Frequently Asked Questions
Everything you need to know about the platform.
How does the tax estimation work?
Our smart engine connects to your transaction history and categorizes income versus expenses. It applies current tax tax rates based on your location to generate a real-time quarterly estimate.
Is my banking data secure?
Absolutely. We use bank-grade encryption and read-only access. We never store your banking credentials on our servers.
Can I export reports for my accountant?
Yes! You can generate PDF or CSV summaries of your expenses, income, and estimated tax payments with one click.
What happens if I miss a payment?
We send you smart reminders via email well before due dates to help prevent missing payments. If you happen to miss one, let us know and we wil work to get your updated estimates.
Are you able to file taxes on M&M Books?
No, we are not a full service tax platform. We help you with your taxes throughout the year so you can spend more time working on your business and less time working with your accountant
Still have questions?
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