FUND TAX

Experience a smooth end-of-year, every year

Unlock a seamless tax season with the power of experienced fund tax professionals supported by AI agents.

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Navigate every tax season like a pro

Streamline communication

Partner with one point of contact for your fund accounting and tax needs.

Access a connected solution

AI agents continuously monitor fund activity for prior return changes.

Receive tailored support

Schedule 1:1 sessions with tax experts to better understand your returns.

Fund and tax management, streamlined

AI agents extract and map data from one connected ERP so tax package drafts are ready as soon as books close.

Leverage one source of truth

Eliminate the back-and-forth between providers during an already busy season. With your fund’s activity in one place, the information needed to prepare returns is readily available.

Stay ahead of tax season

Get tax returns and filings delivered directly to your Carta dashboard. With a real-time view into your returns' progress, you'll always know when they're ready to share or file – without needing to ask.

Optimise your filings

Work with a team that understands the complexities of fund tax, so you can trust that all documents are covered, from Form 1065s and K-1s in the US to SA800s in the UK and Luxembourg forms 200, 205 and 300.

Go beyond taxes, get services and solutions to optimise your entire fund.

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Experience a smooth end-of-year

Unlock a seamless tax season with accurate, trusted returns from real tax professionals.

Get started View pricing & plans

FUND TAX

Experience a smooth end-of-year, every year

Navigate every tax season like a pro