Kintsugi Partner Guide to Client Management
Easily manage your partner account and client organizations within KintsugiUpdated 26 days ago
The Kintsugi Partner Experience is a centralized hub built for accounting firms and service providers who manage sales tax compliance for multiple clients. From one login, you can see nexus exposure, filings, and registrations across your entire portfolio in real time. No jumping between individual client accounts.
This guide walks through each part of the Partner Experience: your Portfolio, individual client management, Registrations, Filings, Nexus Reporting, and Settings.
Note: This guide assumes you already have Partner access in Kintsugi. If your firm isn't set up as a Partner yet, just reach out to us and we'd be happy to assist!
Portfolio
When you log in to your Partner account, you land on the Portfolio. It is a high-level view of every client organization connected to your firm.
Here's what you'll find:
Element | What it shows you |
|---|---|
Organization list | Every client linked to your firm, in one table. |
Summary overview | Total Clients, Total Filings, Total Pending Filings, and Total Liability across your whole book of business. |
Kintsugi AI Advisor | An AI agent you can ask questions about your portfolio. This is great for a fast answer instead of digging through each client individually. |
To use the AI Advisor:
Hover over any client row and click the AI icon that appears.
Type your question in plain language (e.g. "Which client has the greatest exposure risk?")
Get your answer in seconds, without leaving the Portfolio view.
Managing Client Compliance (from Portfolio)
The portal is built to prioritize your workflow. You can filter your view to focus on a specific client and take the necessary compliance actions.
To focus on one client, click View Client next to its name in the Portfolio.
Inside a client's organization, you'll have access to:
Overview metrics: Total Sales, Total Transactions, Outstanding Liability, and Collected Tax for that client.
Pending tasks: approve products, approve filings, update addresses, and finish registrations, all in one place.
Exposure Map: Visual indicators (Green, Yellow, Red), showing which states the client is exposed, approaching exposure, registering, registered, and not exposed.
To check on another client, click your firm's logo or Portfolio in the top navigation to return to the full list. You don't need to log out or switch accounts.
Registrations
The Registrations page is your control center for tax registrations across every jurisdiction and every client you manage.
Filter and Navigation Bar: : Narrow the view by region, jurisdiction, client, or registration status. Click "Clear Filters" to reset everything at once.
Summary Statistics (KPI Tiles): Four KPI tiles give you an at-a-glance read on total, completed, in-progress, and deregistered accounts across your whole portfolio.
Registrations Data Table: Entity-level detail: jurisdiction, filing frequency, registration dates, contact emails, registration fees, and current status (with direct action available on any row that needs it).
Use this page when you want to check registration status across your whole book of business in one pass, rather than opening each client individually.
Filings
The Filings page gives you a complete view of every client's tax return obligations, across jurisdictions, in one dashboard.
Tabs: Current (upcoming deadlines), Back (missed past returns), and History (completed filings). Filters: Global, Jurisdiction, or Client — isolate exactly the data you need.
Column | What it means |
|---|---|
Country | The national territory for the obligation (e.g., US, CA for Canada) — useful when a client operates across borders. |
Jurisdiction | The sub-national authority requiring its own return — a state (NY, TX), province, or local parish. |
Frequency | How often the authority requires a return: Monthly, Quarterly, or Annually. |
Due Date & Period | The reporting window and the deadline to file, so you can avoid late penalties. |
Total Liability | The exact amount owed to that jurisdiction for the period. |
Status | Real-time progress in the Kintsugi workflow (e.g., Unfiled, Filing). |
Nexus Reporting
Nexus is where your client has a sales tax obligation based on sales or transaction volume in a state. The Nexus Reporting page tracks this in real time so you always know where a client is compliant, approaching a threshold, or already exposed.
Summary tiles: Registrations, exposed states, registering states, plus total sales and transactions — your compliance health at a glance.
Nexus status labels: Color-coded tags (Exposed, Registered, Approaching) so you know what to prioritize first.
Client & status filters: Jump between clients or filter to just "Exposed" states to focus your attention.
Column | What it means |
|---|---|
Sales & Transactions | Revenue and order volume per state — the two metrics states use to determine nexus. |
Threshold progress bar | How close a client is to a state's economic nexus limit. |
Threshold Met Date | The exact day the client crossed a state's legal threshold — useful for calculating back taxes or filing for a permit. |
Economic Nexus | A checkmark or "No" showing whether nexus has been legally established. |
Settings
In Settings, you can invite team members as Admins or Members through User Management. Invited users are authenticated via Propel Auth and currently get access to your entire client portfolio.
FAQs
Q: Can I limit a team member's access to just one or two clients?
A: Not yet. The invited Admins and Members currently see your entire portfolio. Per-client access controls are planned.
Q: What's the difference between an Admin and a Member?
A: Admins can manage settings and users; Members have more limited, day-to-day access. See Understanding User Roles in Kintsugi for the full breakdown.
Q: Where do I go to see a client's exposure risk without opening their full dashboard?
A: Ask the Kintsugi AI Advisor from the Portfolio view, or check the color-coded Exposure Map inside that client's page.
Q: How do I get back to my full client list after viewing one client?
A: Click Portfolio in the top navigation. No need to log out.
Need Help?
For further concerns, we're always here to help. If you can't find the answer you're looking for, just reach out to us using the chat in the bottom right corner of your screen.