Book a Tax Advisory Session on the Carta iOS app
Employees who have access to Carta Tax Advisory through their employer can now book 1-1 sessions with a Carta Equity Tax Advisor directly on the Carta iOS mobile app.
This release allows employees to select a session, book a time, and join their session all directly in the Carta app.
What do I need to do?
Employees with access to Tax Advisory will see this feature on the home screen of their portfolio in the iOS app. To download the Carta visit the Apple App Store.
Have questions? Contact firstname.lastname@example.org.