Manage Carta

How to cancel carta in india and understand your refund rights

What carta is and why you might want to cancel

Carta is a software platform that helps companies manage equity, cap tables, valuations, and employee stock option tracking. If you use Carta through a corporate subscription or mobile app, you have the power to cancel whenever the service no longer meets your needs. This guide walks you through every step, from initiating cancellation to understanding your refund rights under Indian consumer law. At Stopee, we help thousands of professionals navigate subscription cancellations with confidence, and we're here to make sure you do too.

Overview of carta's service

Carta serves private companies, investors, and employees who need to record and administer ownership and equity plans. The platform centralises cap table management, making it easier for administrators to track stock options, valuations, and cap table changes. Because Carta operates as a transfer agent, it also complies with regulatory requirements that affect how you cancel and how your data is handled.

Why cancellation can feel complicated

Carta's role as a regulated transfer agent means the cancellation process is stricter than other web apps. You cannot simply click a delete button. Instead, account administrators must submit an offboarding form at least 15 days before your renewal date. Additionally, your data handling after cancellation follows regulatory guidelines that protect equity records. Understanding these rules upfront helps you avoid missed deadlines and lost access to critical documents.

How to cancel carta: step-by-step for each platform

Your cancellation method depends on whether you subscribe via Carta's corporate platform or through a mobile app store.

Cancel your corporate carta subscription (web)

If your organisation uses Carta's main platform, only the account administrator can cancel. You cannot cancel as a regular user. Follow these steps carefully to meet the 15-day deadline.

1. Log in to your Carta account as an account administrator.
   • If you are not the administrator, ask your admin to complete these steps.
   • If you are unsure who the admin is, check your account settings or contact your company's finance team.
2. Locate Carta's offboarding form, available in your account dashboard or by contacting Carta's support team directly.
   • Search your account for "offboarding", "cancellation form", or "subscription management".
   • If you cannot find it, email Carta's support or call their help desk and request the offboarding form.
3. Complete the offboarding form with your company details and cancellation date.
   • Choose a cancellation date that aligns with your subscription renewal date (or a date after it).
   • Do not submit this form if you still need equity records before the deadline.
4. Submit the form at least 15 calendar days before your next renewal date.
   • Warning: Submitting fewer than 15 days before renewal may result in a full renewal charge. Mark your calendar now.
   • Keep a copy of your submitted form and the submission date as proof.
5. Wait for Carta to confirm your cancellation in writing.
   • Carta should send a confirmation email within 2-3 business days.
   • Your subscription will not renew after the current billing period ends.
6. Export or request all critical equity records before your final access date.
   • Documents like cap tables, stock ledgers, and option grants should be downloaded or requested in writing.
   • Carta may charge a data retrieval fee if you request records after cancellation is finalised.

Cancel carta through the apple app store (iOS)

If you subscribed to Carta through the Apple App Store on an iPhone or iPad, Apple handles your cancellation and refund decisions. Carta does not manage App Store refunds directly.

1. Open the Apple App Store app on your iPhone or iPad.
2. Tap your profile icon in the top right corner.
3. Select "Subscriptions".
4. Find "Carta" in your active subscriptions list.
5. Tap "Cancel Subscription" and confirm your choice.
   • You will retain access until the end of your current billing cycle.
   • Apple will not renew your subscription after that date.
6. To request a refund, tap "Report a Problem" next to the Carta subscription and explain why you want a refund.
   • Apple evaluates refund requests individually; refunds are not guaranteed.
   • Pro tip: Request refunds within 90 days of purchase for the best chance of approval.

Cancel carta through google play (Android)

Google Play manages Android app subscriptions, and Carta's cancellation policy defers to Google's terms. Use these steps to cancel on your Android device.

1. Open the Google Play Store app on your Android phone or tablet.
2. Tap your profile icon in the top right corner.
3. Select "Manage My Subscriptions".
4. Find "Carta" in your subscriptions list.
5. Tap "Cancel Subscription" and follow Google's prompts to confirm.
   • Your access will end at the close of your current billing period.
   • Google will not renew your subscription after that date.
6. To request a refund, go back to the Carta subscription, tap the three-dot menu, and select "Report a Problem".
   • Explain your reason for the refund request clearly.
   • Google reviews refund requests; approval is not automatic.

Understanding your refund rights with carta

Your eligibility for a refund depends on how you purchased Carta and whether Indian consumer law applies to your situation.

Corporate subscription refunds: carta's policy

Carta's standard terms state that corporate subscription fees are non-refundable. You pay for the full subscription term, and once paid, the fee is locked in. The only exception is if Carta itself breaches the service agreement and does not fix the problem within a reasonable timeframe. In that case, you may be entitled to a partial refund for the unused portion of your subscription, as outlined in Carta's Master Subscription Agreement.

Important: To claim a refund for a Carta breach, you must first notify Carta in writing and give them a chance to fix the issue (usually 15-30 days). Only if they fail to remedy the breach can you pursue a refund claim.

Mobile app refunds: apple app store and google play

Apple and Google make refund decisions for app purchases, not Carta. Carta accepts no responsibility for app store refunds beyond what Apple or Google offer.

• Apple App Store: Apple may grant refunds within 90 days of purchase if you have a valid reason (such as accidental purchase, technical issues, or failure to meet advertised features).
• Google Play: Google offers a 15-minute window for full refunds after purchase. After 15 minutes, refunds are at Google's discretion.
• Neither Apple nor Google is obligated to refund after the cancellation deadline has passed.

Your rights under the indian consumer protection act, 2019

As an Indian consumer, you have certain protections under the Consumer Protection Act, 2019. Even though Carta's published policy does not mention a cooling-off period, Indian law may grant you the right to cancel within a specific timeframe if Carta has misled you or failed to deliver services as promised.

