SEC Compliance

SEC Compliance

Document conversion and filing services
2engage provides expert document conversion and filing services to individuals, publicly traded companies, mutual funds, and other parties required by law to file electronically with the Securities and Exchange Commission

2engage passionately strives to ensure that our customers have the best experience working with us. Our focus is to provide personalized service, quick turnaround times, and a more competitive pricing structure that represents significant savings. We do not “broker” your documents or time-sensitive content to outsourced vendors, instead your materials are handled in-house by our experienced project managers.

Forms we file electronically include but are not limited to:

  • Reports (10-Q, 10-K, 6-K, 8-K, 20-F, N-PX)
  • Registrations (S-1, S-2, S-3, S-4, S-6, S-8, SB-1, SB-2, 424)
  • Proxies (14A, 14C)
  • Ownership Reports (Forms 3, 4, 5)
  • Forms 144, 13D, 13G and 13F
  • Data Archiving

2engage provides expert document conversion and filing services to individuals, publicly traded companies, mutual funds, and other parties required by law to file electronically with the Securities and Exchange Commission

  • Q&A with your team about current risk/return summary labels and the new XBRL standardized taxonomy elements
  • Review of SEC rulemaking language
  • Working closely with your key advisors to ensure consensus around XBRL decision-making rationales
  • Identifying ways to map XBRL workflow decisions
  • Testing XBRL instance creation from historical files
  • Verification, validation, rendering, test filing as required
  • Developing a timeline for live production of your mandated submission
  • Review of software applications for XBRL tagging and rendering
  • Instance creation and validation, rendering and submission
  • Verification, validation, rendering, test filing as required
2engage’s EDGAR/XBRL Department stays apprised of SEC changes, allowing us to help our clients through new regulations. Every filing that is submitted to the SEC is done with software that is secure, fast and reliable. Our professionals work closely with you to ensure consensus around the financial reporting process through a linear or collaborative workflow that is scalable to the size of your organization.