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11-K Filing

Real-time collaboration across Accounting, HR and Legal

11-K Filing

Products for 11-K Filing

Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

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Workbooks

Bring teams together to work with data that contains controlled permissions, complete data lineage, and one source of truth.

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Linking

Link data between workbooks, documents, and presentations. Change once, update everywhere.

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11-K: A Typical Wdesk Workflow

1

Import document

Import last year's 11-K as a starting point for the current year's filing.

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2

Sync data

Use Wdesk Sync to sync your existing 11-K workbook in to Wdesk, or copy and paste the data to re-establish the workbook in Wdesk.

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3

Permission workbook

Permission users from your own or different departments to your workbook based on what section(s) they need access to.

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4

Link workbook to filing

Link information from your workbook to your 11-K draft filing. Your 11-K document will automatically update when you update your workbook.

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5

Send for review

Send for multiple reviews simultaneously without creating duplicate versions. All comments—from all sources—will automatically aggregate in one, always up-to-date version.

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6

Collaborate and review

Users across teams and locations work in the same document, at the same time, without creating duplicate versions.

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7

File and roll forward

Edgarize, file, and roll forward for the following year.

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11-K filing

Realtime collaboration across Accounting, HR and Legal

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