Use cases / Accountancy firms

Year-end iXBRL across a portfolio of clients.

A workspace per client, reviewer roles you already use, and roll-forward of mappings so last year's work is the starting point for this year's filing.

Built around the year-end calendar.

Most firms see filing volume concentrate in a 6–8 week window each year. Doc2iXBRL is built for that. Onboard a portfolio of clients once, then reuse mappings each season. The reviewer keeps full control; the engagement file gets a sign-off snapshot per client.

Typical workflow
  1. 01
    Set up client workspaces
    One per legal entity, with reviewers and partners pre-configured.
  2. 02
    Roll forward last year
    Mappings from the prior year applied; differences surfaced as proposed changes.
  3. 03
    Convert and review
    PDF / DOCX → tagged iXBRL with concept inspector. Reviewer signs off per workpaper.
  4. 04
    Validate twice
    Arelle + Doc2iXBRL pre-filing checks. Both must pass.
  5. 05
    Hand to filing channel
    Download the package or push it to the firm's filing agent.

What changes for the team.

Faster cycles

Teams move from roughly 1.5 weeks per filing to about 2 working days.

Reviewer roles

Preparer / reviewer / partner roles map onto your existing engagement structure.

Audit trail ready

Each filing keeps a sign-off snapshot exportable as a single PDF audit log.

Roll-forward

Last year's tagging is the starting point. No clean re-mapping each year.

Two-validator gate

Arelle plus our own checks; the package can't ship until both pass.

Scales by volume

From 10 to 1,000+ filings a year on the same workspace structure.

Cycle times and filing volumes are illustrative examples of typical use, not guarantees.

See it on your own filing.

We'll convert one of your client reports end-to-end on a live screen share. 20 minutes, no slides.