Kintsugi Portfolio, the multi-client dashboard from AI-powered sales tax automation platform Kintsugi, is now generally available. It streamlines managing sales tax compliance across your entire customer portfolio. See Kintsugi Portfolio in action in this overview video.
Announcing Kintsugi Portfolio
With Kintsugi Portfolio, we’ve combined the power of Kintsugi Intelligence with intuitive tools to give partners a comprehensive dashboard for managing customer organizations, taking actions on their behalf, and assigning team members to clients.
At Kintsugi AI, we believe that partnerships are the cornerstone of growth. Kintsugi Portfolio is the platform we built for the partners who manage sales tax for many businesses at once. Whether you’re managing ten customers or 10,000, this game-changing functionality is designed to give you unprecedented control, visibility, and efficiency—all in one place.
What Makes Kintsugi Portfolio a Game-Changer?
Feeling overwhelmed by managing multiple customers and their unique tax compliance needs? Let Kintsugi take the reins! Kintsugi Portfolio streamlines everything from tracking compliance data to filing returns, empowering you to focus on growing your business while we handle the nitty-gritty of sales tax compliance on your behalf.
Unified Customer Management: Effortlessly manage all your customers with a centralized dashboard that brings everything into one place, whether you have ten customers or 10,000. You can view the Kintsugi plans your customers are on, access their compliance data (like registrations and filings), and seamlessly navigate between their organizations—all with just a click.
Powerful Tools for Client Support: Take actions on behalf of your customers with ease, whether it’s managing their compliance workflows or filing taxes. Save time and increase efficiency by performing bulk actions across multiple customers simultaneously.
Streamlined Customer Onboarding and Offboarding: Creating new Kintsugi organizations for your new customers has never been easier. When the time comes, you can also archive organizations on behalf of your customers, ensuring a smooth and professional offboarding process. To prioritize data privacy, we securely delete all archived organization data within 60 days of the request, giving you and your customers peace of mind.
Efficient Team Management: Easily manage your team within Kintsugi Portfolio, delegating tasks and organizing workflows to streamline operations and ensure nothing falls through the cracks. Partners can also invite additional team members to collaborate and manage customer portfolios seamlessly, making it easier to scale operations as your business grows.
Dedicated Priority Support: Access faster, dedicated support to resolve issues and keep your operations running smoothly, ensuring both you and your customers are always supported.
Kintsugi Portfolio is now generally available to all Kintsugi partners. Contact support to turn it on for your account; once it’s active, you’ll have your partner dashboard and can manage every customer from one place. If you’re not yet a Kintsugi partner, now is the perfect time to join.
What’s Next?
This launch is just the beginning. In the coming weeks, we’ll introduce even more powerful features to simplify workflows, provide greater visibility into your customers’ compliance status, and elevate your overall experience. With Kintsugi Portfolio, we’re creating a future where you can focus on growing your business and supporting your customers like never before.
About Kintsugi
Kintsugi is trusted by over 300 partners and integrates seamlessly with over 60 platforms, offering a streamlined and efficient tax compliance solution that adapts effortlessly to your tech stack.
Based in San Francisco and founded in 2022, Kintsugi is dedicated to taking the stress out of sales tax compliance. Our platform automates the entire process, delivering high performance, reliability, and flexibility as your business scales.
Kintsugi is secure, encrypted, GDPR-compliant, and SOC 2 Type II certified, adhering to the highest standards for security, availability, processing integrity, confidentiality, and privacy.
Learn more about Kintsugi’s platform and integrations here
