Who it serves
You own the trial balance, the period close, and the first pass on every narrative. The pain is not knowing the rules; it is stitching numbers into a filing package across spreadsheets, last quarter's Word file, and three vendor inboxes while the 10-Q clock runs.
TakePublic connects the books, drafts from the trial balance, and puts tie-out reports and provenance badges on every section so internal review is a checklist, not a scavenger hunt. Your company admin still owns the handoff to counsel; you own the draft quality that makes that handoff clean.
QuickBooks Online via OAuth, plus trial balance CSV import from any ledger, including QuickBooks Desktop, Xero, NetSuite, Sage, or a bookkeeper export.
A checklist persisted on every draft covering balance sheet ties, income statement consistency, cash flow reconciliation, equity roll-forward, and EPS inputs, shown in the filing workspace.
Yes. Edit in the workspace; the section provenance badge updates to Edited. Any edit after counsel sign-off changes the document hash and requires a new review.
A company admin or platform admin. Company users have the same drafting and internal review access but cannot hand off to counsel review.
No. Your PCAOB audit stays with your audit firm. TakePublic gives them a read-only seat, a PBC request list, and a clear path out of auditor review once required artifacts are attached.
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 firstTakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.