Tax and accounting

SEC financial reporting solutions

Empower your tax and accounting teams with the most comprehensive and up-to-date tool with access to SEC filings research

File your own SEC financial reports more confidently with access to peer filings at your fingertips

Save time, prevent errors, and enhance your SEC filings with powerful search filtering and document comparison capabilities that integrate with centralized software platforms.

Manage virtually all trust and estate transactions with Fiduciary Accounting

This comprehensive fiduciary accounting software allows you to:

  • Report dividend and capital gain reinvestment and the exercise of options, spin-offs, and taxable and nontaxable exchanges
  • Access all the securities information you need with a third-party valuation feature providing a bridge to that information
  • Streamline data sharing through seamless integration with our Fiduciary Calendar, 706, and 1041 programs

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Get fast answers with SECPlus Advanced

Power your research on SEC filings with these advantages:

  • Precisely search features by SEC section, market cap, revenue, auditor, geography, and peer groups
  • Seamlessly link from filings to relevant comment letters
  • Reveal how your peers' disclosures have changed from one period to the next with a handy redlining tool

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