Import Previous Filing
Download last year's filing from the SEC and have your CSM import a clean version into Wdesk. Last year's report becomes this year's template, ready to be updated without reinventing the wheel.
Gather and Link Data
Collect the current year's executive compensation data from Human Resources, or permission them in your workbook to populate the data. Link data from the workbook to the proxy statement.
Add Designed Formatting
Use style guides, import images, and create charts, tables, and graphs to increase visual appeal and readability for shareholders.
Collaborate and Review
Work with report collaborators in real time without creating multiple versions. Use blacklines and audit trail to see who changed what, and when. Use directed commenting and tasking to streamline workflow.
File with the SEC
Edgarize and file directly from Wdesk to the SEC. Test file to ensure acceptance by the SEC prior to live filing.
Print and Roll Forward
Use the same document you file with the SEC to publish for shareholders. Export as a publish ready PDF or Adobe InDesign ICML file. Roll forward for next year.