How to test changes in Carta using sandbox
A sandbox is a separate version of your Carta account that lets you test changes without impacting your live data.
Carta offers two standard sandbox environments—daily and weekly—so you can test, model transactions, and explore workflows safely before making updates in your actual account.
Check out the table below for more information on the differences between sandboxes, as well as where to access each one.
Daily | Weekly | |
|---|---|---|
Data source | Copy of your Carta account from the previous day | Copy of your Carta account (refreshed weekly) |
Data refresh | Changes reset daily at 1 AM PT | Changes reset every Sunday at 1 AM PT |
Best for | Quick tests, import validation, permission checks | Multi-day testing, user training, process walkthroughs, complex transactions, equity events |
Where to access |
🔍 How do I log in?
Click the corresponding link above, depending on which environment you’d like to use.
Log in using the same email and password you use for your Carta account.
Once logged in, you’ll see a version of your account where you can safely make changes without impacting live data.
🔍 What can I use a sandbox for?
A sandbox environment gives you a safe space to test changes, review workflows, and explore Carta features without affecting your live account.
Model complex equity scenarios, such as stock splits, conversions, or funding rounds.
Test bulk actions like importing grants, updating stakeholders, or applying plan changes.
Preview workflows involving exercises, terminations, approvals, or repurchases.
Review what stakeholders (like employees or investors) will see when using Carta.
Validate integrations such as payroll exports, automated notifications, or API-driven processes.
Train new team members using your account setup in a safe, test-only environment.