Solutions
EDGAR filing
After counsel signs off, the filing still has to reach EDGAR. TakePublic submits through EDGAR Next once company filer credentials are stored and verified in Settings, then polls status until the transmission is accepted.
Prefer your own EDGAR agent? Export the filing package after sign-off: submission XML with the CCC redacted, primary document, exhibits, and a manifest with the document hash. Daily EDGAR reconciliation confirms the filing either way.
- Team
- Company admins and counsel
- Filing phase
- Submission
- Output
- EDGAR acceptance or agent export
- Plan
- Core, from $2,999/mo
Submit through TakePublic
Verify filer credentials
A company admin stores and verifies EDGAR filer credentials in Settings.
Confirm counsel sign-off
The attorney's sign-off must still match the current document hash.
Submit to the filing agent
A company admin, or a platform admin assisting, starts the EDGAR Next submission.
Poll through acceptance
TakePublic checks the transmission status until EDGAR accepts it.
Export to your own EDGAR agent
Clear the counsel gate
The external-agent path requires the same current, hash-matching sign-off as TakePublic submission.
Export the filing package
Download the package after counsel sign-off.
Record the external filing
After your agent files, mark the filing filed externally with its accession number.
Daily reconciliation
Whether TakePublic transmitted or your agent did, daily EDGAR reconciliation confirms the accession against what EDGAR shows, so the workspace status and the public record stay aligned.
Which plan includes it
- Core, from $2,999 per monthIncludes EDGAR submission for 10-K, 10-Q, 8-K, and NT notices. Submissions ship with Inline XBRL tagging included; no separate XBRL agent is needed on Core.
- Section 16, $499 per monthFiles Forms 3, 4, and 5 through the same path.
- MonitorDoes not include in-app filing.
Read our output before you decide
Complete generated documents, scored line by line against what each company actually filed. Open one and read it cover to cover.
These companies are not TakePublic customers. Trademarks belong to their respective owners; the filings shown are public records. All 35 published drafts are on the proof page.
Frequently asked questions
Do we need EDGAR credentials in TakePublic?
Yes, to submit through TakePublic. Company admins store and verify filer credentials in Settings before the first submission.
Can we keep our existing EDGAR agent?
Yes. Export the filing package after counsel sign-off and file externally. Daily reconciliation confirms the accession either way.
What is in the export package?
Submission XML with the CCC redacted, the primary document, exhibits, and a manifest with the document hash.
Can anything file without counsel sign-off?
No. Submission and the external-filed path both require a sign-off that still matches the current document hash.
Which plan includes EDGAR filing?
Core, from $2,999 per month, for periodic and current reports. Section 16 at $499 files Forms 3, 4, and 5. Monitor does not file.
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 firstTakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.