Generate Form 3921 report directly from your cap table data

Automatically create accurate, IRS-ready Form 3921 files for every ISO exercise using verified grant and 409A valuation data already in your system.

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Compliance tool that makes issuing ISO simple

Generate strike price, 409A FMV, grant details, and exercise data directly from your cap table for accurate Form 3921 filing.

Accurate data collection

Pulls verified grant, strike price, and 409A values directly from your cap table to avoid manual entry errors.

Instant form generation

Creates IRS-ready Form 3921 Copy A for filing, plus Copy B and C for employees and company records.

Ready to use copy

Automatically generates and stores employee copies (Copy B) in their Documents area so you can distribute on time.

Deadline reminders

Keeps you on track with key IRS deadlines: Jan 31 (employee copies) and Feb 28 / Mar 31 (paper vs electronic filing).

Audit-friendly records

Centralizes all generated forms in your workspace so you can quickly retrieve historical filings.

Seamless workflow

A simple button-generated process—no templates, no spreadsheets, no manual formatting.

See how Cake simplifies Form 3921

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Generate IRS-ready reports in a few clicks

Cake automates Form 3921 reporting by pulling ISO data from your cap table.

Set up your cap table

The Form 3921 tool uses data from your cap table.

Access Form 3921

Find Form 3921 from the Compliance section in your Cake app.

Generate report

Download the Form 3921 or Generate Copy B and Copy C.

Your questions on Form 3921, answered

Need help? Visit the Help Center.

Do I need to file Form 3921 for every ISO exercise?

Yes. The IRS requires a separate Form 3921 for each ISO exercise that occurs during a calendar year.

Does Cake file Form 3921 with the IRS on my behalf?

No. It only generates IRS-ready forms (Copy A, B, C) based off the data you have within Cake, and you submit Copy A through your preferred filing method.

Where do the 409A values come from?

Cake uses your current 409A valuation and automatically applies the correct FMV for the exercise date.

What if an employee has multiple exercises?

Cake generates one form per exercise event, ensuring full compliance with IRS requirements.

Can I download all forms as a batch?

Yes. All generated files appear in your Documents area, where you can download individually or as a batch for filing.

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