Carta's mission is to create more owners. Carta is trusted by thousands of private and public companies, investors, and stakeholders to issue, value, and transfer securities. Carta is an SEC-registered transfer agent, and is the leader in both cap table management and 409A valuations. Carta helps businesses manage their equity, save on legal fees, and stay in compliance with the latest SEC and IRS regulations.
Carta + Xero
Connect your Xero account to your Carta account to quickly share financial statements with your major shareholders. Get faster 409As by connecting Xero, which shares the financial statements we need to complete your 409A. Use Carta's dashboard to calculate critical financial metrics to help you manage your business.
Visit https://carta.com/xero. In Carta, navigate to 'Settings' under Company, then select 'Financials and HR.' Select 'Connect' and you will be prompted to log in to your Xero account.