The Value for Accounting Firms
The Intelligize family of products provides accountants with the flexibility and power to support their clients through the identification of disclosure trends and industry concepts. Through easy-to-use search and filtering tools, accountants can quickly and easily review SEC disclosure documents, pinpoint the most appropriate precedent language, respond to SEC Comments, research primary and secondary regulatory materials and stay current on what’s market standard disclosure.
Stay on top of market trends
The Intelligize trending tools use the categorization abilities of our applications to identify increases and decreases in the use of various provisions. You can easily identify which provisions are becoming more or less popular in use in year-over –year or quarter-over-quarter comparisons. This provides the practitioner with the ability to engage in an informed discussion of trends with his or her clients and colleagues.
Research SEC Comments for patterns and acceptance
We have parsed the SEC’s database of staff correspondence letters and separated and linked the string of individual comments and company responses. By doing so, you can now find similar comment and response threads to ones facing your client and also control for correspondence relating to peer firms, companies in a specific industry or even by SEC Examiner. Our applications will quickly inform you if a peer firm has recently dealt with a similar issue, and more importantly, how they have responded.
More efficient accounting research
Existing tools for conducting SEC research are cumbersome and inefficient. The Intelligize applications are designed with accounting professionals in mind. Easily filter your search results by multiple accounting-specific concepts, topics, principles, rules and regulations.
Pinpoint most accurate and relevant data
The true value of the Intelligize applications comes from the ability to find relevant data with a minimum of effort. In addition to easy-to-use search and filtering tools, we have built in smart links to alert you to provisions in filings that have subsequently been amended or have received SEC Comments and then allow you to compare the provisions using a powerful redline capability. No longer do you need to spend time conducting additional research to confirm that your search results are relevant.
More time for analysis
The Intelligize platform is built with a focus on ease-of-use. With simple search and intuitive filtering tools, you can more quickly find relevant information. With less time being spent on research, you can now focus your efforts on the higher value items such as analysis, preparation and client interaction.