I like that Workiva makes it simple to update filings from period to period and streamlines the SEC filing process. I appreciate the good service from our reps whenever we've had questions about new offerings. The .docx importer we recently used was a big time-saver for attaching agreements to our filings. I also find it easier to turn around our filings quickly with features like rolling forward reports.

I mainly use Workiva for control testing and documentation. It’s convenient to keep risks, controls and evidence in one place rather than having to dig through multiple folders. The linking between sheets and docs works smoothly, and the audit trail makes it easy to review changes and see what was updated. Permissions are also useful, especially when I need to share sensitive files with the righ People.

The online connectivity of the tool and multiple users being in a file