Frequently asked Β· 19 answers
Everything you'd ask in a
second call β answered here first.
Plain-language answers on how Moundi works across entities, filings, integrations, the tax wallet, evidence ledger, and the regulated partners who actually sign.
01
Platform & positioning
Where Moundi fits in your stack.
How is this different from Avalara / TaxJar / Numeral?
Those tools focus on sales tax collection at point-of-sale. Moundi covers what comes after β registrations, returns, plus everything that isn't sales tax: annual reports, franchise tax, payroll filings, federal forms, international corporate tax. We integrate with them rather than replace them.Who is Moundi built for?
Finance and ops leaders at venture-backed SaaS, marketplaces, and global services firms operating across multiple US states and (increasingly) international entities. The sweet spot is 5β50 entities with recurring multi-jurisdiction obligations.What if I'm not US-based?
Moundi today is built around US-headquartered companies with international footprints. If you're based outside the US, get in touch β we're talking to a small set of UK and Canadian companies in design partnership.How long does onboarding take?
Most teams are live in 3β5 business days. You map your entity structure (about 15 minutes), connect your ledger and payment processors, and the obligation calendar auto-populates. Historical exposure scans run in the background and surface results within 24 hours.
02
Filings & partners
Who prepares, who signs, who submits.
Do you file taxes for me?
We orchestrate filings through regulated partners (Marosa for EU VAT, Avalara Advisory for US sales tax, TMF Group for entity setup). Moundi is the workspace and the audit trail; the partners are licensed to file.Do you handle income tax preparation?
For state filings, yes. For federal income tax (1065, 1120, 1120-S), we organize the calendar and supporting data but currently hand off to your CPA. Direct federal filing is on the roadmap for 2027.Can I keep my existing CPA in the loop?
Yes. You can invite your CPA as a collaborator with read or review access. They see the same calendar, evidence, and draft returns you do β no more month-end PDF email threads.What happens when a filing is late or rejected?
The obligation flips state, an incident is opened in the maintenance log, and the responsible partner is notified through the same workflow they used to file. Penalty exposure, partner correspondence, and resolution steps are all captured in the evidence ledger.
03
Entities, exposure & wallet
How the day-to-day product works.
How does the exposure scan work?
Connect your billing and ledger systems and Moundi backtests every transaction against current nexus thresholds in each state and country. You see exactly where you've crossed economic nexus, when, and what the remediation cost would be.What is the tax wallet?
A segregated balance per jurisdiction. As taxable revenue lands, the wallet auto-accrues what's owed so funds are quarantined before remittance day. You can fund it on a schedule or top up manually β the ledger always reconciles to what's been collected vs. owed.Can I manage multiple legal entities?
Yes β multi-entity is core, not an add-on. Each entity has its own obligation calendar, registrations, ledger connections, and partner assignments, all rolled up into a single group view for finance leadership.How do roles and permissions work?
Workspace roles include Owner, Admin, Operator, and Read-only. Entity-scoped roles let you give a regional controller access to just one subsidiary. CPAs and partners get review-only access by default.
04
Integrations & data
What plugs in, and what comes out.
Which systems do you integrate with?
Out of the box: Stripe, Shopify, NetSuite, QuickBooks Online, Xero, Rippling, Gusto, Mercury, Brex, and Plaid for banking. The integrations layer is API-first, so custom sources connect through our ingest endpoint.Where does the data live?
On Supabase (Postgres) in US-East with row-level security per workspace. Documents and evidence artifacts sit in object storage with signed-URL access. Daily encrypted backups; point-in-time recovery available on Scale and Enterprise plans.Can I export everything I put in?
Yes. The reports module produces CSV and PDF exports per entity, per jurisdiction, per period. A full workspace export (entities, filings, ledger, evidence) ships as a ZIP from the Settings page on demand.
05
Security, evidence & pricing
The boring questions that matter most.
Is my data secure?
SOC 2 Type II in progress (target Q4 2026). Bank-grade encryption at rest and in transit. Multi-tenancy enforced at the Postgres row level. SSO/SAML on Enterprise. Audit log for every action β including reads on sensitive evidence.What does 'audit-grade evidence ledger' actually mean?
Every filing, registration, threshold breach, partner exchange, and user action writes an immutable record with timestamp, actor, payload hash, and source document. When auditors ask 'who did what, when, and on what basis,' you hand over a signed export instead of reconstructing the past.How is pricing structured?
Flat monthly plans by entity count and corridor coverage (see the pricing page). Filing fees charged by tax authorities are passed through at cost. No per-transaction take-rate, no surprise overages β the bill matches your structure.What happens if I cancel?
Export your entire workspace β entities, filings, evidence ledger β as a ZIP. Your data is yours. We retain a hashed audit fingerprint for 12 months in case partner authorities require corroboration, then it's purged.
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