Choose Greenshoe
Continuous peer monitoring, disclosure benchmarking and research-infused Word markups are the main job, and your team and filing agent already own the rest of the process.
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TakePublic vs Greenshoe
Greenshoe monitors and benchmarks disclosure for reporting teams; TakePublic is the reporting back office.
- Best for
- Smaller filers, whole back office
- Our pricing
- Posted; Core in closed beta
- Their pricing
- Published by Greenshoe
- Their security
- SOC 2 Type I and II; ISO 27001 in progress
- Firm seats
- Free; the company pays
VS
VS GS
Greenshoe
Disclosure intelligence
How TakePublic is different
Greenshoe monitors peer disclosures, SEC guidance and market events and helps reporting teams benchmark and update disclosure, with exported markups. TakePublic carries the workflow from the ledger through counsel sign-off and EDGAR filing.
- 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.
- Ledger data inQuickBooks Online directly; Xero and NetSuite through a trial balance import (CSV, Excel, or a linked Google Sheet).
- Filing includedEDGAR filing with Inline XBRL included, after your securities attorney signs the exact version.
- 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.
When Greenshoe is the better fit
Use both
Keep the research workflow that helps your team, then use TakePublic for ledger-connected statements, counsel-gated approval, Inline XBRL, and EDGAR filing.
Pricing
Their pricing
Greenshoe publishes its own pricing and packaging. Contact Greenshoe for current terms; 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.
AAPL10-Q
Apple Inc.
Score95.7 / 100
JPM10-K
JPMorgan Chase & Co.
Score95 / 100
CADL10-Q
Candel Therapeutics, Inc.
Score95.8 / 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 Greenshoe replacement?
It depends on the job. Greenshoe is built around continuous disclosure monitoring, benchmarking, and drafting; TakePublic is the recurring reporting back office, from connected books through counsel sign-off, Inline XBRL, and EDGAR filing.
Can we use Greenshoe and TakePublic together?
Yes. Use Greenshoe for monitoring and benchmarking and run the filing workflow in TakePublic; the products address different parts of the reporting cycle.
Who signs a TakePublic filing?
Your securities attorney, on the exact document version, from a free counsel seat. TakePublic is not a law firm and does not give legal advice.
Does our securities counsel pay for TakePublic?
No. Counsel and law firm seats are free; the company's subscription is the only paid account. Auditor access comes with Core, which is in closed beta.
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.