Who it serves

Who TakePublic serves: CFOs, counsel, auditors

One workspace, different seats. The company drafts and files, the auditor works the request list, the attorney reviews and signs, and a director records the board's approval when required. These pages show what each seat gets.

TakePublic TP CFO The CFO Own the filing calendar, drafts, and counsel workflow without building an in-house securities practice.
TakePublic TP CTRL The controller Connected books, tie-out reports, and provenance badges for day-to-day SEC drafting.
TakePublic TP FIRM The law firm Free firm roster, client engagements, ethical walls, lead routing, and a risk-sorted practice dashboard.
TakePublic TP ESQ Securities counsel Hash-bound counsel sign-off, practice dashboard, firm rosters, and privileged threads. Firms are free.
TakePublic TP CPA The audit firm Read-only seat, PBC list, and auditor clearance across every client. Firms are free.
TakePublic TP BOD The board Read-only seat with hash-bound board approvals on the 10-K and DEF 14A.
TakePublic TP OTC OTC-quoted Federal SEC calendar plus OTCQX, OTCQB, and OTCID certifications. Monitor from $299.
TakePublic TP NASDAQ NASDAQ-listed Federal SEC filing workflow for NASDAQ issuers. Listing-standards monitoring is on the roadmap.
TakePublic TP NYSE NYSE-listed Federal SEC filing workflow for NYSE issuers. Listing-standards monitoring is on the roadmap.
TakePublic TP IPO+1 Newly public First 10-K and 10-Q after going public. Onboarding reads EDGAR; S-1 is roadmap.
TakePublic TP REG A Reg A issuer Reporting on 1-K, 1-SA, and 1-U after a Reg A raise. One plan, $749 per month.

Bring your filings in-house, with counsel still signing

Connect your books, review AI drafts with citations, and file to EDGAR. Your securities attorney signs every filing before it goes anywhere.

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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.