Give tax transparency to your employees with TaxPlanner

Make taxes simple for your employees. Give them a clear picture on what they can expect to pay on their taxes. Your employees can connect their existing TurboTax and Carta accounts to render tax data from salary, equity, and other sources of income.

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Clear answers to common questions

Do your employees know what a Form 1099-B or 3921 is? Chances are, probably not. TaxPlanner helps eliminate the need to contact an accountant or human resources

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Offer easy access directly from your company’s intranet

Easily integrate TaxPlanner into your company’s internal system to provide easy and direct access for your employees

Connect to existing accounts

Your employees will be able to connect their existing tax accounts such as TurboTax and Carta.

Give your employees peace of mind

TaxPlanner offers an intuitive dashboard experience to reduce surprises during tax season.

Sign up for Tax Planner

Provide some basic information about your startup and give Tax Planner a try.

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Startup Size
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