Who it serves

Who TakePublic serves: CFOs, counsel, insiders

One workspace, different seats. The company tracks deadlines and files its insiders' forms, your reviewer signs off, and each insider signs their own. Auditor access comes with Core, which is in closed beta.

17 pages

TP CFOThe CFOOwn the filing calendar, drafts, and counsel workflow without building an in-house securities practice. TP CTRLThe controllerConnected books, tie-out reports, and source labels for day-to-day SEC drafting. TP FIRMThe law firmFree firm roster, client engagements, ethical walls, lead routing, and a risk-sorted practice dashboard. TP ESQSecurities counselCounsel sign-off locked to the exact version, change requests on the record, practice dashboard, and firm rosters. Firms are free. TP CPAThe audit firmAuditor sign-up is not open at launch. The auditor seat, PBC list and review come with Core, in closed beta. TP WATCHThe WatchlistWatch up to 3 public companies free by ticker or CIK: score, next deadline, and latest filing from EDGAR. TP BODThe boardRead-only seat with board approvals locked to the exact version of the 10-K. TP OTCOTC-quotedFederal SEC calendar plus OTCQX, OTCQB, and OTCID certifications. TP OTCQXOTCQXThe OTCQX certification, profile verification and fee dates beside the SEC calendar. TP OTCQBOTCQBThe OTCQB certification, profile verification, fee and bid test beside the SEC calendar. TP OTCIDOTCIDThe OTCID certification, profile verification and fee dates beside the SEC calendar. TP NASDAQNASDAQ-listedFederal SEC filing workflow for NASDAQ issuers. No listing-standards monitoring. TP NYSENYSE-listedFederal SEC filing workflow for NYSE issuers. No listing-standards monitoring. TP NYSE AMNYSE AmericanFederal SEC filing workflow for NYSE American issuers, with the Company Guide dates beside it. TP 15(d)15(d) reporterRegistered notes, no ticker, a 10-K calendar and no Section 16. TP REIT/BDCNon-traded REIT or BDC15(d) from the offering, 12(g) by holder count, and Section 16 for every BDC. TP IPO+1Newly publicFirst 10-K and 10-Q after going public. Onboarding reads your public EDGAR history.

For professionals

Securities counsel: run your whole client book here

Every client's deadlines, filings, and open requests in one practice view. Your seat is free; your client's subscription is the only paid account.

Your firm

One practice view

YOUR FIRMPractice dashboard
ACME10-Q due Aug 14 ET
BLUEForm 4 due today (ET)
NOVA10-K on track

Every engagement, sorted by what needs you next. Deadlines in Eastern Time.

Growth

Referrals from the dashboard

Refer 01Send your client the link
Refer 02They onboard themselves
Refer 03Your free seat from day one

Your firm keeps the relationship and holds a seat on the engagement.

See how the practice workspace works, or sign in if a client has already added you. Audit firms cannot sign up at launch; auditor access comes with Core, which is in closed beta.

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Every deadline on one calendar.

Set up from your public EDGAR history in a few minutes. Your counsel's seat is free.

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TakePublic 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.