Last updated August 13, 2026.
These terms of service (the "Terms") are an agreement between TakePublic, Inc., a Delaware corporation ("TakePublic", "we", "us"), and the person or company accessing or using the TakePublic platform, websites, and related services (the "Service"). By using the Service, you agree to these Terms. If you use the Service on behalf of a company, you represent that you have authority to bind that company, and "you" means that company. Our privacy policy, available at takepublic.com/legal/privacy, is part of these Terms and is incorporated by reference.
In plain English, before the full terms: we provide software, not legal advice. You remain responsible for your company's SEC filings. Nothing files through TakePublic without review and sign-off by a licensed securities attorney. Fees are billed through Stripe. Disputes are resolved by individual arbitration under Delaware law unless you opt out within 30 days.
If you have a signed order form or master services agreement with TakePublic, that agreement controls where it conflicts with these Terms.
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.
TakePublic does not provide legal, tax, investment, accounting, or auditing advice. No attorney-client relationship is created between you and TakePublic, and communications with TakePublic are not protected by attorney-client privilege or as attorney work product. Licensed securities attorneys who review and sign filings through the Service are independent professionals; their professional relationship and duties run to you, not to TakePublic.
TakePublic is not a registered securities broker-dealer, investment adviser, or transfer agent. Nothing on the Service is an offer to sell or a solicitation to buy any security. You alone are responsible for all corporate, tax, securities, and other legal reporting, payment, and compliance obligations of your business.
TakePublic provides software for preparing, reviewing, and coordinating SEC filings and related compliance work: a compliance calendar, AI-assisted drafting, a counsel review and sign-off workflow, an audit trail, and coordination of submission to SEC EDGAR. The Service includes tools for connecting accounting data, managing Section 16 insiders, and collecting director and officer questionnaire responses.
The Service is a tool that assists you in meeting compliance obligations for which you are solely responsible. You are responsible for the accuracy, completeness, and timeliness of every filing made with the SEC, whether submitted through TakePublic or through your own filing agent.
We may add, change, or discontinue features of the Service as it evolves. For a material change that adversely affects your use of the Service, we will give you at least 30 days advance notice.
When you ask TakePublic to submit a filing, you authorize us to transmit it to SEC EDGAR on your behalf. The Service is designed so that transmission happens only after a licensed securities attorney has signed off on the exact document being submitted. You remain the filer of record for every submission, and acceptance of any filing is decided by the SEC, not by TakePublic.
You are responsible for your EDGAR account, including keeping your CIK, CCC, passphrase, access tokens, and EDGAR Next account administrator designations accurate and current, completing EDGAR Next annual account confirmations, and telling us promptly if any credential is compromised or any authorization changes. EDGAR credentials you provide to us are stored encrypted and are used solely to provide the Service.
SEC EDGAR is a government system outside our control. Its availability, processing windows, and rules are set by the SEC, and your submissions are also governed by the SEC's own regulations and EDGAR requirements. TakePublic is not liable for EDGAR outages, SEC processing delays, rejections, or other actions of the SEC.
Drafts produced by the Service are machine-generated starting points that require human review. AI-generated content may be inaccurate or incomplete, and you are responsible for reviewing it before relying on it. The Service is designed so that no filing is transmitted to the SEC without review and sign-off by a licensed securities attorney bound to the exact document being submitted.
As between you and TakePublic, you own the drafts and other output the Service generates for you, once incorporated into your documents, subject to TakePublic's ownership of the underlying Service. Copyright law on AI-generated content is still developing, and TakePublic makes no representation about whether any particular output is protectable by copyright or other intellectual property law; this paragraph allocates rights between you and TakePublic only.
We do not use your content to train AI models, and our agreements with our AI model providers prohibit them from using your content to train theirs.
Deadline dates shown in the Service are computed from public rules and the information you provide, and are displayed in Eastern Time (ET). They are provided for your convenience and do not constitute legal advice. You are responsible for confirming and meeting every statutory deadline that applies to your company. TakePublic is not liable for any missed deadline, late filing, or consequence of either.
The Service tracks federal SEC obligations. State securities notice filings, commonly called blue sky filings, and their fees and timing, including pre-sale notice requirements in some states, are your responsibility with your counsel.
SMS deadline alerts. If you opt in, TakePublic sends automated text messages about your company's filing deadlines to the mobile number you provide: reminders 3 days and 1 day before each deadline, on the due date, and 1, 3, and 7 days past due until resolved. Message frequency varies with your deadlines. Message and data rates may apply. Consent to receive text messages is not a condition of using the Service.
