Carta Fund Tax: Experience a Smooth End-of-Year
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.
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 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.
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
In the fast-moving world of AI, change is the only constant. Stay up-to-speed on our latest intelligence innovations at the Change Agents blog.
FAQs
You have questions, we have resources and answers.
How is Carta using AI for my tax returns?
What is included in Carta Fund Tax?
Does Carta support funds with global investments or LPs?
How does Carta Fund Tax help my LPs?
What kind of support do Carta’s tax experts provide?
Experience a smooth end-of-year
Unlock a seamless tax season with accurate, trusted returns from real tax professionals.