What’s New

Employees attending 1-1 sessions with Carta Tax Advisors will now receive a post-session recap in their Carta portfolio.

Sample session recap:

The session recap will contain:

• Notes from your Carta Tax Advisor about the conversation you had during the 1-1
• A link to schedule a follow-up session with your Carta Tax Advisor
• A snapshot of your equity as of the time of your 1-1 session

What do I need to do?

You can access the session recap directly from the Tax Advice page in your portfolio or from the email sent to you after your 1-1 session is completed.

Have questions? Contact product@carta.com.