Donnelley Financial Solutions

SOXHUB is a Donnelley Financial Solutions Partner Company.   Learn more ➝

Dashboards & Reporting

Never ask “Where are we?” again. Monitor your entire SOX environment in real-time.

Presentation-ready Charts and Graphs Standard & Role-Based Dashboards Standard & Custom Reports
Presentation-ready Charts and Graphs

Presentation-ready Charts and Graphs

Pull easy-to-understand visuals in seconds. Export any report into a Powerpoint or PDF file, and send it to users on a daily, weekly or monthly basis.

Standard & Role-Based Dashboards

Standard & Role-Based Dashboards

Create dashboards in seconds with templates or our custom Dashboard builder. Give users personalized views with role-based dashboards.

Standard & Custom Reports

Standard & Custom Reports

Choose from 20+ ready-to-use report templates, or build custom reports with a few clicks. No complex formulas, development or linking required.


Keep SOX documentation accurate, consistent and easily accessible.

Update Once, Update Everywhere Version Control Native & Process Flowcharts
Update Once, Update Everywhere

Update Once, Update Everywhere

Link risks, controls and testing documentation in a centralized repository. In SOXHUB, all changes are synced and updated across all related documents instantly.

Version Control

Version Control

Eliminate version control issues with detailed audit trails, version history and role-based permissions. Users can work on the same document simultaneously with a full trail of audit changes.

Native & Process Flowcharts

Narratives & Flowcharts

Process narratives and flowcharts are automatically updated with dynamic hyperlinking. Update once, update everywhere.

Walkthroughs & Testing

Simplify the testing process.


Manage all your testing in one place. Keep PBC requests, test evidence, work papers and review comments together.

Evidence Markup & Comments

Save time by adding tick marks and annotations to workpapers in SOXHUB. Leave review notes directly in the tool on all your attached files.

Automated Workflows

Automate time consuming manual tasks with workflows. When a test is completed, automatic email notifications are sent to Reviewers automatically.

External Auditor Templates

Import and use your external auditors’ workpaper templates to ensure seamless handoff for reliance purposes.

Time Tracking

Track time spent by SOX resources for accurate planning, resource management and performance monitoring.

Real-Time Status

Real-time dashboards and status reports provide instant visibility on how tests are progressing at any given time.

Ready-to-use Risk & Controls Libraries

Ready-to-use Risk & Controls Libraries

Build industry standard controls using SOXHUB’s best practice, external auditor approved control libraries. Simply choose your industry and access thousands of pre-populated controls that you can quickly add to your own SOX environment.

Issue Management

Track issues and make sure remediation gets done.

Automated Deficiency Logs

Automated Deficiency Logs

As soon as new issues are documented in the tool, they are automatically mapped to your Deficiency logs. Export and share Excel or PDF logs quickly with external auditors.

Automated  Workflow & Tracking

Automated Workflow & Tracking

Use automated workflows to easily capture, assign and track issues for remediation. Help process owners stay on top of remediation action items with daily, weekly and monthly email alerts.

Reporting & Analysis

Reporting & Analysis

Capture, analyze and report on any data point around your issues such as Issue Owner, Remediation Action Items, Gross Exposure or Compensating Controls.

Value Added Features

Robust tools for SOX professionals.

File Management & Collaboration

One platform for all your SOX work. Connect, preview and edit all of your work on Excel, Word, Visio, Adobe PDF, Google, Box files without downloading files or ever leaving the system.

Automated Deficiency Logs


Automatically send notifications for control updates, new tasks, review requests, upcoming due dates and more. Schedule daily and weekly email alerts on a per-user basis.


Archive & Roll Forward

Archive and Roll Forward quickly. Controls data and test procedures are automatically archived at the end of each year and test sheets reset automatically.

Archive & Roll Forward

Onboarding & Customer Success

Your success is our priority.

Our premier customer success team partners with you to:

customer success team
  • On-board your data, environment and users

  • On-board your data, environment and users

  • Train users and increase user adoption

  • Get the most value from the tool

  • Provide best practices for SOX management

  • Build a best-in-class SOX program

customer success team

What you get?

  • 24/7/365 Technical support via phone or e-mail

  • Dedicated Customer Success Manager for ongoing, personalized support

  • Online help portal and knowledge base

Our Customer Success Managers were also SOX professionals in a previous life. They understand your world, and utilize 30+ years of audit expertise to bring you unbeatable levels of support and guidance.


Enterprise grade security you can trust.

Role-based Access Controls

Configure custom security policies to manage and restrict access to data. Integrate with your company’s single-sign-on system and enforce multi-factor authentication.

Data Protection

SOXHUB protects your data with high-grade encryption, both in transit and at rest. All data is backed up in real time to multiple data centers.

Comprehensive Audit Trails

View comprehensive audit logs of all data changes and login attempts made to your isolated instance of SOXHUB. Get notified when changes are made to data you manage.