Reply STOP to any message to stop receiving texts, or remove your number in account settings. Reply HELP for help, or contact hello@takepublic.com. Wireless carriers are not liable for delayed or undelivered messages, and delivery depends on networks outside our control. SMS alerts supplement the email alerts and the in-product calendar; do not rely on SMS alone to meet a deadline.
Counsel sign-off, officer certifications, and board approvals completed through the Service are binding electronic signatures under the federal E-SIGN Act and applicable state UETA laws, with the same effect as handwritten signatures. Each signature or approval is bound to a cryptographic hash of the exact document, timestamped, and recorded in an append-only audit log. You agree that these records may be used as evidence of the signature or approval, and you consent to conducting these transactions electronically.
For SEC filing authentication documents, Rule 302(b) of Regulation S-T applies. Before a signatory may sign electronically, that signatory must have manually signed a one-time attestation agreeing that their electronic signature is the legal equivalent of their manual signature. As the filer, you are responsible for meeting this requirement. The Service provides tools to generate, collect, and retain those attestation records for the required retention periods.
D&O questionnaires and Form 5 representation requests collect information and confirmations for your company. They are records of the responses given, not hash-bound document signatures. The board approval workflow records a director's approval of the exact document for the filing record, while the underlying corporate action itself is taken under your charter, bylaws, and applicable state law.
The Service is for business use. To use the Service you must be at least 18 years old, able to form a binding contract, and, if you act for a company, authorized to act for that company.
Access to the Service is through named user accounts. You are responsible for the activity on your accounts, for keeping credentials confidential, and for promptly telling us about any unauthorized use. Your organization's administrators control who has access to your workspace and at what role, including invited outside professionals such as your audit firm and your securities counsel. Privileged roles are required to use multi-factor authentication in production.
Your administrators may invite others into your workspace, including your officers, directors, employees, audit firm, and securities counsel, and the Service may send tokenized links to individuals at your direction, such as director and officer questionnaires and Form 5 representation requests. Everyone who accesses the Service through your workspace or at your direction is your authorized user. You are responsible for their compliance with these Terms, and their access ends when you or we revoke it.
Individuals who respond to a questionnaire or attestation request use the Service to provide information to the company that requested it. That company, not TakePublic, decides how the information is used.
You own the content you put into the Service, including filing drafts, financial data, insider information, and questionnaire responses ("Customer Data"). You grant TakePublic a limited license to host and process Customer Data solely to provide the Service, comply with law, and respond to your requests. We treat Customer Data as your confidential information.
We recognize that Customer Data can include material nonpublic information. We handle it under a written policy with least-privilege access, and our personnel are prohibited from trading in your securities, or tipping others, on the basis of information learned through the Service.
You represent that you have the rights and consents needed to provide Customer Data to us, including personal information about your personnel and insiders.
We may use aggregated, de-identified usage data, such as feature usage counts and performance metrics, to operate, secure, and improve the Service. This data never includes the content of Customer Data and is never presented in a way that identifies you or any individual.
The service providers that process Customer Data on our behalf are listed in our privacy policy. We keep that list current and will notify account owners before a new subprocessor processes Customer Data.
In addition to our obligations for Customer Data above, each party may receive non-public information from the other that is marked confidential or that a reasonable person would understand to be confidential ("Confidential Information"). Customer Data is your Confidential Information. TakePublic's pricing, security practices, and non-public product information are TakePublic's Confidential Information.
The receiving party will protect the other party's Confidential Information with at least the care it uses for its own similar information, and never less than reasonable care; will use it only to perform under these Terms; and will share it only with employees, contractors, and advisors who need it and are bound by obligations at least as protective as this section.
These obligations do not apply to information that is or becomes public through no fault of the receiving party, was known to the receiving party without restriction before disclosure, is independently developed without using the other party's Confidential Information, or is received from a third party without a duty of confidentiality.
If the receiving party is legally required to disclose Confidential Information, it will notify the other party promptly where legally permitted, reasonably cooperate in seeking protective treatment, and disclose only what is required.
A "Security Incident" means confirmed unauthorized access to, or disclosure, alteration, or destruction of, Customer Data on systems we control. If a Security Incident affects your Customer Data, we will notify you without undue delay, and in any case within 72 hours of confirming the incident, with a summary of what happened, the data involved so far as then known, and the steps we are taking. We will keep you reasonably informed as the investigation progresses, and we will not name you in connection with an incident without your consent unless the law requires it.
Paid plans are billed through Stripe under the pricing agreed with you before signing. Fees are stated in US dollars, are exclusive of taxes, and are non-refundable for partial billing periods except where these Terms or applicable law require otherwise. If your account is past due, we may suspend access after notice.
