SECfly’s prime objective is to make a company’s SEC compliance and investor communication job easier like never before. It has been tested by public companies and filing agents for improving their data accuracy and productivity.

Features of SECfly Automation Platform

Job Library

A highly secure space wherein companies can store all confidential data to access it anytime anywhere and on any device. The financial team can also control and manage versions, upload or download projects. This unique feature is ideal for companies that manage multiple projects at a time.

Content Management System

SECfly has a user-friendly content management system where multiple users can collaborate in real-time. They can directly import word/excel files, assign, manage or control editing. Users can also create a final version of the document by using auto-merge feature.

Administration control

The platform allows users to have certain roles and rights, providing an extra layer of security.


SECfly’s automation platform allows converting the source file to any desired format such as EDGAR, XBRL, or iXBRL. The user-friendly interface allows performing tagging without any technical knowledge. One can view or edit EDGAR, XBRL and iXBRL files simultaneously. The view and comment option allows reviewers to suggest changes in text or numbers.


SECfly performs automated pagination through Adobe InDesign server and a user can manage and modify the templates. The real-time collaboration allows multiple users to work on the same file ensuring maximum accuracy in the final output. One can also split documents and merge them in the end. Track changes can easily be made by using our blacklining feature in the editor. Within a single click, get multiple outputs such as Clean PDF, CPO, Current PDF, Cumulative PDF, and Print PDF. The platform provides typesetting services for proxies, annual reports, IPOs, and S1 registrations.

Real-time Messaging

SECfly platform allows users to create a user group for sending messages to multiple users in real-time. They can also perform one on one chat or share screenshots for tracking and reporting errors.

Proxy/AR Hosting & Distribution

Companies can now not only generate proxy summaries, but also automatically upload those statements on a cloud hosting platform offered by SECfly. This can help shareholders and investors to access them anytime anywhere. The tile navigation feature ensures easy navigation through filing documents, making them more interactive. SECfly also provides distribution services for proxy statements by mail.

Live Filing

SECfly allows clients to do test filing within the platform and can help find warnings and errors within the document, before the filing is submitted with the SEC. SECfly also lets users file their documents directly from the platform.