Case Study: LegacyTexas Bank speeds 10-K filings and ends all-nighters with Workiva

LegacyTexas Financial Group, Inc. gets a new outlook on reporting

LegacyTexas Financial Group, a Plano-based community bank with 31 North Texas branches and over $3.3 billion in assets, faced a cumbersome external reporting process: massive 10-Ks with complex footnotes, version-control headaches from dozens of document copies, dependence on a printer/vendor for EDGAR/XBRL work, and frequent all‑nighters to meet filing deadlines.

After hiring an XBRL‑experienced specialist, the bank moved its reporting to Wdesk, which streamlined collaboration, blacklining, and XBRL tagging. The switch cut about a week off the 10‑K process, eliminated all‑nighters, improved access and version control, and let the team produce 10‑Q, 8‑K and proxy filings more quickly and with less stress.

LegacyTexas Bank

Amanda Taylor

Senior Vice President, and SEC Reporting Manager