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Ratings and Reviews 14 Ratings
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What is Ideagen Disclose?
Ideagen Disclose helps finance and audit teams keep every disclosure obligation covered without the spreadsheet chaos and manual checking.
- Pre-built checklists for UK, international, US and Australian standards, plus ESG frameworks
- Expert rules that tailor each checklist to your entity type
- AI-generated responses and gap highlighting, with human review and approval of every output
- Flagged questions and highlighted problem answers, so reviewers focus on the work that needs them
- Reusable checklists across entities and simultaneous collaboration
- Requirement libraries kept current by Ideagen as standards change
- Financial and ESG disclosures in one workflow
Built for accounting and audit firms, corporate finance teams, ESG and compliance consultancies and professional services networks. Disclose is part of the Ideagen compliance platform.
What is Ideagen Collaboration Portal?
Ideagen Collaboration Portal helps teams stop coordinating work across email threads, shared folders and disconnected platforms.
- Secure workspaces for sharing documents with external partners, with configurable permissions and controlled access expiration
- One current version of each document, with real-time collaborative editing and clear change histories
- Comments kept with the documents they relate to, plus a mobile app and progress dashboards
- Audit trails that capture every edit and approval, so compliance reports do not need manual compilation
- File requests that gather multiple files at once and track who has submitted
- Document tagging to find files faster
Use it for external collaboration, document review and approval, and audit documentation. Ideagen Collaboration Portal is part of the Ideagen platform, connecting quality, EHS, compliance and risk teams.
Integrations Supported
Bitium
Causal
Desktop.com
Enormail
Google Workspace
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Salesforce
API Availability
API Availability
Pricing Information
$240 per year
Free Version
Pricing Information
$11.00/month/user
Starting at $10 per user per month
Free Trial Offered?
Supported Platforms
Windows
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Ideagen
Date Founded
1993
Company Location
United Kingdom
Company Website
www.ideagen.com/solutions/compliance/disclosure-management
Company Facts
Organization Name
Ideagen
Date Founded
1993
Company Location
United Kingdom
Company Website
www.ideagen.com/solutions/compliance/document-collaboration-portal
Categories and Features
Accounting
Bank Reconciliation
CPA Firms
Nonprofits
Purchase Orders
Disclosure Management
Not specified
Categories and Features
Audit
Compliance Management
Exceptions Management
Issue Management
Risk Assessment
Workflow Management
Board Management
Approval Process Management
Calendar Management
Collaboration
Document Management
Electronic Signature
For Nonprofits
Member Directory
Role-Based Permissions
Collaboration
Calendar Management
Chat / Messaging
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Content Collaboration
Not specified
Contract Management
Completion Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Version Control
Workflow Management
Corporate Governance
Not specified
Customer Engagement
Communication Management
Community Management
Content Syndication
Feedback Collection
Document Collaboration
Not specified
Document Management
Access Controls
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Version Control
File Sharing
Audit Trail
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Proposal Management
Calendar Management
Collaboration
Content Repository
Document Management
Electronic Signature
Knowledge Library
Revision Management
Task Management
Version Control
Virtual Data Room
Audit Trail
Collaboration
Data Protection
Data Storage Management
Project Management
Role-Based Permissions
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