In This Issue
- AI security in accounting: how Kintsugi is built differently
- New integrations: Bill.com and other updates
- Platform updates: introducing bulk exemption certificate management
- Customer story: how Free to Grow CFO delivers sales tax clarity for clients
Is AI a part of your daily workflow? If you answered yes, you’re not alone. AI has quietly become a standard part of most software. In fact, over 50% of accounting professionals use AI in their work, but most firms lack data guidelines to match.
At Kintsugi, AI security is built into sales tax compliance by default.
AI technology and adoption have moved at an unprecedented rate, but safety and security measures continue to lag behind, leading to uncertainty around data management, visibility, protection, and contingency planning.
We care deeply about providing full transparency into the security of our AI tools and how your data – and the data of your clients – is treated.
With independently-verified SOC 2 Type II certification, AES-256 encryption, and more, we stand behind our commitment to security because the trust of our customers, our firm partners, and our collaborators is the heart of what we do.
– Pujun & Jeff, co-founders
New Integrations
Introducing our Bill.com integration! Kintsugi delivers automated, jurisdiction-accurate tax on every invoice. Here’s how to connect the two platforms.
Platform Updates
Exemption Certificate Management just added three ways to stay ahead of audits, all Premium plan features.
Bulk upload up to 3,000 certificates at once in a range of formats, and Kintsugi's OCR and AI catalog-backed validation sort, verify, and match each one to the right customer for the right jurisdiction. Request certificates directly from customers with one click and track every request through to completion. Automated reminders can now notify customers before their certificates expire, so your team isn't stuck chasing renewals by hand.
Success Stories
Free to Grow CFO is a CFO advisory firm serving CPG brands in ecommerce and retail. As their client base grew, sales tax complexity pulled staff away from critical advisory work. Kintsugi changed that.
Kintsugi’s customer support, human-to-human connection, and human-in-the-loop AI-driven automation transformed the firm’s approach, allowing them to support clients across borders and to save countless hours.
Find Us
If you’re attending any of these events, stop by our booth to say hello!
- August 19: Ecom Elevated Invitational, Lehi
- August 24-25: Ecom Elevated Fall, Salt Lake City
- September 17: Ecom North US Summit, Los Angeles
- September 21-22: Commerce Roundtable, San Diego
Ask Kintsugi
Real questions, answered by our tax experts.
🤔 Are 501c3s and local governments sales tax exempt?
💡 Often, but not automatically and not everywhere. Most states exempt nonprofits and government entities from sales tax on qualifying purchases, but California, Georgia, and North Carolina grant no broad 501(c)(3) exemption, and every state that does grant one requires its own certificate, on its own form, with its own expiration rules, even for 501(c)(3) organizations. Don’t make the mistake of not collecting certificates from your exempt customers, they’re required if you’re ever audited.
🤔 Why do government agencies send sales tax notices, and should I be afraid of them all?
💡 Government agencies send notices for a variety of reasons: filing confirmations, payment acknowledgments, account updates, and sometimes penalty assessments or audit requests. Not all are bad, so don’t panic if you receive one, but you do want to make sure to act quickly. Kintsugi offers a virtual mail feature, Kintsugi Mail, that receives and scans all mail sent from your tax authorities so that you have a digital record of every piece, you get alerted to only the urgent items requiring your attention, so Kintsugi can handle the needs faster.
Have a question of your own? Ask in the comments and one of our tax experts will address it!
Get Started with Kintsugi
Ready to see how Kintsugi can transform your sales tax compliance? Interested in offering sales tax advisory as a CPA firm?
Book a demo or visit our partner experience page.
