EDGARsuite - The Premier Software Suite for SEC filers
sec-edgar-filing.com
a division of Advanced Computer Innovations, Inc. 70 Office Park Way  •  Pittsford, NY 14534-1746 (USA) Phone: (585)-385-3810  •  Fax: (585)-385-6822  •  Email: click here
EDGARsuite is a cost-effective, easy-to-use and comprehensive software package for preparing HTML, XBRL and ASCII format SEC EDGAR filings, as well as many user-prepared XML filings. It includes: easy preparation and touch up of Word documents for filing automatic conversion of Word, Excel, PowerPoint, PDF and other documents to EDGAR-valid HTML or ASCII an EDGAR-valid WYSIWYG HTML word processor user-friendly start-to-finish XBRL capability a form-fill interface for most user-prepared XML filings automated assembly for rapid error-free submission You may purchase the whole package or only the parts you need. Either way, it minimizes your initial as well as on-going costs: Price includes free updates and ample tech support for a full year with no additional costs Nominally priced annual renewal of support if desired Much more cost-effective and flexible than other pricing models EDGARsuite is available for free unlmited trial prior to purchase - the only SEC filing product that offers this opportunity! It is the product of choice not only for corporate filers and investment companies, but also EDGAR filing agents, law firms, financial printers and service providers who need flexible and feature-rich software to support a variety of clients in a time-efficient and cost-effective manner.

Easily touch up and prepare Word documents

EDGARsuite includes a Word add-in that lets you automatically check, polish and prepare documents for the best EDGARized results. With a couple of mouse clicks, you can perform complex tasks such as alternate row shading in tables and alignment of numbers in columns. It can convert complex objects like charts to images for EDGARization and help resolve potential problems such as nested tables. It also provides access to EDGARsuite functions within Word, and enables in-Word XBRL tagging.

HTML filing

EDGARsuite creates EDGAR-valid HTML directly from Word, Excel, PowerPoint, PDF, WordPerfect, and many other sources without requiring any special preparation in the source documents. At over 25 pages per second, it is the fastest and most accurate EDGARizier available. The EDGARized files faithfully replicate the source documents, and require no touching up. You can EDGARize multiple documents (e.g., many exhibits) at once, and can customize the conversion using a user-friendly interface. It automatically extracts embedded graphics and sets up appropriate links, and provides many advanced features such as revision tags (R tags) derived from tracked changes or highlighting in your documents. EDGARsuite also includes an EDGAR-valid HTML word processor which can open any HTML file and save it as EDGAR- valid HTML. You can even create HTML filings from scratch using its WYSIWYG interface, touch up filings, resize images, copy/paste content from elsewhere, etc., while ensuring EDGAR validation. Additionally, it includes special features for SEC filings, such as automatic creation of a table of exhibits. This unique combination of automated high-speed EDGARization and interactive editing/touch-up lets you rapidly and easily create large and complex filings under tight deadlines with minimal effort and maximum accuracy.

ASCII filing

Some filings need to be in ASCII format. EDGARsuite creates accurate EDGAR-valid ASCII filings from Word, Excel, PDF, WordPerfect, and other documents, automatically addressing all SEC requirements such as line length limitation, text wrapping, SEC-specific tags, etc.

XBRL filing

EDGARsuite provides start-to-finish XBRL capability without requiring any knowledge of XML. Many thousands of XBRL filings on EDGAR (including corporate financial, mutual fund and risk/return filings) have been prepared using EDGARsuite.

Start a fresh new filing, or base it on an earlier one

EDGARsuite includes everything needed to easily create an XBRL filing from scratch, including creation and management of company-specific taxonomies and easy first-time tagging of tables and notes. For small companies it provides pre-tagged fill-in templates. Unlike "wizards" used by some other products, these templates are Excel sheets - easy to understand, use and customize. Additionally, if the company has a previous XBRL filing (prepared by any product), EDGARsuite can import its tagging, taxonomy and structures into a new filing. It can also make fill-in templates from the earlier filing, letting you do the new filing simply by entering or pasting numbers and notes into these templates.  No other product makes XBRL fiing this easy.

Easy and Flexible Tagging

You can tag financials directly from Excel sheets, Word tables, WordPerfect, web pages and many other sources. EDGARsuite’s Auto Map feature uses smart keyword matching and advanced logic to tag many line items automatically, and the software can pre-filter and suggest the most likely taxonomy tag. Its unique in-Word tagging feature lets you quickly block-tag and detailed- tag the notes at all levels (1 to 4). Tagging is preserved even if documents are updated. Further, you don’t have to EDGARize the documents or tabulate narratives. Simply tag the content as is, in any order, and EDGARsuite automatically creates a perfectly rendered XBRL filing. EDGARsuite provides the fastest and easiest-to-use tagging interface in the industry. Further, it supports collaborative and simultaneous multi-user tagging, letting you efficiently tag large documents with tight deadlines and last-minute changes.

