The Nation's Leader in Municipal Bond Compliance

DAC combines patented technology with high-level market professionals to provide compliance services to the municipal marketplace.

U.S. Patent No. 7,155,408 | 7,801,791 | 8,165,937 | 8,738,492

Services

Securities Compliance

Assisting issuers and obligors with meeting their continuing disclosure requirements, DAC is the largest and most trusted provider in the municipal securities market.

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Tax Compliance

Tracking proceeds, record retention, and private business use monitoring, DAC's tax compliance system provides a central platform for all your post-issuance tax compliance needs.

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Due Diligence Reviews

Working with the largest banking institutions, municipal advisors, and attorneys across the nation, DAC is the gold standard for accurate and timely reporting.

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50+

States and Territories

8,000+

Issuers and Obligors Served

1,000,000+

Filings Made

Clients

Spanning from coast to coast, our clients include issuers and obligors of every type including...

  • States & Territories
  • Counties, Cities, & Towns
  • Public Power
  • Public Schools
  • Charter Schools
  • Colleges & Universities
  • Single/Multi-Family Housing
  • Transportation
  • Hospitals & Healthcare Systems

... and more. For a customized demonstration and industry specific references contact us today

Securities Compliance

Being a DAC Bond signals to the market that you are dedicated to meeting your contractual obligations, in all material respects, and have engaged DAC to assist you with ongoing regulatory compliance. Since September 2001, DAC has been an SEC nationally recognized repository providing thousands of users access to monitor investments and view public filings. DAC combines patented processes with state-of-the-art technology and dedicated professionals to provide additional support as market regulations change and events occur.

  • Centralized Repository for All Debt
  • Customized Templates of CDA Requirements
  • Review of Annual Submissions for Completeness
  • Patented Compliance Technology

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  • Professional Support with all Filings
  • SEC Rules 15(c)2-12 Polices & Procedures
  • Investor Relations Platform & Notification System
  • Automated Ratings Alert & CUSIP Filing System

Tax Compliance

Organizations across the country, including hospitals, universities, public school systems, and municipalities utilized DAC's post issuance tax compliance system and services to assist with their ongoing compliance requirements. By combining a team of professionals specialized in post issuance compliance with a one of a kind web based platform, DAC provides an unmatched answer to how municipal bond issuers and borrowers can effectively maintain compliance with federal tax regulations.

  • Complete Tracking of Bond Proceeds and Projects
  • Private Business Use (PBU) Measurement
  • Professional Support from Industry Experts
  • Comprehensive Record Retention

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Demo Today

  • PBU "What If?" Modeling Capabilities
  • Custom Reports and Dashboards
  • Personalized Policies and Procedures
  • NASBA Certified CPE Series

Due Diligence Reviews

DAC's compliance review services provide many of the major underwriters across the country with the back-office support necessary to comply with their responsibilities under Rule 15(c)2-12. Led by a team of locally based CPAs and attorneys, after completing a detailed 5 year review of a provided CUSIP base, DAC provides underwriters with a complete summary of findings and, when necessary, recommended actions. Trusted by institutions that have underwritten the majority of tax exempt bonds over the last two years, DAC is where the marketplace turns for complete, accurate, and timely due diligence reviews.

  • Reviewed by Experienced CPAs or Attorneys
  • Industry Leading Standards of Review
  • Corrective Actions Identified and Documented

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  • Designated Contact for Questions/Assistance
  • Specific Page References with Every Review
  • Expedited Turnarounds