Last updated September 16, 2026.
TakePublic plans are monthly subscriptions billed in advance through Stripe. This page says what is refunded, when, and how to ask. It is part of our terms of service.
Cancel any time; the plan runs to the end of the period you paid for. No refund once a filing has been transmitted.
A company admin cancels from Settings, Billing. Nothing ends that day: the plan runs to the end of the period you have already paid for, nothing further is charged, and you can resume before the period closes. Canceling does not refund the unused days of that period; the next section names the one case where a period's payment can be refunded.
Your company's records (audit history, documents, invoices) stay readable after the plan ends.
When TakePublic has transmitted a filing to EDGAR for your company during a billing period, the fees for that period are not refunded, and neither is the one-time Core onboarding fee charged with it. The work those fees paid for has been done.
Before any filing has been transmitted in a period, you may ask us to refund that period's payment in full; we review each request and reply within five business days. A refund ends the plan on the day it is issued.
A second paid workspace for a company that already has one is refunded automatically. If a checkout completes for a company whose paid workspace already exists on TakePublic, the second subscription is canceled at once, its payment is refunded in full to the card or bank account that paid, and the refund appears on the existing workspace's Billing page as a Refund line. No request is needed.
A charge Stripe made in error, such as a duplicate charge for one invoice, is refunded in full when you tell us about it.
Moving to a higher plan charges the difference for the rest of the current period on the day you switch. Moving to a lower plan credits the unused part of the current period to your account, where it applies to future invoices; Billing shows the credit balance. A credit balance is not paid out while the subscription is active. If the subscription ends with a credit balance left, email us and we refund it.
Email hello@takepublic.com from a company admin's address with the company name, the invoice date or amount, and the reason. We reply within five business days. Refunds are issued through Stripe to the original payment method and usually arrive within five to ten business days; Stripe's own timing applies. A refund of a payment made by bank debit (ACH) can take up to five business days after it is issued to reach the bank account. Sales tax collected on a refunded charge is refunded with it. Every refund appears on Settings, Billing as a Refund line with its amount and status.
Where the law that applies to you gives you a refund right this policy does not, the law applies. Nothing here limits a right you cannot waive.
Questions? Contact hello@takepublic.com.