Roll filings over to subsequent quarters easily

EDGARsuite specially saves time and effort by carrying over tagging and XBRL structures quarter to quarter. Financial tables need no retagging, and detailed tagging is preserved in your updated Word documents. Time contexts may be specified relative to the report period, again requiring no retagging. As a result, subsequent filings are very easy and fast - a huge time and cost savings.

Easy Taxonomy Updates and Switching

The SEC updates the reporting taxonomy typically once a year. EDGARsuite ships with all current taxonomies, and downloads new taxonomies automatically if needed. It can also update the taxonomy vintage of an older filing automatically to create a current new filing.

Thorough built-in Validation

Besides technical XBRL validation, EDGARsuite includes “round-trip” data verification which detects overwrite errors due to faulty tagging. Further, the validation report is interactive, and clicking an error takes you directly to its source for easy correction. EDGARsuite also checks for data and constructs that are valid XBRL but violate SEC restrictions.

Extensive Reports Generation, with built-in instant SEC Viewer Rendering

EDGARsuite generates detailed and summary XBRL reports in which you can include as much or as little detail as you like. Further, report formats may be saved as profiles, letting you easily select customized reports for different clients or purposes. To see how your XBRL filing will appear on EDGAR, most products need you to upload the filing to the SEC Previewer website and go back typically 30 minutes later to see the results. By contrast, EDGARsuite creates this rendering in a few seconds right on your computer using viewer code licensed from the SEC, showing you exactly how the filing will appear on EDGAR. This rendering also serves as an interactive proof (with tagging) that can be emailed to clients or auditors.

Most functions are automatic

Compared to other products, EDGARsuite handles many technical details automatically. For example, it interprets qualifiers like scenarios, multipliers and ranges in face text, codes the data appropriately, and automatically sets up required dimensions, contexts, units, precision, and superscript footnotes. This lets you focus on your filing, save time and avoid errors, while the software takes care of the technical details.

iXBRL

The SEC has affirmed its intention of moving to inline XBRL (iXbrl) as the new standard for financial filings in the near future. EDGARsuite’s in- Word tagging is already inline within filing documents, and EDGARsuite’ is poised to support iXBRL as soon as this requirement arrives.

User-prepared XML filing

EDGARsuite includes an easy-to-use form-fill interface for filings such as Forms 3, 4 and 5 (ownership filings), Form N-MFP (portfolio holdings) and other filings that may be submitted as user-prepared XML. It saves you time by saving and automatically entering common or constant information, and by creating the filing offline, then rapidly transmitting a single submission file. Further, it provides a consistent and easy-to-use interface across different filing types, and automatically handles filings with exhibits and other attachments.

Assembly and Submission

EDGARsuite automatically assembles all your EDGARized files, exhibits, images, XBRL attachments, furnished PDF files, etc. into the completed filing with minimal effort. You enter company data only once - the software automatically enters it into subsequent filings, and keeps track of this information for multiple filers. It automatically updates the filing if attachments are added, deleted or revised, and ensures that all referenced graphics and other files are included. It also lets you create a single consolidated proof of the entire filing (including the main document, exhibits and images), with options to show or hide R tags in the proof. The extremely rapid and automated assembly and submission is a real benefit when working against a deadline, while minimizing errors and saving time and money.

It all adds up

Besides all the above, EDGARsuite includes tutorials, a well-organized manual, and instant right-click help on virtually every item, making it an easy-to-use state-of-the-art tool to produce small or large SEC EDGAR filings rapidly, accurately and with minimal effort.

Licensing, Configurations and Pricing

The one-time purchase price buys you a perpetual license, letting you use EDGARsuite indefinitely for any number of filings and registrants. It includes free updates and ample tech suport for one year, after which you may continue using the product without paying anything, or renew to continue free updates and support. Annual renewal is typically a third of the product price. An EDGARsuite license may be installed on one computer. You may uninstall and then install on a different computer. A standard license is installed and used on the same computer. A multi-user license is installed on one computer, and may be used from that computer and others networked to it by up to the authorized number of concurrent users. Please contact us for multiple-computer discounts if installing on more than one machine simultaneously. In addition, we offer site licensing, which lets you install the software for an authorized number of seats throughout your organization, which may include networked, non-networked or mobile machines. This is a flexible cost-effective option for 20 or more seats.

Configurations and Pricing

The various EDGARsuite configurations are listed below, along with standard license pricing. Please click here or contact us for multi-user pricing, multiple-computer discounts, and site licensing.

