Solutions

SEC compliance software, piece by piece

TakePublic is one back office, but each capability stands on its own. These pages explain how each piece works and which plan includes it; the Core pieces are built and in closed beta.

10 pages

TP CALCompany calendarStatutory deadlines in Eastern Time from fiscal year end and filer status, with weekend and holiday roll. TP ALERTDeadline alertsEmail and SMS escalation before, on, and after each due date until the obligation is cleared. TP S16Section 16Forms 3, 4, and 5 from insider records, with your designated reviewer's sign-off and two-business-day Form 4 tracking. TP DRAFTAI draftingNarrative from your books and prior filings, with citations, ledger numbers, and a tie-out on every draft. TP SIGNCounsel workflowAttorney sign-off locked to the exact version, and changes requested with a recorded reason, before anything reaches EDGAR. TP EDGAREDGAR filingEDGAR Next submission with status checks, or export to your own agent after counsel sign-off. TP RECORDAudit trailA record of every step, sign-off, approval, and certification that cannot be rewritten. TP BOARDBoard approvalsDirector approvals and Exhibit 31/32 officer certifications, locked to the exact version, before a filing can go to EDGAR. TP BOOKSBooks integrationA direct QuickBooks Online connection or a trial balance CSV from any ledger, with statements built for drafting. TP SCOREHealth scoreA 0 to 100 grade from your public EDGAR history, computed the same way before and after you subscribe.

The whole back office

45+ workflows, one subscription

Everything below is built, grouped by who uses it. Monitor and Section 16 are for sale today; the books, statement, report-drafting and auditor groups belong to Core, which is in closed beta. No modules, no add-ons.

Books and dataCore, closed beta10

QuickBooks sync
Xero import
NetSuite import
CSV import
Excel import
Google Sheets
Import preview
Closed-period alerts
Cap table import
Books review

Statements and XBRLCore, closed beta5

Statement build
Balance tie-out
Cash reconciliation
Equity rollforward
Inline XBRL

Report drafting and filingsCore, closed beta9

10-K draft
10-Q draft
8-K from plain English
NT late notices
Amendments
Cited sentences
Reuse past filings
What changed
EDGAR submission

Company calendar10

EDGAR onboarding
Deadline math
Escalating alerts
Health score
EDGAR reconcile
S-3 eligibility
Public record
Workflow activity
Company events
Linked records

Counsel and law firms6

Review queue
Review brief
Change requests
Locked sign-off
Practice dashboard
Referral seats

AuditorsCore, closed beta3

Auditor hold
PBC checklists
Auditor documents

Insiders and Section 167

Insider roster
Plain-English Form 4
Forms 3 and 5
Blackout windows
D&O questionnaire date
Form 5 confirmations
EDGAR code checks

Evidence and trust3

Evidence binder
Tamper-evident record
Officer and board approvals

The calendar, counsel and law firm, insider and evidence workflows are live on Monitor and Section 16 today; the Core groups, auditor access included, are built and open with Core. Obligations outside this set, like proxy statements and registration forms, are tracked on the Company calendar and reconciled from EDGAR when your counsel or agent files them.

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Every deadline on one calendar.

Set up from your public EDGAR history in a few minutes. Your counsel's seat is free.

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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.