What’s New

Companies can now add Carta Tax Advisory to their Slack. The new Slack app, allows employees to book 1-1 sessions, visit our video education center, and see their post-session recap from their personal Carta Equity Tax Advisory.

Employees also can view upcoming sessions, join their 1-1 directly, and receive reminders for upcoming sessions.

What do I need to do?

Company admins can log in to their Carta account and view the installation link on the Equity Tax Advisory page. 

After navigating to the Equity Tax Advisory dashboard, select the "Install" button on the task list: 

From there you will be directed to the Slack installation page, make sure you select the proper Slack network. 

If you have any questions reach out to your assigned Carta account team or tax@carta.com to learn more!