Who it serves
TakePublic for board directors
The board's approval, recorded against the exact document that files.
- Who it is for
- Directors and audit committee members
- What you run
- Board approval on the 10-K
- Access
- Read-only director seat
- Invitation
- Single-use email link, valid 7 days
- Plan
- Core is in closed beta. Request access
One gated approval
- 01Read the workspace
- 02Record board approval
- 03Written to the record
Where approval is required
- 10-KApproval evidences the audit committee's approval of the audited financial statements.
- Matching-version gateA 10-K cannot move past counsel sign-off until a director records approval against the current version.
- UnconditionalInvite a director before the filing deadline if the workspace does not already have one.
- Edits force re-approvalAny edit after approval changes the document, the same rule that voids counsel sign-off and officer certifications.
What directors do not do
Directors cannot draft, sign off, or submit. TakePublic is not a law firm; counsel sign-off and the PCAOB audit remain with the company's attorney and audit firm.
Frequently asked questions
Which filings need board approval on TakePublic?
The 10-K: a director must record the board's approval against the exact document version before it can be filed. The board's action itself happens under the company's bylaws and state law.
What if the company edits after I approve?
The document changes, your approval no longer applies, and the filing cannot proceed past counsel sign-off until a matching approval is recorded again.
Can directors submit filings to EDGAR?
No. Directors cannot draft, sign off, or submit; submission stays with a company admin after counsel sign-off.
Is the approval in the audit trail?
Yes. Board approvals are recorded against the exact document version and written into the tamper-evident record.
Free scan
See where you stand, free.
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.