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Exceptional Customer Support for SEC Filings
What do you like best about the product?
The software is very user-friendly and easy to navigate. I also use their customer support service every time I file an SEC document. They’re consistently knowledgeable and helpful.
What do you dislike about the product?
Occasionally, the customer service wait time can be up to 30 minutes when calling by phone.
What problems is the product solving and how is that benefiting you?
Workiva helps companies monitor their teams' work and use documents as a repository. This makes it easier to keep everything organized and accessible.
Intuitive Cloud Tool, But XBRL Formatting Can Be Confusing
What do you like best about the product?
Fairly intuitive use and icons. Cloud based tool.
What do you dislike about the product?
Deep formatting requirements and confusing XBRL often.
What problems is the product solving and how is that benefiting you?
Potential use for statutory and carve-out audit usage. Expansion into non-core reporting areas less helpful.
Simple and Easy Platform, But Sign-In Can Be Frustrating
What do you like best about the product?
Workiva is a simple and easy platform to use.
What do you dislike about the product?
It is not as simple and easy to sign in at times.
What problems is the product solving and how is that benefiting you?
Workiva helps to store and edit high-level documents.
Great for Tracking Changes, But Needs Better Attachment Options
What do you like best about the product?
The ability to track changes and ability for multiple users to be in a doc at once
What do you dislike about the product?
I can't attach documents to specific text in table cells or to photos. Also, you should partner with Canva to add more design functions to workiva.
What problems is the product solving and how is that benefiting you?
Everyone can work on docs at the same time and it is secure/has an audit trail
User-Friendly UI with Occasional Slow Loading
What do you like best about the product?
User-friendly UI. Multiple teams can use it at the same time. Data privacy is great!
What do you dislike about the product?
Nothing! Sometime it takes a little time to load.
What problems is the product solving and how is that benefiting you?
Secured data, multiple users and easy editing
Effective CSRD Module, But Customer Service Needs Improvement
What do you like best about the product?
The CSRD module proved helpful in overseeing both the processes and results of the double materiality assessment.
What do you dislike about the product?
At times, I have found the customer service response to my questions and the resolution of issues to be frustrating.
What problems is the product solving and how is that benefiting you?
It is essential that all details of a CSRD aligned double materiality assessment are captured and organized properly, both for audit purposes and for the purposes of building the CSRD report. The CSRD module within Workiva provided a useful framework for managing those details.
Great Cloud Features, But Dual Authentication and Excel View Need Improvement
What do you like best about the product?
Cloud based and status notifications for requests and reviews
What do you dislike about the product?
The dual authentication and the excel view while testing
What problems is the product solving and how is that benefiting you?
Clients use it to store and test their controls for sox purposes and for financial reporting
GRC Tool Workiva Analysis
What do you like best about the product?
one stop shop for our risks, rcsa reviews, issue management and testing
What do you dislike about the product?
limitations on editing forms that prevents this tool from being as seemless as possible
What problems is the product solving and how is that benefiting you?
it provides a tool to centralize our data and report out on a global basis
Great Collaboration and Tracking, but Challenging Implementation
What do you like best about the product?
I like most of Workiva features, such as data linking, admin registration, and the fact it logs every changes. Plus, you can work on the same document simultaneously without version conflicts-its fantastic.
What do you dislike about the product?
The platform required significant investment and was difficult to implement.
What problems is the product solving and how is that benefiting you?
This tool has been extremely helpful, as it significantly lowers the risk of reporting errors and enables us to connect the dots and analyze data at specific points in time. It also transforms the annual nightmare of regular manual reporting into a manageable process for directors, finance departments, and the board of directors.
Workiva: Exceptional for Complex Reporting, but Requires Commitment and Careful Setup
What do you like best about the product?
Workiva makes complex financial reporting and compliance work far more efficient and controlled. I like how it centralizes data, documents, and workflows in a single, cloud-based platform — eliminating version control issues and endless email chains. The ability to link data across reports means updates flow automatically through to SEC filings, management reports, and board decks, which saves significant time and reduces error risk. Collaboration features are strong; auditors, accountants, and FP&A teams can all work in real time without overwriting each other’s changes. For organizations managing multiple entities or regulatory filings, Workiva brings a level of transparency and auditability that’s hard to replicate elsewhere.
What do you dislike about the product?
Workiva is a powerful platform best suited for complex reporting. For smaller teams or simpler needs, however, it can be over-engineered. Implementation requires significant time and training to map data, set permissions, and build templates. Its flexibility demands strong governance to avoid redundant workflows, and integrations with other systems could be smoother. As an enterprise-level solution, its cost scales significantly with usage, making it a substantial investment that requires committed resources to realize its full value.
What problems is the product solving and how is that benefiting you?
Workiva addresses the ongoing challenges of version control and data integrity that often arise in complex financial and regulatory reporting. Prior to adopting this platform, managing SEC filings, board reports, and audit deliverables meant juggling multiple disconnected spreadsheets and relying on manual updates—a process that was susceptible to errors and last-minute reconciliations. With Workiva, data is centralized and linked across various reports, ensuring that all stakeholders are referencing a single, reliable source of truth. This shift has greatly reduced the manual effort required during close and reporting cycles, enhanced accuracy, and reinforced internal controls. The platform’s real-time collaboration features and comprehensive audit trail have made compliance tasks faster, more streamlined, and easier to defend.
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