CrossTag is designed to help you manage the tagging and filing process from start to finish. We’ve put a lot of thought into making it an efficient, yet precise process in which accurate filings are produced every time you file. This post explores what CrossTag can do to help you manage a filing project.

First, the system separates into two roles the template design and data entry tasks that are inherent in an XBRL filing project. In CrossTag, these two user roles are called “Preparer” and “Designer”. Each CrossTag user can be setup as either preparer or designer or both.

The role of the designer is to create templates and modify taxonomies. This user needs to understand the basics of XBRL. The preparer, on the other hand, really does not need to know anything about XBRL. This person just needs to get the data into the templates created by the designer.

Initially, the two user role concept was designed to allow filers to leverage lesser skilled individuals to perform the time consuming data entry duties. However, with our current beta release of the software (CrossTag Spring Release), we’ve solved this problem with technology.

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How product innovation is combined with feedback from customers – the evolution of CrossTag for XBRL tagging

In my last entry, I talked about how customer feedback was incorporated into the product. However, we try to balance feedback from customers in conjunction with product ideas that we think would benefit our users

In the spring release we have several new features that we would like to enhance (based you’re your feedback) over the next 6 to 9 months. We are introducing the following:

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