Keep a filing agent
You are mid-contract, you want a familiar transmission desk for a specific deal document, or your counsel prefers to deliver a finished package to a long-standing agent.
Compare
TakePublic vs EDGAR filing agents
Filing agents convert, tag and transmit a finished document; TakePublic is the workspace around the filing.
- Best for
- Smaller companies, recurring filings
- Our pricing
- Posted; no per-filing or rush fees
- Their pricing
- Per filing or service agreement
- Keep your agent
- Yes on Monitor; Core can export
- Counsel
- Your attorney, or your designated reviewer for Forms 3, 4 and 5, signs off every filing we prepare
AGENTS
VS AGENTS
EDGAR filing agents
Transmission vendors
How TakePublic is different
A filing agent converts, tags and transmits a near-final document; coordination stays the company's job. TakePublic starts at the draft and gates transmission on counsel sign-off.
- 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 workspaceDeadlines, alerts (ET), the counsel seat, and the audit trail live with the filing; auditor access comes with Core.
When an EDGAR filing agent is the better fit
Start on TakePublic Monitor
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, often with separate rush charges. TakePublic does not publish competitor fee schedules.
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.
HIMS10-Q
Hims & Hers Health, Inc.
Score94.8 / 100
YORW10-K
The York Water Company
Score95.9 / 100
JPM10-K
JPMorgan Chase & Co.
Score95 / 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
Do I still need an EDGAR filing agent?
On Monitor, yes: your agent files and TakePublic tracks the calendar from EDGAR. On Core, submit through TakePublic after counsel sign-off, or export the package to your agent.
Is TakePublic a filing agent?
TakePublic is a compliance platform that can transmit after counsel sign-off; it also drafts from connected books and runs the deadline calendar. An agent receives a finished document.
What does the four-vendor handoff cost in practice?
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.
Does TakePublic give legal advice?
No. TakePublic is not a law firm; every filing prepared in TakePublic requires your securities attorney's sign-off on the exact document.
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.