How to manage company bank account change email notifications for law firm users
For account security, all users that are individually listed on a company’s Users and permissions page are notified via email when certain bank account changes are made.
Having your clients on Carta grant access to your law firm, instead of to individual lawyers and paralegals, has the added benefit of allowing users at a firm to view all Carta clients in one place, and provides additional account security by allowing law firm administrators to remove access from a law firm user when they leave the firm.