What Is Kintsugi Portfolio?

The multi-client workspace built for firms that manage sales tax compliance

Updated 16 hours ago

Kintsugi Portfolio is the multi-client workspace in Kintsugi. If your firm manages sales tax compliance for more than one business, Kintsugi Portfolio lets you see nexus exposure, registrations, filings, and pending tasks for every client from a single login instead of switching between accounts.

Kintsugi Portfolio was previously called the Kintsugi Partner Experience. It is the same product with a new name. You sign in at partner.trykintsugi.com, which is a different address from the main Kintsugi app at app.trykintsugi.com.

Who Kintsugi Portfolio Is For

Kintsugi Portfolio is built for teams that manage compliance on behalf of other businesses:

Accounting and CPA firms
Bookkeeping and fractional CFO practices
Software companies and resellers that offer Kintsugi to their own customers

A portfolio is not the same as a business account. Your firm does not need a Kintsugi organization of its own to run a portfolio. The portfolio sits above your client organizations and exists purely to manage them.

If you run one business with several legal entities, you likely want a multi-entity setup rather than a portfolio. A portfolio carries extra structure, including its own billing arrangement and access model, that a single business managing its own entities does not need. See How Kintsugi Supports Multi-Entity Setup for ERP and Billing Integrations.

How a Portfolio Is Structured

Term	What it means
Portfolio	Your firm's workspace. It holds your team members and every client organization you manage. It sits above the client organizations.
Client organization	One business you manage compliance for. Each client is a full Kintsugi organization with its own data sources, transactions, registrations, filings, and organization ID. Data never carries over between clients.
Team member	A person at your firm who signs in to the portfolio. Team members are granted access to specific client organizations, and one team member is usually assigned as the owner of each client.
Client user	A person at your client's business who is invited into that one client organization. They see only their own organization. Client users are optional. Some firms manage everything themselves without ever inviting the client in.

Kintsugi sets up your portfolio when your firm is onboarded. The usual flow is: Kintsugi creates the portfolio, Kintsugi invites your firm to it, you add your clients, then you invite users to those clients.

Roles and Access

Portfolio roles are the same three you already know from a Kintsugi organization.

Role	Can do
Owner	Everything, including managing other Owners and Admins
Admin	Add clients, invite team members, grant client access, and act on any client they have access to
Member	Day-to-day compliance work on the clients they have access to

Access to the portfolio is not access to client data. Signing in to the portfolio lets a team member work as part of your firm. It does not automatically show them every client. Access is granted per client organization, so a team member sees only the clients you give them. This matches how most practices work, where staff see only the client files they are assigned to.

For the full role breakdown, see Understanding User Roles in Kintsugi.

Billing Modes

Every portfolio has a default billing mode. New client organizations follow that default, and you can override it for any individual client. You manage both under Settings > Billing Settings.

Billing mode	Who pays Kintsugi	What your clients see
Partner managed	Your firm. You control all billing decisions for the client.	Clients cannot upgrade or change their plan on their own. Billing and plan settings are hidden in their organization.
Client managed	Each client pays Kintsugi directly.	Clients see their own billing settings and invoices. Your firm does not act as the intermediary for payment.

One portfolio can hold both arrangements. For example, you can bill most clients yourself and let a few pay Kintsugi directly by adding an override for those clients. A billing mode change is sent as a request and shows as Pending until it takes effect. You can cancel a request while it is still pending.

What You Can Do From the Portfolio

Work you do at the portfolio level is the same work you would do inside an individual client organization. You are simply doing it one level up, across clients, instead of opening each one.

See total clients, filings, pending filings, and liability across your whole book of business
Add and manage client organizations
Track nexus exposure, registrations, and filings for every client on one screen
Start registrations and approve filings
Categorize and approve products
Review customers and transactions across clients
Connect a client's data sources and upload transaction files
Grant team members access to clients, assign an owner to each client, and filter every page by that owner
Set a default billing mode and request a different mode for individual clients
Choose who receives email notifications, for the whole portfolio or for individual clients
Ask Kin, the Kintsugi AI agent, questions across your clients
Automate all of the above through the Partner API

What Kintsugi Portfolio Does Not Do

It does not let you create a portfolio yourself. Kintsugi creates it during onboarding.
It does not change a billing mode instantly. A change is a request that stays pending until it takes effect.
It does not give every team member access to every client. Access is granted per client.
It does not make anyone a user of a client organization when you create that client.
It does not merge client data. Each client stays a separate organization with its own data sources.
It is not a separate product from Kintsugi. Anything you do for a client in the portfolio is the same as doing it inside that client's organization.

FAQs

Q: Is Kintsugi Portfolio the same as the Partner Experience?
A: Yes. Partner Experience was renamed Kintsugi Portfolio in 2026. Nothing about your access or data changed.

Q: Does my firm need its own Kintsugi organization?
A: No. A portfolio can manage client organizations without your firm having an organization of its own.

Q: Can my clients see the other clients in my portfolio?
A: No. A client user invited into their organization sees only that organization.

Q: Do my clients have to know we use Kintsugi?
A: No. Inviting client users is optional. Some firms deliver the service entirely themselves and never invite the client in.

Q: Does everyone on my team see every client?
A: No. Access is granted per client organization. A team member sees only the clients you give them access to.

Q: Can some clients pay Kintsugi directly while I bill the rest?
A: Yes. Set your default billing mode, then add an override under Settings > Billing Settings for each client that should be billed differently.

Q: Can one person belong to more than one client organization?
A: Yes. A single email address can be a user in multiple organizations and can also be a portfolio team member.

Q: Is there a limit on how many clients a portfolio can hold?
A: No.

Need Help?

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