Our Services

EDGAR Conversion Services (EDGARizing)

The EDGARizing process consists of taking electronic and paper documents and converting them into the SEC’s EDGAR standard HTML format. Most EDGAR filings start out as Word and Excel documents and perhaps PDF files saved from Word or PDF files scanned from paper masters. We can convert most all electronic formats such as MS Word and Adobe PDF with proprietary software. For paper documents we typically use OCR software from several vendors and as last resort we can re-key the documents. Whatever it takes, we can get it done.

Online Forms – XML Filings

Other types of EDGAR filings are completed using proprietary software or online forms such as Form 13F, Form 13H and Section 16 filings Form 3 and Form 4.

Section 16 Forms 3, 4 & 5 can be done by a filer online as a self-service solution at our Section 16 Online Filing Workstation or if you would prefer full-service, we can assist you in our office by one of our EDGAR filing agents.

SEC EDGAR Form 13F-HR available at our Form 13F Online Workstation as one of our Online Workstations. Self-file the various 13F forms: 13F Holdings Report, 13F Notice and 13F Combination Report (13F-HR and 13F-NT as well as amendments).

New for 2019 will be our Online Workstations for Form 12b25 (online now), Form D, Form SC-13G, and the new N-CEN and N-PORT forms. Coming later this year.

EDGAR Writebacks

Conversion of an EDGAR HTML filing to MS Word, suitable for printing. This is only available with HTML filings.

XBRL Interactive Data tagging services

We are working with Smaller Reporting Companies to help them comply with current SEC regulations regarding the XBRL phase-in process. If you have yet to begin filing XBRL exhibits with your quarterly 10-Qs and annual 10-Ks, then you can contact us to get a quote for the cost.