Carta partners with TriNet

Carta partners with TriNet

Author: The Carta Team
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Read time:  2 minutes
Published date:  December 13, 2022
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Updated date:  December 18, 2023
TriNet customers can now optimize their equity management with Carta.

TriNet customers can now optimize their equity management with Carta. We’re partnering with TriNet to sync their TriNet data to the Carta app—and bring you some other benefits, too.

Here’s what TriNet customers can do on Carta with the new integration:

Automatically update important HR changes 

If there’s a change in TriNet that affects a worksite employee’s equity status, you’ll see it in Carta. For example, when you terminate your employee from TriNet, you’ll automatically trigger their termination in Carta so you can easily review, approve, and then confirm their final vesting date.

Get preferred pricing

If you’re using both TriNet and Carta, you can get price breaks on TriNet’s administrative fees, Carta’s cap table management, and Carta Total Comp.*

Optimize your workforce planning

When you bundle your Carta equity management subscription with Carta Total Comp, you can quickly understand your retention risks. On Carta, you’ll be able to see each employee’s total compensation and how it stacks up to the current market.

If you’re a current TriNet user, learn more about how to set up the integration and how to receive preferred pricing from Carta. If not, you can learn about our other integrations—and stay tuned. We’ll be rolling out more ways to unify with platforms you use soon.

*Terms and conditions apply. Offer subject to change.

DISCLOSURE: This communication is on behalf of eShares Inc., d/b/a Carta Inc. (“Carta”). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services, nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement. ©2022 eShares Inc., d/b/a Carta Inc. (“Carta”). All rights reserved. Reproduction prohibited.