TakePublic

Create your account

Sign in with Google or email and password to start onboarding.

Sign in
The TakePublic sign-in page with email and password fields, a create account link, and a continue with Google option
Sign in with email and password or Google. Create account starts a fresh workspace; invited teammates land here first, then join their company.

Sign-in options

TakePublic supports Google sign-in and email with password.

  1. Choose Google or Email and password on the Login page.
Note

Multi-factor authentication is required for counsel and platform admin roles in production.

What happens after sign-in

New users land in onboarding.

  1. Find your company on EDGAR.
  2. Confirm your fiscal calendar and filer status.
  3. Connect your books.
  4. Choose a plan under Settings > Billing.
Note

You can return to incomplete steps from Settings later.

Local development only

Engineers running the stack locally can switch personas with x-dev headers. Production accounts use Firebase authentication.

Note

The x-dev header path is for development and testing only.

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Up next

Set up your company

Look up your CIK, confirm fiscal year end, and set filer status for deadline math.

Related content

Still need help?

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.