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).
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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
Book a demoGenerate IRS-ready reports in a few clicks
Cake automates Form 3921 reporting by pulling ISO data from your cap table.
Your questions on SBC reporting, answered
Need help? Visit the Help Center.
Does Cake support ASC 718?
Yes. Cake’s SBC reports are built for ASC 718, using real grant and vesting data to ensure accurate expense calculations.
Do I need a 409A valuation first?
If your options require updated fair values, you can request a new ASC 718 valuation through Cake’s valuation partners.
How about IFRS 2?
Yes. Cake supports IFRS 2 for companies operating outside the US, with the same reporting workflow.
What export formats are available?
Reports download as CSV files ready for accounting systems, audit preparation, or manual review.
Does Cake calculate fair value?
Fair values are entered manually or provided by Cake’s valuation partners; Cake does not generate fair values automatically.
Equity doesn't have to be complicated. Join Cake and see for yourself!
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