Platform
Engagement controls
When one team prepares filings for many registrants, each registrant is an engagement, and the controls between them are part of the workspace.
The controls
What keeps one registrant's work apart from another's
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Engagements
Each registrant you serve is an engagement, from proposal through to its wind-down.
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Independence checks
Independence is checked before an engagement can go ahead.
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Ethical walls
People on one side of a wall cannot open the entities on the other, whatever their role.
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Embargo and insider lists
Embargoed work stays closed, and the insider list records who had access.
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Segregation of duties
The person who prepared facts can be barred from reviewing or approving them.
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Audit trail of access and changes
Who changed what, and when, is recorded, and so is who read a filing before its release.
Works with
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Section workflows
Route the section, not the email.
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Review and validation
Fact-level review, blocking errors and warnings, and one view of what is left.
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Import and compare
Bring in an existing iXBRL filing and compare a draft with it, concept by concept.
Read more
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Information barriers in disclosure work
Independence checks, ethical walls, and embargo and insider lists around an SEC filing: what each control protects, and how teams apply them across their work.
See one section, end to end.
We'll take one note from a filing like yours from spreadsheet to reviewed, tagged disclosure in 20 minutes.