TakePublic

Manage your subscription

Use the Stripe customer portal to upgrade or update payment details.

Settings: billing
The billing tab with the active plan and the manage billing button that opens the payment portal
Manage billing opens the payment portal to change cards, view invoices, or cancel. Plan changes take effect at the next cycle.

Customer portal

In the Stripe customer portal, you can update your card, view invoices, and change plans when eligible.

  1. Open Settings > Billing and select Manage subscription.

Upgrading

The tiers are a ladder: Monitor tracks everything with no attorney required, Section 16 adds Section 16 drafting and filing with counsel sign-off, and Core unlocks every form type with AI drafting from your books. Upgrade from the portal or from Settings whenever you want the next level of help.

Sales-led accounts

Some tenants are linked to Stripe by a platform admin after a signed order form. Those accounts use the same portal for payment method updates.

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What happens if payment fails

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Sign in and open the Help widget from the lower right corner to message the team. Replies land in the app and by email.

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.