Getting started

Create your account and set up your company profile.

Guide 01Create your accountSign in with Google or email and password to start onboarding. Guide 02Set up your companyLook up your CIK, confirm fiscal year end, and set filer status for deadline math. Guide 03Claimed tickers and verified workspacesWhat it means when your company already has a verified TakePublic workspace. Guide 04Get help and supportUse the help widget for articles, AI answers, and messages to the TakePublic team. Guide 05Find your way aroundWhere each role lands on Home, Cmd+K search, where setup is done, and notifications. Guide 06PeersCompare your public filing record with companies you choose.