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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Carta

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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

TaxDome

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Lite

<ul> <li>Unlimited clients, document sharing, storage, e-signatures</li> <li>1 user - for individuals only</li> <li>CRM with custom fields</li> <li>Client portal with mobile app</li> </ul>

25.00

Month
Pro

<ul> <li>Pricing per user</li> <li>Native PDF Editor</li> <li>Firm Mobile App</li> <li>White-labeled website and client portal</li> </ul>

50.00

Month

Local Trade Copier

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PERSONAL Plan

<ul> <li>Simultaneous use on 1x computer/VPS</li> <li>Unlimited licence transfer between machines</li> <li>For unlimited master/client accounts</li> <li>Support & Updates until cancelled</li> </ul>

19.36

Month
MANAGER Plan

<ul> <li>Simultaneous use on 5x computer/VPS</li> <li>Group Coaching Calls (Live & Replays)</li> <li>Martingale Mode</li> <li>MAAB Trade Filter</li> </ul>

60.11

Month
VIP Plan

<ul> <li>Simultaneous use on 15x computer/VPS</li> <li>Copy across Windows user profiles</li> </ul>

121.23

Month

Kashflow

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Starter

<ul> <li>Send unlimited quotes & 10 invoices</li> <li>Reconcile up to 25 bank transactions</li> <li>Single User</li> <li>Manage and submit VAT online</li> </ul>

11.33

Month
Business

<ul> <li>Multi-currency</li> <li>Repeat invoices & purchases</li> </ul>

22.65

Month
Business + Payroll

<ul> <li>Payroll up to 5 employees - Automatic Enrolment module available as an add on</li> </ul>

30.21

Month

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