Core and conditional scopes
01Word & Excel source preparation
Rebuild styles, lists and table structure in an editable source before HTML production. Separate content decisions from formatting work so the next operator knows what is approved.
Defined production scope
02EDGAR-oriented HTML conversion
Convert agreed Word, Excel or born-digital PDF material into HTML and permitted referenced assets. Preserve reading order, table relationships and navigation, with a proof tied to the delivered version.
Defined production scope
03Controlled revision desk
Apply an authorized change list to an existing package, preserving unmodified disclosure and retesting affected relationships. Make late-cycle edits traceable instead of allowing parallel versions to drift.
Defined production scope
04Package assembly & exhibit checks
Organize the agreed primary document, exhibits and referenced assets into a versioned handoff. Identify missing files and broken relationships before the authorized filing team begins its own processing.
Defined production scope
05Source-to-proof document QA
Review source fidelity, numerical presentation, structure and package completeness. Return a prioritized production findings log with exact locations, suggested actions and retest evidence.
Defined production scope06HTML-to-Word reconstruction
Reconstruct public or explicitly approved HTML into a styled Word drafting copy. Restore table relationships and footnotes without pretending to recover the original source file or its editing history.
Defined production scope
07Controlled roll-forward support
Carry an approved baseline into the next production cycle using a change map. Review visible periods, assets and section differences; specialist review is required for any tag-related context or taxonomy update.
Defined production scope
08White-label overflow production
Scope a defined production queue under a partner’s SOP, branding and approval chain. Start with a small public or synthetic pilot, then agree capacity only after delivery and review are proven.
Defined production scope09Supervised iXBRL production assistance
A conditional, separately scoped workflow for production assistance under a qualified taxonomy/accounting reviewer. The reviewer controls concept, context, dimension and extension decisions; this is not an unsupervised tagging promise.
Conditional / specialist review
10Supervised fund document production
A conditional production lane for approved prospectus sections and fund documents. Reconcile fees, expense examples, risk narratives and series/class identifiers under a fund specialist’s SOP.
Conditional / specialist review11EDGAR Next coordination checklists
Provide a separately reviewed coordination checklist for role ownership, approved delegation and account-confirmation reminders. Account administrators and authorized filing personnel retain account actions and filing decisions.
Conditional / specialist reviewScope is confirmed before work
Assignments are accepted only within demonstrated production capability, permitted tools and the agreed review process. Specialist work is conditional. Live filing is not included by default.
Financial typesetting and form workflows
Form 10-K HTML conversion & 10-K formatting
Plan approved-source 10-K formatting and EDGAR HTML conversion: annual-report tables, footnotes, narrative, proofs, revisions and specialist review boundaries.
↗10-Q HTML conversion & quarterly-report formatting
Scope 10-Q formatting, EDGAR HTML conversion, quarterly tables, controlled roll-forward and reviewed revision handoffs without implying LIVE filing authority.
↗Financial typesetting & SEC document formatting
Approved-source financial typesetting: editable Word/Excel preparation, table reconstruction, footnotes, styles and controlled document QA.
↗8-K & exhibit HTML conversion
Scope approved-source 8-K and exhibit formatting, EDGAR HTML conversion, assets, proofing and package handoff without altering legal disclosure.
↗