Find your way around

The dashboard lands you on your next step

Home opens on one Deadlines list: every report and calendar row once, under the pills Needs you, Up next, Late and All.

• A row's Open lands on its record. A late row whose Open goes to a draft also has Details, which opens the deadline's panel in place.
• Section 16: the roster's own work comes first, in due-date order: a late or unfiled insider report, a Form 3 the EDGAR history did not find, then the EDGAR codes each insider's forms transmit under.
• Monitor: the same list. Monitor drafts nothing, so a report's row closes when EDGAR lists the filing; Filed outside TakePublic on its calendar panel records who files it.
• Directors: the Deadlines list, with no health score. On Core, Needs your approval above it lists signed-off 10-Ks and proxy statements waiting on the board.
• Counsel and preparers land on Needs you across every client: its pills group the rows (Waiting on you, Your firm is reviewing, Coming up) and each row's button names the act. A client's Overview shows the same list for that client. Your bell reads every company you serve.
• Compliance health sits above the list and scores the same rows.

Who is signed in

The header shows your initials. Hover or focus them to read your name and role ("Signed in as Avery Stone, company admin"); selecting them opens Account. Every date and time you read in the product is written out in Eastern Time (ET), the clock the SEC uses, whatever your computer's own time zone.

Inside Settings, the link over an area's title reads Back on a desktop and returns where you came from (the dashboard row that sent you, or the area before this one; the dashboard when there is nowhere to go back to). On a phone the areas are one hub page, so the link reads Settings and returns to it.

Language, theme, browsers and other tools

TakePublic is in English and in a light theme; there is no dark mode or other language. It works in current versions of Chrome, Edge, Firefox and Safari.

There is no public API. What other tools need comes out another way: your calendar as a subscription feed (see Subscribe to your calendar), your records as a download (see Getting a copy of your records), and trades in by forwarded broker confirmation or export.

Add TakePublic to your home screen

TakePublic runs in your phone's browser with a layout for small screens, your main pages along the bottom and More for everything else, Help included.

To open it from its own icon, add it to your home screen: in Safari, Share, then Add to Home Screen; in Chrome on Android, the menu, then Add to Home screen or Install app. It opens full screen; sign in once there the first time.

Search (Cmd+K)

Search (Cmd+K or Ctrl+K; on a phone, More then Search) finds the pages and settings your seat can open, the selected company's filings, deadlines, filed documents and people by their recorded details (form, period, dates, accession numbers, names), and help articles. It does not read document contents.

Setting up your company

There is no setup checklist on Home. The Company check card is where a new workspace's readiness and verification gates show, and every setup step is done on its own Settings page.

• EDGAR codes (Section 16 and Core): Settings › EDGAR. Monitor files nothing on EDGAR, so it needs none. TakePublic tests them once the company's delegation to TakePublic is Active; the company itself is verified under Ways to verify in Settings › Company. The codes cannot be stored until two-step verification is on for you (Settings › Security), and Form ID for a company without EDGAR access is on the same page.
• Counsel (Section 16 and Core): Settings › Firms, Invite counsel.
• Your team (every plan): Settings › Team, which is people alone.
• Your insider program (every plan): Settings › Insider program holds how insiders sign and your Section 16 contact (on the plans that file Forms 3, 4 and 5), trade pre-clearance, blackout windows and insider notices. Settings › Forms holds what your insiders are sent to sign or answer.

Notification bell

The bell in the header lists filing handoffs, deadline reminders and similar events (see Notifications). A payment that did not complete reaches company admins by email alone, and the dashboard and Settings › Billing show the notice.