XBRL Services

DataTracks offers services for preparing and filing of documents with the Securities & Exchange Commission (SEC). DataTracks has EDGAR and US GAAP experts skilled in creating and filing documents required by corporations and investment management firms..

We offer one of the most flexible, complete and cost effective financial reporting compliance solutions and XBRL services in the US today.

We prepare more than 800 XBRL Exhibits every quarter and more than 600,000 pages of HTML documents.

Building on this experience, DataTracks now offers services to streamline:

  • Creating and editing compliance documents and managing the review and approval process.
  • Maintaining your XBRL taxonomy to accurately reflect your company’s financials.
  • Creating XBRL files according to the SEC’s specifications.
  • Managing the electronic submission process.
  • Create print-ready financial reports for publishing.

DataTracks Disclosure Management System provides an end-to-end disclosure solution for financial reporting and SEC filing. It is a cloud-based, single source system that can be used to generate multiple output files such as HTML, XBRL and PDF. Using this system, your team can create/ edit content, view HTML and create/edit XBRL tags simultaneously from any location. You have the choice of managing the reporting work either in-house or use our services at any time at no additional cost.

You create content and remain in control while we handle all, or as much as you want, of the XBRL /HTML work.

Some of the key features and benefits of our solution are:

Feature Benefits Description
One document in the cloud Ensures consistency between XBRL & HTML outputs for filing and PDF output for publishing Any change made in the document will reflect instantly in XBRL, HTML and PDF outputs
Multiple authors from multiple locations

Prepare your financial reports seamlessly. Save time through collaboration

You can provide access to multiple people (including external advisors) from multiple locations
Multiple output formats Generates multiple outputs from the same source You can generate outputs in XBRL,HTML and PDF formats from the same document
Quick/ easy execution of last minute changes Near zero pencils down time No need to maintain multiple document masters before filing. You do not have to amend the HTML or XBRL tags
Assisted Service at no extra cost You do not have to learn the detailed XBRL tagging process We do the roll forward tagging. We create and amend documents for XBRL