UK COMPLIANCE

Equity compliance, simplified

Get total compliance support, from company secretarial and expense reporting to Companies House filings.

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Effortless compliance for growing companies

Unlock efficiencies
Consolidate board resolutions and file directly with Companies House.
Build on expertise
Use lawyer-crafted templates and collaborate with trusted partners.
Stay in control
Approve every detail, from company registers to valuation reports.

Reporting, without the headaches

With smart integrations and records that evolve with you, stay compliant at every new milestone.

Create a single source of truth for registers and certificates synced to your cap table. Give investors and lawyers instant, secure access to legal documents on demand.

Effortlessly simplify UK company law compliance with direct SH01 and CS01 filings. Stay organised with in-app reminders and auto-filled forms that lighten your workload.

Seamlessly prepare compliant reports aligned with UK GAAP or IFRS. Access expert guidance and white-glove support to navigate audits with ease and confidence.

Trusted by over 50,000 companies

customer portrait
Our team at Carta was quick on the ball and helpful. Our previous process involved a large manual spreadsheet and a costly external valuator, but Carta was able to sort everything out using the information we had on file. Definitely a great addition to our Carta subscription.
Byron Cowie
Head of Finance, Elliptic

Related resources

UK company registers

Learn how to keep accurate records and when to notify regulatory bodies.

Share-based payments

The what, the how and the why of share-based payment reporting.

How to file a CS01

Use this guide to learn how to simplify the process of filing a CS01 form.

Carta Classroom

Discover curated educational resources for founders.

FAQs

You have questions, we have resources and answers.
Is equity compliance suitable for my company?

Equity compliance is designed for all UK companies. You can manage it yourself or invite your company secretary or lawyer to handle it for you.

Do I need to be a Carta customer to get equity compliance?

Yes. Equity compliance is integrated with the cap table product, so you need a subscription to gain access.

Learn more about pricing and packaging here .

What other compliance related services does Carta offer?

Carta offers audit-ready company valuations and end to end support for EMI/CSOP, to help you run tax-opitimised share plans efficiently.

What filings does Carta support?

Carta supports a wide range of Companies House and HMRC filings . You can file CS01 and SH01 forms directly through the Companies House integration.

How does Carta handle cap table data?

Carta has a robust defence-in-depth strategy to safeguard customers’ data. Learn more here .