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Partnerships built on trust

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Leadership

Work with market leaders in financial reporting and dealmaking. We’re trusted industry advisors.

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Expertise

Experience an elevated level of expertise to help discover and serve shared objectives.

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Network

Access a carefully selected alliance of ambitious firms who seek to harness new growth drivers.

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Innovation

Learn more about the innovation that builds additional capabilities around DFIN core software solutions.

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Hear perspectives from our network

View DFIN conversations where partners share their experience guiding clients through the transformative growth process.

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Transforming the financial close & reporting process for IPO

With Tom Kelly
Sr. Director of Product Management

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Transforming from a private to public company

With Andrew Smith
VP Strategic Partnerships & Aliances

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With Mike Whitmire
Co-founder & CEO of FloQast

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Explore our trusted ecosystem

See our official list of the most reliable, easily integrated and industry leading firms in fintech and consulting.

Learn more about what to expect from our global technology and consulting partners.

Explore partners
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A single, fully integrated ERP that helps over 34,000 organizations streamline processes, improve visibility, and reduce IT costs.

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Accounting workflow automation software streamlining month-end close & compliance processes, like automated reconciliations and documentation requests.

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Diligent is a leading provider of modern governance solutions trusted by over 700,000 board members and leaders globally to drive success & control.

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Deliver and disclose important financial and material news to investors with the highly credible source of news distribution.

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Simplify the proxy management process for brokers, corporate issuers, and funds.

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Tipalti is the only AP automation solution that streamlines the entire invoice-to-pay-to-reconciliation accounts payable process.

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Three great reasons to partner with DFIN

Become a Partner

1

Competitive Advantage

Establish more trust and value with your prospects and clients.

2

Efficient Reporting

Create seamless financial solutions that help your clients succeed.

3

Increased Growth

Position yourself as a growth leader moving clients toward IPO.

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DFIN named partner of the year

NetSuite recognized DFIN as the SuiteCloud Breakthrough Partner of the Year for 2022.

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83% of partners agree that the future of their business depends on a provider-partner ecosystem that fosters innovation.*

*Accenture Building high-impact @partner ecosystems. Collaborate, co-innovate, and co-invest. 2022

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15 minutes is plenty of time to learn how you can leverage the DFIN partner ecosystem.

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IPO Readiness: Preparing for the Market Return

Watch NetSuite and DFIN IPO experts on how to prepare for the market return and what companies should invest in to prepare for their next stage in the IPO process.

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More findings, right this way

Article

Cloud Solutions for Efficient ACFR and Government Financial Reporting

Cloud Solutions for Efficient ACFR and Government Financial Reporting - Card
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White Paper

CFO’s and Controllers Know – The Journey Towards Mandated ESG Reporting Starts Now

CFO’s and Controllers Know – The Journey Towards Mandated ESG Reporting Starts Now - Card
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Video Podcast

Webinar Replay: Preparing for Your Exit: Public Company Readiness

Preparing for Your Exit: Public Company Readiness - Card
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Video Podcast

Webinar Replay: How to Prepare for Sustainability Requirements

Webinar Replay: How to Prepare for Sustainability Requirements - Card
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Blog

What is an SEC Form 40-F Filing?

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Resources

DFIN's IPO & Public Listing Report - Q1 2024 Edition

DFIN's IPO & Public Listing Report - Q1 2024 Edition - Card
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Case Study

How we helped a biotech company save hours on their SEC filings & increase reporting productivity

How we helped a biotech company - Card
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Blog

C-Suite White Paper Now Available: How Today’s Strategic Cybersecurity Initiatives Can Fuel Tomorrow’s Business Advances

How Today’s Strategic Cybersecurity Initiatives Can Fuel Tomorrow’s Business Advances - Card
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E-Book

Finance Industry Leaders Discuss the Future of AI

Finance Industry Leaders Discuss the Future of AI - Card
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E-Book

Five SEC Rules to Watch in 2024

Five SEC Rules to Watch in 2024 - Card
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Guide

Proxy Season Field Guide - 11th Edition

Proxy Season Field Guide 11th Edition -  Card
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Guide

Annual Meeting Handbook - 2024 Edition

Annual Meeting Handbook 2024 Edition - Card
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Video Podcast

ESG Reporting Rules & Their Impact with Frank Kelley, Director of ESG & Compliance Services, DFIN

ESG Reporting Rules & Their Impact with Frank Kelley, Director of ESG & Compliance Services, DFIN - Card
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Case Study

How we helped a community energy company save 40 hours on their 10-K filings & increase reporting efficiencies

How we helped a community energy company save 40 hours on their 10-K filings &increase reporting efficiencies - Card
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Guide

From Private to Public: Expert Insights for Foreign Private Issuers Pursuing U.S. Public Listing in 2024 and Beyond

From Private to Public: Expert Insights for Foreign Private Issuers Pursuing U.S. - Card
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White Paper

The Importance of IPO Readiness: An Essential Framework for Success

The Importance of IPO Readiness: An Essential Framework for Success - Card
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Blog

Navigating the Latest SEC Climate Disclosure Rules: We’ve Got Your Back

Craig Clay
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Resources

What is ESMA?

What is ESMA - Card
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Blog

How to Think About AI When You’re Planning an IPO

Craig Clay
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Blog

Software Shines in DFIN’s 2023 Earnings Report

Craig Clay
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