Use cases / Accountancy firms

Year-end iXBRL across a portfolio of clients.

A conversion per client entity, shared workspace access, and roll-forward of mappings so last year's work is the starting point for this year's filing.

One portfolio, shared client work.

Keep one conversion per legal entity while the dashboard brings owned and shared work together. Grant a client contact who's a member of your workspace, or an auditor you've granted access, to the relevant conversion, so both sides can review and edit the same filing with live presence and realtime updates.

Built around the year-end calendar.

Most firms see filing volume concentrate in a window of 6 to 8 weeks each year. Doc2iXBRL is built for that. Onboard a portfolio of clients once, then reuse mappings each season. Owned and shared conversions stay together on the dashboard with clear attribution.

Typical workflow

  1. Set up client conversions

    One per legal entity, with access granted per conversion.

  2. Roll forward last year

    Mappings from the prior year applied; differences surfaced as proposed changes.

  3. Convert and review together

    PDF or DOCX becomes tagged iXBRL with the concept inspector, reviewed together in one workspace.

  4. Validate twice

    Arelle + Doc2iXBRL pre-filing checks. Both must pass.

  5. Hand to filing channel

    Download the full package, download the reduced publicatiestukken deposit copy for eligible micro and small clients, or push the package to the firm's filing agent.

  6. See it run on one of your client reports.

    Request a demo

What changes for the team.

Faster cycles

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

Shared client review

Grant access per conversion; shared work appears on the recipient's dashboard with attribution.

Live workspace

Presence and realtime edit updates keep both sides on the same review state.

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.