Notifications

Handoff notifications

When a filing changes hands, the party whose turn it is gets a bell notification and an email.

• Your counsel: when a filing is ready for review.
• Your team: when counsel requests changes, signs off, or EDGAR accepts the filing.

One bell across your clients

For counsel and preparers the bell reads every company you serve, through a direct seat or your firm's engagement, newest first, each row naming its company; the badge is the total and the panel's count reads "2 unread, all clients". Opening a row at another client moves you to that seat first, the same way the company switcher does. Mark all as read clears every client. A company seat keeps the one-company bell.

• Only live seats count: an expired seat (a support seat past its hour) drops out of the list, the badge and Mark all as read.
• While your seats are still loading, a row reads "Checking your seats" and opens once they are known; if the read fails, the row stays unread and in place with Retry. Only a loaded roster without the seat means the seat is gone.

Sent to you by name

The Item 405 block sent to counsel reaches the named person in the bell and by email; that email never turns off. Every other notification says what happened and where to act. Nothing in TakePublic is a chat: conversations happen outside the platform, and the record holds the decisions (a request for changes and its reason, a sign-off, a signature, a filed accession).

Who is told, and your own copy

Settings › Notifications is one page with two tabs, and every row on both is one on or off switch. Company is what the company sends: Filings, Deadline reminders, Requests, Invitations and seat changes, Peer activity, and payment problems and plan changes. On tells the roles each group is for, counsel, preparers and directors on their turn; off tells nobody. A company admin turns them; other company seats see them greyed. My notifications is your own copy.

• My notifications lists the rows your role receives. A row on sends each of its notifications by email and in-app (a push to a connected browser); off sends neither. Deadline reminders also text you once Text reminders has your mobile and consent. From TakePublic also sets the account-wide service status emails and texts. Under the rows are the Remind me reminders you set on calendar rows, with Open and Clear.
• Order of precedence: the company decides which groups it sends; you can turn your own copy off; a Remind me row decides your email and text for that one deadline.
• Counsel, auditors, preparers and directors choose their own company updates, such as deadline reminders and EDGAR results: each reaches them only while its row is on in their My notifications. Their own turn, such as a review request, reaches them by default.
• Two emails never turn off: deadline reminders for company admins and users, and what is sent to you by name. The row's line says so; Payment problems, Invitations and seat changes and Requests are always on for the company.
• The bell shows every row the company sends you regardless of email settings.
• Support replies email you within one business day and appear in the bell whichever way the switch is set; From TakePublic's switch sets their push and your service status emails and texts.
• A filing sitting unchanged close to its due date nudges whoever it is waiting on, plus your company admins; the switch is Stalled filing reminders, on Section 16 (Forms 3, 4 and 5) as on Core.
• A handoff email (review needed, changes requested, signed off) carries the report's statutory due date as a Due row ("Sep 17, 2026 (ET) · in 2 days"); an amendment, which has no statutory date, and a filed or accepted report carry none.
• Invitations and seat changes always reach the company admins in the bell, never the one who made the change or the member it is about: an invitation accepted, a member's role, areas or permissions changed, a member removed or left. Each admin can turn their own email and push for it off.
• A payment that did not complete reaches company admins by email alone, once per invoice; it is not a notification category and has no row here.
• When your company's verification completes, its company admins get one email saying the company is verified on TakePublic; it is not a notification category either.