The public-company back office
Your 10-K, drafted, signed, and filed.
AI drafts from your books, your securities attorney signs, and we transmit to EDGAR. One subscription replaces your filing agent, disclosure software, and XBRL vendor.
Free compliance scan. No account required.
Inline XBRL includedFree counsel and auditor seatsOTC to NYSEFilings kept 7 years
See the proofReal filings, rebuilt from public data and scored.
Built for US domestic SEC filers. 10-K, 10-Q, 8-K, and Section 16, in Eastern Time.
The problem
Four vendors per filing, and the deadline is yours.
The reporting calendar does not move. Most late filings are coordination failures between counsel, the reporting consultant, the EDGAR agent and the XBRL vendor, not questions of law.
Today
Four vendors for every filing
Hourly billing. The same context re-explained every quarter.
With TakePublic
One card
One fixed price. Your counsel and auditor stay independent and work from free seats in the same dashboard. Your transfer agent stays yours.
How it works
From your books to EDGAR in five steps
Connect the books once. Every filing then follows the same five steps. The software drafts; your team and your securities counsel decide.
TakePublic Inc holds its own SEC EDGAR filing-agent credentials and transmits your filings directly, no third-party agent in the loop. You remain the filer of record.
Books integrations
Plugged into the books you already keep
Drafting starts from your existing ledger, with no migration required. Every connection below works today, by direct sync or trial balance import.
The AI, kept honest
The model writes the prose, never the numbers.
The financial statements come straight from your books. The AI reads those figures to write the narrative; it never invents a number. Four checks keep the prose honest before anyone signs.
Drafting runs in the open: each section moves from pending to drafted on screen, with the AI model named.
Custody and evidence
Your compliance record, kept to the standard a regulator applies.
Filed documents and the approvals behind them are the record an SEC examiner, your auditor or a plaintiff will ask for. TakePublic retains them to that standard.
An independent replica of every filed record is held with a second provider. Read the security page for each control and where SOC 2 preparation stands.
The whole back office
45+ workflows, one subscription
Everything below ships today, grouped by who uses it. Core includes all of it; Monitor and Section 16 start smaller. No modules, no add-ons.
Statements and XBRL5
Every workflow above is live in the product today. Obligations outside this set, like proxy statements and registration forms, are tracked on the Company calendar and reconciled from EDGAR when your counsel or agent files them.
Pricing
Simple, fixed pricing
No hourly billing. No surprise invoices. Counsel and auditor firm seats are free; the company holds the only paid subscription.
Full SEC reporters
Regular SEC reporting: 10-K, 10-Q, and 8-K. Start with monitoring and grow into the full back office. On Section 16 and Core, you invite your own securities counsel; every filing requires their sign-off.
$299 / month
TakePublic
Monitor
- No attorney required
- Company calendar with ET deadlines and alerts
- Health score from your real EDGAR history
- Insider roster with Form 3, 4, and 5 deadline tracking and blackout windows
- Your current vendors keep filing; deadlines reconcile from EDGAR
- Upgrade to Section 16 or Core anytime
$499 / month
TakePublic
Section 16
- Everything in Monitor
- Forms 3, 4, and 5 drafted from your roster and filed
- Trades logged inside a blackout window are flagged
- Your counsel signs off before filing
- Upgrade to Core anytime
from $2,999 / month
TakePublic
Core
- Everything in Monitor and Section 16
- AI drafts 10-K, 10-Q, and 8-K from your books
- Pre-draft books check and automated tie-outs
- Counsel sign-off, then EDGAR filing with Inline XBRL
- Complex filers $4,999 or $5,999, set by your public EDGAR history and shown before you pay
Onboarding $5,000 to $10,000 one time, by complexity tier.
The calendar
A year as a public company
Three 10-Qs and a 10-K on statutory deadlines that do not move, plus two forms on their own clocks: Form 4 within two business days of an insider's trade, Form 8-K within four business days of a material event. TakePublic tracks every one against the SEC's calendar.
Dates shown are for a calendar-year, non-accelerated OTCQB filer, worked out by the same deadline rules the product uses. All deadlines are Eastern Time, the clock the SEC uses. Weekend and holiday deadlines roll to the next business day.