HTML & ASCII - Basic Package ($1495)

This includes the Word add-in to touch up and prepare Word documents, and HTML/ASCII EDGARizing capability, giving you the essential tools for preparing HTML and ASCII filings. Files are submitted using the SEC’s submission tool, EdgarLink Online.

HTML & ASCII - Pro Package ($2295)

This adds the HTML word processor and automated assembly/submission to the basic package, enabling you to touch up HTML filings and copy/paste a wide variety of content into them, as well as rapidly and automatically assemble the submission for error-free uploading. With this package, there is no need to use EdgarLink Online.

XBRL only Package ($2995)

This includes everything needed to prepare the XBRL files (including HTML EDGARization in detailed tagging), which can be submitted as exhibits using the user’s current submission solution.

User-prepared XML Package ($595)

This includes user-prepared XML form-fill, assembly and submission. It is suitable for certain filings that are otherwise prepared at the SEC’s OnlineForms website. It is also an attractive option for users who just want a faster and easier submission alternative to EdgarLink Online.

Complete EDGARsuite ($4495)

This includes all EDGARsuite functions, and is required for annual and quarterly filings (such as 10-K and 10-Q), risk/return summary filings (such as 485BPOS) and all other filings that require HTML/ASCII and XBRL. It is the most popular EDGARsuite configuration.

Payment Plans and Rebates

Special payment options and discounts are available for a first-time purchase of the complete EDGARsuite package. These offers are valid at time of ordering, and may not be applied retroactively. Please contact us for details.

1-year Payment Plan

Our 1-year payment plan lets you start using EDGARsuite immediately while spreading the cost over four quarterly payments. A nominal plan fee is added to the first payment.

Competitive Upgrade Rebate

If you are currently using some other product and wish to switch to EDGARsuite, we will credit what you paid for your current product (up to $1,000, pro-rated by remaining term). You still keep your other product license - we only need proof of purchase.

Download for Free Trial

You may download EDGARsuite for free unlmited trial prior to purchase. There are a few limitations in the trial mode, but it lets you evaluate the software’s ease of use and other features on your own documents and filings. The download includes the complete EDGARsuite package. You can select the configuration you need at the time of ordering. Click here to download, then select Run to install the software. Once installed, look at the first few pages of the user manual to get started, and do not hesitate to call or contact us if you have questions.
Included in EDGARsuite™ is an EDGAR-valid HTML word processor and editor, which lets you easily touch up HTML filings, copy/paste content into them, etc., using a familiar and easy-to-use interface, while preserving EDGAR validation. EDGARsuite™ integrates with MS Word through the EDGARword™ tab in the Word ribbon, letting you easily touch up the Word document for EDGARization and carry out many other EDGARsuite™ functions within Word. EDGARsuite™ creates the SEC Viewer rendering of your XBRL filing right on your computer in a matter of seconds, without requiring you to upload your filing to the SEC Previewer website. Our home page Software products for SEC filers Self-paced interactive CD- and web-based training, as well as individualized one-on-one training for SEC filers. Services and other resources for SEC EDGAR filers. Technical support, software updates, and extended support. Download software products, interactive training, and demonstration video movies. Video demonstration movies All products, tools and training at an attractively discounted package price. Product Pricing Information about our company Our contact information. Download EDGARsuite™ at no charge
EDGARsuite - The Premier Software Suite for SEC filers
sec-edgar-filing.com
a division of Advanced Computer Innovations, Inc. 70 Office Park Way  •  Pittsford, NY 14534-1746 (USA) Phone: (585)-385-3810  •  Fax: (585)-385-6822  •  Email: click here
EDGARsuite is a cost-effective, easy-to-use and comprehensive software package for preparing HTML, XBRL and ASCII format SEC EDGAR filings, as well as many user-prepared XML filings. It includes: easy preparation and touch up of Word documents for filing automatic conversion of Word, Excel, PowerPoint, PDF and other documents to EDGAR-valid HTML or ASCII an EDGAR-valid WYSIWYG HTML word processor user-friendly start-to-finish XBRL capability a form-fill interface for most user-prepared XML filings automated assembly for rapid error-free submission You may purchase the whole package or only the parts you need. Either way, it minimizes your initial as well as on-going costs: Price includes free updates and ample tech support for a full year with no additional costs Nominally priced annual renewal of support if desired Much more cost-effective and flexible than other pricing models EDGARsuite is available for free unlmited trial prior to purchase - the only SEC filing product that offers this opportunity! It is the product of choice not only for corporate filers and investment companies, but also EDGAR filing agents, law firms, financial printers and service providers who need flexible and feature-rich software to support a variety of clients in a time-efficient and cost-effective manner.

