## Fund administration

[How to set up Single Sign-On (SSO) for Fund Administration firms](https://support.carta.com/kb/guide/en/how-to-set-up-single-sign-on-sso-for-fund-administration-firms-8FA6nNroul/Steps/5800301)  
[Fund Forecasting](https://support.carta.com/kb/en/fund-forecasting-471477)  
[Limited partners](https://support.carta.com/kb/en/limited-partners-425509)  
[Auditors & tax providers](https://support.carta.com/kb/en/auditors-tax-providers-425510)  
[Vauban](https://support.carta.com/kb/en/vauban-434264)  
[US Fund Admin office closures](https://support.carta.com/kb/guide/en/us-fund-admin-office-closures-Aa0OsMxsbC/Steps/3724477)

## General partners

[First steps](https://support.carta.com/kb/en/first-steps-436613)  
[Data Warehouse](https://support.carta.com/kb/en/data-warehouse-521356)  
[How to Increase Carry Visibility with GP Member Experience](https://support.carta.com/kb/guide/en/how-to-increase-carry-visibility-with-gp-member-experience-sbPeGS10LD/Steps/5211952)  
[Build and manage your ManCo budget with Claude for Excel](https://support.carta.com/kb/guide/en/build-and-manage-your-manco-budget-with-claude-for-excel-kHN1i6eIy3/Steps/5711663)  
[KYC as a Service](https://support.carta.com/kb/en/kyc-as-a-service-491093)  
[Banking & money movement](https://support.carta.com/kb/en/banking-money-movement-433558)  
[Fund financials](https://support.carta.com/kb/en/fund-financials-433557)  
[Managing LPs](https://support.carta.com/kb/en/managing-lps-433555)  
[Document sharing](https://support.carta.com/kb/en/document-sharing-433556)  
[Carta Closings](https://support.carta.com/kb/en/carta-closings-433552)  
[Investment management](https://support.carta.com/kb/en/investment-management-433560)  
[ASC 820](https://support.carta.com/kb/en/asc-820-433550)  
[Portfolio Insights](https://support.carta.com/kb/en/portfolio-insights-433551)  
[Tax and audit](https://support.carta.com/kb/en/general-partners-425508)  
[Firm account settings](https://support.carta.com/kb/en/firm-account-settings-436614)

## Tax and audit

[How to update an LP's W8 or W9 document](https://support.carta.com/kb/guide/en/how-to-update-an-lps-w8-or-w9-document-UnNtMIofoH/Steps/4064641)  
[Third Party Tax: A Guide to Year End](https://support.carta.com/kb/guide/en/third-party-tax-a-guide-to-year-end-qpzsICV098/Steps/3939668)  
[Carta Fund Tax: A complete guide to tax and audit season](https://support.carta.com/kb/guide/en/carta-fund-tax-a-complete-guide-to-tax-and-audit-season-HbvJE9xTdr/Steps/3724743)  
[What are Carta VC's consent requirements for non-US tax support?](https://support.carta.com/kb/guide/en/what-are-carta-vcs-consent-requirements-for-non-us-tax-support-wZUobz3Ykj/Steps/3724863)  
[How to export the Portfolio security report](https://support.carta.com/kb/guide/en/how-to-export-the-portfolio-security-report-uQYmmzAnW5/Steps/4127364)  
[How to setup instant access K-1s : a guide for GPs](https://support.carta.com/kb/guide/en/how-to-setup-instant-access-k-1s-a-guide-for-gps-G1yrvj6jYx/Steps/4194044)

## Carta Launch

[Resourses for Carta Launch users to learn about issuing equity, managing stakeholders, and more](https://support.carta.com/kb/en/carta-launch-421236)

## LLCs

[Resources for customers using Carta's LLC product](https://support.carta.com/kb/en/llcs-421242)

## LP Portfolio Analytics

[Analyze portfolio performance and make data-driven decisions at speed](https://support.carta.com/kb/en/lp-portfolio-analytics-510037)

## Carta CRM

[Manage deal flow, LP relationships, and advisor networks, all on a single, AI-enabled platform.](https://support.carta.com/kb/en/carta-crm-528557)