Your financial statements, footnotes, and cover pages, tagged accurately, validated against SEC and data-quality rules, and proofed before they file. We handle the structured-data layer so your EDGAR filing goes through clean the first time.
Inline XBRL is no longer optional or a separate exhibit you can tackle later. It is embedded directly in your 10-K, 10-Q, 8-K, 20-F, or 40-F and filed at the very same moment. Get it wrong and you risk EDGAR rejections, data-quality flags, and SEC comment letters. Get it right and your numbers are machine-readable for the SEC, investors, and analysts exactly as you intend.
We provide end-to-end tagging as part of your EDGAR filing, or as a standalone service if you draft your own documents. Either way, you approve a rendered proof before anything is transmitted.
Bundled with your filing or standalone. Revisions to the proof are included.
eXtensible Business Reporting Language, an open, global standard that attaches a machine-readable tag to each reported value, capturing what it is, its period, and its unit. Historically it was submitted as a separate set of data files alongside the human-readable filing.
The current format. The tags are embedded directly inside the HTML document, so one file is both human-readable and machine-readable. There is no longer a standalone XBRL exhibit to reconcile against the document; the document is the data.
The SEC's term for disclosure submitted in a defined, tagged format that computers can read and compare without re-keying, the opposite of a flat PDF. It powers EDGAR's full-text search, financial-statement data sets, and the financial report viewer.
Important: XBRL data is treated as filed (not merely furnished) for liability purposes. It is read by the SEC, investors, and data aggregators, so the tagged values need to match your statements exactly.
The phase-in is over. Every category of operating-company filer, including smaller reporting companies, is now fully subject to Inline XBRL. If your form carries financial information, it almost certainly carries tags.
Detailed footnote tagging is the part most filers underestimate. Every number and many narrative values inside the notes must be tagged individually, not just summarized, which is where most of the time and most of the errors live.
Pay-versus-performance (Item 402(v)), award-timing (Item 402(x)), and the quarterly trading-arrangement flags (Item 408(a)), tagged using the SEC's ECD taxonomy.
Learn moreAnnual cybersecurity risk-management and governance disclosures plus material-incident reporting, tagged using the SEC's CYD taxonomy. No exemptions.
Learn moreA taxonomy is the standardized dictionary of elements you tag against. The US GAAP taxonomy is republished by FASB every year, and EDGAR only accepts supported versions, so picking the right one matters.
FASB Financial Reporting Taxonomy. We file on the current SEC-supported version: the 2026 taxonomy (accepted by EDGAR since March 2026), with 2025 still supported.
Document & Entity Information: the cover-page and entity-identifying data set.
SEC Reporting Taxonomy: schedules, dimensional axes/members, and SEC-specific disclosures.
For foreign private issuers reporting under IFRS on Form 20-F.
Executive Compensation Disclosure: pay-versus-performance, award timing, and trading-arrangement tagging. Full details →
Cybersecurity Disclosure taxonomy for the 10-K/20-F and 8-K cyber items. Full details →
Closed-End Fund taxonomy for N-2 tagging by CEFs and BDCs.
Filing on a retired taxonomy is a common cause of EDGAR errors. SEC staff encourage using the most recent version; support for the 2024 taxonomies is being retired around mid-2026.
Creating a custom ("extension") element when a standard one exists hurts comparability and draws scrutiny. We map to standard elements first and justify every extension.
Calculation and dimensional (axis/member) relationships are the most error-prone area. We validate that totals foot and signs are correct before filing.
We run every filing through EDGAR Filer Manual checks and the XBRL US Data Quality Committee rule set (the same free DQC checks the SEC's own quality signals draw on) to catch issues before submission.
Tagging that validates can still render wrong. You review the report exactly as the SEC viewer displays it, and approve, before we transmit.
There is no separate XBRL deadline anymore. Because the tags live inside the document, your Inline XBRL is filed at the same time as the report itself, when your 10-K, 10-Q, or 8-K is due. The old 30-day first-filing grace period and the separate detailed-footnote grace period are long gone, so the tagging has to be ready when the filing is.
Rules evolve; these are the authoritative SEC sources we track so your filings stay current:
Note: the SEC's 2024 climate-disclosure rule (which included iXBRL tagging) is currently not in effect. We monitor its status and will tag any climate data only if and when a rule becomes operative.