Who it serves
TakePublic for audit firms
A read-only seat for the PBC list and auditor review of the 10-K and 10-Q, in Core.
- Audit firms cannot sign up at launch
- Auditor access comes with Core
- Your PCAOB audit stays with you
- Who it is for
- Audit firms with public-company clients
- Sign-up
- Not open at launch
- Authority
- Clear review; never draft or sign
- Plan
- Core is in closed beta. Request access
At launch
- No auditor sign-upAudit firms and individual auditors cannot create an account or take a seat on a client until Core opens.
- What launchesMonitor tracks every SEC deadline in ET, and Section 16 drafts and files Forms 3, 4 and 5 with counsel review and insider signing. Neither involves the auditor.
- Your audit is unchangedThe PCAOB audit stays with you; TakePublic does not audit financial statements.
The auditor seat, when Core opens
Core is in closed beta. This is how the auditor seat works in it.
- 01Work the PBC list
- 02Filing enters auditor review
- 03Attach the artifacts
- 04Clear to counsel
- Read-onlyThe seat cannot draft, sign off, or submit; clearance from auditor review is the write path.
- Required artifactsA 10-K clears with the audit report, plus the Exhibit 23 consent when required; a 10-Q with the interim review report.
- Return or forwardReturn a filing to draft or forward it to counsel review; those forms cannot skip auditor review.
- Across clientsAn auditor queue lists filings in auditor review and open PBC items across your companies.
Frequently asked questions
Can an audit firm sign up today?
No. Auditor sign-up is not available at launch. Auditor access comes with Core, which is in closed beta; the launch plans, Monitor and Section 16, do not involve the auditor.
Why does auditor access wait for Core?
The auditor's deliverables, the audit report on the 10-K and the interim review report on the 10-Q, attach to reports TakePublic drafts in Core. Monitor and Section 16 track deadlines and file Forms 3, 4 and 5, which carry no auditor deliverable.
Can auditors draft or sign SEC filings?
No. In Core, the auditor seat cannot draft, sign off, or submit. Clearance from auditor review is the write path, and only with the required artifacts attached.
Which filings will require auditor review?
The 10-K and 10-Q, once Core opens. The required auditor deliverables must be attached before counsel review.
Do you pay auditor referral fees?
No. No cash referral fees in either direction; auditor independence rules forbid them.
Free scan
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Type a ticker, CIK or company name. The scan reads EDGAR and grades the filing record. No account.
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.