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