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.

 

SEC Releases Draft of Order Execution Summary (OES) Data Report, Solicits Feedback 

 

On June 23rd, the SEC's Division of Economic and Risk Analysis adopted amendments to Rule 605 of the Securities Exchange Act, which requires disclosures for order executions in national market system (NMS) stocks. The SEC is releasing the draft report for review and comment.

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Posted: June 30, 2025 2:35 pm by LeAnn Dey in SEC, DERA

SEC Publishes Guidance Regarding Incomplete and Inappropriate Tagging for Business Development Companies’ Schedule of Investments

June 27, 2025 11:00 am – SEC reminds the financial reporting community that Rule 405(e) of Regulation S-T provides guidance for tagging requirements for financial statement schedules [...]

SEC Staff Issues Semi-Annual Report to Congress on Use of Machine-Readable Data

June 25, 2025 11:45 am – SEC published its semi-annual report to Congress regarding public and internal use of machine-readable data for corporate disclosures, under the Financial Data Transparency Act. [...]

SEC Staff to Hold Roundtable on Executive Compensation Disclosure Requirements

June 20, 2025 4:00 pm – The SEC staff will host a roundtable on executive compensation disclosure requirements with representatives from public companies, investors, and other experts in the field. [...]