Easily touch up and prepare Word documents

EDGARsuite includes a Word add-in that lets you automatically check, polish and prepare documents for the best EDGARized results. With a couple of mouse clicks, you can perform complex tasks such as alternate row shading in tables and alignment of numbers in columns. It can convert complex objects like charts to images for EDGARization and help resolve potential problems such as nested tables. It also provides access to EDGARsuite functions within Word, and enables in-Word XBRL tagging.

HTML filing

EDGARsuite creates EDGAR-valid HTML directly from Word, Excel, PowerPoint, PDF, WordPerfect, and many other sources without requiring any special preparation in the source documents. At over 25 pages per second, it is the fastest and most accurate EDGARizier available. The EDGARized files faithfully replicate the source documents, and require no touching up. You can EDGARize multiple documents (e.g., many exhibits) at once, and can customize the conversion using a user-friendly interface. It automatically extracts embedded graphics and sets up appropriate links, and provides many advanced features such as revision tags (R tags) derived from tracked changes or highlighting in your documents. EDGARsuite also includes an EDGAR-valid HTML word processor which can open any HTML file and save it as EDGAR-valid HTML. You can even create HTML filings from scratch using its WYSIWYG interface, touch up filings, resize images, copy/paste content from elsewhere, etc., while ensuring EDGAR validation. Additionally, it includes special features for SEC filings, such as automatic creation of a table of exhibits. This unique combination of automated high-speed EDGARization and interactive editing/touch-up lets you rapidly and easily create large and complex filings under tight deadlines with minimal effort and maximum accuracy.

ASCII filing

Some filings need to be in ASCII format. EDGARsuite creates accurate EDGAR-valid ASCII filings from Word, Excel, PDF, WordPerfect, and other documents, automatically addressing all SEC requirements such as line length limitation, text wrapping, SEC-specific tags, etc.

XBRL filing

EDGARsuite provides start-to-finish XBRL capability without requiring any knowledge of XML. Many thousands of XBRL filings on EDGAR (including corporate financial, mutual fund and risk/return filings) have been prepared using EDGARsuite.

Start a fresh new filing, or base it on an earlier one

EDGARsuite includes everything needed to easily create an XBRL filing from scratch, including creation and management of company-specific taxonomies and easy first-time tagging of tables and notes. For small companies it provides pre-tagged fill-in templates. Unlike "wizards" used by some other products, these templates are Excel sheets - easy to understand, use and customize. Additionally, if the company has a previous XBRL filing (prepared by any product), EDGARsuite  can import its tagging, taxonomy and structures into a new filing. It can also make fill-in templates from the earlier filing, letting you do the new filing simply by entering or pasting numbers and notes into these templates.  No other product makes XBRL fiing this easy.

Easy and Flexible Tagging

You can tag financials directly from Excel sheets, Word tables, WordPerfect, web pages and many other sources. EDGARsuite’s Auto Map feature uses smart keyword matching and advanced logic to tag many line items automatically, and the software can pre-filter and suggest the most likely taxonomy tag. Its unique in-Word tagging feature lets you quickly block-tag and detailed-tag the notes at all levels (1 to 4). Tagging is preserved even if documents are updated. Further, you don’t have to EDGARize the documents or tabulate narratives. Simply tag the content as is, in any order, and EDGARsuite automatically creates a perfectly rendered XBRL filing. EDGARsuite provides the fastest and easiest-to-use tagging interface in the industry. Further, it supports collaborative and simultaneous multi-user tagging, letting you efficiently tag large documents with tight deadlines and last-minute changes.

Roll filings over to subsequent quarters easily

EDGARsuite specially saves time and effort by carrying over tagging and XBRL structures quarter to quarter. Financial tables need no retagging, and detailed tagging is preserved in your updated Word documents. Time contexts may be specified relative to the report period, again requiring no retagging. As a result, subsequent filings are very easy and fast - a huge time and cost savings.

Easy Taxonomy Updates and Switching

The SEC updates the reporting taxonomy typically once a year. EDGARsuite ships with all current taxonomies, and downloads new taxonomies automatically if needed. It can also update the taxonomy vintage of an older filing automatically to create a current new filing.

Thorough built-in Validation

Besides technical XBRL validation, EDGARsuite includes “round-trip” data verification which detects overwrite errors due to faulty tagging. Further, the validation report is interactive, and clicking an error takes you directly to its source for easy correction. EDGARsuite also checks for data and constructs that are valid XBRL but violate SEC restrictions.

Extensive Reports Generation, with built-in instant SEC Viewer Rendering

EDGARsuite generates detailed and summary XBRL reports in which you can include as much or as little detail as you like. Further, report formats may be saved as profiles, letting you easily select customized reports for different clients or purposes. To see how your XBRL filing will appear on EDGAR, most products need you to upload the filing to the SEC Previewer website and go back typically 30 minutes later to see the results. By contrast, EDGARsuite creates this rendering in a few seconds right on your computer using viewer code licensed from the SEC, showing you exactly how the filing will appear on EDGAR. This rendering also serves as an interactive proof (with tagging) that can be emailed to clients or auditors.

