HTML Conversion
- Open documents from Word and Excel to automatically convert to EDGAR HTML
- Open and zone PDF documents for PDF to HTML conversion
- Use powerful tools for versatile document editing, including an array of table tools to align financials and create consistent styling
- Employ a built-in SEC exhibit linker to index and add crucial hyperlinking for the SEC filing exhibit list
- Validate against the EDGAR Filer Manual with additional checks for cross-browser compatibility
XBRL Support
- Create reports using the US GAAP, IFRS, or Risk/Return taxonomies
- Automatic wizards create presentations for all levels of tagging as required by the EDGAR Filer Manual
- Validate against the EDGAR Filer Manual with additional checks for the XBRL US Data Quality Committee rules
- Preview your reports on your local computer or network using managed SEC XBRL preview tools
EDGAR Submission
- Fill out EDGAR form data and work on each filing from your own computer or network
- Transmit filings to EDGAR securely with tools to track acceptances and retrieve messages from the EDGAR System
- Validate against the EDGAR Filer Manual with error-checking for each document/exhibit attached to the filing
- File all EDGARLink Online forms
- Schedule filings for automatic submission using our NSS utility
EDGAR XML Forms
- Create new submissions or open filings previously submitted to EDGAR
- Edit data using a simple click and type interface with on-screen validation
- Import complex information like portfolio data and security tables from external databases or previous filings
- Proof each filing to HTML or PDF
- Support for the following EDGAR forms, any derivative forms, and their amendments: C, D, N-MFP2, N-CEN, N-PORT, 13F-HR, 13F-NT, 24F-2NT, Regulation A, MA, X-17A-5, TA-1, TA-2
Collaboration
- Limit users’ access to critical or sensitive functions like LIVE EDGAR filing by protecting features via Windows User Account controls
- Set up and track tasks across an entire organization
- Create project defaults for work flow, proofing and styling so every filing has a clean, consistent look
- Schedule filings automatically with e-mail notifications to alert all parties about a filing’s status
Industry-Leading Customer Service
- Call Monday-Friday, 9-6 Eastern for immediate help from one of our experts
- Partner with a development team that truly listens to and addresses the needs of clients with monthly updates to improve tools, add new features, and correct issues
- Same-day updates to correspond to new releases of the EDGAR System and a rapid response to unexpected SEC changes
- Emergency 24/7 support offered as a service
GoFiler Lite | GoFiler | GoFiler Complete | |
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EDGAR Submission | ✓ | ✓ | ✓ |
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HTML Conversion | ✓ | ✓ | |
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HTML Editing | ✓ | ✓ | |
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XBRL Support | ✓ | ||
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Section 16 | ✓ | ||
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EDGAR XML Forms | ✓ | ||
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Collaboration | ✓ | ||
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