Carta partners with law and accounting firms
When your clients manage equity on Carta, you can request access to your clients’ cap table and financial data in one place and assist with equity administration. Join our partner program to get a discounted rate for your portfolio and more.
WHY PARTNER WITH CARTA?
Carta streamlines equity management for your and your clients
Built-in compliance checks
Carta’s helps ensure your clients stay compliant. Our compliance checks include Rule 701, Rule 144, and the ISO $100K limit.
Spend less time on data entry and more time doing the work that matters. You’ll be able see all your clients’ financials in one place.
Single source of truth
Don’t spend hours reconciling different cap table versions. With Carta, you know your clients’ information is up to date.
CARTA PARTNERS INCLUDE