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About

Ideagen Disclose is disclosure management software for accounting and audit firms, corporate finance teams, ESG consultancies and professional services networks. It replaces manual checklists with pre-built disclosure checklists covering UK, international, US and Australian standards, plus ESG frameworks. Expert rules match requirements to your entity type. AI generates checklist responses and highlights gaps, and your professionals review and approve everything it produces. Unanswered questions and problem answers are flagged, prior work is saved and checklists can be reused across multiple entities. Teams can work simultaneously and manage financial and ESG disclosures in one workflow. Ideagen maintains and updates the requirement libraries as standards change. Part of the Ideagen compliance platform.

About

With Zip Checklist, you can customize your checklists and tailor them to fit the needs of your business. Categories, checklists, and tasks can all be set up to ensure standard practices are being followed at your organization. With standard operating procedures in place, errors and poorly executed tasks become a thing of the past. Through Zip Checklist, you can be certain that all employees are following the best practices of your organization. With Zip Checklist, you can assign employees to checklists and even individual tasks within each checklist. This ensures that every employee is aware of exactly what they are responsible for, and when they need to complete it by. Managers can hold employees accountable by using the Checklist Detail Report. In this report, they have full visibility of all actions performed in the application for each task. Theyโ€™ll be able to see what actions were taken when they were taken, and who they were taken by.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Accounting firms, audit teams and corporate finance teams preparing financial and ESG disclosures.

Audience

Companies and any user in search of a task management solution to optimize their tasks and operations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$240 per year
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Ideagen
Founded: 1993
United Kingdom
www.ideagen.com/solutions/compliance/disclosure-management

Company Information

Zip Checklist
zipchecklist.com/en/

Alternatives

Certent DisclosureNet

Certent DisclosureNet

insightsoftware

Alternatives

Taskle

Taskle

Applied Data Corporation
Clever Checklist

Clever Checklist

Clever Group
ActiveDisclosure

ActiveDisclosure

Donnelley Financial Solutions

Categories

Accounting Supported

Categories

Checklist Supported
Task Management Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Integrations

EvalExpert Supported

Integrations

EvalExpert Not Supported
Claim Ideagen Disclose and update features and information
Claim Ideagen Disclose and update features and information
Claim Zip Checklist and update features and information
Claim Zip Checklist and update features and information