SEC REPORTING SOFTWARE

The obvious choice for SEC reporting.

Modernize SEC filing processes with a tool that was made with you in mind, with regulatory requirements, machine learning, and automation built in.

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Thousands of organizations are transforming the way they work.

SEC FINANCIAL REPORTING

The leader for a reason.

See why more than 5,000 companies around the world trust our SEC reporting software to take the pain out of manual data collection, validation, reviews, and approvals, so there’s more time for high-value work.

Access trusted data

Establish a single source of truth so you can link and update data across reports automatically without the risk of human error.

Enable strategic work

Gain more time to provide insights to the board by simplifying how you create, review, and file a 10-Q, 10-K, 8-K, 20-F, proxy, and more.

Keep staff happy

Make work fun again with automation to reduce burnout, machine-learning tools to improve XBRL® tagging, and the power to file to EDGAR directly.

See SEC Filing Types

How XBRL tagging gets done

What does superior XBRL tagging look like? It looks like Workiva.

Enable fast, accurate, and reliable iXBRL™ tagging, whether you choose to have dedicated experts by your side for every step or do it yourself
Our Professional Services team provides more XBRL and iXBRL consulting services than the other leading SEC filing software vendors combined
The very first iXBRL filing with SEC was submitted through our platform, and we just keep innovating, with features like machine learning to improve XBRL tagging

SEC reporting, handled

We support the preparation and filing of more than 350 different SEC form types, plus investor relations materials, so you can meet the latest SEC reporting requirements.

Cross-functional teams can collaborate on financial data and documentation, and foreign private issuers (FPIs) can prepare 20-F and 40-F forms with the confidence that they meet the standards for European regulations like Solvency II, IFRS, ESEF, CIPC, and more
Since our cloud platform changed SEC filing forever in 2008, we have provided more ‘34 Act filing services for publicly traded companies than the two largest traditional SEC filing vendors combined
From IPO filings to annual reports, proxy statements, tax disclosures, and secondary market transactions, from EDGAR filing to iXBRL formatting, our tool can help you ditch tired technology and add modern efficiency to your processes
In a world where anyone could be the target of a cyberattack, know that we put the security of your information first (Here are tips to vet your SEC filing vendors)

Move at the speed of right

Share consistent data across drafts of internal and external reports, all within a cloud platform that releases SEC reporting software updates all the time so you can comply with the latest Section 16, proxy, and pay for performance requirements.

Streamline the aggregation of structured and unstructured data across reports from multiple sources, including numbers linked to narrative content
With all relevant data in a single platform, connect reporting, compliance, and legal teams to collaborate in real time
Take control of the data to mitigate risks, making instant updates that are reflected everywhere

Time to take control

Own your drafts, and gain the power to file your own documents without having to wait on an outside vendor. You might even want to hug our SEC software every day.

Limit who has permission to view or edit whole documents, as well as who has access to specific pages, sections, and even spreadsheet cells
Enjoy workflow helpers like automatic tasking, embedded commenting, customizable status labels, and streamlined approvals and certifications
Customer service support is available 24/7 with dedicated resources and expertise

Here for ESG and what’s next

No matter how SEC requirements evolve for environmental, social, and governance reporting, Workiva is here to help you meet expectations of U.S. regulators and beyond.

See how your ESG, risk, and audit teams (plus legal and investor relations teams) all can use the Workiva platform
Get up to speed on what to know about ESG with ESG Reporting 101
Find more resources on our ESG content hub

How else can Workiva streamline your SEC regulatory reporting work?

Capital Market Transactions

SOX Compliance

IPO

XBRL & iXBRL Services

Management Reporting

Statutory Reporting

Sweet Truth: Hershey Simplifies SEC Reporting, SOX, & More

The Hershey Co. is simplifying SEC reporting, internal controls management, and financial statements with a single cloud platform.

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And while you're here…

Browse free resources made for you, including an earnings call script template, a calendar of SEC filing deadlines, and a guide to the benefits of automating financial reporting processes.

What to know about the SEC climate disclosure rule

SEC Climate Disclosure Rule: What You Need to Know

Read a summary of the final rule that the U.S. Securities and Exchange Commission adopted for climate-related disclosures.

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Executive Summary: A Snapshot of the SEC’s Climate Disclosure Rule

Review what’s ahead in ESG reporting requirements. Plus, discover five steps organizations can take now to be ready for it.

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2024 Regulatory and Market Trends Survey

New regulations. AI. Automation. ESG. Is your workplace ready for these changes and more? Take our short survey and you will be entered into a drawing for a PS5^®

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2024 SEC Holidays and Filing Deadlines

See filing deadlines for key documents submitted to the U.S. Securities and Exchange Commission, plus SEC holidays in 2024.

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guide to financial automation with the Workiva platform

The Controller’s Guide to Finance Automation

Discover how to identify key areas of weakness throughout your financial reporting processes, and how and when these can be addressed using automation in accounting and finance to help your organization.

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Trusted SEC software, aligned with trusted names.

Tap into our partner network.

Adopt our SEC tool strategically. Engage our advisory partner network to be ready for the future of reporting.

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The reviews are in—users love our accounting and finance platform.

G2 ranked Workiva a leader in accounting & finance platforms, and users agree. Learn why customers love our connected platform.

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Discover the only SEC software uniting ESG, audit, risk, and financial reporting.