How TakePublic protects your data
Encryption, need-to-know access, the inside-information policy, and no training on your content.
Encryption and access
Data is encrypted in transit. Credentials and integration tokens are encrypted at rest. Access is role-based with least privilege.
Where your data is stored
In the United States, on Google Cloud: the application, its database and your documents run in Google's US data centers, with a standby copy of the database and documents kept in another US region. Google Cloud encrypts everything it stores, and TakePublic encrypts credentials and integration tokens again on top.
Some features send part of your content to an AI provider to produce the output you asked for; the Subprocessors page in TakePublic's legal pages names each provider and what it receives.
SOC 2 and insurance
TakePublic is preparing for SOC 2 and is not certified yet. Control status is published on the TakePublic Trust Center, linked from the Security page at takepublic.com/security, where security documents can be requested under a nondisclosure agreement.
TakePublic carries technology errors and omissions insurance and cyber insurance, each $2 million in the aggregate; ask the team in Help for a certificate of insurance.
Material nonpublic information
Customer data can include MNPI. TakePublic handles it under a written policy. Personnel are prohibited from trading in your securities on information learned through the Service.
AI and your content
We do not use your content to train AI models. Content sent to AI providers is used only to produce the output you request.
Was this helpful?
Thanks for the feedback.A record of every material action that cannot be rewritten.
Still need help?
Sign in and open the Help widget in 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. Forms 3, 4 and 5 prepared in TakePublic file only after the reviewer the company designates, such as its securities counsel, signs off; any other filing prepared in TakePublic files only after a licensed securities attorney signs off.