all of your documents anyway. You prepare them, you review them, you send them to the agent, and then you have to review them again so you can give the go-ahead to file. Doesn’t it make more sense to keep them in-house?

With GoFiler, you need one person. The operator who prepares your documents in Word is capable of converting them to HTML with GoFiler. It’s an easy step that requires only copy and paste.

Editing the document is just like using Word. GoFiler’s functions have been designed to match Word in both appearance and functionality, so transitioning is simple. GoFiler’s interface is easy to use and incorporates ribbons rather than menus, so you can find the function you need quickly.

Even interactive data reports can be created by a new user with no knowledge of XBRL in only a few days. And, if your XBRL reports have been filed already, it’s even easier.

What we offer:

Bullet Easy-to-use software. You don’t need to be a technical wiz or have knowledge of HTML, XBRL or XML to use GoFiler. If you are familiar with Microsoft Office, then you already know how to use GoFiler.
Bullet Software packages that suit your needs. If you’re not ready to handle certain aspects of your documents or you simply don’t want to jump in head-first, we have a number of software packages so you can get your feet wet. With flexible upgrading options, you can transition to an in-house solution at your own pace.
Bullet Training. We can train your staff at your place, at our place, or across the Internet. And we provide excellent free training that you can access 24/7 so you’ll never be without help. Training programs can be customized to use your documents.
Bullet Document Setup. As part of the our corporate and funds package, our team of experts will review your previous filings and take any steps necessary to set up your documents for you during the transition. Our staff will set up your first 10-Q, 10-K and proxy statement to get you started and help you build confidence using our software.
Bullet Support. We offer unparalleled support, not only for software issues but also for filing questions. Our support team is available weekdays 9-6 Eastern via e-mail or phone. New users get a little special help, if they need it!

Bringing your filing in-house makes more sense now than ever before.

Still have questions? We’ll be happy to help you get the answers you need! Give us a call or send an e-mail to and we’ll send you some more information.

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