Resources

Practical guidance for the teams that prepare SEC iXBRL filings, and a plain-language glossary of the terms they meet along the way.

Featured guide

Tagging a financial table from Excel

How to tag an Excel table in XBRL for an SEC filing: give each row its concept and dimension members, give each column its context, then check the facts.

Section-level workflows for SEC filings

Why each section of an SEC filing needs its own review workflow: how to design the stages, decide who reviews what, and contain one late note.
Pools, specializations and claiming

Staffing XBRL peak season with role pools and specializations: route each section to a group, let eligible members claim it, and keep the worklist in view.
XBRL validation errors and warnings

How to read XBRL validation errors and warnings before an SEC filing: what each one means, which errors must stop the work, and how to triage the findings.
Reusing a prior filing

Reuse a prior filing's XBRL tags in the next period: what to import, what to compare concept by concept, and what to check again before accepting any of them.
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.

Glossary

What is a context in XBRL? A plain-language XBRL glossary of the terms used in SEC iXBRL reporting: concepts, dimensions, axes, members, units and much more.

We'll take one note from a filing like yours from spreadsheet to reviewed, tagged disclosure in 20 minutes.