Accurate, on-time regulatory disclosure drafting and filing

Regulatory disclosure is how public companies share their corporate story and financial performance with the Securities and Exchange Commission (SEC), global regulatory bodies, shareholders and the investment community.

With leading technology solutions backed by world-class service and subject-matter expertise, Toppan Merrill is your partner to minimize risk and ease the burden of ever-changing regulations and tight deadlines.

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Periodic and Interim Reporting

Is it possible in regulatory filing and periodic reporting to simplify logistics and minimize risk at the same time?

Lean into Toppan Merrill’s world-class technology solutions to meet evolving public disclosure requirements. Draft, format, perfect, file and deliver your financial documents and shareholder communications with speed, security and accuracy.

  • Count on world-class service and subject matter expertise
  • Minimize risk with leading technology solutions
  • Work the way you want to work
  • Trust in the strongest security available

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Annual Meeting & Proxy Solutions

What if there were a stress-free way to navigate evolving trends, improve shareholder engagement, combat activism, improve voting results, eliminate unnecessary steps in the process and stay within your budget?

No one makes it easier to get shareholder communications done right.

  • Streamlined process and outcome improvement with our consultative approach
  • Unmatched expertise in developing custom-designed communication materials to engage investors
  • Proactive support every step of the way to enhance effectiveness of content and documents and improve efficiency and cost savings
  • Cost-effective solutions for print and mail

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Automated SOX Compliance

SOX compliance strains enterprise resources and increases risk due to the need for project progression visibility, cross-department dependencies, significant resource dedication, and internal audit crowd-out.

Toppan Merrill’s intuitive, collaborative, SaaS solution maintains all business locations, processes, risks and controls in a single, end-to-end solution.

  • A comprehensive technology solution built on SOX rules and business process logic
  • Integrated workflow management engine
  • Real-time dashboards and reporting
  • Smart tools for role-based permissioning

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iXBRL and EDGAR for US GAAP and IFRS Filers

Successfully manage regulatory disclosure requirements and ensure your XBRL / iXBRL instance mirrors your EDGAR submission with Toppan Merrill Bridge, our single, integrated platform infused with 50+ years of financial and regulatory expertise.

Proxy Statements and Annual Reports

Create proxy statements and annual reports, submit to the SEC, and effortlessly print and distribute to shareholders.

SEDAR Filing

As an original adopter and tester of SEDAR, Toppan Merrill also specializes in CSA submission requirements and stays apprised of regulatory changes to ensure error-free filing.

Section 16 Filing

Streamline your Section 16 filings with one simple solution. Electronically file Forms 3, 4 and 5 on SEC Connect, Toppan Merrill’s secure, web-based platform.

iXBRL for ESEF Filings

Leverage this simple, fast and cost-effective solution to complete your initial XBRL mapping, create the XBRL instance document, and submit the filing to your regulatory authority.

Document Content Management

Develop regulatory disclosure documents securely, review them for accuracy, and revise them using familiar Microsoft® editing tools.

Document Design and Formatting

Typeset capabilities to all required formats including SEC-compliant outputs, customized corporate identity layouts and every underwriter style.

Print and Distribution

Utilize world-class print-on-demand and distribution services to streamline your financial disclosure projects and distribute them to shareholders on time and on budget.




Built on the Microsoft® Office® platform, Bridge integrates seamlessly and intuitively with the tools you already use, unlocking full control, collaboration and confidence to meet global regulatory disclosure requirements. Bridge streamlines the process with superior speed, security and accuracy.


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SOX Automation

From control execution, documentation, walkthrough testing, full testing, and deficiency remediation, Toppan Merrill’s SOX automation platform solves every challenge at every stage gate, keeping you ahead of SOX compliance requirements.


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Years successfully navigating complex SEC requirements


XBRL consulting hours


Global regulatory filings



2023 Compliance Calendar

We are trusted, proactive partners. We work to understand our customers’ unique needs and create solutions…

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Interactive Digital Compliance Calendar

Designed exclusively for public corporations and investment management companies. Simply enter your filer status, FYE and form types to view key filing dates.

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Proxy Statement Style Guide

To meet the increasing demands of shareholders, companies are evolving their annual meeting and proxy statement materials to improve participation and effectively communicate corporate objectives and values.

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