Keep a filing agent
Keep a filing agent when you are mid-contract, when you want a familiar transmission desk for a specific deal document, or when your counsel prefers to deliver a finished package to a long-standing agent relationship.
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TakePublic vs EDGAR filing agents
EDGAR filing agents convert documents, apply XBRL when needed, and transmit filings to the SEC. Most smaller public companies also keep securities counsel, a reporting consultant, and an XBRL specialist in the same chain, with email and Word as the glue.
TakePublic collapses that handoff for recurring domestic filings: connected books feed AI drafts, your securities attorney signs in the product, and TakePublic files to EDGAR. Agents can still stay on Monitor, or you can export a signed package on Core.
AGENTS
TakePublic
VS AGENTS
EDGAR filing agents
Transmission vendors
- Best for
- Smaller public companies running recurring domestic filings
- Pricing
- TakePublic posts pricing. Core from $2,999/month.
- Agent pricing
- Typically per filing or under a service agreement
- Counsel
- Your securities attorney signs every TakePublic filing.
What EDGAR filing agents are
An EDGAR filing agent is a service vendor that prepares and transmits filings to the SEC on the company's behalf. The company (or its counsel or consultant) delivers a near-final document; the agent handles conversion, tagging support, and submission.
Agents are a transmission and production layer. They are not the company's general ledger, compliance calendar, or counsel of record. Coordination across counsel, consultants, and the agent is usually the company's job.
How TakePublic is different
TakePublic is the workspace around the filing, not only the last mile to EDGAR. The model difference is where the draft starts and who must sign before anything transmits.
01 BOOKSConnected ledger
02 DRAFTAI with citations
03 SIGNCounsel sign-off
04 FILEEDGAR filing
- Drafting starts from connected books with citations and a tie-out report, instead of a finished Word package handed to an agent at the end. Statements render from the ledger; the model reads summary and flux figures but never generates a statement figure.
- Counsel sign-off is required in the product against the exact document hash before submission. TakePublic is not a law firm.
- Deadlines, alerts (ET), auditor and counsel seats, and the audit trail live in one place with the draft.
- Counsel and auditor firm seats are free; the company's subscription is the only paid account.
- Core can replace the agent for transmission, with Inline XBRL included; Monitor sits above your existing agent and reconciles when they file. Your PCAOB auditor always stays.
When an EDGAR filing agent is the better fit
Start on TakePublic Monitor
Start on TakePublic Monitor in those cases: the calendar and health score run while the agent continues to file. Move filing onto Core when the contract ends and you want books-to-EDGAR in one workflow.
Pricing
Their pricing
Filing agents typically price per filing or under a service agreement. Contact your agent for current rates; TakePublic does not publish competitor fee schedules.
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
Do I still need an EDGAR filing agent?
On Monitor, yes: your agent files and TakePublic tracks the calendar from EDGAR. On Core, you can submit through TakePublic after counsel sign-off, or export the package and keep filing externally.
Is TakePublic a filing agent?
TakePublic is a compliance platform that can transmit after counsel sign-off. It also drafts from connected books, runs the deadline calendar, and seats your auditor and counsel. That is a different model from an agent that receives a finished document.
What does the four-vendor handoff cost in practice?
Beyond fees, the cost is coordination: counsel drafts, a consultant formats, an XBRL agent tags, and an EDGAR agent transmits, with the CFO holding the thread. TakePublic puts that chain in one workspace; the PCAOB auditor remains separate.
Can we switch agents later?
Yes. Many companies start on Monitor while an agent contract runs, then move transmission to Core when ready. Counsel sign-off is required on either path.
Does TakePublic give legal advice?
No. TakePublic is not a law firm. Every filing requires sign-off by your securities attorney on the exact document being submitted.
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.