Help Center

A day-by-day plan to take Market Fortress from sign-up to first filing.

A high-level orientation across the 12 modules and how they connect.

Pull four years of EDGAR history and pre-populate the Vault.

Promote facts from a draft into the Vault so they are reused everywhere.

Invite officers, counsel, auditors, and IR with the right roles.

The SKUs, who reads the reports, and how every report is signed and verifiable.

Confirm any forwarded MF Research report is the authentic, unaltered version we published.

How registers work, when to add entries, and how facts flow into filings.

Drop PDFs and DOCX files and have the system extract structured facts.

Backfill 12 registers in 10 minutes from a single 10-K upload.

Every change is logged and signed. How to view and export the trail.

SEC, OTC, and Reg A filings, what we support, and how the wizards work.

Step-by-step walkthrough of the 8-K wizard from the event picker to a packet you download.

How the 10-Q wizard pulls from Financials, Vault, and prior 10-Q.

How AI Assist drafts disclosures and what it will not touch.

The product prepares the document. A person files through the company account.

When Form 12b-25 is due, and when the late report is deemed filed on the original due date.

AI-powered drafting partner for Reg A, S-1, and F-1 offerings.

Cost / time tradeoffs against pure-counsel and DIY approaches.

How counsel, auditors, CFO, and you work in the same draft simultaneously.

How to invite counsel as a reviewer, what they can do, and how to roll back unwanted edits.

How deadlines are auto-computed and surfaced.

How Market Fortress enforces blackout periods for officer and director trading.

How to set up, modify, and terminate 10b5-1 trading plans.

How the system tracks Form 3, 4, and 5 deadlines.

How the cap table is structured and how Carta sync works.

Connect Carta and keep the cap table live.

Model the cap-table impact of an offering before you file.

How to give the assistant the right inputs for a clean MD&A.

What we connect to and where the data flows.

Pipe filing reminders and deadline alerts into Slack.

Connect QuickBooks for live financial statements.

Market Fortress does not store an EDGAR password and does not submit.

Add TOTP, generate backup codes, manage WebAuthn passkeys.

Full permissions matrix for every role.

How billing works and how to change tier.

How to reach the team, what we respond to, and how to escalate a deadline-at-risk issue.