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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 Proposes Expanded Cross‑Trading Eligibility for Registered Funds

 

On October 9, the SEC proposed amendments to broaden the categories of securities eligible for cross‑trading by registered funds, aiming to modernize rulemaking that has become restrictive following changes to valuation requirements in 2020. The revisions are intended to better align the cross‑trading framework with current fixed‑income markets, where pricing data is easier to observe and verification practices have improved. The proposal also includes corresponding updates to Form N‑PORT and Form N‑MFP so that funds may report cross‑trading activity in a more consistent and transparent manner.

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Posted: October 16, 2026 4:00 pm by LeAnn Dey in SEC, SEC Filing Help, Investment Management

FASB Proposes Technical and Conforming Changes to the 2027 GAAP Taxonomy

October 14, 2026 5:00 pm – FASB staff released proposed technical and other conforming enhancements for the 2027 GAAP Financial Reporting Taxonomy, along with related release notes. [...]

XBRL US to Host Webinar on AI’s Impact on Corporate Compliance

October 12, 2026 4:30 pm – XBRL US is hosting a webinar on how artificial intelligence is reshaping business operations, from software development and financial analysis to compliance workflows [...]

SEC Proposes Rulemaking Related to Custody Standards for Advisers and Regulated Funds Holding Crypto Assets

October 12, 2026 10:15 am – SEC proposed updates to Investment Company Act and Advisers Act custody rules to modernize how advisers and funds safeguard crypto assets [...]