Streamline your compliance with GoFiler.

Now you can do everything using just one solution. GoFiler Complete converts to ASCII, HTML, and XBRL; edits and files Section 16 ownership documents; creates and edits ABS-EE data files; and creates and files EDGAR XML forms.

It’s the only EDGAR software you’ll ever need.

HTML Conversion

  • Open documents from Word and Excel to automatically convert to EDGAR HTML
  • Open and zone PDF documents for PDF to HTML conversion
  • Use powerful tools for versatile document editing, including an array of table tools to align financials and create consistent styling
  • Employ a built-in SEC exhibit linker to index and add crucial hyperlinking for the SEC filing exhibit list
  • Validate against the EDGAR Filer Manual with additional checks for cross-browser compatibility

XBRL Support

  • Create reports using the US GAAP, IFRS, or Risk/Return taxonomies
  • Automatic wizards create presentations for all levels of tagging as required by the EDGAR Filer Manual
  • Validate against the EDGAR Filer Manual with additional checks for the XBRL US Data Quality Committee rules
  • Preview your reports on your local computer or network using managed SEC XBRL preview tools

EDGAR Submission

  • Fill out EDGAR form data and work on each filing from your own computer or network
  • Transmit filings to EDGAR securely with tools to track acceptances and retrieve messages from the EDGAR System
  • Validate against the EDGAR Filer Manual with error-checking for each document/exhibit attached to the filing
  • File all EDGARLink Online forms
  • Schedule filings for automatic submission using our NSS utility

EDGAR XML Forms

  • Create new submissions or open filings previously submitted to EDGAR
  • Edit data using a simple click and type interface with on-screen validation
  • Import complex information like portfolio data and security tables from external databases or previous filings
  • Proof each filing to HTML or PDF
  • Support for the following EDGAR forms, any derivative forms, and their amendments: C, D, N-MFP2, N-CEN, N-PORT, 13F-HR, 13F-NT, Regulation A, MA, X-17A-5, TA-1, TA-2

Collaboration

  • Limit users’ access to critical or sensitive functions like LIVE EDGAR filing by protecting features via Windows User Account controls
  • Set up and track tasks across an entire organization
  • Create project defaults for work flow, proofing and styling so every filing has a clean, consistent look
  • Schedule filings automatically with e-mail notifications to alert all parties about a filing’s status

Industry-Leading Customer Service

  • Call Monday-Friday, 9-6 Eastern for immediate help from one of our experts
  • Partner with a development team that truly listens to and addresses the needs of clients with monthly updates to improve tools, add new features, and correct issues
  • Same-day updates to correspond to new releases of the EDGAR System and a rapid response to unexpected SEC changes
  • Emergency 24/7 support offered as a service

 

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EDGAR Submission


Manage all EDGARLink Online EDGAR forms:

  • Create new filings or open previous submissions or .EIS files
  • Validate form data and documents for compliance with the EDGAR Filer Manual
  • Proof form data and documents to HTML and PDF
  • Securely submit Test and Live filings
HTML Conversion


Supports conversion from:

  • Microsoft Word, Excel and PowerPoint
  • Adobe InDesign
  • PDF
HTML Editing


Edit HTML documents in an environment similar to a word processor with tools to:

  • Automatically insert and update page numbers, headers and footers
  • Align and style tables
  • Search the EDGAR archives for filings to automatically add linking for exhibits
XBRL Support


Create and edit EDGAR compliant reports for:

  • US GAAP
  • Risk/Return
  • IFRS
Section 16


Create documents and submissions for Forms 3, 4 and 5:

  • Create new filings or import data from previous submissions
  • Create and edit ownership documents with tools to import from CSV, Excel, HTML and previous filings
  • Proof to HTML and PDF
  • Securely submit Test and Live filings
EDGAR XML Forms


Create, edit and file the following forms:

  • Regulation A: 1-A, 1-A/A, 1-A-W, 1-A-W/A, 1-A POS, 1-K, 1-K/A, 1-SA,1-SA/A, 1-U, 1-U/A, 1-Z, 1-Z/A, 1-Z-W, 1-Z-W/A, 253G1, 253G2, 253G3, 253G4, DOS, DOS/A, DOSLTR
  • Regulation Crowdfunding: C, C/A, C/A-W, C-AR, C-AR/A, C-AR-W, C-AR-W/A, C-TR, C-TR-W, C-U, C-U-W, C-W
  • Regulation D: D, D/A
  • Large Trader: 13H, 13H-A, 13H-Q, 13H-I, 13H-T, 13H-R
  • Institutional Manager: 13F-HR, 13F-HR/A, 13F-NT, 13F-NT/A
  • Municipal Adviser: MA, MA/A, MA-A, MA-I, MA-I/A, MA-W
  • Security-based Swap Data Repository: SDR, SDR/A, SDR-A, SDR-W
  • Broker-dealer: 17HACON, 17HACON/A, 17HQCON, 17HQCON/A, X-17A-5, X-17A-5/A
  • Transfer Agent: TA-1, TA-1/A, TA-2, TA-2/A, TA-W
  • Money Market Fund: N-MFP2, N-MFP2/A
Collaboration


Work with your team members in a collaborative environment:

  • Create default settings to use for every user in your enterprise
  • Assign tasks, track progress and send messages
  • Lock access to critical functions using simple passwords or Windows User Account Control

 

 

 

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