Overview

To streamline your bookkeeping process, please add our team as an accountant user on your Carta account. This provides us with limited, view-only access to download statements and reports directly, reducing the need for monthly manual uploads and follow-up requests.

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What You'll Need

Corporate Domain: You must use a work email domain (e.g., @yourcompany.com). Public domains like @gmail.com or @yahoo.com are not supported.

Plan Eligibility: Ensure your account is on the Scale plan or higher.

IdP Information: You will need to use an OIDC supported provider (such as Okta or Microsoft Entra)

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Setup Instructions

Contact Your Account Team: Reach out to your Carta Customer Success Manager (CSM) or the support team to request that SSO be enabled on your account.

Configure Identity Provider (IdP): Set up the Carta application in your identity management provider (e.g., Okta, Rippling).

Provide Metadata: You will need to share your IdP's OIDC metadata with Carta. (example: Okta, Microsoft Entra)

Verify and Test: Once configured, your team can use their company credentials to log in

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What To Expect After Setup

If you are not on the Scale plan, you cannot set up corporate SSO. However, you are required to set up Two-Factor Authentication (2FA) for added security.