How due dates are computed, alerts are sent, and health scores work.
Fiscal year end plus filer status drive every due date in Eastern Time.
Track the Regulation A Tier 2 reporting cycle, draft Forms 1-K, 1-SA, and 1-U, and route each filing through counsel sign-off.
Keep the Form 1-A, its amendments, 253(g) supplements, and the Form 1-Z exit report on your compliance calendar while counsel handles the offering.
Email from 30 days out through 7 days past due. SMS from 3 days out when a phone is on file.
Mark a calendar entry as not applicable with an audited reason.
A 0 to 100 score with letter grade A through F, shared by the app and free scanner.
Calendar entries for SEC comment letters, outside registration work, Form 25, and other obligations TakePublic does not draft.
Log the staff letter as a tracked matter, draft a CORRESP response per comment, and have counsel sign before submission.
On the filer status review calendar entry, enter public float and optional revenue; the calculator suggests accelerated or large accelerated status with an audit trail.
On Pink Limited annual and OTCQX, OTCQB, or OTCID certification deadlines, download generated disclosure and certification documents to post through OTCIQ.