Who it serves

TakePublic for CFOs

You own the filing calendar, the officer certifications, and the board conversation when something slips. Building an in-house securities practice for recurring 10-K, 10-Q, 8-K, and Form 4 work is expensive, and juggling counsel, a reporting consultant, an EDGAR agent, and an XBRL agent across email threads is how deadlines get missed.

TakePublic is one workspace for those deadlines, AI-drafted filings from connected books, review threads with your auditor and counsel, and an immutable audit trail. Your securities attorney signs every filing before it reaches EDGAR. Core pricing is quoted from your public EDGAR history and shown with evidence before checkout.

CFO
TakePublic TP CFO The CFO Company operator
Who it is for
CFOs who own the filing calendar and board conversation
What you run
Deadlines, drafts, review, and counsel sign-off
Access
One company workspace with invited audit, counsel, and board seats
Plan
Monitor $299/mo, Section 16 $499/mo, or Core from $2,999/mo

One calendar, Eastern Time

Deadlines are computed from your fiscal year end and filer status in Eastern Time, the clock the SEC uses. Weekend and SEC holiday due dates roll to the next business day.

Drafts, review, then counsel sign-off

01 DRAFTAI drafts from books
02 REVIEWInternal and auditor
03 SIGNCounsel hash sign-off
04 FILESubmit to EDGAR

Invite the people you already work with

Pricing quoted before you sign

$299
Monitor
$499
Section 16
$2,999
Core from

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 hash. TakePublic is not a law firm and does not give legal advice.

Do I have to replace our EDGAR agent?

No. After counsel sign-off you can submit through TakePublic or export the filing package and mark the filing as filed externally with its accession number. The counsel gate applies on both paths.

What does Core include?

The full compliance calendar, 10-K, 10-Q, 8-K, NT notices, and the counsel workflow. Complex pricing ($4,999 or $5,999) is computed from EDGAR history and shown with evidence before checkout.

Is pricing locked for the year?

Yes. The quote and its evidence are shown before checkout and do not change mid-year. Platform admins can override a misclassified tier if needed.

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. Platform admins can assist a tenant; sign-off stays counsel-only.

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.

Get started Run a free compliance scan first

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.