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.

TakePublic TP CAL Compliance calendar Statutory deadlines in Eastern Time from fiscal year end and filer status, with weekend and holiday roll.
TakePublic TP ALERT Deadline alerts Email and SMS escalation before, on, and after each due date until the obligation is cleared.
TakePublic TP S16 Section 16 Forms 3, 4, and 5 from insider records, with counsel sign-off and two-business-day Form 4 tracking.
TakePublic TP DRAFT AI drafting Narrative from your books and prior filings, with citations, ledger numbers, and a tie-out on every draft.
TakePublic TP SIGN Counsel workflow Hash-bound attorney sign-off, changes requested, and privileged threads before anything reaches EDGAR.
TakePublic TP EDGAR EDGAR filing EDGAR Next submission with status polling, or export to your own agent after counsel sign-off.
TakePublic TP CHAIN Audit trail Append-only, hash-chained record of transitions, sign-offs, approvals, and certifications.
TakePublic TP BOARD Board approvals Hash-bound director approvals and Exhibit 31/32 officer certifications before a filing can leave signed_off.
TakePublic TP BOOKS Books integration QuickBooks Online OAuth or trial balance CSV from any ledger, with statements rendered for drafting.
TakePublic TP SCORE Health score A 0 to 100 grade shared by the free scanner and the app, so the marketing score matches the product.
TakePublic TP REG A Reg A reporting The full 1-K, 1-SA, and 1-U reporting cycle for $749 per month plus $1,500 onboarding.

Bring your filings in-house, with counsel still signing

Connect your books, review AI drafts with citations, and file to EDGAR. Your securities attorney signs every filing before it goes anywhere.

Get started Run a free compliance scan first

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.