Compare

How TakePublic compares

Most public companies stitch compliance from a drafting tool, a consultant, an EDGAR agent, and outside counsel. These pages compare TakePublic to each vendor, including where the incumbent is the better fit.

VS WDESKWorkivaEnterprise reporting suite vs a posted-price back office with deadline tracking and counsel sign-off; Core is in closed beta. VS TMToppan MerrillFinancial printing and filing services vs a platform for recurring 10-K, 10-Q, and 8-K cycles. VS DFINDFIN ActiveDisclosureSEC reporting software with a service bureau vs a posted-price platform with a hard counsel gate; Core is in closed beta. VS BRBroadridgeShareholder communications and proxy services vs a platform for the recurring SEC reporting cycle. VS AGENTSEDGAR filing agentsWhat filing agents do, what the handoff chain costs, and what TakePublic replaces today and when Core opens. VS GSGreenshoeDisclosure monitoring and drafting vs a compliance back office that tracks deadlines and files Section 16 forms; Core is in closed beta. VS FRFinrepSEC research and drafting vs a posted-price back office built around the calendar and counsel sign-off; Core is in closed beta.

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. One calendar that everyone works from is the first fix.

Today

Four vendors for every filing

Securities counsel
Reporting consultant
ACMEYour ticker
EDGAR agent
XBRL tagging

Hourly billing. The same context re-explained every quarter.

With TakePublic

One card

ACMEYour ticker
TP TakePublic Every deadline tracked, Forms 3, 4 and 5 filed after your reviewer signs off. Core drafting is in closed beta.
Counsel seat
Insider signing

One fixed price. Your counsel stays independent and works from a free seat in the same dashboard, and each insider signs their own forms. Your transfer agent stays yours.

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 priceYesHourly, fragmentedTool subscription only
Free seat for your securities counselYesEach advisor bills separatelySold to firms as a separate product
Company calendar with SEC deadline math, alerts in ETYesSpreadsheets and counsel remindersReminders only
Insider roster synced from EDGAR; Forms 3, 4 and 5 filedYesCounsel or agent, per formNo
Sign-off enforced on every filing we prepareYesDepends on your own processNo sign-off workflow
Files to EDGAR for youForms 3, 4 and 5 today; reports with CoreYes, via a separate agentExport and self-file
Drafts reports from your accounting books, cited to the ledgerCore, in closed betaRekeyed by handYou supply the inputs
Tamper-evident record of every changeYesNoNo
Counsel review and insider signing in one workflowYesSix inboxesNo
Usable without hiring a reporting teamYesPiecemeal; you coordinateAssumes 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

Pricing

Fixed pricing, posted in full.

Monitor $499 a month, Section 16 $999. Core is in closed beta. Annual billing: 2 months free. No per-filing fees.

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TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Forms 3, 4 and 5 prepared in TakePublic file only after the reviewer the company designates, such as its securities counsel, signs off; any other filing prepared in TakePublic files only after a licensed securities attorney signs off.