Who it serves
Your independence rules do not bend for another vendor portal. You need the draft, the PBC list, and a clean way to clear auditor review without drafting, signing, or submitting the client's SEC filing.
The auditor seat is read-only on the filing workspace, with a PBC request list and the authority to clear a filing back to draft or on to counsel review once the required artifacts are attached. Firm engagements and a cross-tenant queue cover every TakePublic client you serve. Firms are always free.
The PCAOB audit stays with you. TakePublic does not audit financial statements.
Refer a company with your link.
The company joins through your link.
Referrals only ever grant professional seats when a company joins through your link.
Yes. Firms are always free. The company's subscription is the only paid account.
No. The auditor seat cannot draft, sign off, or submit. Clearance from auditor review is the write path, and only with the required artifacts attached.
Auditor review is required for 10-K, 10-Q, S-8, S-3, 10-12G, 10-12B, 11-K, and 1-K. The required auditor deliverables must be attached before counsel review.
Yes. Firm engagements seat the roster on each client. The cross-tenant auditor queue and practice dashboard span every company you reach.
No. No cash referral fees in either direction. Auditor independence rules forbid them.
Enter your ticker and get a free compliance report: health score, filing history, and your next deadlines (ET). No account required. Your securities attorney signs every filing, and on Core we file to EDGAR with Inline XBRL included.
Run a free compliance scan See plans and pricingTakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.