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Customizing Your Kintsugi Account & Automation Settings

Customize your Kintsugi account and automation settings, including auto-approve registrations, file only what you collected, sandbox testing, and default items.
Updated 9 months ago

The Settings tab lets you configure automation and advanced options for your organization.

Key Features

  • Auto-approve registrations: Toggle to approve new state registrations automatically when nexus is met
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  • File only what you’ve collected: Base filings on collected tax amounts
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  • Test organization (sandbox): Create a safe space to test features and integrations
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  • Archive organization: Owners can archive accounts; data is deleted after 30 days
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  • Default products: Manage your primary products/services, categories, and descriptions
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👉 Related guidance:

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