DFIN is the better fit
Choose DFIN when you want SEC reporting software with a large service organization behind conversion, production, and filing support, especially if your company already runs on DFIN for related financial communications work.
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TakePublic vs DFIN ActiveDisclosure
DFIN ActiveDisclosure is SEC reporting software from Donnelley Financial Solutions. Companies use it when they want disclosure software with a service organization behind document conversion, reporting, and filing support.
TakePublic serves OTC to NYSE companies that want connected books, AI-drafted filings with citations, your securities attorney signing every document, and EDGAR filing in one workspace. Buyers are typically CFOs and controllers at smaller reporting companies.
VS
TakePublic
VS DFIN
DFIN ActiveDisclosure
SEC reporting software
- Best for
- CFOs and controllers at smaller reporting companies
- Pricing
- TakePublic posts pricing. Core from $2,999/month.
- DFIN pricing
- Sold by quote
- Counsel
- Your securities attorney signs every TakePublic filing.
What DFIN ActiveDisclosure is
ActiveDisclosure is Donnelley Financial Solutions' SEC reporting software line. It sits in the disclosure software category, often paired with DFIN's broader financial communications and filing services for companies that want software plus a service bureau.
The buyer is usually a public company finance or reporting team that needs a structured environment for assembling and transmitting SEC reports, with vendor support available around the document.
How TakePublic is different
TakePublic's model centers on books-connected drafting, an in-product counsel gate, and published subscription pricing for the full recurring cycle.
01 BOOKSConnected ledger
02 DRAFTAI with citations
03 SIGNCounsel sign-off
04 FILEEDGAR filing
- Connected books feed the draft: QuickBooks Online OAuth or trial balance CSV. Statements render from the ledger; narrative AI carries source citations.
- Counsel sign-off is enforced in code against the document hash before any EDGAR submission. TakePublic is a technology platform, not a law firm.
- Monitor, Section 16, and Core are self-serve with Stripe checkout. Complex Core pricing is computed from public EDGAR history and shown before you pay.
- Counsel and auditor firm seats are free; the company's subscription is the only paid account.
- The four-vendor handoff (securities counsel drafting time, reporting consultant, EDGAR agent, XBRL agent) collapses into one workspace, with Inline XBRL included. Your securities counsel stays and reviews instead of drafts, and the PCAOB auditor always stays.
When DFIN ActiveDisclosure is the better fit
TakePublic matches this operating model
If you want drafting to start from the ledger, counsel sign-off inside the same product, and a fixed monthly price quoted before checkout, TakePublic matches that operating model more closely.
Pricing
Their pricing
DFIN ActiveDisclosure pricing is sold by quote. Contact DFIN for current packaging and terms.
TakePublic, published
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Monitor$299 / month
Compliance calendar, health score, and deadline tracking while your current vendors keep filing.
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Section 16$499 / month
Forms 3, 4, and 5 drafted, signed by counsel, and filed.
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Corefrom $2,999 / month
10-K, 10-Q, and 8-K drafted from your books, counsel sign-off, EDGAR filing, and Inline XBRL.
Complex Core is $4,999 or $5,999 per month, computed from your public EDGAR history and shown before checkout. Onboarding is $5,000 to $10,000 one time by complexity tier.
See full pricingRead our output before you decide
Complete generated documents, scored line by line against what each company actually filed. Open one and read it cover to cover.
These companies are not TakePublic customers. Trademarks belong to their respective owners; the filings shown are public records. All 35 published drafts are on the proof page.
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, TakePublic is a direct alternative. 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. Sign-off is bound to the SHA-256 hash of the full document. TakePublic does not give legal advice.
What does Core include?
The full compliance calendar, 10-K, 10-Q, 8-K, NT notices, and the counsel workflow. Complex filers see $4,999 or $5,999 per month with the evidence shown before checkout.
Fixed pricing, quoted before you sign
Monitor from $299 per month, Section 16 at $499, Reg A at $749, and Core from $2,999. Reg A onboarding is $1,500 one time. Core pricing is computed from your public EDGAR history and shown with evidence before checkout.
See pricing Get startedTakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.