5 Tips for High Quality XBRL


XBRL tagging has further complicated the financial filing process, and with deadlines constantly looming, you need all the help you can get.



Whether you are tagging your company’s financial documents in-house or working with an outsourcing vendor, making sure your disclosures are high quality is critical. The pressure of looming deadlines can sometimes lead to compromised quality, but it doesn’t have to. While XBRL is a labor-intensive task, by implementing these 5 tips you and your team can make the process a little less difficult. In this 60 minute session we will:

  • Explore time management strategies to plan for peak and minimize extra last minute work
  • Discuss key quality control tactics to employ
  • Develop a plan for reviewing Word Compares throughout your filing process to ensure you’re catching any discrepancies early
  • Determine crucial milestones leading up to peak, and identify specific steps to take during each time frame
  • Review key resources to stay current on regulatory updates

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“My favorite thing about working with Certent is just the people. They’re passionate about what they do and I love that. I’ve found a group that I can identify with that really takes ownership of the knowing the numbers, knowing their subject matter and that is important to me. ”

- Monica B.,

Resources Global Professionals

“Now that we have implemented Certent, we have a much more efficient process to update tables in the document immediately and can utilize multi user performance. For someone considering Certent, the customer service level is what sets them apart. ”

- Elliott B.,

LifePoint Health

“Prior to using Certent, I only had experience reviewing XBRL. Without much of a learning curve, I am now doing the XBRL tagging myself. The customer service at Certent is also exceptional. I am very happy to have chosen Certent for our filing needs. I would definitely recommend Certent. ”

- Bobby R.,

Southwest Bancorp, Inc.

About Certent

Certent, Inc. is a leading provider of software and services for equity compensation and financial disclosure management and reporting. Founded in 2002, Certent serves more than 2,400 public, private, and pre-IPO companies with innovative stock plan management, regulatory compliance and reporting technology. With five global offices, Certent delivers confidence across mission-critical finance and HR processes.

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