Solutions that make your life easier.

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.

 


 

MSRB Proposes Updates to Dealer Supervision Rule G‑27

 

On July 27th, the MSRB released for public review and comment a rule proposal with the SEC that would update Rule G‑27, modernize dealer supervision requirements, and reflect current business practices, including hybrid work environments. The proposal is part of the MSRB’s ongoing retrospective rule review. The MSRB notes that technological advances allow firms to supervise municipal securities activities with increased efficacy across decentralized locations. The proposed rules are designed to provide dealers with more flexibility without modifying core supervisory obligations.

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Posted: August 6, 2026 5:15 pm by LeAnn Dey in SEC, MSRB

SEC Proposes New E-Delivery Rule to Improve Investor Access to Data

August 5, 2026 4:45 pm – The SEC proposed Regulation E‑Delivery to modernize how companies send required information to investors and to reduce today’s heavy reliance on paper. [...]

FASB Releases GAAP Taxonomy Improvements for FSLDs, Requests Feedback

July 30, 2026 5:00 pm – FASB Taxonomy Implementation Guide with a consistent way to use FSLDs to help companies correctly tag amounts across multiple financial‑statement captions improving consistency in XBRL filings [...]

FASB Publishes Investment Companies Implementation Guide, Solicits Feedback

July 30, 2026 9:45 am – FASB released an investment companies implementation guide showing how GAAP Taxonomy models financial reporting for investment companies under GAAP or SEC rules. [...]