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



Together, we’re in it to win it.


 "My favorite feature of the platform is the reports. Being able to pull up a report when requested by HR or finance and handing it off and knowing it's accurate. The biggest benefit with the platform is accuracy, time management and the support."

- Lorna G.
Black Hills Corporation


“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. ”

- Elliot B.,
LifePoint Health


"The accuracy of the Grant Administration and the financial reporting aspect gives us access to information we didnt have with other solutions. The system has freed me up to be more strategic."

- Terry T.

About Certent

Certent, Inc., founded in 2002, helps customers elevate their business with smart, intuitive solutions for modern finance. Our advanced solutions for equity management, disclosure management, and narrative reporting help business and finance leaders improve accuracy, save time, and get more done. Redefine your approach to governance, risk, and compliance with Certent. The company operates in seven countries and serves over 2,400 public, private, and pre-IPO companies around the world.

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