Romeo & Dye's "Section 16 Filer" — Simple and Practical!
"The software is absolutely spectacular. I can easily say that it has already become indispensable to us."
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- Mission Accomplished – The concept of our Filer
is "Simple and Practical" – each functionality we
built had this mission in mind.
- Did Someone Say "Simple and Practical"? –
One big differentiator is that our filer has a patent
pending, step saving, "one click" functionality called the
"EDGAR Filing Wizard." The EDGAR Filing Wizard will review
your form and point out any problems that could prevent it
from being accepted by the SEC.
Once the EDGAR Filing Wizard has checked your form, you enter your CIK number and password – and the Wizard will automatically log into the SEC's website, submit the form and retrieve your accession number. This eliminates about 6 steps you would otherwise need to go through to submit the filing yourself.
- Romeo & Dye "Forms & Filing Handbook" – Our Filer has a "built in"
Romeo & Dye's "Forms & Filings Handbook" with all the model
forms at your fingertips. The handbook is integrated into
our Filer so that you can easily search an electronic
version of the handbook and find answers to questions about
how to fill out the forms.
- Recordkeeping – Our Filer has two types of
recordkeeping – in addition to being able to save all past
forms. This includes a simple spreadsheet to track holdings
as well as a "Reporting Persons Database" that you can use
to track each of your insiders and store the information
that is reported on each form for an insider. The Filer also
contains a "Filing History Database" so that you can
retrieve previous filings and sort them by date filed, type
of form and the insider's name. You can create new forms by
using an old form as a starting point - or you can set up a
template with as much information on it as you like and then
use the template as the starting point for a new form.
- Pricing – Our Filer is still the most cost-effective third-party filing service–both for companies and law firms.