Key Features and Functions include:

• SEC Reporting and Filing Management
  Supports preparation and submission of regulatory filings, including annual, quarterly, and transactional disclosures (e.g., IPOs, mergers). Designed to streamline EDGAR filing processes and ensure compliance with SEC requirements.
• Integrated Financial Data and Excel Linking
  Enables connection between Excel-based financial data and disclosure documents, allowing updates to flow through automatically and maintaining consistency across reports.
• Collaboration and Workflow Management
  Provides real-time collaboration tools, task management, and version control to support coordination across internal teams and external advisors. Includes guided workflows and notifications to manage complex reporting cycles.
• iXBRL Tagging and Compliance Automation
  Includes intelligent iXBRL tagging capabilities to ensure filings meet regulatory standards. Automates aspects of compliance and reduces manual tagging effort for financial statements.
• Document Authoring and Editing Tools
  Offers advanced editing, track changes, and formatting tools within a controlled environment for preparing disclosure documents and presentations. Supports creation of reports and PowerPoint materials directly from financial data.
• Audit Trails and Validation Controls
  Maintains full audit logs, validation checks, and health monitoring to ensure filings are complete, accurate, and submitted on time. Provides visibility into the status of reporting processes and deadlines.
• Security and Compliance Infrastructure
  Operates within a secure cloud environment with continuous monitoring, encryption, and enterprise-grade controls. Infrastructure includes 24/7 security monitoring, vulnerability scanning, and compliance with modern security practices.
• AI-Enhanced Reporting Capabilities
  As part of DFIN’s broader platform, ActiveDisclosure is being extended with AI capabilities to assist in analyzing filings, comparing disclosures, and improving efficiency in drafting and review processes.