Last updated August 13, 2026.
This privacy policy describes how TakePublic, Inc., a Delaware corporation ("TakePublic", "we", "us") collects, uses, and shares personal information in connection with the TakePublic platform, the takepublic.com marketing site, and the free compliance scanner (together, the "Service").
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.
Two roles matter here. For the content a customer company puts into the platform (filing drafts, accounting data, insider and questionnaire information), we process that data on the customer's behalf under our agreement with them, and the customer decides how it is used. This policy governs the personal information we control directly: accounts, scanner leads, site visits, and support.
This policy does not cover personal information about TakePublic's own employees, contractors, or job applicants; we provide separate notices to them.
In the categories used by state privacy laws such as the California Consumer Privacy Act, the information we collect consists of identifiers, professional information, commercial information, and internet or other network activity. Specifically, we collect the following, directly from you or from your company:
We use personal information to provide and secure the Service, compute and send deadline alerts, process payments, respond to support requests, and send the reports and communications you ask for. Administrative messages about your account and deadlines are part of the Service. SMS alerts go only to numbers whose owner has consented. Reply STOP to opt out at any time. Message frequency varies with your deadlines, and message and data rates may apply. Marketing email is optional and every marketing message includes an unsubscribe link. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
We do not use personal information for advertising, profiling, or automated decisions that produce legal effects.
When your company requests an AI-generated draft or enables retrieval features, relevant content is sent to our AI model providers solely to produce that output. We do not use your content to train AI models, and our agreements with these providers prohibit them from using it to train theirs.
We do not sell personal information, we do not share it for targeted advertising, and we do not run advertising trackers.
We share information only with the service providers that run the platform, with the government systems you file to, and as the law requires. The current subprocessor list is published at /legal/subprocessors and mirrored below. We keep the list current and will notify account owners before a new subprocessor processes customer content.
If a government or law enforcement agency demands customer information from us, we will direct the agency to the customer and notify the customer before disclosing, unless the law prohibits it. We may share information as part of a merger, acquisition, financing, or sale of assets, subject to confidentiality protections and this policy.
The marketing site and scanner use Google Analytics to understand site usage. How it starts depends on where you are. In the European Economic Area, the United Kingdom, and Switzerland, analytics stays off until you accept the consent banner. Everywhere else, analytics runs by default and you can turn it off at any time by declining the consent banner. Sending a Global Privacy Control signal from your browser turns analytics off automatically in every region, and we honor that choice.
A strictly necessary tp_consent cookie remembers your analytics choice across takepublic.com and its subdomains. Advertising storage is disabled in every region regardless of your choice.
We do not send company identifiers such as tickers to Google, and we do not use advertising or cross-site tracking cookies. We do not sell or share personal information for advertising, so browser opt-out preference signals such as Global Privacy Control are honored.
Inside the application, the onboarding flow uses the same consent-governed Google Analytics to measure signup completion. The signed-in product screens set no analytics or tracking cookies. The application stores your session in your browser's local storage, and product usage events are recorded in our own systems only.
We use Sentry (Functional Software, Inc.) for error monitoring, so we can find and fix failures. When an error occurs, Sentry receives the error details and stack trace, your browser and operating system type, and the page address with query parameters removed. Sentry does not record your screen or session, receives no filing content, and processes this data in the United States.
Our websites and the application may link to third-party sites, such as the SEC's EDGAR system. Those sites have their own privacy practices, and this policy does not apply to them.
We protect personal information with encryption in transit, encryption of stored credentials and tokens, role-based least-privilege access, multi-factor authentication for privileged roles in production, and an append-only audit log of material actions. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
If we confirm a security incident affecting your data, we will notify affected customers without undue delay, and in any case within 72 hours of confirming the incident, with a summary of what happened and the steps we are taking.
We keep personal information while your account is active and as needed to provide the Service, meet legal and regulatory obligations, resolve disputes, and enforce agreements. When information is no longer needed, we delete or de-identify it. Retention varies by category:
TakePublic is a US company serving US SEC-reporting companies. Personal information is processed and stored in the United States.
The only sensitive personal information we hold is the credentials and connection tokens described above, which are stored encrypted and used solely to provide the Service. We do not use or disclose sensitive personal information for any other purpose, and we do not use it to infer characteristics about anyone. Insider and questionnaire information provided by a customer company is processed on that company's behalf, and requests about it should go to that company; we will support the company in honoring them.
The following rights are available to all users in the United States, including residents of California (under the CCPA as amended by the CPRA), Virginia, Colorado, Connecticut, Texas, and other states with consumer privacy laws:
Email hello@takepublic.com, or if you have an account, update your information in Settings. We will verify your request using the email associated with your account and respond within 45 days; if we need more time, we will tell you and may take up to 45 additional days. You may authorize an agent to submit a request for you; we may ask for proof of authorization and verify your identity directly.
If we decline a request, we will explain why, and you may appeal by replying to our response. We will answer the appeal within 60 days. If the appeal is denied, you may contact your state attorney general.
The Service is for business use by adults. We do not knowingly collect personal information from anyone under 18, and we delete it if we learn we have.
We may update this policy. We will post changes here with a new date, and for material changes we will give prominent notice, such as email to account holders or a notice in the application, before they take effect.
Privacy questions and requests: hello@takepublic.com. TakePublic, Inc., a Delaware corporation.
Questions? Contact hello@takepublic.com.