Choose Workiva
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.
Compare
TakePublic vs Workiva
Workiva serves large filers with dedicated reporting teams; TakePublic is the back office for smaller reporting companies.
- Best for
- Smaller reporting companies
- Our pricing
- Posted; Core in closed beta
- Their pricing
- Sold by quote
- Workiva category
- Enterprise disclosure and GRC suite
- Counsel
- Your attorney, or your designated reviewer for Forms 3, 4 and 5, signs off every filing we prepare
VS
VS WDESK
Workiva
Enterprise reporting
How TakePublic is different
Workiva is the enterprise disclosure and GRC suite for large accelerated filers with reporting teams. TakePublic is one workspace for deadlines, drafts, counsel review and EDGAR filing at a smaller company.
- 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 workspaceSecurities counsel drafting time, reporting consultant, EDGAR agent and XBRL agent collapse into one place; counsel reviews instead of drafts.
When Workiva is the better fit
Choose TakePublic
Your finance team is one to a few people, your books live in QuickBooks or a light ERP, and you want counsel sign-off and EDGAR filing in the same workflow as the draft.
Pricing
Their pricing
Workiva pricing is sold by quote. Contact Workiva for current packaging and terms.
TakePublic, published
-
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.
-
Section 16$999 / month
Forms 3, 4, and 5 drafted, signed by counsel, and filed. Or $9,990 a year, 2 months free.
-
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.
YORW10-Q
The York Water Company
Score94.7 / 100
EPM10-K
Evolution Petroleum Corporation
Score95.6 / 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 Workiva replacement?
For smaller reporting companies with recurring domestic SEC filings, yes. 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 to your own agent. On Monitor, your existing agent stays and TakePublic tracks deadlines and reconciles from EDGAR.
Does TakePublic replace our securities counsel?
No. Your securities attorney signs off every filing TakePublic prepares, from a free counsel seat, or for Forms 3, 4 and 5 the reviewer your company designates. TakePublic is not a law firm.
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.
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.