Kintsugi Partner Guide to Client Management

The Kintsugi Partner Experience is a centralized hub designed for accounting firms and service providers to manage sales tax compliance for multiple clients from a single login. Instead of jumping between individual accounts, you can monitor nexus, filings, and registrations across your entire portfolio in real time.

1. Portfolio

When you log in to your Partner account, you are greeted with a high-level view of all your connected organizations in the Portfolio tab.

• Organization List: A table of every client linked to your firm.

• Summary Overview: The dashboard also displays your Total Clients, Total Filings, Total Pending Filings, and Total Liability for all of your clients.

• Kintsugi AI Advisor: From the portfolio, you can also access an AI agent that can assist you with your task.

  • Hover over a row and click the AI icon that appears.

  

  • Enter your query. For example: “Which client has the greatest exposure risk?”

    

  • In seconds, you’ll find the answer to your query.

2. 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.

Click the "View Client" button to access individual clients.

Once you're in a particular client organization page, you will have access to the following:

• Overview Metrics: The client’s dashboard includes an overview of the organization’s Total Sales, Total Transactions, Outstanding Liability, and Collected Tax.

• Pending Tasks: Here, you can approve products, approve filings, update addresses, and finish registrations.

• Exposure Map: Visual indicators (Green, Yellow, Red), showing which states the client is exposed, approaching exposure, registering, registered, and not exposed.

You can return to the previous page to check for other clients.

3. Registrations

The Registrations page is a centralized dashboard for monitoring and managing tax registrations across jurisdictions and organizations. 

• Filter and Navigation Bar: Users can narrow down the data using dropdown menus for region, jurisdiction, specific clients, and registration status. A "Clear Filters" button is also available to quickly reset all view settings.

• Summary Statistics (KPI Tiles): Four KPI tiles display high-level metrics for total, completed, in-progress, and deregistered accounts. This provides an immediate snapshot of your global tax compliance health at a glance.

• Registrations Data Table: This table details entity-specific information, including jurisdiction, filing frequency, registration dates, and associated contact emails. It also tracks registration fees and provides status indicators for direct action in each region.

4. Filings

The Filings page provides a comprehensive view of a company’s tax return obligations across various jurisdictions. Here is an overview of what you can find on this page:

• Tabs (Current, Back, History Filings): These allow you to categorize filings into upcoming deadlines, missed past returns, and a completed historical log.

• Filters (Global, Jurisdiction, Client): These tools enable you to quickly isolate specific data by region or entity within a large portfolio.

• Country: This column indicates the national territory where the tax obligation resides (e.g., US for the United States or CA for Canada). It helps categorize filings for businesses operating across international borders.

• Jurisdiction: This specifies the sub-level authority—such as a state (e.g., NY, TX), province, or local parish—that requires its own distinct tax return.

• Frequency: This defines the recurring schedule mandated by the tax authority for submitting returns, such as Monthly, Quarterly, or Annually.

• Due Date & Period: These columns clearly define the specific tax window being reported and the final deadline to avoid state penalties.

• Total Liability: This displays the exact monetary tax amount owed to each specific jurisdiction for the given period.

• Status Indicators: These labels (e.g., "Unfiled" or "Filing") show the real-time progress of each return within the Kintsugi workflow.

5. Nexus Reporting

The Nexus Reporting page is a detailed monitoring dashboard designed to help you track where your business has a sales tax obligation—known as "nexus"—across different jurisdictions. It aggregates your real-time sales and transaction data to identify where you are already compliant, where you are approaching state limits, and where you may have "exposed" tax liability that requires immediate action.

• Summary Metric Tiles: These cards at the top provide an instant count of your global compliance health, showing the number of registrations, exposed, and registering states. It also includes total sales and transactions.

• Nexus Status Labels: Color-coded tags (such as Exposed, Registered, or Approaching) categorize each state’s risk level so you can prioritize which registrations to handle first.

• Sales & Transactions Columns: These track your specific revenue and order volume for each individual state, which are the two primary metrics states use to determine your tax obligations.

• Threshold Progress Bars: These visual bars show what percentage of a state's "economic nexus" limit you have reached, making it easy to see where you are nearing a legal requirement to collect tax.

• Threshold Met Date: This column identifies the specific day your business officially crossed a state’s legal threshold, which is a critical piece of data for calculating back taxes or filing for a sales tax permit.

• Economic Nexus Indicator: A simple checkmark or "No" indicates whether you have legally established a nexus based on the state's specific dollar or transaction volume rules.

• Client & Status Filters: These dropdown menus at the top let you quickly toggle between business entities or filter by specific risk categories, like "Exposed," to clean up your view.

6. Settings

Partners can invite users as admins or members through the User Management settings, where they are authenticated via Propel Auth and automatically granted access to the entire organization portfolio. While users currently see all managed organizations, a future update will introduce the ability to map specific partner users to individual client accounts.