Most functions are automatic

Compared to other products, EDGARsuite handles many technical details automatically. For example, it interprets qualifiers like scenarios, multipliers and ranges in face text, codes the data appropriately, and automatically sets up required dimensions, contexts, units, precision, and superscript footnotes. This lets you focus on your filing, save time and avoid errors, while the software takes care of the technical details.

iXBRL

The SEC has affirmed its intention of moving to inline XBRL (iXbrl) as the new standard for financial filings in the near future. EDGARsuite’s in-Word tagging is already inline within filing documents, and EDGARsuite’ is poised to support iXBRL as soon as this requirement arrives.

User-prepared XML filing

EDGARsuite includes an easy-to-use form-fill interface for filings such as Forms 3, 4 and 5 (ownership filings), Form N-MFP (portfolio holdings) and other filings that may be submitted as user-prepared XML. It saves you time by saving and automatically entering common or constant information, and by creating the filing offline, then rapidly transmitting a single submission file. Further, it provides a consistent and easy-to- use interface across different filing types, and automatically handles filings with exhibits and other attachments.

Assembly and Submission

EDGARsuite automatically assembles all your EDGARized files, exhibits, images, XBRL attachments, furnished PDF files, etc. into the completed filing with minimal effort. You enter company data only once - the software automatically enters it into subsequent filings, and keeps track of this information for multiple filers. It automatically updates the filing if attachments are added, deleted or revised, and ensures that all referenced graphics and other files are included. It also lets you create a single consolidated proof of the entire filing (including the main document, exhibits and images), with options to show or hide R tags in the proof. The extremely rapid and automated assembly and submission is a real benefit when working against a deadline, while minimizing errors and saving time and money.

It all adds up

Besides all the above, EDGARsuite includes tutorials, a well-organized manual, and instant right-click help on virtually every item, making it an easy-to-use state-of-the-art tool to produce small or large SEC EDGAR filings rapidly, accurately and with minimal effort.

Licensing, Configurations and Pricing

The one-time purchase price buys you a perpetual license, letting you use EDGARsuite indefinitely for any number of filings and registrants. It includes free updates and ample tech suport for one year, after which you may continue using the product without paying anything, or renew to continue free updates and support. Annual renewal is typically a third of the product price. An EDGARsuite license may be installed on one computer. You may uninstall and then install on a different computer. A standard license is installed and used on the same computer. A multi-user license is installed on one computer, and may be used from that computer and others networked to it by up to the authorized number of concurrent users. Please contact us for multiple-computer discounts if installing on more than one machine simultaneously. In addition, we offer site licensing, which lets you install the software for an authorized number of seats throughout your organization, which may include networked, non-networked or mobile machines. This is a flexible cost-effective option for 20 or more seats.

Configurations and Pricing

The various EDGARsuite configurations are listed below, along with standard license pricing. Please click here or contact us for multi-user pricing, multiple-computer discounts, and site licensing.

HTML & ASCII - Basic Package ($1495)

This includes the Word add-in to touch up and prepare Word documents, and HTML/ASCII EDGARizing capability, giving you the essential tools for preparing HTML and ASCII filings. Files are submitted using the SEC’s submission tool, EdgarLink Online.

HTML & ASCII - Pro Package ($2295)

This adds the HTML word processor and automated assembly/submission to the basic package, enabling you to touch up HTML filings and copy/paste a wide variety of content into them, as well as rapidly and automatically assemble the submission for error-free uploading. With this package, there is no need to use EdgarLink Online.

XBRL only Package ($2995)

This includes everything needed to prepare the XBRL files (including HTML EDGARization in detailed tagging), which can be submitted as exhibits using the user’s current submission solution.

User-prepared XML Package ($595)

This includes user-prepared XML form-fill, assembly and submission. It is suitable for certain filings that are otherwise prepared at the SEC’s OnlineForms website. It is also an attractive option for users who just want a faster and easier submission alternative to EdgarLink Online.

Complete EDGARsuite ($4495)

This includes all EDGARsuite functions, and is required for annual and quarterly filings (such as 10-K and 10-Q), risk/return summary filings (such as 485BPOS) and all other filings that require HTML/ASCII and XBRL. It is the most popular EDGARsuite configuration.

Payment Plans and Rebates

Special payment options and discounts are available for a first-time purchase of the complete EDGARsuite  package. These offers are valid at time of ordering, and may not be applied retroactively. Please contact us  for details.

