Get Started guide for companies signing for QSBS Attestation
We've launched a new guided "Get started" workflow for companies that sign up to get QSBS Attestations from Carta. After signing up for a QSBS review with Carta the feature will guide you to provide the Carta Valuations and Tax team the necessary information to perform the attestation.
After signing up the guide simplifies the process of connecting a your company's accounting provider to Carta, making it easy to provide the necessary financial data for your QSBS attestation. This integration will help Carta's QSBS Delivery reduce the back and forth needed to collect historical financial information about your company
For companies that either do not use one of our supported accounting providers, the guide offers a way to manually upload financial statements, guided by questions that adapt based on your companies size and stage.
This new guide will make it easier and faster to onboard onto our QSBS product, and ensure a timely review from Carta's team. If you have any questions reach out to your assigned Carta account team or qsbs@carta.com to learn more!