Help center

Guides for accounts, filings, deadlines, EDGAR, billing, team roles, and security.

TakePublic Help 01 Getting started Create your account, set up your company profile, and connect your books.

TakePublic Help 02 Filings and review How filings move through review, AI drafts, and counsel sign-off.

TakePublic Help 03 Deadlines and calendar How due dates are computed, alerts are sent, and health scores work.

TakePublic Help 04 EDGAR Filer credentials, verification, and submission errors.

TakePublic Help 05 Insiders and Section 16 Forms 3, 4, and 5, insider filer codes, blackout windows, and D&O questionnaires.

TakePublic Help 06 Billing Plans, checkout, and what happens when payment fails.

TakePublic Help 07 Team and roles Invites, outside counsel, and what each role can do.

TakePublic Help 08 Security and privacy Data protection, audit trail, and multi-factor authentication.

TakePublic Help 09 For counsel and auditors The Practice workspace, professional firms, client referrals, and cross-client review queues.