Import Previous Filing
Import last year's 11-K document from your files, or download it from the SEC so your CSM can import a clean version into Wdesk. Last year's filing becomes a ready-made template for the current year.
Sync your existing 11-K workbook, or re-establish it in Wdesk using copy and paste.
Permission Your Workbook
Permission additional departments or individual users to your workbook by section. Everyone works in the same document, at the same time.
Link Workbook to Filing
Link dates, values, and entire tables from your workbook to your 11-K draft filing. Updating your workbook will update your document simultaneously.
Send for Review
Route through multiple people or departments—Human Resources, Legal, Finance, Accounting—simultaneously, without creating multiple drafts. All comments will aggregate in one, always up-to-date version.
File and Roll Forward
Edgarize, test file to ensure acceptance, and live file with the SEC directly from Wdesk. Roll forward by copying your project or documents to create a draft for the upcoming year.