# How to cancel Carta

Cancel Carta by completing and submitting Carta's offboarding form at least 15 days before renewal, working with company administrators and Carta through the transition. Cancellation is finalized only after the form is submitted and takes effect at the end of the subscription term. Carta fees are nonrefundable except as the agreement otherwise states.

Equity management platform for cap tables, securities issuance, 409A valuations and shareholder workflows.

- Category: Productivity
- Entry plan: Build at Custom
- Billed via: web, invoice
- Difficulty: Hard (9.4 / 10 on the Cancellation Difficulty Index), takes about 15 minutes plus offboarding
- Direct cancellation page: https://support.carta.com/kb/guide/en/how-to-cancel-your-carta-subscription-ZsWsvQe2pn/Steps/3724403
- Manually verified on 17 Aug 2026 against official sources
- Canonical guide: https://canicancelit.com/cancel/carta

## Cancel in a web browser

> Carta documents cancellation through an offboarding form, not a self-serve Cancel button.

1. **Read the current subscription term** Carta subscriptions automatically renew for one-year periods unless either party gives written notice of non-renewal at least 15 days before the then-current term ends.
2. **Complete Carta's offboarding form** Open Carta's official cancel article and complete the offboarding form at least 15 days before renewal. Cancellation is finalized only after that form is submitted.
3. **Work with company administrators and Carta** Carta says it works with company administrators through the transition. The form is required because Carta is a transfer agent and needs specific offboarding details.
4. **Keep confirmation that the form was submitted** Carta warns that failure to submit the form may result in continued charges while the account remains active. Cancellation takes effect at the end of the current billing cycle or subscription term.

> **Warning:** If the offboarding form is not submitted, Carta says charges may continue while the account stays active.

## Cancel a team plan

1. **Use company administrators for offboarding** Carta documents working with company administrators. Individual stakeholder logins do not cancel the company subscription.
2. **Export data before access ends** Thirty days after termination, or if the account is 30 or more days past due, Carta has no obligation to maintain or produce Customer Data.

## Refunds, pausing, downgrades and your data

- **Refunds:** The Master Subscription Agreement says Fees are nonrefundable except as otherwise set forth in that agreement. The Subscription Payment Terms say one-time purchases cannot be canceled or refunded, and you can cancel only future charges. Cancellations become effective at the end of the current billing cycle or specified Subscription Term.
- **Pausing:** No subscription pause option is documented in the cancel article, Master Subscription Agreement or Subscription Payment Terms.
- **Downgrading:** Paid packages are Build, Grow and Scale. Pricing is per stakeholder with a minimum annual fee. Carta Launch is a separate free tier for eligible early-stage companies. The public pages do not document a self-serve downgrade button.
- **Account data:** Thirty days after the effective termination date, or if the account is 30 or more days past due, Carta has no obligation to maintain or produce Customer Data. Export needed records before the subscription ends.

## At a glance

- Cancellation fee: None documented
- Refund window: None (standard policy)
- Effective: End of subscription term
- Free plan after: Launch if still eligible

## FAQ

**How do I cancel Carta?**

Complete and submit Carta's offboarding form at least 15 days before renewal. Cancellation is finalized only after that form is submitted.

**What happens if I miss the form?**

Carta says failure to submit may result in continued charges while the account remains active.

**When does cancellation take effect?**

At the end of the current billing cycle or specified Subscription Term. The Master Subscription Agreement also requires written non-renewal notice at least 15 days before the term expires.

**Are Carta fees refundable?**

Normally no. Fees are nonrefundable except as otherwise set forth in the agreement. One-time purchases cannot be refunded.

**Is there a free Carta plan after I leave a paid package?**

Carta Launch is free only for companies with under 25 stakeholders and less than $1 million raised. Eligibility after leaving a paid package is not separately documented.

**What happens to cap-table data after cancellation?**

Carta has no obligation to keep Customer Data 30 days after termination. Export first.

## Official sources

- [How to cancel your Carta subscription](https://support.carta.com/kb/guide/en/how-to-cancel-your-carta-subscription-ZsWsvQe2pn/Steps/3724403) (checked 2026-08-17)
- [Carta Master Subscription Agreement](https://carta.com/legal/terms-agreements/master-subscription-agreement/) (checked 2026-08-17)
- [Carta Subscription Payment Terms of Service](https://carta.com/legal/terms-agreements/subscription-payment-terms-of-service/) (checked 2026-08-17)
- [Plans and pricing for private corporations](https://carta.com/plans/equity-management/) (checked 2026-08-17)
- [Carta Launch](https://carta.com/equity-management/launch/) (checked 2026-08-17)
- [Carta Terms of Service](https://carta.com/legal/terms-agreements/terms-service/) (checked 2026-08-17)

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Verified cancellation guide from Can I Cancel It? (https://canicancelit.com). JSON version: https://canicancelit.com/cancel/carta.json