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.

Product UI | Fund Tax | "Leverage one source of truth" | US & UK

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.
Product UI | Fund Tax | "Stay ahead of tax season" | US & UK

Stay ahead of tax season

Get returns and K-1s delivered faster with intelligent agents extracting and reconciling data directly from the source. With a real-time dashboard view, you'll always know when they're ready to share—without needing to ask.
Product UI | Fund Tax | "Tax filings handled" | US & UK

Optimize your filings

Work with a team that understands the complexities of venture and private equity fund tax, so you can trust that your Form 1065s, K-1s, or other state tax documents are covered.

Change Agents Briefing

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Experience a smooth end-of-year

Unlock a seamless tax season with accurate, trusted returns from real tax professionals.
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Carta Fund Tax: Experience a Smooth End-of-Year