Cancellation Carta: Easy Method

What is Carta

Overview

Carta is a platform that helps companies manage equity, cap tables, valuations, and employee stock option tracking. It is commonly used by private companies, investors, and employees to record and administer ownership and equity plans.

How it is offered

Carta is offered as a corporate (web) subscription and as mobile app purchases through app stores. Different purchase routes have different cancellation and refund processes due to regulatory and platform rules.

How to cancel Carta

Corporate subscription (web)

• Cancellation must be initiated by an account administrator.
• Administrators must submit Carta’s offboarding form at least 15 days prior to the subscription renewal date.
• Cancellation is only finalized after the offboarding form is submitted, because Carta operates under transfer agent regulatory requirements.

Mobile app purchases (iOS and Google Play)

• iOS app purchases are managed by Apple; refunds and cancellations are handled by Apple under App Store rules.
• No specific Google Play procedure is published by Carta; mobile purchases via Google Play are likely managed via Google’s policies.
• If you purchased via an app store, open the relevant store account to request cancellation or refund rather than contacting Carta sales billing directly.

What happens when you cancel

Access and account status

After cancellation is finalized, your subscription will not renew at the next billing date. Access to subscription features may end at the conclusion of the paid term.

Data and record keeping

Carta’s role as a transfer agent and the regulatory environment mean that offboarding typically includes steps to preserve or transfer records. You should export or request copies of important documents before access ends.

Will I get a refund?

Corporate subscription refund policy

Fees for corporate subscriptions are generally non-refundable unless explicitly set forth in the Master Subscription Agreement.

One stated exception: if the customer terminates due to Carta’s uncured material breach, prepaid fees for the remainder of the subscription term may be refundable per the agreement.

App store purchases and general policy

• App Store (iOS) purchases: Apple may grant refunds; Carta disclaims additional obligations beyond what Apple provides.
• Google Play: Carta’s public terms do not specify Google Play refunds; assume Google’s policies will apply.
• There is no general 14-day automatic cooling-off or refund right from Carta unless required by law or disclosed at purchase.

Carta plans and pricing

Availability of published pricing

No official India-specific INR pricing was available in the verified information. Exact plan prices for India were not published in the provided data.

How to get pricing

Contact Carta sales or check your account dashboard to request country-specific pricing and plan details.

Your consumer rights in India

Refund and cooling-off expectations

Carta’s published policies state there is no general 14-day cooling-off refund right from Carta itself. Purchases are final unless a refund is required by applicable law or explicitly disclosed.

Practical steps under Indian consumer protections

Indian consumers may have additional rights under local consumer protection laws for defective or misrepresented services. Consider raising a dispute with your payment provider or consumer grievance forum if you believe a statutory right applies.

Customer experiences

Positive feedback

• "Great customer support, a comprehensive product with easy-to-use templates, and a variety of useful tools for cap table management." - Trustpilot (Sept 28, 2024)
• "I use Carta to track my options vesting. Finally I can see whenever my options vest." - Trustpilot (Aug 9, 2024)
• "Great tool… I love how we can get updates based on several other clients’ comp data." - Capterra India (June 3, 2024)

Negative feedback

• "Absolutely horrible to use… the app… constantly crashed… had to upload the same documents about 10 times." - Trustpilot (Oct 7, 2025)
• "It is super hard to cancel the account before the renewal… no button… had to email and call… form… rush to avoid charge." - Trustpilot (Nov 21, 2023)
• "Worst client service... toxic firm… disregard for their clients… no interest in providing reporting or answering any questions." - Capterra India (May 14, 2025)

Documentation checklist

Required items to cancel corporate subscription

• Completed offboarding form submitted by an account administrator at least 15 days before renewal.
• Account and billing details (subscription ID, billing contact, renewal date).

Recommended items to prepare before cancelling

• Export copies of cap table snapshots, share records, and agreements you will need later.
• Prepare written authorization for the administrator initiating offboarding to avoid delays.

Common mistakes

Missing the offboarding deadline

Many customers try to cancel too close to renewal and miss the 15-day offboarding submission window.

Missing the form can result in automatic renewal and charges for another term.

Expecting app-store refunds from Carta

Users sometimes contact Carta expecting an App Store refund. For iOS purchases, Apple handles refunds and cancellations.

Similarly, assume Google Play purchases follow Google’s refund rules unless otherwise stated at purchase.

Comparative recap

At-a-glance comparison

Key takeaway

Corporate cancellations require proactive offboarding steps and carry limited refund rights. App-store purchases are governed by the app stores’ processes.

After cancelling

Confirm cancellation

Ensure you receive confirmation that the offboarding form was accepted and that the subscription will not renew.

Post-cancellation actions

• Export or request copies of essential records before access ends.
• If you need a refund dispute, follow the payment provider or app store dispute process as applicable.
• Contact Carta support through your account for specific offboarding questions or next steps.

Address

Carta headquarters

333 Bush Street, Floor 23, Suite 2300, San Francisco, CA 94104, United States

Notes on contacting

Use your Carta account dashboard or billing contacts for the correct support and offboarding channels.