Choose DFIN
You want SEC reporting software with a large service organization behind conversion, production and filing support, especially if you already run on DFIN for financial communications work.
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TakePublic vs DFIN ActiveDisclosure
DFIN ActiveDisclosure pairs SEC reporting software with a service organization; TakePublic is one posted-price workspace for smaller reporting companies.
- Best for
- Smaller reporting companies
- Our pricing
- Posted; Core in closed beta
- Their pricing
- Sold by quote
- DFIN category
- SEC reporting software and services
- Counsel
- Your attorney, or your designated reviewer for Forms 3, 4 and 5, signs off every filing we prepare
VS
VS DFIN
DFIN ActiveDisclosure
SEC reporting software
How TakePublic is different
ActiveDisclosure is Donnelley Financial Solutions' SEC reporting software, often paired with DFIN's filing services. TakePublic centers on books-connected drafting, an in-product counsel gate, and published subscription pricing.
- 01Connect books
- 02AI drafts with citations
- 03Counsel signs
- 04Submit to EDGAR
The TakePublic model
- Ledger numbersThe model reads summary and flux figures but never generates a statement figure.
- Counsel gateYour securities attorney, or for Forms 3, 4 and 5 your designated reviewer, signs off the exact document version before anything reaches EDGAR.
- Free counsel seatsYour securities counsel's seat is free; the company's subscription is the only paid account. TakePublic is not a law firm and does not replace your PCAOB auditor.
- One workspaceSecurities counsel drafting time, reporting consultant, EDGAR agent and XBRL agent collapse into one place, with Inline XBRL included.
When DFIN ActiveDisclosure is the better fit
Choose TakePublic
You want drafting to start from the ledger, counsel sign-off inside the same product, and a fixed monthly price posted in full.
Pricing
Their pricing
DFIN ActiveDisclosure pricing is sold by quote. Contact DFIN for current packaging and terms.
TakePublic, published
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Monitor$499 / month
Company calendar, health score, and ET deadline tracking while your current vendors keep filing. Or $4,990 a year, 2 months free.
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Section 16$999 / month
Forms 3, 4, and 5 drafted, signed by counsel, and filed. Or $9,990 a year, 2 months free.
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CoreClosed beta
In closed beta: drafts and files 10-K, 10-Q, 8-K and NT notices.
No per-filing fees, no rush charges. Core is in closed beta and has no price posted yet; request access on the pricing page and we will be in touch.
See full pricingRead our output before you decide
Generated documents, scored line by line against what each company filed.
AAPL10-Q
Apple Inc.
Score95.7 / 100
YORW10-K
The York Water Company
Score95.9 / 100
EPM10-K
Evolution Petroleum Corporation
Score95.6 / 100
These companies are not TakePublic customers. Trademarks belong to their respective owners; the filings shown are public records. All 27 published drafts are in the viewer.
Frequently asked questions
Is TakePublic a DFIN ActiveDisclosure replacement?
For smaller reporting companies that want books-connected drafts, counsel in the workflow, and EDGAR filing on a published subscription, yes. Companies that prefer software plus a large DFIN service desk may stay with ActiveDisclosure.
Do I still need an EDGAR filing agent?
Not necessarily on Core: after counsel sign-off you can submit through TakePublic or export to your own agent. On Monitor, keep your agent; the calendar reconciles from EDGAR.
Who signs TakePublic filings?
Your securities attorney, with sign-off locked to the exact version of the full document. TakePublic does not give legal advice.
What does Core include?
The full Company calendar, 10-K, 10-Q, 8-K, NT notices, and the counsel workflow. Core is in closed beta; its tier will be set by EDGAR history and shown with the evidence before you pay.
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.
See pricing Get startedTakePublic 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.