Xpressfiler is cloud-based end-to-end solution for EDGAR filing. It provides a complete filing solution for filing agents and corporations.
- Enables multiple users at different geographic locations to access a shared file structure simultaneously
- Allows the creation and filing of SEC HTML and XBRL from a single source project
- Operates on EC2 (Amazon's Elastic Computing Cloud) which provides constant speeds during peak times
- Runs via a web browser
- Operates on all major operating systems
- Implements management of client data via intuitive interface or via Excel upload
- Supports SEC EDGAR filing functionalities
- Supports client proofing functionalities
- Includes accounting and invoicing systems which provides billing and usage statistics
- Converts Word documents to SEC compliant What-You-See-Is-What-You-Get (WYSIWYG) HTML
- Provides an editor to refine conversion
- Provides features to construct extended taxonomies complete with presentation, calculation, definition and label linkbases
- Identifies and selects frequently recurring elements for common table structures
- Loads company taxonomies created in Xpressfiler or filed with the SEC EDGAR system
- Creates XBRL from a source HTML file - either imported directly or converted from an uploaded Word file
- Automatically generates and applies date contexts using intelligent tabular analysis
- Automatically matches taxonomy elements to blocks of HTML code and rows within tables
- Displays the confidence of the suggested match using color-coding
- Allows mapping changes to be made by dragging and dropping a new element or selecting another high scoring option
- Allows the editing of labels, facts, notes, schedules, policies and other numerical cell values
- Modifications inside a parent note will automatically be made in any underlying schedules or policies via synchronization
- A Dynamic Data Helper (DDH) is used to view and modify any mapping that may be required
- Creates a human-readable proof of an XBRL instance file equivalent to what one will see on the SEC EDGAR web site once the material is filed
- Validates generated XBRL
- Submits a test filing to the SEC EDGAR system
- Runs a basic XBRL error check
- Runs an XBRL best practices check
- Generates a calculation report indicating rollups and inconsistencies
- Generates a deprecation report indicating the compliance of a taxonomy's elements against a master taxonomy
- Allows for the rolling forward of taggings in past filings to new reports for time savings and consistency
