Surefile works with finance teams across all industries. The public/private sector and companies with regulatory compliance to the SEC. Helping companies with vendor selection right through to full implementation and training. Our team has over 15 years experience in Disclosure Management and regulatory reporting, and are located right here in North America. We reduce costs while providing world class services.
Provide Advisory service and implementation of your ESG reports. Maintain sustainability metrics, emission factors, location data, tasks, analysis and reports in one centralized location.
Build Reports and format according to best practices. Our team builds all types of reporting requirements (10Q, 10K, Board Books, KPIs, Management reports, CAFR and others.
Product Education and Training on supported applications.. Basic training to full blown Education along with best practices to ensure users are efficient in the tools.
XBRL Element selection, Mapping, Tagging, validations and full submission to the SEC. Outsource your XBRL service and get time back to accomplish value add duties within your organization.
EDGAR conversion and filing is our specialty. Convert your document into HTML ready format according to the EDGAR rules and regulations. We convert to HTML and XML formats as required.
Learn all formatting best practices by our team of experts. Increase productivity in the tools, you are currently utilizing. Tips & tricks that allow users to become more efficient.
We have you covered! We service all major Disclosure Management platforms. Contiunue to work in the applications you know, and have Surefile extend a hand to assist with your disclosure formatting, automation, XBRL tagging right through to SEC filing submission. Utilize our team of experts as an extension yours. Our team has extensive skillsets in all aspects of disclosure reporting. Reduce reduce your existing services costs!