Compare
How TakePublic compares
Against the traditional vendor stack and against AI drafting tools built for teams that already exist.
| Capability | TakePublic | Traditional vendor stack | AI drafting tools |
|---|---|---|---|
| Fixed monthly price | Yes | Hourly, fragmented | Tool subscription only |
| Free seats for your counsel and auditor | Yes | Each advisor bills separately | Sold to firms as a separate product |
| Drafts from your accounting books, cited to the ledger | Yes | Rekeyed by hand | You supply the inputs |
| Counsel sign-off enforced on every filing | Yes | Depends on your own process | No sign-off workflow |
| Company calendar with SEC deadline math | Yes | Spreadsheets and counsel reminders | Reminders only |
| Files to EDGAR for you | Yes | Yes, via a separate agent | Export and self-file |
| Tamper-evident record of every change | Yes | No | No |
| Your auditor and outside advisors in one dashboard | Yes | Six inboxes | No |
| Usable without hiring a reporting team | Yes | Piecemeal; you coordinate | Assumes an existing team |
Comparison reflects typical alternatives in this market. Every company and vendor relationship is different.
Named comparisons: vs Workiva · vs DFIN ActiveDisclosure · vs Toppan Merrill · vs EDGAR filing agents · vs Greenshoe · vs Finrep
Trust
Built to hold up under audit
The controls are the product. Every one is designed to hold up to an SEC examiner, your auditor, and your own board.
For professionals
Auditors and securities counsel: run your whole client book here
Every client's deadlines, filings, and open requests in one practice view. Your seat is free; your client's subscription is the only paid account.
Your firm
One practice view
Every engagement, sorted by what needs you next. Deadlines in Eastern Time.
Growth
Referrals in minutes
Your firm keeps the relationship and holds a seat on the engagement.
See how the practice workspace works, or sign in if a client has already added you.
Free tool
See where you stand, free
Enter any US ticker, CIK, or company name. We read public SEC data and score its compliance health in seconds.
FAQ
Frequently asked questions
Is TakePublic a law firm?
No. TakePublic is a technology platform and project manager: your own securities attorney reviews and signs every filing, and we handle the software, the workflow, and the filing mechanics.
Do you replace my auditor?
No. Your PCAOB audit stays with your audit firm. TakePublic handles drafting, the review workflow, EDGAR filing, and ongoing compliance.
Which filings do you handle?
TakePublic drafts and files the recurring SEC calendar: 10-K, 10-Q, and 8-K with amendments, NT late notices, and Section 16 Forms 3, 4, and 5. Other obligations, like proxy statements and registration forms, are tracked on your Company calendar and reconciled from EDGAR when your counsel or agent files them.
How does AI drafting stay accurate?
The financial statements come from your books, never from the AI, and our AI providers are contractually barred from training on your data. The AI writes the narrative only, every sentence cites its source, the figures are checked against each other on every draft, and your securities attorney reviews before anything files.
What does it cost?
Monitor is $299 per month, Section 16 is $499 per month, and Core starts at $2,999 per month. Complex-filer tiers and the one-time Core onboarding fee are set by your public EDGAR history and shown before you pay.
Do you support NASDAQ or NYSE companies?
Yes. The federal filing calendar, AI drafting, counsel sign-off, and EDGAR filing are identical for exchange-listed companies. TakePublic does not monitor exchange listing standards.
Can we keep our own securities counsel?
Yes. Invite your attorney to the free counsel seat: they review and sign in the same workspace, with every sign-off bound to the exact document it approves. Monitor requires no attorney at all.
Do counsel or auditors pay for TakePublic?
No. Counsel and auditor firm seats are free; the company holds the only paid subscription.
Can we file through our own EDGAR agent?
Yes. After counsel signs, export the filing package and record the accession number when it files. The Company calendar reconciles against EDGAR either way.
What does the Company calendar show?
It brings public filings and insider activity, regulatory obligations, internal workflow, and company events into Month and Agenda views, with direct links to the workspace that owns each record.
Do you work with companies outside the United States?
No. TakePublic supports US companies on domestic Exchange Act forms. Foreign private issuers on 20-F and 6-K are not supported.
What happens to our filing records?
Filed records, every earlier version and the approvals behind them are retained for seven years, as SOX Section 802 and Rule 17a-4 record-keeping expect. Every change is recorded in order and cannot be rewritten, and an independent replica is held with a second provider. If you leave, you export everything and the record is retained either way.
How do I get started?
Run a free compliance scan, then open Get started. Your company profile and calendar build from public EDGAR history. TakePublic is onboarding companies in order; we email you the day your company can subscribe and file.
I am an auditor or securities attorney. Can I manage my clients here?
Yes. The free practice dashboard shows every client's deadlines, filings, and open requests in one place, and you can refer a client in minutes.
Ready for one point of contact?
Start with a free compliance scan, or set up your company from its public EDGAR history. TakePublic is onboarding companies in order.
Get started or browse the help center