DFIN ActiveDisclosure Reviews & Product Details

ActiveDisclosure (NYSE: DFIN) streamlines your financial reporting with intuitive easy-to-use software and expert SEC services from the #1 filing agent. Tailored for finance professionals, accountants, and compliance teams, this platform simplifies the complexities of financial reporting by providing a comprehensive suite of tools that facilitate collaboration, data accuracy, and compliance with SEC requirements. The software is particularly beneficial for organizations that require real-time collaboration among team members. With features such as Excel Linking, users can seamlessly connect and update financial data from their existing Excel workbooks, ensuring that all documents, presentations, and forms reflect the most current information. This capability is essential for maintaining a single source of truth, which is critical in financial reporting where accuracy is paramount. ActiveDisclosure also includes advanced features such as Track Changes and Health Checks, which enhance the editing process and ensure that all modifications are documented and easily traceable. The Support Binders feature provides a centralized location for all relevant documentation, making it easier for teams to access necessary materials during the reporting process. Additionally, the iXBRL Tagging functionality simplifies the tagging of financial data for regulatory submissions, streamlining the filing process and reducing the risk of errors. The platform offers DFIN University Certifications, which equip users with the knowledge and skills needed to maximize the software's capabilities. This educational component ensures that teams are not only proficient in using ActiveDisclosure but also stay informed about best practices in financial reporting and compliance. By combining intuitive software with expert SEC services, ActiveDisclosure stands out as a robust solution for organizations looking to enhance their financial reporting processes. ActiveDisclosure is designed to meet the needs of finance professionals who require a reliable, efficient, and collaborative approach to financial reporting. Its unique features and focus on real-time collaboration make it a valuable tool for organizations aiming to improve their financial disclosure practices while ensuring compliance with regulatory standards.

Product Website

Seller

DFIN (Donnelley Financial Solutions)

Discussions

DFIN ActiveDisclosure Community

Languages Supported

English

Overview by

Elizabeth Cahail

DFIN ActiveDisclosure Integrations

(1)

Verified by DFIN ActiveDisclosure

DFIN ActiveDisclosure Media

DFIN ActiveDisclosure Demo - Cloud-based Software

Gain control of your financial reporting process with an intuitive, time-saving, current, cloud-based software.

DFIN ActiveDisclosure Demo - Intuitive Dashboard

Easy-to-use dashboard to monitor projects, view tasks, and see approvals.

DFIN ActiveDisclosure Demo - Manage Content Easily

Save and manage common content elements for reuse for all of your reports.

DFIN ActiveDisclosure Demo - Real-time Collaboration

Unlock your team's full potential with collaboration features.

DFIN ActiveDisclosure Demo - Track Changes

See user edits and quickly accept or reject them to improve productivity.

DFIN ActiveDisclosure Demo - Expert Support

Expert in-app support 24/7/365 without having to leave the program.

Official Downloads

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SEC Filings At-a-Glance: Form Types and Definitions

How to Present Financial Reports to Leadership

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Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/28/2025

"User-Friendly and Intuitive, But XBRL Tagging Can Be Challenging"

5/5

What do you like best about DFIN ActiveDisclosure?

It is easy to use and intuitive. I was able to teach myself how to use the system with very little training and support. The system is very user friendly and the customer support is excellent. Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

Reviewing the XBRL tagging and fixing issues noted by the XBRL team is quite an onerous and sometimes complicated process. Review collected by and hosted on G2.com.

Response from Christen Wojciechowski of DFIN ActiveDisclosure

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We're delighted to hear that our Excel linking, real-time collaboration feature, and rapid software updates have been helpful for you. Thank you for sharing your experience with DFIN ActiveDisclosure!

Verified User in Banking

Mid-Market (51-1000 emp.)

4/10/2026

"Efficient, Reliable, and User-Friendly Platform"

4.5/5

What do you like best about DFIN ActiveDisclosure?

I love how ActiveDisclosure allows us to manage our documents in one seamless and user-friendly way. The platform is affordable, scalable, and offers excellent support, making collaboration and compliance much more efficient and reliable. Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

Sometimes there are bugs in document formatting.

I would also like to see more direct linkage with our ERP system to help us create our financial statements faster Review collected by and hosted on G2.com.

