CartaHR

CartaHR

Access
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About

Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.

About

CartaHR is your command central for fast, secure, compliant access to all your employee documents in the cloud, integrated with your HRIS or HCM. Spend more time on the strategic initiatives that will put you and your team at the table with company leaders. Shift your focus away from manual employee document management systems, finding files, and records management. Turn it instead to employee engagement and retention initiatives, diversity and inclusion programs, and professional development. Securely share files with employees, managers, and third-party auditors with ease and confidence using our configurable HR document management software. Control access to any document or document type. Manage who has access to what and when. And maintain a detailed audit trail of all actions taken on each document.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that want a solution to manage their cap tables, valuations, equity plans, and portfolio investments

Audience

HR professionals searching for a cloud-based employee document management software

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$2,800 per year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Carta
Founded: 2012
United States
carta.com

Company Information

Access
Founded: 2004
United States
www.accesscorp.com/software-for-document-management/carta-hr/

Alternatives

Alternatives

PayParity

PayParity

Trusaic
VESTBERRY

VESTBERRY

Vestberry
Paychex Flex

Paychex Flex

Paychex

Categories

Categories

Board Management Features

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Compensation Management Features

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Equity Management Features

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
VSOP Management

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

HR Compliance Features

Alerts / Notifications
Certifications Management
Communication Tools
Customizable HR Documents
Document Management
Records Management
Regulations Monitoring
Reporting / Analytics
Roles / Permissions
Version Control
Workflow Management

Integrations

BambooHR
CandorIQ
Clockwork
Complete
Comprehensive
Easop
Equidam
FlowFi
HiBob
Pave
Quanta
QuickBooks Online
QuickBooks Online Advanced
Slice
Tactyc by Carta
TriNet
UKG Ready
Workday HCM
Xero

Integrations

BambooHR
CandorIQ
Clockwork
Complete
Comprehensive
Easop
Equidam
FlowFi
HiBob
Pave
Quanta
QuickBooks Online
QuickBooks Online Advanced
Slice
Tactyc by Carta
TriNet
UKG Ready
Workday HCM
Xero
Claim Carta and update features and information
Claim Carta and update features and information
Claim CartaHR and update features and information
Claim CartaHR and update features and information