Unless your order form says otherwise, subscriptions renew automatically for successive terms of the same length. Either party may choose not to renew by giving written notice at least 30 days before the end of the current term. Renewals are at our then-current pricing, and we will tell you about a price change at least 30 days before it applies.
You will not, and will not permit anyone to:
TakePublic owns the Service and everything in it other than Customer Data. No rights are granted except those stated in these Terms. If you send us suggestions or feedback, we may use them without restriction or compensation.
The Service lets you connect third-party products such as QuickBooks Online and Google Sheets, and interacts with government systems such as SEC EDGAR. Your use of third-party products is governed by their terms and privacy policies, and your connections to them are made at your direction. TakePublic is not responsible for third-party products or for the availability or conduct of government systems.
These Terms apply while you use the Service. Either party may terminate for material breach that is not cured within 30 days of notice. Either party may also terminate immediately if the other becomes insolvent, makes a general assignment for the benefit of creditors, or becomes subject to bankruptcy or similar proceedings. We may suspend access immediately where needed to protect the Service or comply with law. After termination, you may request an export of your Customer Data within 30 days, after which we may delete it, subject to legal retention obligations and our append-only audit records. Signature, certification, and attestation records connected to SEC filings are retained after termination for the retention periods required by Regulation S-T.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE". TO THE MAXIMUM EXTENT PERMITTED BY LAW, TAKEPUBLIC DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. TAKEPUBLIC DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE, THAT DEADLINE CALCULATIONS ARE COMPLETE FOR YOUR SITUATION, OR THAT ANY FILING WILL BE ACCEPTED BY THE SEC.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY IS LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, OR DATA. EACH PARTY'S TOTAL LIABILITY ARISING OUT OF THESE TERMS OR THE SERVICE IS LIMITED TO THE FEES YOU PAID TO TAKEPUBLIC IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM. FOR TAKEPUBLIC'S BREACH OF THE "YOUR DATA AND CONFIDENTIALITY" OR "SECURITY INCIDENTS" SECTIONS, TAKEPUBLIC'S TOTAL LIABILITY IS INSTEAD LIMITED TO TWO TIMES THAT AMOUNT. NOTHING IN THESE TERMS LIMITS LIABILITY FOR FRAUD, WILLFUL MISCONDUCT, OR ANY LIABILITY THAT CANNOT BE LIMITED BY LAW.
TakePublic will defend you against third-party claims that the Service, as provided by us and used as these Terms permit, infringes their intellectual property rights, and will pay resulting damages finally awarded. This obligation does not cover claims arising from Customer Data, from modifications we did not make, or from combining the Service with products we did not supply or approve. If the Service is subject to an infringement claim, we may procure the right for you to keep using it, modify it so it no longer infringes, or terminate the affected part and refund prepaid fees for the unused period.
You will defend TakePublic against third-party claims arising from your Customer Data, your filings, or your breach of these Terms, and will pay resulting damages finally awarded.
The party seeking defense must promptly notify the other party, let it control the defense and settlement, and reasonably cooperate at the defending party's expense. Neither party may settle a claim in a way that imposes obligations on the other without the other's prior written consent.
These Terms are governed by the laws of the State of Delaware, without regard to its conflict of laws rules.
Any dispute arising out of these Terms or the Service will be resolved by binding arbitration administered by JAMS under its rules, conducted in English on an individual basis. Judgment on the award may be entered in any court of competent jurisdiction. Either party may instead bring an individual claim in small claims court, and either party may seek injunctive or other equitable relief in a court of competent jurisdiction.
CLASS ACTION WAIVER: you and TakePublic each waive the right to participate in a class action, class-wide arbitration, or representative proceeding. You may opt out of this arbitration agreement by emailing hello@takepublic.com with your name and account email within 30 days of first accepting these Terms.
We may update these Terms; for material changes we will give notice at least 30 days before they take effect, and your continued use after the effective date is acceptance. Notices to you may be sent to the email on your account; notices to us go to hello@takepublic.com. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition, or sale of assets. Neither party is liable for delay caused by events beyond its reasonable control. A party's failure or delay in enforcing a provision is not a waiver of it. If a provision is unenforceable, the rest remain in effect. These Terms, together with our privacy policy and any signed agreement between us, are the entire agreement about the Service, and they create no rights for anyone other than you and TakePublic. The Service is operated from the United States and directed to US companies.
Neither party may use the other's name, logo, or trademarks in marketing or publicity without the other's prior written consent. Sections that by their nature should survive termination, including confidentiality, security incidents, disclaimers, limitation of liability, indemnification, and dispute resolution, survive.
Questions about these Terms: hello@takepublic.com.
Questions? Contact hello@takepublic.com.