Response from Christen Wojciechowski of DFIN ActiveDisclosure

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We're thrilled to hear that DFIN ActiveDisclosure is helping you manage your documents efficiently and collaborate for public filings. We take your feedback seriously and will work on improving document formatting and integration with ERP systems to better meet your needs.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

12/11/2025

"Highly recommending DFIN for SEC/public company reporting needs!"

5/5

What do you like best about DFIN ActiveDisclosure?

The platform stands out for its ease of use and straightforward implementation, as well as its excellent customer support. The team is friendly and proactive, consistently seeking feedback and ways to improve. They are always available to answer questions, and it has been a great experience working with the DFIN team over the past few years! Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

There isn't much of significance to mention here. I do feel that the formatting and spell check features could be made more user-friendly, as there are some minor issues and small changes that could improve the experience. Review collected by and hosted on G2.com.

Response from Christen Wojciechowski of DFIN ActiveDisclosure

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We're thrilled to hear that you've had such a positive experience with DFIN ActiveDisclosure! Our team is dedicated to providing excellent customer support and continually improving our platform.

Verified User in Information Technology and Services

Enterprise (> 1000 emp.)

8/26/2025

"Easy to Use, Familiar Tools, and Fantastic Support – Recommend ActiveDisclosure"

4.5/5

What do you like best about DFIN ActiveDisclosure?

We've been using DFIN's ActiveDisclosure for a while now, and overall, it's been a great experience. The platform is very user-friendly, especially if you're used to working in Word—many of the tools and formatting options feel familiar, which makes it easy to get started and stay productive.

The linking function in particular can be very useful, though it does take a little effort to set up initially. Once it's in place, though, it really streamlines updates and reduces manual work.

What really sets ActiveDisclosure apart is the customer service. The support team is incredibly responsive and helpful—whether it's a quick question or a more complex issue, they’re always on it and make sure you get what you need.

All in all, it’s a solid platform that makes financial reporting smoother and more efficient. Highly recommend! Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

Initial set up and transition to linking functionality does take a little effort to set up initially. Review collected by and hosted on G2.com.

Response from Christen Wojciechowski of DFIN ActiveDisclosure

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We appreciate your feedback and are delighted to hear that ActiveDisclosure has been instrumental in streamlining your SEC filings and reducing manual effort. Our team is dedicated to providing a platform that meets your needs and offers efficient financial reporting. Thank you for recommending ActiveDisclosure!

Erik H.

Senior Director of Financial Reporting and Technical Accounting

Mid-Market (51-1000 emp.)

10/30/2025

"Real-Time Collaboration and Rapid Feature Updates Make DFIN Stand Out"

5/5

What do you like best about DFIN ActiveDisclosure?

I appreciate the real-time collaboration feature. DFIN consistently updates the software, regularly introducing new features. Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

There really isn't anything I dislike. Whenever I suggest a feature improvement, it tends to be implemented promptly. Review collected by and hosted on G2.com.

Response from Christen Wojciechowski of DFIN ActiveDisclosure

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Verified User in Law Practice

Mid-Market (51-1000 emp.)

10/6/2023

"Creates legally acceptable documents"

4.5/5

What do you like best about DFIN ActiveDisclosure?

It is a software to create legally compliant disclosure reports. It facilitates real-time collaboration to expedite the process, ensuring precise XBRL reporting to meet SEC requirements, enabling secure document sharing with auditors. Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

The initial set up is difficult due to Firewall issues. Review collected by and hosted on G2.com.

Response from Christen Wojciechowski of DFIN ActiveDisclosure

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We're glad to hear that DFIN ActiveDisclosure has been beneficial for creating legally compliant disclosure reports and simplifying your procedures.

Verified User in Pharmaceuticals

Mid-Market (51-1000 emp.)

9/30/2019

"Great for corporate documents"

4.5/5

What do you like best about DFIN ActiveDisclosure?

The fact that you can see who is revising and editing documents, have the option to check out the full document or work seperately in sections but at the same time. Edits within the master tables can be easily linked to any created project. Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

It can be difficult to set up on a computer due to firewall issues. Review collected by and hosted on G2.com.

Response from Christen Wojciechowski of DFIN ActiveDisclosure

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Thank you for sharing your positive experience with DFIN ActiveDisclosure. We're pleased to hear that the software allows for easy collaboration and linking of edits within master tables. We apologize for any difficulties you encountered during the setup process and appreciate your feedback as we strive to enhance the user experience.