1-year Payment Plan

Our 1-year payment plan lets you start using EDGARsuite immediately while spreading the cost over four quarterly payments. A nominal plan fee is added to the first payment.

Competitive Upgrade Rebate

If you are currently using some other product and wish to switch to EDGARsuite, we will credit what you paid for your current product (up to $1,000, pro-rated by remaining term). You still keep your other product license - we only need proof of purchase.

Download for Free Trial

You may download EDGARsuite for free unlmited trial prior to purchase. There are a few limitations in the trial mode, but it lets you evaluate the software’s ease of use and other features on your own documents and filings. The download includes the complete EDGARsuite package. You can select the configuration you need at the time of ordering. Click here to download, then select Run to install the software. Once installed, look at the first few pages of the user manual to get started, and do not hesitate to call or contact us if you have questions.
Included in EDGARsuite™ is an EDGAR-valid HTML word processor and editor, which lets you easily touch up HTML filings, copy/paste content into them, etc., using a familiar and easy-to-use interface, while preserving EDGAR validation. EDGARsuite™ integrates with MS Word through the EDGARword™ tab in the Word ribbon, letting you easily touch up the Word document for EDGARization and carry out many other EDGARsuite™ functions within Word. EDGARsuite™ creates the SEC Viewer rendering of your XBRL filing right on your computer in a matter of seconds, without requiring you to upload your filing to the SEC Previewer website. Our home page Software products for SEC filers Self-paced interactive CD- and web-based training, as well as individualized one-on-one training for SEC filers. Services and other resources for SEC EDGAR filers. All products, tools and training at an attractively discounted package price. Product Pricing Information about our company Our contact information. Download EDGARsuite™ at no charge
EDGARsuite
sec-edgar-filing.com
a division of Advanced Computer Innovations, Inc. 70 Office Park Way  •  Pittsford, NY 14534-1746 (USA) Phone: (585)-385-3810  •  Fax: (585)-385-6822  •  Email: click here
EDGARsuite is a cost-effective, easy-to-use and comprehensive software package for preparing HTML, XBRL and ASCII format SEC EDGAR filings, as well as many user-prepared XML filings. It includes: easy preparation and touch up of Word documents for filing automatic conversion of Word, Excel, PowerPoint, PDF and other documents to EDGAR-valid HTML or ASCII an EDGAR-valid WYSIWYG HTML word processor user-friendly start-to-finish XBRL capability a form-fill interface for most user-prepared XML filings automated assembly for rapid error-free submission You may purchase the whole package or only the parts you need. Either way, it minimizes your initial as well as on- going costs: Price includes free updates and ample tech support for a full year with no additional costs Nominally priced annual renewal of support if desired Much more cost-effective and flexible than other pricing models EDGARsuite is available for free unlmited trial prior to purchase - the only SEC filing product that offers this opportunity! It is the product of choice not only for corporate filers and investment companies, but also EDGAR filing agents, law firms, financial printers and service providers who need flexible and feature-rich software to support a variety of clients in a time-efficient and cost-effective manner.

Easily touch up and prepare Word documents

EDGARsuite includes a Word add-in that lets you automatically check, polish and prepare documents for the best EDGARized results. With a couple of mouse clicks, you can perform complex tasks such as alternate row shading in tables and alignment of numbers in columns. It can convert complex objects like charts to images for EDGARization and help resolve potential problems such as nested tables. It also provides access to EDGARsuite functions within Word, and enables in-Word XBRL tagging.

HTML filing

EDGARsuite creates EDGAR-valid HTML directly from Word, Excel, PowerPoint, PDF, WordPerfect, and many other sources without requiring any special preparation in the source documents. At over 25 pages per second, it is the fastest and most accurate EDGARizier available. The EDGARized files faithfully replicate the source documents, and require no touching up. You can EDGARize multiple documents (e.g., many exhibits) at once, and can customize the conversion using a user-friendly interface. It automatically extracts embedded graphics and sets up appropriate links, and provides many advanced features such as revision tags (R tags) derived from tracked changes or highlighting in your documents. EDGARsuite also includes an EDGAR-valid HTML word processor which can open any HTML file and save it as EDGAR-valid HTML. You can even create HTML filings from scratch using its WYSIWYG interface, touch up filings, resize images, copy/paste content from elsewhere, etc., while ensuring EDGAR validation. Additionally, it includes special features for SEC filings, such as automatic creation of a table of exhibits. This unique combination of automated high-speed EDGARization and interactive editing/touch-up lets you rapidly and easily create large and complex filings under tight deadlines with minimal effort and maximum accuracy.

ASCII filing

Some filings need to be in ASCII format. EDGARsuite  creates accurate EDGAR-valid ASCII filings from Word, Excel, PDF, WordPerfect, and other documents, automatically addressing all SEC requirements such as line length limitation, text wrapping, SEC-specific tags, etc.

