Whether your role is in corporate finance or investment management, we can work with you to successfully comply with the new XBRL requirements.

We’ve been providing SEC filing and financial printing solutions to our clients for more than 20 years.  The same hands-on assistance and guidance are extended today to meet your XBRL needs.

Each client has unique circumstances for handling their XBRL requirements and we offer several options for you to go forward:

Turnkey

• Our team works with you to create an accurate instance document
• We tag your documents using our own licensed software so that you incur no hardware or software costs
• All services are under one roof for efficiency and effectiveness

In-house Training

• For experienced instance document creators, we can provide solutions for your documents or taxonomy structural questions through on-site or webcast training
• For new creators, we can offer a full training solution from beginning to end in saving you hundreds of hours of effort to successfully file your first instance document

Filing Agent

• You can supply us with completed XBRL files and we will attach them as exhibits to your compliance documents and transmit them to the SEC

In putting our experience, expertise and resources to work for you, we know that your success is paramount.  It’s why we say —“You’re our first priority.”