Compare

TakePublic vs Workiva

Workiva is an enterprise financial reporting and GRC platform used by large filers with big reporting teams. Companies adopt it when disclosure, controls, and multi-framework reporting sit with a dedicated internal staff.

TakePublic is the back office for US public companies that need recurring 10-K, 10-Q, 8-K, and Form 4 compliance without building that stack. Connected books feed AI-drafted filings, your securities attorney signs every one, and TakePublic files to EDGAR. Typical buyers are CFOs and controllers at smaller reporting companies.

VS
TakePublic VS WDESK Workiva Enterprise reporting
Best for
CFOs and controllers at smaller reporting companies
Pricing
TakePublic posts pricing. Core from $2,999/month.
Workiva pricing
Sold by quote
Counsel
Your securities attorney signs every TakePublic filing.

What Workiva is

Workiva sits in the enterprise disclosure and GRC category. Buyers are often large accelerated filers and other companies with substantial reporting teams that coordinate financial reporting, controls, and related frameworks from one suite.

The service model assumes a team that lives in the platform: controllers, reporting leads, and specialists who own close-to-file workflows at enterprise scale.

How TakePublic is different

The comparison is a model difference, not a quality claim. TakePublic is built for companies that want one workspace for deadlines, drafts, counsel review, and EDGAR filing, without stitching four vendors together for each cycle.

01 BOOKSConnected ledger
02 DRAFTAI with citations
03 SIGNCounsel sign-off
04 FILEEDGAR filing

When Workiva is the better fit

Workiva is the better fit

Choose Workiva when you are a large accelerated filer with a sizable internal reporting team and multi-framework needs such as SOX and ESG reporting alongside SEC disclosure. That scale and breadth is the market Workiva is built for.

TakePublic is the closer match

If your finance team is one to a few people, your books already live in QuickBooks or a light ERP, and you want counsel sign-off and EDGAR filing in the same workflow as the draft, TakePublic is the closer match.

Pricing

Their pricing

Workiva pricing is sold by quote. Contact Workiva for current packaging and terms.

TakePublic, published

  • Monitor$299 / month

    Compliance calendar, health score, and deadline tracking while your current vendors keep filing.

  • Section 16$499 / month

    Forms 3, 4, and 5 drafted, signed by counsel, and filed.

  • 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 pricing

Read 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 Workiva replacement?

For smaller reporting companies that need recurring domestic SEC filings with counsel in the loop, TakePublic covers the disclosure and filing back office Workiva-class suites target at enterprise scale. Large filers with big reporting teams and multi-framework GRC needs usually stay on an enterprise suite.

Do I still need an EDGAR filing agent?

On Core, TakePublic can file to EDGAR after counsel sign-off, or you can export the package and file through your own agent. On Monitor, your existing agent stays; TakePublic tracks deadlines and reconciles from EDGAR.

Does TakePublic replace our securities counsel?

No. Your securities attorney must sign every filing. Invite your own counsel to the platform; the counsel seat is free. TakePublic is not a law firm.

Does TakePublic replace our PCAOB auditor?

No. The auditor always stays. 10-K and 10-Q filings route through auditor review and cannot proceed until the required audit or interim review artifacts are attached.

Who is TakePublic built for?

CFOs and controllers at OTC to NYSE companies, typically smaller reporting companies, that need 10-K, 10-Q, 8-K, and Form 4 compliance without an enterprise reporting team.

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 started

TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.