XBRL filing

EDGARsuite provides start-to-finish XBRL capability without requiring any knowledge of XML. Many thousands of XBRL filings on EDGAR (including corporate financial, mutual fund and risk/return filings) have been prepared using EDGARsuite.

Start a fresh new filing, or base it on an earlier one

EDGARsuite includes everything needed to easily create an XBRL filing from scratch, including creation and management of company-specific taxonomies and easy first-time tagging of tables and notes. For small companies it provides pre-tagged fill-in templates. Unlike "wizards" used by some other products, these templates are Excel sheets - easy to understand, use and customize. Additionally, if the company has a previous XBRL filing (prepared by any product), EDGARsuite can import its tagging, taxonomy and structures into a new filing. It can also make fill-in templates from the earlier filing, letting you do the new filing simply by entering or pasting numbers and notes into these templates.  No other product makes XBRL fiing this easy.

Easy and Flexible Tagging

You can tag financials directly from Excel sheets, Word tables, WordPerfect, web pages and many other sources. EDGARsuite’s Auto Map feature uses smart keyword matching and advanced logic to tag many line items automatically, and the software can pre-filter and suggest the most likely taxonomy tag. Its unique in-Word tagging feature lets you quickly block-tag and detailed-tag the notes at all levels (1 to 4). Tagging is preserved even if documents are updated. Further, you don’t have to EDGARize the documents or tabulate narratives. Simply tag the content as is, in any order, and EDGARsuite automatically creates a perfectly rendered XBRL filing. EDGARsuite provides the fastest and easiest-to-use tagging interface in the industry. Further, it supports collaborative and simultaneous multi-user tagging, letting you efficiently tag large documents with tight deadlines and last-minute changes.

Roll filings over to subsequent quarters easily

EDGARsuite specially saves time and effort by carrying over tagging and XBRL structures quarter to quarter. Financial tables need no retagging, and detailed tagging is preserved in your updated Word documents. Time contexts may be specified relative to the report period, again requiring no retagging. As a result, subsequent filings are very easy and fast - a huge time and cost savings.

Easy Taxonomy Updates and Switching

The SEC updates the reporting taxonomy typically once a year. EDGARsuite ships with all current taxonomies, and downloads new taxonomies automatically if needed. It can also update the taxonomy vintage of an older filing automatically to create a current new filing.

Thorough built-in Validation

Besides technical XBRL validation, EDGARsuite includes “round-trip” data verification which detects overwrite errors due to faulty tagging. Further, the validation report is interactive, and clicking an error takes you directly to its source for easy correction. EDGARsuite also checks for data and constructs that are valid XBRL but violate SEC restrictions.

Extensive Reports Generation, with built-in instant SEC

Viewer Rendering

EDGARsuite generates detailed and summary XBRL reports in which you can include as much or as little detail as you like. Further, report formats may be saved as profiles, letting you easily select customized reports for different clients or purposes. To see how your XBRL filing will appear on EDGAR, most products need you to upload the filing to the SEC Previewer website and go back typically 30 minutes later to see the results. By contrast, EDGARsuite creates this rendering in a few seconds right on your computer using viewer code licensed from the SEC, showing you exactly how the filing will appear on EDGAR. This rendering also serves as an interactive proof (with tagging) that can be emailed to clients or auditors.

Most functions are automatic

Compared to other products, EDGARsuite handles many technical details automatically. For example, it interprets qualifiers like scenarios, multipliers and ranges in face text, codes the data appropriately, and automatically sets up required dimensions, contexts, units, precision, and superscript footnotes. This lets you focus on your filing, save time and avoid errors, while the software takes care of the technical details.

iXBRL

The SEC has affirmed its intention of moving to inline XBRL (iXbrl) as the new standard for financial filings in the near future. EDGARsuite’s in-Word tagging is already inline within filing documents, and EDGARsuite’ is poised to support iXBRL as soon as this requirement arrives.

User-prepared XML filing

EDGARsuite includes an easy-to-use form-fill interface for filings such as Forms 3, 4 and 5 (ownership filings), Form N-MFP (portfolio holdings) and other filings that may be submitted as user-prepared XML. It saves you time by saving and automatically entering common or constant information, and by creating the filing offline, then rapidly transmitting a single submission file. Further, it provides a consistent and easy-to-use interface across different filing types, and automatically handles filings with exhibits and other attachments.

