The all-in-one platform for medium and large filing agents to validate, schedule, and submit filings to the SEC® EDGAR® system with confidence.
How It Works
From upload to dissemination — a streamlined workflow
Upload XML or EIS filing documents to your secure workspace.
Automatic XSD schema validation catches formatting errors early.
Group filings and schedule batch submissions at specific times.
TEST first for confidence, then submit LIVE to EDGAR®.
Real-time filing status with automatic polling and notifications.
Upload XML or EIS filing documents to your secure workspace.
Automatic XSD schema validation catches formatting errors early.
Group filings and schedule batch submissions at specific times.
TEST first for confidence, then submit LIVE to EDGAR®.
Real-time filing status with automatic polling and notifications.
Features
Everything you need to manage your EDGAR® filing workflow
Group filings and schedule batch submissions at a specific date and time within EDGAR® operating hours.
Verify CIK delegation status automatically and request delegation authority directly through the platform.
Filings validated against official XSD schemas before submission, catching formatting errors early.
Submit multiple filings in a single batch with individual accession number tracking and partial success handling.
Each organization gets its own workspace with enforced access boundaries. Users can only access their own filings, credentials, and activity logs.
Every action logged with full context. Comprehensive activity logs for compliance and internal review.
TOTP or email-based 2FA with trusted device management. EDGAR® tokens encrypted at rest.
Submit to EDGAR®'s test environment first, then promote to LIVE with confidence.
Security
Your filings and credentials are protected at every layer
EDGAR® tokens, CCC codes, and credentials encrypted with AES-256 before database storage.
TOTP authenticator or email-based 2FA with trusted device memory and recovery codes.
All communications encrypted via HTTPS/TLS between your browser, Submission Management, and EDGAR®.
Each organization's data is logically separated with enforced access boundaries. Users can only access their own organization's data.
Granular permissions control who can upload, submit, manage tokens, and administer users.
Every submission, delegation request, and admin action recorded with timestamps and attribution.
FAQ
Contact
Interested in streamlining your EDGAR® filing workflow? Our team will reach out to schedule a personalized demo.