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

 

On October 1, the SEC proposed updates to the Investment Company Act custody rules and amendments to the Advisers Act custody rule to modernize how advisers and regulated funds safeguard crypto assets. The proposal highlights risks unique to digital assets, such as securing private keys, addressing cybersecurity vulnerabilities, and the irreversible on‑chain transactions, while clarifying when advisers and regulated funds can rely on permitted custodians, including certain State‑chartered trust companies. The proposal also outlines conditions under which advisers and regulated funds may use self‑custody in limited circumstances.

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Posted: October 12, 2026 10:15 am by LeAnn Dey in SEC, SEC Filing Help, EDGAR News, Investment Management

SEC and FERC Closed Monday, October 12th

October 9, 2026 3:00 pm – The SEC and the EDGAR System will be closed Monday, October 12th in observance of Indigenous Peoples/Columbus Day. [...]

SEC Provides Preview of December 2026 EDGAR Release 26.4

October 7, 2026 5:15 pm – The EDGAR Business Office released a preview of updates for the December 7, 2026 EDGAR release, including the draft SBS Dispute Notice technical specification. [...]

XBRL US Staff to Host Data Quality Committee Meeting

October 6, 2026 10:00 am – DQC will host an online meeting for industry leaders to discuss implementing rules and guidance for public companies complying with SEC XBRL requirements. [...]