CT’s Comprehensive XBRL Preparation and Filing Service

Are you getting ready for the SEC’s proposed XBRL mandate for public company reporting? Do you need help in preparing your mutual fund risk/return summary data in XBRL? Do you want to be prepared for the mandate by participating in the SEC’s XBRL Voluntary Filing Program (VFP) this year?

CT Is Here to Help

CT’s customized blended workflow, combining the most widely used EDGAR conversion software suite with our 24-hour-a-day EDGAR Ease Service Bureau, gives you the flexibility to maintain control of the XBRL filing process without having to take on the added burden of becoming an XBRL taxonomy expert yourself. Our XBRL filing preparation service runs on a web-based technology that is collaborative and convenient, keeping you informed and involved through every step of the preparation and review process.

Whether you are a Corporation Finance or Investment Management filer, CT’s XBRL preparation and filing service will enable your company to comply with the SEC’s proposed XBRL mandate or participate in the SEC’s current Voluntary Filing Program (VFP) without a large investment in your time and resources.

CT’s XBRL service is a collaborative, end-to-end XBRL solution that includes everything you need to successfully participate in the SEC XBRL Filing program – with training and consulting included in the same fee you pay for the mapping, extension and validation of your XBRL documents. Use our team of accounting professionals and XBRL taxonomy experts as an extension of your own internal financial reporting team to produce XBRL filing documents that are accurate, error-free and SEC-compliant.

CT’s XBRL Preparation and Filing Service includes:

• Discovery process consultation (at no extra charge):
  • Training on XBRL concepts, process and SEC requirements
  • Review of your source data (our technology supports both Word and Excel)
  • Setting project team, deliverables and timelines
• Gap analysis of your data (in Word or Excel) against the standard US-GAAP taxonomy for public company reporting (or against the Risk/Return Summary taxonomy for fund reporting)
• Tagging and mapping of your data to the appropriate taxonomy concepts
• Recommending and adding extensions if needed
• Full validation of the XBRL documents including calculations and any extensions
• Proprietary CPA report of tagging interpretation to facilitate client review
• Review of the XBRL mapping and any extensions with your internal XBRL reporting team
• Presentation of your XBRL filing document in human-readable viewer form, so you can review and approve how your XBRL filing will look on the SEC site before it is filed
• Thoroughly validated, SEC-compliant XBRL documents ready for filing
• Test filing of XBRL documents via EDGAR to ensure acceptance of your live filing

If you are already a CT EDGAR Solutions software user, very little about your current workflow will change. Prepare the official HTML or ASCII portion of your filing with EDGAR Ease Docs, EDGAR Ease PPT and EDGAR Ease+. Quickly and easily convert to HTML or ASCII, perform your last-minute changes, and assemble all your files -- including the fully validated XBRL files our Service Bureau prepares for you -- into one submission with a simple-to-use project control function. Error-check and transmit to the SEC right from your own desktop.

Or use our customized blended workflow to let our Service Bureau EDGAR specialists do as much of the “heavy lifting” as you wish. Outsource some or all of the official HTML or ASCII portion of your filing, as well as the XBRL portion, for a completely stress-free XBRL filing.

To learn more, please email us at info@edgarease.com.

For more information on the SEC’s proposals for mandating XBRL, visit:

• Spotlight on Tagged Data and XBRL Initiatives for EDGAR Filings
• 2008 SEC Press Releases on XBRL
• SEC Open Meeting Webcast Archive

Prepare for stress-free and cost-effective XBRL filing –
with CT EDGAR Solutions!