Solutions that make your life easier.

Creating regulatory compliance solutions for EDGAR, FERC, and municipal filers.

GoFiler
Meet the GoFiler Suite

Streamline financial reporting to the SEC’s EDGAR system with compliance software that fits your organization. The GoFiler Suite 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 Staff to Hold Investor Advisory Committee Meeting

 

The SEC’s Investor Advisory Committee will hold a meeting via webcast on sec.gov that will take place on Thursday, September 19, 2024 at 10:00 a.m. ET. Free and open for the public to attend, the meeting will cover committee matters, including subcommittee reports and approval of previous meeting minutes. {expires: 2024-09-20}

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Posted: September 11, 2024 8:35 am by LeAnn Dey in SEC, Events, Investor Education

SEC Staff to Discuss New Quality Control Standard

September 4, 2024 12:21 pm – The SEC’s Office of the Chief Accountant will discuss whether to approve the new quality control standard, QC 1000: A Firm’s System of Quality Control, on September 9, 2024. [...]

Labor Day

August 30, 2024 12:30 pm – The SEC, the FERC, and Novaworks will be closed Monday, September 2nd in observance of Labor Day. The EDGAR System will not receive, process or accept filings on this day. [...]

SEC Adopts Reporting Enhancements for Funds, Provides Guidance on Open-End Fund Liquidity Risk Management Programs

August 28, 2024 4:57 pm – The SEC has adopted rules to amend reporting requirements on Form N-PORT that would provide the SEC and investors greater and more timely information about certain registered investment companies. [...]