• If Carta was sold to you with false claims about features or functionality, you can escalate to your state's Consumer Dispute Redressal Commission.
• If Carta failed to provide agreed-upon services, you may be entitled to a refund or compensation under the Act.
• The Consumer Protection Act applies to all commercial transactions in India, regardless of Carta's stated refund policy.

Stopee recommends documenting all communications with Carta if you believe the service has not met its promises. Screenshot emails, save chat transcripts, and note dates and details of any service failures. These records become evidence if you need to file a consumer complaint.

Carta pricing and plans in india

Carta does not publicly disclose India-specific pricing in Indian Rupees (INR). Exact fees depend on your company size, number of stakeholders, and which features you use.

To get exact India pricing, contact Carta's sales team directly or log in to your account and request a quote. Pricing often varies based on usage and company size, so a generic list would be misleading.

What happens after you cancel carta

Cancellation is not instantaneous. Understanding the timeline and data handover process helps you plan your next steps.

Access and timeline after cancellation

After Carta receives and confirms your offboarding form, your subscription will not renew at the next billing date. However, you retain access to the platform until the end of your paid term. Once that term ends, your access will be revoked. You will no longer be able to log in, view cap tables, or manage equity records through Carta.

Data preservation and what you need to do

Because Carta is a regulated transfer agent, your equity records are sensitive. Do not assume Carta will store them indefinitely after you cancel. Before your access ends, take these steps:

• Export or download all cap tables, stock ledgers, option grants, and valuations.
• Request certified copies of any regulatory filings or transfer agent records from Carta in writing.
• Ask Carta whether they will retain your records and for how long.
• If Carta will delete your records after a certain period, ensure you have copies in a secure location.

Pro tip: Request data exports or certified copies at least 30 days before your final cancellation date. Carta may take time to compile records, and you do not want to be locked out while waiting.

Common mistakes when cancelling carta

Cancelling a regulated platform like Carta is more complex than cancelling a standard SaaS app, and it is easy to stumble. Here are the pitfalls to avoid.

Missing the 15-day deadline

The biggest mistake is submitting your offboarding form fewer than 15 days before renewal. Carta will renew your subscription, and you will owe the full year's fee. Set a calendar reminder now, at least 20 days before your renewal date, so you have a buffer. Stopee advises checking your current billing date in your account settings today-do not wait until cancellation time.

Assuming you can cancel as a non-admin user

Only account administrators can initiate cancellation. If you are not the admin, you must ask your finance or IT manager to submit the form. Delays in communication can push you past the 15-day window. Contact your admin immediately if you want to cancel.

Cancelling without exporting your data first

Once your access ends, you cannot retrieve documents yourself. If Carta does not retain your records, they are gone. Export everything before you finalize cancellation. This is non-negotiable for companies with equity stakeholders.

Ignoring cancellation confirmation

Do not assume silence means cancellation. Carta must send you a written confirmation after you submit the offboarding form. If you do not receive one within 3 business days, follow up by email or phone. Without confirmation, you have no proof that cancellation was initiated, and you risk a surprise renewal charge.

Checklist: steps to take before and after cancelling carta

Use this checklist to stay organised throughout the cancellation process.

Your consumer rights in india and how to escalate

If Carta refuses to cancel, denies you a refund you believe you are entitled to, or fails to provide the services you paid for, you have legal recourse under Indian consumer protection law.

Consumer protection act, 2019 rights

India's Consumer Protection Act protects you from unfair trade practices. If Carta has:

• Misrepresented the features or functionality of its platform,
• Failed to deliver services as promised, or
• Charged you without your authorisation,

...then you can file a complaint with your state's Consumer Dispute Redressal Commission. The NCDRC (National Consumer Disputes Redressal Commission) handles cases across state lines and appeals.

How to escalate if carta does not cooperate

Before filing a formal complaint, try these steps:

1. Send a written notice to Carta via email and registered post, clearly stating the issue and requesting a resolution within 30 days.
2. Keep copies of all correspondence (emails, support tickets, offboarding forms).
3. If Carta does not respond satisfactorily, visit your state's Consumer Disputes Redressal Commission website and file a complaint.
4. Include documentation of your purchase, Carta's refusal to cancel, and the financial impact on you.

Stopee has guided consumers through these escalations, and the process is straightforward once you have your evidence organised. Most disputes are resolved within 3-6 months, and commissions often award refunds plus compensation for unfair practices.

Carta cancellation address and contact information

If you need to send official correspondence to Carta, use the address below. For urgent matters or complaints, always send both email and registered post to create a legal paper trail.

Carta, Inc. - General Correspondence:
Carta, Inc.
San Francisco, CA
United States

For India-specific issues or escalation: Contact Carta's support team via your account dashboard or email their help desk. Request the address for their India office or authorised representative, as Carta may operate through a subsidiary or partner in India.

Important: Always send cancellation requests and formal complaints via email with read receipts enabled, or via registered post. This creates proof of delivery and is critical if you need to escalate to a consumer authority.

Wrapping up: you are in control of your cancellation

Cancelling Carta requires more steps than cancelling a typical app-but that does not mean you are stuck. You have clear rights as an Indian consumer, a defined timeline (15 days), and legal protections if Carta refuses to cooperate. Mark your renewal date today, gather your data, and submit your offboarding form on time. Stopee has helped thousands of consumers cancel enterprise software subscriptions and reclaim control over their finances. Your next step is to log in to your Carta account, locate your renewal date, and reach out to your administrator with this guide in hand. Your cancellation is within reach.