Disclosure Solutions PROFILE

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Disclosure Solutions PROFILE

Single source XBRL and EDGAR conversion and filing software

Disclosure Solutions PROFILE combines market-leading, feature-rich XBRL and HTML conversion and filing capabilities in one comprehensive application, backed by the strongest support in the industry. Our customized SEC reporting software empowers your organization to file your SEC disclosures accurately, and on time.

New tools save you days of effort

Disclosure Solutions PROFILE eases your SEC reporting burden with powerful and innovative solutions that simplify the entire process. Our end-to-end Disclosure Management application integrates directly and easily into your existing internal workflow.

Roll forward in minutes, not hours

  • Roll forward data from filing period to filing period, while preserving prior mapping and tagging
  • Dynamic contexts keep data tagged to your current filing period
  • Financial database links to your own spreadsheets

No need to learn new collaboration workflows

  • Draft, review, and revise your disclosures in the word processing and spreadsheet applications you already use
  • Start your XBRL mapping and tagging as early as you wish
  • No loss or rework of XBRL mapping and tagging through revision cycles

Single source XBRL and EDGAR conversion and filing software

  • Streamline your filing process by making XBRL and EDGAR edits in a single application
  • Last minute edits flow seamlessly from XBRL to EDGAR, resulting in fewer errors and late nights

End-to-end SEC reporting on your desktop

  • Expert guidance from consultants minimizes problems with front-end tagging
  • All secure behind your firewall

Tech support has been amazing - which is true every single time I call! – Tina S.

Customer First guidance and delivery

Your Customer First Team (CFT) will guide you through your filing experience. This cross-functional team comprised of Customer First Advisors, Consultants and Technical Specialists allows us to be highly responsive to meet your unique needs and provide 24/7 technical support. Each CFT is aligned by industry to provide the domain expertise most valuable to you. The consultant assigned to your team can help you organize your process, assist you with changes to your taxonomy, and answer any questions you may have.

Collaborate easily with a secure information portal

Disclosure Solutions PROSHARE is a secure, customized online service center that enables 24/7 collaboration with the Disclosures Solutions Team and your in-house colleagues. Your customized site includes a personalized URL, technical support information, workflow actions and email alerts.

Industry-leading training and implementation support

Disclosure Solutions PROLAUNCH is a training and implementation program that is designed to make the transition to PROFILE seamless and immediate. A Disclosure Solutions PROLAUNCH specialist guides you from the beginning stages of initial software setup and document consultation to customized, hands on training. Your personalized 2-day training program is a one-time initial investment for assured in-house filing success quarter over quarter, and includes guidance on conversion, XBRL mapping, validation, and submission of your disclosure documents.

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To learn more, contact us or call 1-877-432-3342.

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