Certent Disclosure Management

RATING:

4.7

(15)

About Certent Disclosure Management

Direct connection with existing data sources such as Excel, general ledger or consolidation software ensures accuracy and consistency Full audit trail capabilities to easily track who made what changes and when they occurred Work in the Microsoft Office applications you’re already familiar with to present your financial reports in a clear, concise manner CDM's HD Reporting preserves the original layout of reports while maintaining EDGAR HTML and In-line XBRL standards Automated workflows can roll reports forward period over period, saving time, and reducing stress during monthly and quarterly reporting time CDM can be leveraged across departments for internal management reports, external financial report creation/filing and disclosure research, which increases prod...

Certent Disclosure Management Pricing

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Certent Disclosure Management Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for Certent Disclosure Management

1 - 5 of 15 Reviews

Stephanie

Telecommunications, 1,001-5,000 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Service team is great! Sales team is less organized.

PROS

I love how easy it is to use this product after some basic training. My favorite aspect of this software is that it allows us to link an Excel file and quickly refresh numbers, tables, and text within the Word document (10-Q or 10-K financial statement file). We have Hyperion retrieve formulas in our Excel files and have had no issues refreshing our Certent Word file with Hyperion formulas. We also utilize Certent's XBRL tagging service and have been very impressed with the Company's knowledge. We've always been able to have our questions answered quickly. We are able to quickly upload our files to the SEC website through the software, and we've never had a delay in our filing due to using this software. We have been very happy with the software and the services provided by the XBRL tagging and formatting staff working at Certent.

CONS

When renegotiating contracts, the Sales team took a very, very long time, often forgetting about us, lost our contract, etc. But we work with them very infrequently.

Reasons for switching to Certent Disclosure Management

Certent has the ability to link an Excel file into a Word document. At the time of our switch, very few other company's were offering that. Some companies required you to copy and paste your tables into their software which added too much time to our filing process. Certent was also 3x cheaper than Wdesk which was the other software that we narrowed our choices down to.

Elissa

Medical Devices, 5,001-10,000 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Certent Disclosure Management has taken days of our reporting cycle

Our Corporate Accounting team produce a number of internal and external reporting each quarter that is analyzing the same financial data. We have created automation by creating excel formulas for the numbers but even words like whether something "increased" or "decreased" has been automated. Then it is just a matter of opening up each file in Certent, hitting refresh and editing non-routine content that is more judgmental or does need to be updated each quarter. During a quarter end, we are able to deliver our reporting about 2-3 days quicker and it is far more accurate.

PROS

Certent DM's integration between Word (access through Certent DM) and Excel has allowed our team to automate a significant amount of our internal and external reporting. This has not only taken days off our quarterly reporting process but has also improved the accuracy. Our first drafts are high quality and allows us to focus on more complex issues. We also started using the Filing Wizard to submit our filings directly to EDGAR rather than sending them to a printer/filing agent. This has given us more control and time over our process as well as saved on paying an additional party in the process. Certent 'held my hand' through our first filings as it was a little nerve racking but they are always there to support.

CONS

- To have Excel integrate with Word (accessed through Certent DM), "named ranges" need to be created in Excel. This was not something I was familiar with but once I started using them, they are very easy to manage. They are essentially book marks. - Otherwise, the tool does require a little practice to get used to setting up linked content. - There are tips and tricks you need to be careful of such as only selecting the specific number or word you want to link but not the space immediately after it otherwise when you refresh the content, it removes that space and makes words merge together. - We have tried to use Powerpoint and the functionality is not as easy to navigate so we have not progressed with this.

Reason for choosing Certent Disclosure Management

- Donnelly's product didn't appear to offer anymore features or functionality but was about 20-30% more expensive. Plus their sales team were pushy and put us off. - Certent's software is excellent and we are extremely happy with it. - Certent's staff are also EXTREMELY friendly, supportive and responsive and we really like working with the, I have just renewed our 3 year contract for a second time.

Ethan

Financial Services, 1,001-5,000 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed September 2020

Slow and Clunky

PROS

I liked being able to work within Excel and Word since I am very familiar with those programs.

CONS

It seemed slow and clunky and somewhat unstable.

Joseph

Food & Beverages, 51-200 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Certent Equity Management Reviews

Certent Equity Management is very responsive and helpful when it comes to Equity, [sensitive content hidden] is quick to get back to me every time I had issues and always provides help when needed.

PROS

Certent makes equity process from grant processing through to exercise and settlement easy and simple

CONS

N/A. Certent is ready helpful with Equity processes.

Mei

Nanotechnology, 201-500 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

My review on Certent Disclosure Management from my past over 7+ years of user experience

I really think Certent is a great solution for SEC filing. In addition, like any other software app in today's world, it works best with the current devoted service rep team who has decent SEC filing knowledge. Sometimes our rep can give us the solution we don't even know how to ask. Totally amazing!

PROS

1) service support is most important: specifically we have [SENSITIVE CONTENT HIDDEN] as our service support for the past 7 years without interruption. She has a devoted working attitude and we really love her service. 2) supporting service rep has sophisticated knowledge of SEC filing: when we first launched Certent and even in the beginning years of using Certent, unavoidably we would run into various not-working conditions. Whenever this happens, our service support rep [SENSITIVE CONTENT HIDDEN] is always available by our side and patiently provides us the real solution precisely pin-pointing to the problem, which greatly reduce our anxiety toward Certent and gradually foster our trust to Certent. Result is, after 7 years of using Certent, we now not only use Certent to do 8-K, 10-Q, 10-K and DEF14A proxy filing, but also use it to do S-8, equity offering related multiple 424B and SEC comment letter response, etc. 3) from user feedback perspective, I feel that Certent is a clean and sharp design to handle SEC filing. It is a great solution for in-house do-it-yourself SEC filing. We have not found other SEC filing application solution as robust as Certent.

CONS

So far everything is fine, except that IT support for Certent could be improved in a more efficient manner.

Reason for choosing Certent Disclosure Management

after 7+years of working together we have built up trust with Certent and [SENSITIVE CONTENT HIDDEN] and we would not easily say Goodbye.