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Transform™ HTML makes document authoring effortless.

Our software allows you to easily generate and edit EDGARized HTML documents for your reporting needs.

Start with your industry-standard Word document, automatically convert to EDGAR-compliant HTML, and then easily format and edit your filing in a convenient word processing format.

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Work smarter, not harder.

Transform™ HTML enables you to format your filings to fit your needs and to seamlessly update underlying data.

  • Advanced Automatic Formatting
    Enjoy automatic pagination, page breaks, table of contents generation, and conversion of financial tables into EDGAR format.
  • Import and Replace Financial Tables
    Import an Excel document to efficiently update financial figures without losing formatting.
  • Compatible with Common File Types
    Import your data from HTML, Word, and Excel and export your documents to either Word or PDF.
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Easy EDGAR Formatting

Transform™ HTML automatically formats your document for EDGAR compliance.

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Affordable HTML Authoring

Our robust HTML authoring software is included as part of the Transform™ platform.

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Full-Service Support

Our in-house team of experts is here to help with any roadblocks you encounter.

The Transform™ platform is entirely web-based.

There’s no additional software to install—simply log in using your web browser to get started.

  • Centralized File Management
    Access your documents from anywhere without having to track and manage individual files.
  • Full-Featured Functionality
    Enjoy all the features you’d expect from SEC reporting software via a convenient web interface.
  • Save Money on SEC Compliance
    There’s no need to spend extra money on complex, expensive software.
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The Transform™ platform is a complete SEC reporting software suite.

Our software platform is backed by industry-leading customer support from our in-house team of experts. We empower you with the tools and resources you need to ensure timely, accurate filing with the SEC.

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XBRL and iXBRL Tagging

Efficiently tag your financials with Transform™ XBRL.

XML Forms

Quickly create XML Forms such as Regulation A, Crowdfunding Form C, and Section 16 with Transform™ XML.

EDGAR Filing

Validate and file with the SEC seamlessly through the Transform™ platform.

SEC reporting has never been easier (or more affordable) with the Transform™ platform.

We want to help you find the combination of software and services that works best for you.

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