| Feature | Ultimate SEC Filer's Package | Other Products |
| EDGAR formats | Single Price includes ASCII, HTML, and XBRL filings, and is more cost-effective. | ASCII, HTML and (if available) XBRL are supported in different products, at a higher total cost. |
| HTML formatting | Accurately converts advanced features like hanging indents, numeric alignment, financial tables, spreadsheets, etc. Generally, no touch-up is needed. | Converted HTML frequently needs touch-up to make the EDGARized file look like the original. |
| XBRL Support | The EDGARxbrl™ component includes WYSIWYG mapping, auto contexts, automatic building of extension taxonomies, schema and calculation validation, formatted text blocks, proofs, and much more. | Most other products either do not include XBRL, or do not include features such as WYSIWYG mapping, auto contexts, etc. |
| Ease of Use | The EDGARword™ component cleans up, checks and embellishes your filing documents with a few mouse clicks. The EDGARwiz™ component is fully automated and can be run directly within Word. | Conversion software requires frequent interaction, which can be cumbersome for large filings. |
| File Size | No limitation - easily handles very large documents several thousand pages long | May fail on documents larger than a couple of hundred pages. |
| Conversion Speed | At over 20 pages per second, it is by far the fastest professional EDGARization solution on the market. | Some products convert less than a page per minute - useless for large filings. |
| Judicious use of styles and tables | Uses SEC-permitted styles for functions like hanging indents and alignments - reserves HTML tables for true tables. | Many products unnecessarily use tables for alignment, sometimes resulting in nested tables which are not permitted by the SEC. |
| Support for <R> tags | Very extensive support, including automatic pickup from revision tracking, discrimination between deleted vs. inserted text, and recognition of markup generated by third-party products such as DeltaView. | Rudimentary at best, and in most cases non-existent. |
| Preservation of document logic | Preserves the logic of your document components such as footnotes, endnotes, table of contents, heading levels, including appropriate use of internal hyperlinks. | Document logic is generally not preserved. |
| Source document types | EDGARwiz™ handles not only Word documents but also WordPerfect and MS Works documents, Excel spreadsheets and PowerPoint presentations (slides and/or notes). This includes stand-alone Excel and PowerPoint files, as well as those linked to or embedded in Word documents. EDGARstar™ handles other sources as well, including PDF files. | Such a wide array of file formats is not supported. In some cases, some of these formats may be supported as an option at additional cost. |
| HTML Editing Capability | Includes EDGARstar™, a powerful full-featured yet easy-to-use EDGAR-compliant HTML word processor/editor developed specially for working with SEC EDGAR filings. | An HTML word processor or editor is not always included. |
| Availability of Self-Paced Training | Price includes interactive self-paced training on the complete SEC filing process, basic and advanced filings, ownership filings, basics of XBRL, and the process of accomplishing XBRL filings. | Cost-effective self-paced training is not available. |
| Availability of free trial prior to purchase | Our software may be downloaded at any time for free and unlimited trial, and even test filings, prior to purchase. There is no time limit, nor any limit on how many documents you can evaluate. | Free unlimited trial prior to purchase is not available, or may be available only for a very short time with restrictions. |
| Price | One-time package price includes everything - ASCII, HTML and XBRL filings, interactive training, technical support, and free upgrades for a year. | Cost may be as much as double that of the Ultimate SEC Filer's package. |
| Recurring charges | None. The price is one-time. There are no recurring charges nor annual fees. | In some cases, the license requires annual renewal, payment of annual fees and/or maintenance plan fees. |
| Free or low-cost upgrades | Upgrades are free for a full year and nominally priced thereafter. You don't have to upgrade, and can continue using the version you have if you don't need the new features. You can upgrade later, without any cost penalty. | The annual recurring fees take care of upgrades. In some cases, if you don't subscribe to an upgrade plan, you pay full price for future upgrades. In other cases, you have to stop using the software if you don't upgrade. |
If you've already invested time and money in another EDGARizing product, please see the competitive upgrade rebate offer.
