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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 Extends Effective Date and Compliance Date for Form N-PORT Amendments

 

On April 16th, the SEC announced that it has extended the effective date and compliance date for Form N-PORT amendments from November 17, 2025, to November 17, 2027, for rules it initially adopted in August 2024. The rulemaking amended reporting requirements on Form N-PORT to provide the SEC and investors with decision-useful information about certain registered investment companies' (funds) portfolio holdings to help evaluate a fund's risks. These reports also promote efficacy in regulatory monitoring and oversight of the fund industry, which benefits fund investors.

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Posted: April 23, 2025 12:40 pm by LeAnn Dey in SEC, SEC Filing Help, Investment Management

XBRL US to Host Webinar: Data Quality, Corporate Disclosures & the SEC

April 22, 2025 12:30 pm – The XBRL US will hold a webinar that focuses on data quality and corporate disclosures on May 1st, 2025 [...]

SEC to Hold Crypto Task Force Roundtable on Key Issues Regarding Crypto Custody

April 21, 2025 10:00 am – The SEC has announced they will host a roundtable to discuss crypto asset regulation and important matters concerning crypto custody on April 25th 2025. [...]

XBRL-CSV Validation Upgraded with New Table Constraints Draft

April 17, 2025 11:00 am – The XBRL Standards Board announced that it approved the release of the second Public Working Draft of the Table Constraints specification [...]