The ability to link data, text, and graphs across multiple documents means updating a single source updates all connected reports, eliminating manual errors and "version control" nightmares.

I like how easy it is to prepare and file the 10-K, while still keeping our control processes within the same system.

I use Workiva for SEC Reporting because it simplifies the process of preparing SEC filings by creating efficiencies in collaborating, data accuracy, and version control. I value most the ability to link values through my SEC documents to a centralized worksheet for quick and consistent updating and tie out. It speeds up the process of rolling forward documents, allowing us to quickly and easily populate prior period values stored in the centralized worksheet and add current period numbers to the centralized worksheet, pushing those values to various locations in our SEC document. Additionally, we can create dynamic text values that adjust and update throughout the document based on current period values, like increases vs decreases. The initial setup of Workiva was pretty easy thanks to my prior experience, so I find it straightforward to navigate. I would give Workiva a 10/10 and consider it a must-have for SEC reporting.