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Carta

accounting and finance > Stock Trading & FX Software

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Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 21,000+ companies, 1.5M+ unique stakeholders, and have valued over $1.8T in private assets.

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App Pricing Page

Launch	<ul> <li>Cap table & ESOP management</li> <li>Electronic securities</li> <li>Shareholder portal</li> <li>Scenario modeling</li> </ul>	Custom	Other
Paid	<ul> <li>ESOP valuations</li> <li>Investor updates</li> <li>Dedicated onboarding support</li> </ul>	Custom	Other
CartaX	<ul> <li>Listing on CartaX</li> <li>Regular liquidity</li> <li>Competitive transaction fees</li> </ul>	Custom	Other

This app has yearly payment discounts available.

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Customer Questions

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Carta

Get Carta

Launch

<ul> <li>Cap table & ESOP management</li> <li>Electronic securities</li> <li>Shareholder portal</li> <li>Scenario modeling</li> </ul>

Custom

Other
Paid

<ul> <li>ESOP valuations</li> <li>Investor updates</li> <li>Dedicated onboarding support</li> </ul>

Custom

Other
CartaX

<ul> <li>Listing on CartaX</li> <li>Regular liquidity</li> <li>Competitive transaction fees</li> </ul>

Custom

Other

Bench

Get Bench

Essential

<ul> <li>Monthly bookkeeping</li> <li>Dedicated bookkeeping team</li> <li>Year-end tax ready financial statements</li> <li>Direct, unlimited communication with our in-house research team</li> </ul>

299.00

Month
Premium

<ul> <li>One-on-one income tax consultations</li> <li>Unlimited income tax support</li> <li>Annual income tax filing for businesses (Partnerships, S Corps, C Corps)</li> <li>Annual income tax filing for individuals (Sole Proprietors, Contractors)</li> </ul>

499.00

Month

Middesk

Get Middesk

Essentials

<ul> <li>Payroll tax account setup in all 50 states</li> <li>Waived state filing fees (Up to $800)</li> <li>Intuitive dashboard to track and manage state accounts</li> </ul>

45

Month
Premium

<ul> <li>Essentials + Registered Agent Services</li> <li>Secretary of State account creation</li> <li>Annual report filings</li> </ul>

75

Month
Unlimited

<ul> <li>Premium coverage for all 50 states at one flat fee</li> <li>Secretary of State account creation</li> <li>Intuitive dashboard to track and manage state accounts</li> </ul>

15000

Year

Sage Financials

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Sage Accounting Start

<ul> <li>Create and send invoices</li> <li>Track what you're owed</li> <li>Automatic bank reconciliation</li> <li>Supports one user</li> </ul>

10.00

Month
Sage Accounting

<ul> <li>Supports unlimited users</li> <li>Snap receipts with AutoEntry, 3 months free</li> <li>Send quotes and estimates</li> <li>Forecast cash flow</li> </ul>

25.00

Month

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