What We Offer

We convert your documents into SEC-compliant format and submit them through the EDGAR system to ensure accurate and timely filings.

We handle the entire filing process, from document preparation to final submission, helping you meet critical reporting deadlines with ease. Common forms we file include:

• 10-K (Annual Report)
• 10-Q (Quarterly Report)
• 8-K (Current Report)
• S-1 (Registration Statement)
• S-3 (Shelf Registration)
• S-8 (Employee Benefit Plan Registration)
• DEF 14A (Proxy Statement)
• Form D (Private Offering Notice)
• 13D/13G (Beneficial Ownership Reports)
• Form 3, 4, and 5 (Insider Trading Reports)
• 6-K (Foreign Private Issuer Report)

With our expertise, you can be confident that your filings are accurate, timely, and fully compliant with SEC regulations.

We provide iXBRL tagging services to ensure your financial statements meet the SEC’s requirements for enhanced digital reporting.

Our iXBRL tagging service ensures your financial statements are compliant with SEC requirements for digital reporting.

We apply structured tags to key financial data, making it machine-readable and easier for investors, analysts, and regulators to access. Common elements we tag include:

• Financial Statements
• Footnotes to Financial Statements
• Auditor’s Report
• Management’s Discussion & Analysis, Executive Compensation, Related Party Transactions, Cybersecurity
• Form 8-K Cover Page

With our iXBRL tagging services, you can ensure accuracy, transparency, and compliance with the latest SEC rules for digital reporting.

We provide expert typesetting services to ensure your SEC filings are cleanly formatted and ready for submission, meeting all regulatory standards.

Our typesetting service ensures that your SEC filings are professionally formatted, clear, and compliant with regulatory standards. Whether it's annual reports, proxy statements, or registration documents, we stive to maintain consistency in all your filings.

For example, during the conversion:

• The pagination is set correctly.
• Headings, subheadings, and sections are formatted consistently.
• Tables (like financial data) are aligned and made easily readable.
• Hyperlinks and table of contents are included, especially in electronic filings.

Essentially, our typesetting service is about presenting the content in the most organized and professional manner possible, making it easier for regulators, investors, and other readers to navigate and understand the information.

Our EDGAR Next management service simplifies your transition to the SEC’s new platform, ensuring your filings stay on track with seamless account setup, permissions, and compliance support.

Our EDGAR Next management service takes the complexity out of managing your SEC accounts. We handle all the critical details, so you can focus on your business and be confident your EDGAR access will remain uninterrupted. Our services include:

• EDGAR Next enrollment and account setup
• Preparation and submission of new Form ID applications
• User account creation and permission management
• Ongoing management of user roles and access levels
• Annual account confirmation and compliance support

With our team managing the process, you can rest assured that your EDGAR Next filings and accounts stay organized, accurate, and SEC-compliant.

We use AI-powered tools to help clients draft clear, consistent, and compliant disclosure language for their SEC filings, saving time and improving reporting quality.

Our AI disclosure support service leverages advanced AI tools to help clients draft clear, consistent, and compliant language for their SEC filings. We assist in preparing suggested disclosure language for topics like cybersecurity, AI use, climate risk, and other emerging regulatory areas, helping ensure your filings meet SEC expectations while saving time and reducing manual drafting efforts. Whether you need help drafting a risk factor about AI integration, updating your MD&A section, or preparing tailored language for new compliance requirements, our AI-assisted process delivers faster, high-quality results that align with industry best practices.  

Disclaimer: The disclosure language and suggestions provided through our AI-assisted service are for informational purposes only and do not constitute legal advice. We recommend that all disclosure language be reviewed by qualified legal counsel prior to submission

We offer additional support, from scheduling and correspondence management to document preparation, data entry, and project coordination, allowing you to focus on what matters most while we handle the rest.

Our General Administrative Services offer added support, taking care of the daily tasks that keep your business running smoothly. We provide tailored assistance to help you stay organized and focused on growth while we manage the details. Our services include, but are not limited to:

• Scheduling & Calendar Management
• Correspondence Management
• Document Preparation & Proofreading
• Data Entry
• Project Coordination

By offering these services, we help you stay organized, reduce overhead, and ensure that critical administrative tasks are completed on time, so you can focus on driving business success.