Disclosure Management

(11)
4.3 out of 5 stars

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Disclosure Management review by User
User
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Reviewed On

Excellent product and support

What do you like best?

Everyone that you work with at certent is knowledgeable, helpful and there are many self help tools as well!

What do you dislike?

There is not much that I dislike other than I know I am not an expert at using all of the features yet.

Recommendations to others considering the product

It is definitely worth taking a demonstration of this tool. Everyone is fantastic and very helpful every step of the way. We have never felt that we were "on our own" even after we switched over. Cost is not everything, even though it is a main factor, it is sometimes worth it in the long run to pay a little more.

What business problems are you solving with the product? What benefits have you realized?

Disclosure Management enables us to efficiently and effectively compile our quarterly reporting packages without the burden of having to cross check the same numbers throughout. Also, filing our documents is very easy and straightforward. The XBRL tool is complete and easy to follow as well, which makes reviewing XBRL a lot less burdensome.

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Disclosure Management review by <span>Laura T.</span>
Laura T.
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

Great customer Service and Ease of Use

What do you like best?

DM is very easy to use with little training and we have had great customer service (both calling the 1-800 number and by calling our reps directly).

What do you dislike?

Not being able to have two documents open at one time; not being able to check out the remainder of the whole document [i.e. one click check out] if sections are already checked out to you.

What business problems are you solving with the product? What benefits have you realized?

The biggest advantage is having complete control over edits and changes, rather than going back and forth with a printing service. This also helps with the risk that a change gets overlooked or made incorrectly. In addition, the collaboration feature is very convenient. Having Excel integrate/crosslink with the Word document is a much better solution than pasting tables as pictures.

What Governance, Risk & Compliance solution do you use?

Thanks for letting us know!
Disclosure Management review by <span>Kelly B.</span>
Kelly B.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Love this product!

What do you like best?

Streamlines SEC filing process and allows us to make changes in the document we are filing. We are in control of the filing document at all times and we can complete the filing ourselves. It also tracks changes very easily - and you can compare any version you would like with a click of a button.

What do you dislike?

Currently only supports 32-bit Excel. Would love it to support 64-bit Excel.

What business problems are you solving with the product? What benefits have you realized?

Solving the version control issues we had in the past with SEC filings - streamlines the process.

Disclosure Management review by <span>Sanjay P.</span>
Sanjay P.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

A smooth transition and painless implementation.

What do you like best?

A dedicated professional who is available at anytime to guide us through the process.

What do you dislike?

Could be a steep learning curve if individuals have no previous experience with any financial reporting solution.

What business problems are you solving with the product? What benefits have you realized?

Version control, multi user access and maintaining quality and accuracy after 11th hour changes.

Disclosure Management review by <span>Anna G.</span>
Anna G.
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

Customer service is great but the platform is slow

What do you like best?

I like that you have access to a professional with Certent that is very accessible and knowledgeable about the product.

What do you dislike?

I don't like how slow and laggy the system is. Also, we have had multiple people in the disclosure management platform document, and it didn't save the work that we had done. Once we checked the document in we got error messages.

What business problems are you solving with the product? What benefits have you realized?

This platform helps us disclose our XBRL and file our document with the SEC in an easy organized fashion.

Disclosure Management review by <span>Danielle T.</span>
Danielle T.
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

Manager

What do you like best?

Service team, how the tool and XBRL forces us to complete additional review of our document and the process instills additional verifications of numbers

What do you dislike?

Bugs still working through, printing issues, seems to take a lot of memory and slow down other systems. Should move to 64 bit compatible to help speed up our computers

Recommendations to others considering the product

Great staff and for the most part user friendly product

What business problems are you solving with the product? What benefits have you realized?

Improved review from the tagging process and Certent support team. Becoming more knowledgeable of XBRL in gernal

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