Who it serves
TakePublic for CFOs
The filing calendar, insider forms and their sign-off in one workspace.
- Who it is for
- CFOs who own the filing calendar
- What you run
- Deadlines, insider forms, sign-off
- Access
- Company workspace, firm seats free
- Plan
- Monitor or Section 16; Core in closed beta
How an insider filing moves
- 01Set up from EDGAR
- 02Record the trade
- 03Form 4 drafted
- 04Counsel signs
- 05Submit to EDGAR
One Company calendar
- Every event, in ETPublic filings, insider activity, regulatory obligations, workflow and company events in Month or Agenda, from your fiscal year end and filer status.
- Escalating alertsEmail at 30, 14, 7, 3, and 1 days before each open deadline, on the due date, and 1, 3, and 7 days past due.
- Health scoreThe dashboard grades runway against draft readiness so you see trouble early.
Your existing professionals
- Invite by emailCompany admins invite your securities attorney and board directors; their seats are free. Auditor access comes with Core, which is in closed beta.
- Roles unchangedTakePublic is not a law firm and does not replace your PCAOB auditor; any edit after sign-off forces a re-review.
- EDGAR pathSubmit through TakePublic, or export the package to your own agent.
Pricing before you sign
Monitor is the Company calendar when existing vendors stay; Section 16 adds Forms 3, 4, and 5 drafted and filed. Core, in closed beta, will be tiered from public EDGAR history and shown with evidence before you pay.
Frequently asked questions
Can my securities attorney keep working with us?
Yes. Invite your counsel to the counsel seat; they review, request changes, and sign off on the exact document version. TakePublic is not a law firm.
Do I have to replace our EDGAR agent?
No. After counsel sign-off, submit through TakePublic or export the filing package and mark the filing as filed externally with its accession number.
What does Core include?
The full Company calendar, 10-K, 10-Q, 8-K, NT notices, and the counsel workflow. Core is in closed beta with no price posted yet.
Can our Core tier change mid-year?
No. The tier is set from your EDGAR history when you sign up and is not re-tiered mid-year. Any price change comes with 30 days' notice, as the terms say.
Who can submit a filing to EDGAR?
A company admin, after counsel has signed off and EDGAR filer credentials are stored and verified in Settings. Sign-off stays counsel-only.
Get started
Every deadline on one calendar.
Set up from your public EDGAR history in a few minutes. Your counsel's seat is free.
Get started Run a free scan firstTakePublic 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.