Assembly and Submission

EDGARsuite automatically assembles all your EDGARized files, exhibits, images, XBRL attachments, furnished PDF files, etc. into the completed filing with minimal effort. You enter company data only once - the software automatically enters it into subsequent filings, and keeps track of this information for multiple filers. It automatically updates the filing if attachments are added, deleted or revised, and ensures that all referenced graphics and other files are included. It also lets you create a single consolidated proof of the entire filing (including the main document, exhibits and images), with options to show or hide R tags in the proof. The extremely rapid and automated assembly and submission is a real benefit when working against a deadline, while minimizing errors and saving time and money.

It all adds up

Besides all the above, EDGARsuite includes tutorials, a well-organized manual, and instant right-click help on virtually every item, making it an easy-to-use state-of-the- art tool to produce small or large SEC EDGAR filings rapidly, accurately and with minimal effort.

Licensing, Configurations and Pricing

The one-time purchase price buys you a perpetual license, letting you use EDGARsuite indefinitely for any number of filings and registrants. It includes free updates  and ample tech suport for one year, after which you may continue using the product without paying anything, or renew to continue free updates and support. Annual renewal is typically a third of the product price. An EDGARsuite license may be installed on one computer. You may uninstall and then install on a different computer. A standard license is installed and used on the same computer. A multi-user license is installed on one computer, and may be used from that computer and others networked to it by up to the authorized number of concurrent users. Please contact us for multiple- computer discounts if installing on more than one machine simultaneously. In addition, we offer site licensing, which lets you install the software for an authorized number of seats throughout your organization, which may include networked, non-networked or mobile machines. This is a flexible cost-effective option for 20 or more seats.

Configurations and Pricing

The various EDGARsuite configurations are listed below, along with standard license pricing. Please click here or contact us for multi-user pricing, multiple-computer discounts, and site licensing.

HTML & ASCII - Basic Package ($1495)

This includes the Word add-in to touch up and prepare Word documents, and HTML/ASCII EDGARizing capability, giving you the essential tools for preparing HTML and ASCII filings. Files are submitted using the SEC’s submission tool, EdgarLink Online.

HTML & ASCII - Pro Package ($2295)

This adds the HTML word processor and automated assembly/submission to the basic package, enabling you to touch up HTML filings and copy/paste a wide variety of content into them, as well as rapidly and automatically assemble the submission for error-free uploading. With this package, there is no need to use EdgarLink Online.

XBRL only Package ($2995)

This includes everything needed to prepare the XBRL files (including HTML EDGARization in detailed tagging), which can be submitted as exhibits using the user’s current submission solution.

User-prepared XML Package ($595)

This includes user-prepared XML form-fill, assembly and submission. It is suitable for certain filings that are otherwise prepared at the SEC’s OnlineForms website. It is also an attractive option for users who just want a faster and easier submission alternative to EdgarLink Online.

Complete EDGARsuite ($4495)

This includes all EDGARsuite functions, and is required for annual and quarterly filings (such as 10-K and 10-Q), risk/return summary filings (such as 485BPOS) and all other filings that require HTML/ASCII and XBRL. It is the most popular EDGARsuite configuration.

Payment Plans and Rebates

Special payment options and discounts are available for a first-time purchase of the complete EDGARsuite package. These offers are valid at time of ordering, and may not be applied retroactively. Please contact us for details.

1-year Payment Plan

Our 1-year payment plan lets you start using EDGARsuite  immediately while spreading the cost over four quarterly payments. A nominal plan fee is added to the first payment.

Competitive Upgrade Rebate

If you are currently using some other product and wish to switch to EDGARsuite, we will credit what you paid for your current product (up to $1,000, pro-rated by remaining term). You still keep your other product license - we only need proof of purchase.

Download for Free Trial

You may download EDGARsuite for free unlmited trial prior to purchase. There are a few limitations in the trial mode, but it lets you evaluate the software’s ease of use and other features on your own documents and filings. The download includes the complete EDGARsuite  package. You can select the configuration you need at the time of ordering. Click here to download, then select Run to install the software. Once installed, look at the first few pages of the user manual to get started, and do not hesitate to call or contact us if you have questions.
Included in EDGARsuite™ is an EDGAR-valid HTML word processor and editor, which lets you easily touch up HTML filings, copy/paste content into them, etc., using a familiar and easy-to-use interface, while preserving EDGAR validation. EDGARsuite™ integrates with MS Word through the EDGARword™ tab in the Word ribbon, letting you easily touch up the Word document for EDGARization and carry out many other EDGARsuite™ functions within Word. EDGARsuite™ creates the SEC Viewer rendering of your XBRL filing right on your computer in a matter of seconds, without requiring you to upload your filing to the SEC Previewer website. Our home page Software products for SEC filers Self-paced interactive CD- and web-based training, as well as individualized one-on-one training for SEC filers. Services and other resources for SEC EDGAR filers. Product Pricing Our contact information. Download EDGARsuite™ at no charge