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 responsible AI iXBRL Tagging functionality simplifies the tagging of financial data for regulatory submissions, streamlining the filing process and reducing the risk of errors. Using the power of artificial intelligence to complete SEC filings means firms can sidestep many of the most common issues they may encounter during the process. Advanced AI algorithms can collect data much faster than human employees can, helping to cut down on cycle times and streamline the entire workflow. In addition, software programs that use AI assistance also cut down on the number of mistakes and inaccuracies that may find their way into reporting through automated processes. DFIN’s ActiveDisclosure℠ is built with our Active Intelligence™ suite of AI-enabled tools, providing organizations with faster, more accurate reporting capabilities. 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.

Seller

DFIN (Donnelley Financial Solutions)

Discussions

DFIN ActiveDisclosure Community

Languages Supported

English

Overview by

Elizabeth Cahail

DFIN ActiveDisclosure Integrations

(2)

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Verified User in Legal Services

Enterprise (> 1000 emp.)

6/26/2026

"Easy, Intuitive Document Control with Excellent Onboarding and Support"

5/5

What do you like best about DFIN ActiveDisclosure?

I like that it gives you control over your document - to make edits yourself rather than sending a Word document or PDF back and forth. It's easy and intuitive to use. I also like the workbooks and audit trail functionality - both of which mitigate risk. The DFIN team also offered excellent onboarding and support. Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

Formatting is a bit clunky and not as intuitive. Review collected by and hosted on G2.com.

Response from Christen Wojciechowski of DFIN ActiveDisclosure

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Thank you for the thoughtful review. We’re glad ActiveDisclosure gives you direct control, the workbooks and audit trail are helpful, and our onboarding/support met your needs. I’m sorry formatting feels clunky — we’ve passed this feedback to our product team and can arrange a short session to walk through formatting tips and templates. Please contact your account team or support to schedule.

Verified User in Pharmaceuticals

Mid-Market (51-1000 emp.)

5/12/2026

"Responsive, Helpful Support That Makes Active Disclosure Easy"

4.5/5

What do you like best about DFIN ActiveDisclosure?

DFIN’s support team is always helpful, and I’ve consistently had a positive impression of them. Whenever I run into an issue in Active Disclosure and try to resolve it, the team is responsive and supportive. Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

When I roll forward a project, it still requires a bit of manual work on my side. I hope Active Disclosure will one day include an AI feature that can automate the rollforwarding process. Review collected by and hosted on G2.com.

Response from Christen Wojciechowski of DFIN ActiveDisclosure

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We appreciate your feedback on the manual work required for project rollforwarding. We are constantly working on enhancing our platform and will consider your suggestion for an AI feature to automate this process. Thank you for using ActiveDisclosure for your SEC reporting needs.

Elizabeth G.

Yoga Instructor

Mid-Market (51-1000 emp.)

5/7/2026

"Effortless Financial Statement Filing with Easy Interface"

4.5/5

What do you like best about DFIN ActiveDisclosure?

I like DFIN ActiveDisclosure's easy-to-use interface and dashboard, which saves time for me. The platform is easy to start using because initial setup is concierge with the DFIN team. Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

Some competitor softwares offer a larger array of corresponding products (e.g. compliance products). Review collected by and hosted on G2.com.

What problems is DFIN ActiveDisclosure solving and how is that benefiting you?

I use DFIN ActiveDisclosure to format financial statements and disclosures easily, ensuring timely filing. Its easy-to-use interface and dashboard saves time and energy. Directed commenting allows our team to collaborate within the document and save time that we used to spend in meetings. 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 has been instrumental in simplifying your financial statement filing process and saving time for your team. We appreciate your feedback about competitor products and will strive to further meet your needs.

Verified User in Information Technology and Services

Enterprise (> 1000 emp.)

5/7/2026

"Efficient Linking and Collaboration That Reduces Errors"

5/5

What do you like best about DFIN ActiveDisclosure?

The efficiency added to the process through linking and collaboration and the reduced risk of error. Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

High resolution images for wrapping of annual report cover pages can be difficult. Lack of ability to hide linking / have none printing section so linking for the Q1 10-Q does not need to be removed for QTD and then added back for the Q2 10-Q when there is both QTD and YTD disclosure requirements. 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 has added efficiency and reduced errors for your team. We appreciate your feedback about the high resolution images and the linking functionality, and we will use your input to make necessary improvements.

Layne V.

Director, Financial Reporting

Enterprise (> 1000 emp.)

5/7/2026

"Easy Spreadsheet Uploads and Smooth Version Comparisons"

5/5

What do you like best about DFIN ActiveDisclosure?

I like the ease of uploading from a spreadsheet. I like the ability to compare versions. Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

Still trying to master some of the formatting Review collected by and hosted on G2.com.

Response from Christen Wojciechowski of DFIN ActiveDisclosure

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Thank you for your positive feedback on the ease of spreadsheet uploads and version comparisons. We understand that formatting can be a challenge, and we're continuously working to improve the user experience. If you have specific formatting questions, please don't hesitate to contact our support team for assistance.

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 Hospitality

Enterprise (> 1000 emp.)

5/7/2026

"User-Friendly Platform That Boosts Reporting Efficiency and Collaboration"

5/5

What do you like best about DFIN ActiveDisclosure?

DFIN has proven to be a very user friendly platform that has allowed for improved the efficiency of our reporting process and increased collaboration among users and departments. Review collected by and hosted on G2.com.

What do you dislike about DFIN ActiveDisclosure?

I have not encountered any downsides to using the platform. 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 has improved the efficiency of your reporting process and increased collaboration among users and departments. Thank you for sharing your positive experience!

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!