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Carta vs QuickBooks Online
User Ratings & Reviews
Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.
Ease-of-Use
4 / 5
4.2 / 5
Value for Money
3.7 / 5
4.2 / 5
Customer Support
3.8 / 5
4 / 5
Functionality
4.2 / 5
4.3 / 5
Last Review Written
June 3, 2024
November 27, 2024
Pros/Cons
Pros
- It's nice to track my overall equity and individual grants. The best feature is the ability to simply forecast overall share allotments across varying vesting schedules.
- Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company.
- Love this to track options, RSUs and shares. Support is also helpful and does its best to answer questions.
Cons
- Carta did not have any alerts system, and did not notify affected employees for a month. Some employees were left tens of thousands of dollars worse off than had the error not occurred.
- Carta is awful, bottom line. We cancelled our account on November 6th, 2022 but they went ahead and charged us nearly $5k on December 18th.
- The commissions on sales are a bit over the norm for a retail brokerage-type program. Especially bad if you have small lot sizes.
Pros
- If you run a small business or are self-employed, this is great to have. If you're like me and not great with spreadsheets, then this is what you need.
- I benefited from him and gained some experiences from him in my field and I liked it in ease of work reports.
- I would recommend it for those who want a simple and effective way to keep records clean and send invoices to clients. Customer support is amazing.
Cons
- Reconciling is miserable. I could go on and on, but I hate to relive the QB years where I felt inept and incapable of running the backside of our business.
- The only problem with Virtual programs is the internet delays and the problems with making sure you can sync everything if two people have been working on it.
- I HATE that I cannot simply download my QBO data into TurboTax. It makes no sense at all that I can't download Intuit data to another Intuit product.
Pricing
Pricing Range
$
$
$
$
$
$
$
$
$
$
Product Demo & Screenshots
Product Demo
N/A
Advisor Recommendations & User Awards
FrontRunners
The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.
N/A
FrontRunners
2024
Advisor Recommendations
Our industry-specific advisors recommend products based on specific business needs. Connect with us to get your personalized recommendations.
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Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
