Our Section 16 web based self filing solution allows issuers, insiders, attorneys, and filing agents to submit Forms 3, 4, and 5 at an affordable price directly to the SEC within minutes. Our system includes a variety of features in order to make filing convenient and easy, including the ability to:
Easy Filings
- Save, archive, and re-use forms for use in future filings
- Add multiple reporting owners to one form
- Upload Power of Attorney or other allowed exhibits
- Add multiple reporting owners to one form
Time-Saving Automation
- Manage SEC filers: sync profile with SEC public data, manage EDGAR codes, etc.
- Footnote Library allows storage and easy import of footnotes
- Track reporting owner holdings for auto-population into forms
- Auto-populate filer relationship and other data into the forms
Take Control of the Process
- Create and email proofs to third-parties
- Add multiple emails for automatic SEC filing notification
- Check SEC filing status on the site
SEC Compliance
- Proper field validation to ensure your form meets SEC standards
- Form and field tips provided to help you stay compliant
- Test and live file directly to the SEC
TAGGING CUSTOMIZATION
- Create tags for footnotes, entities/filers, holding rows
- Categorize at individual footnote and transaction data-levels on any form
- Sort and filter by custom tags
