Traditionally, sensitive tax documents like Schedule K-1s are sent manually via email and regular mail. Besides numerous security vulnerabilities, these methods are also extremely time-consuming and prone to error.
Carta has the solution. We developed a fully-integrated, secure and encrypted portal that makes it quick and easy to manage investors, documents, and communications trusted by leading investment firms.
Here’s how it works:
-
Secure, frictionless, and controlled file delivery: Using customized access permissions, documents can be easily uploaded in bulk, parsed (using Carta’s DocumentDivider), and distributed.
-
Configurable notifications to investors: Choose the way you would like to notify your investors and include a personalized message.
-
Searchable repository for historical documents: The Carta document page is not just for K-1s. Instead, it is part of a robust investor portal where you can share quarterly updates, historical legal documents, and structured data about the fund’s underlying portfolio.
-
Reduce administrative burden: Investors manage and service their own accounts. Carta is quickly becoming the platform of choice for private market investors; tens of thousands of investment firms have Carta accounts.
Talk to an expert to learn more or explore more about K-1s on our Support site:
DISCLOSURE: This communication is on behalf of eShares, Inc. dba 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. © 2024 Carta. All rights reserved. Reproduction prohibited.
