Case Study

A sales tax company, choosing how to handle its own partner tax

A sales tax company, choosing how to handle its own partner tax

A sales tax company, choosing how to handle its own partner tax

A sales tax company, choosing how to handle its own partner tax

Kintsugi builds tax compliance software—making it an unusually demanding judge of how OneLasso collects, verifies, and gates partner tax documentation.

Kintsugi builds tax compliance software—making it an unusually demanding judge of how OneLasso collects, verifies, and gates partner tax documentation.

Kintsugi builds tax compliance software—making it an unusually demanding judge of how OneLasso collects, verifies, and gates partner tax documentation.

Kintsugi builds tax compliance software—making it an unusually demanding judge of how OneLasso collects, verifies, and gates partner tax documentation.

Verified

Verified

Verified

Verified

tax identification numbers against IRS records

tax identification numbers against IRS records

Gated

Gated

Gated

Gated

payouts held when documents are missing or expired

payouts held when documents are missing or expired

1099-NEC

1099-NEC

1099-NEC

1099-NEC

and 1042-S requirements determined automatically

and 1042-S requirements determined automatically

Native

Native

Native

Native

HubSpot partner-record sync

HubSpot partner-record sync

The Client

A company that knows exactly where the work is

A company that knows exactly where the work is

A company that knows exactly where the work is

A company that knows exactly where the work is

Kintsugi builds sales tax compliance software. Its entire product exists because tax is harder than it looks.

Kintsugi builds sales tax compliance software. Its entire product exists because tax is harder than it looks.

Kintsugi builds sales tax compliance software. Its entire product exists because tax is harder than it looks.

Kintsugi builds sales tax compliance software. Its entire product exists because tax is harder than it looks.

When a company that sells tax compliance decides how to handle its own partner tax obligations, it is not evaluating marketing claims. It knows which parts are tedious, risky, and likely to quietly become somebody’s job.

When a company that sells tax compliance decides how to handle its own partner tax obligations, it is not evaluating marketing claims. It knows which parts are tedious, risky, and likely to quietly become somebody’s job.

When a company that sells tax compliance decides how to handle its own partner tax obligations, it is not evaluating marketing claims. It knows which parts are tedious, risky, and likely to quietly become somebody’s job.

The Challenge

Paying partners is the easy half

Paying partners is the easy half

Paying partners is the easy half

Paying partners is the easy half

Moving money is straightforward. What sits behind it is not.

Moving money is straightforward. What sits behind it is not.

Moving money is straightforward. What sits behind it is not.

Moving money is straightforward. What sits behind it is not.

Tax forms need active oversight

Tax forms need active oversight

Tax forms need active oversight

Tax forms need active oversight

Every partner needs a valid form before payment: W-9 for US partners and the applicable W-8 form for international partners. Someone has to collect it, verify the tax ID, catch expirations, and prevent payments against missing documentation.

Every partner needs a valid form before payment: W-9 for US partners and the applicable W-8 form for international partners. Someone has to collect it, verify the tax ID, catch expirations, and prevent payments against missing documentation.

Every partner needs a valid form before payment: W-9 for US partners and the applicable W-8 form for international partners. Someone has to collect it, verify the tax ID, catch expirations, and prevent payments against missing documentation.

At most companies, this work lands on a partnerships team that did not sign up to be tax specialists—and the consequence of getting it wrong is a compliance problem.

At most companies, this work lands on a partnerships team that did not sign up to be tax specialists—and the consequence of getting it wrong is a compliance problem.

At most companies, this work lands on a partnerships team that did not sign up to be tax specialists—and the consequence of getting it wrong is a compliance problem.

At most companies, this work lands on a partnerships team that did not sign up to be tax specialists—and the consequence of getting it wrong is a compliance problem.

Subheading

Missing a form is not a slow administrative week—it is a compliance exposure. That is why a reminder alone is not sufficient.

Subheading

Missing a form is not a slow administrative week—it is a compliance exposure. That is why a reminder alone is not sufficient.

Subheading

Missing a form is not a slow administrative week—it is a compliance exposure. That is why a reminder alone is not sufficient.

What changed

The gate is structural, not a reminder

The gate is structural, not a reminder

The gate is structural, not a reminder

The gate is structural, not a reminder

Compliance no longer depends on someone remembering to check a spreadsheet.

Compliance no longer depends on someone remembering to check a spreadsheet.

Compliance no longer depends on someone remembering to check a spreadsheet.

Compliance no longer depends on someone remembering to check a spreadsheet.

Tax documentation, built into payouts

Tax documentation, built into payouts

Tax documentation, built into payouts

Tax documentation, built into payouts

OneLasso collects the forms, verifies tax identification numbers against IRS records, determines whether a partner falls under 1099-NEC or 1042-S, and blocks payouts against missing or expired documentation. Partner records remain in HubSpot through a native sync.

OneLasso collects the forms, verifies tax identification numbers against IRS records, determines whether a partner falls under 1099-NEC or 1042-S, and blocks payouts against missing or expired documentation. Partner records remain in HubSpot through a native sync.

OneLasso collects the forms, verifies tax identification numbers against IRS records, determines whether a partner falls under 1099-NEC or 1042-S, and blocks payouts against missing or expired documentation. Partner records remain in HubSpot through a native sync.

“We build sales tax compliance software, so I know exactly how much work sits behind getting tax right. OneLasso runs our partner payouts and handles the tax documentation, collecting and verifying it, so none of it lands on my team.”

“We build sales tax compliance software, so I know exactly how much work sits behind getting tax right. OneLasso runs our partner payouts and handles the tax documentation, collecting and verifying it, so none of it lands on my team.”

“We build sales tax compliance software, so I know exactly how much work sits behind getting tax right. OneLasso runs our partner payouts and handles the tax documentation, collecting and verifying it, so none of it lands on my team.”

“We build sales tax compliance software, so I know exactly how much work sits behind getting tax right. OneLasso runs our partner payouts and handles the tax documentation, collecting and verifying it, so none of it lands on my team.”

Subheading

OneLasso collects and verifies documentation, but does not file tax returns. The distinction stays precise at every point in the workflow.

Subheading

OneLasso collects and verifies documentation, but does not file tax returns. The distinction stays precise at every point in the workflow.

Subheading

OneLasso collects and verifies documentation, but does not file tax returns. The distinction stays precise at every point in the workflow.

The Results

Partner payouts with compliance built in

Partner payouts with compliance built in

Partner payouts with compliance built in

Partner payouts with compliance built in

Documentation is collected and verified before money moves—without turning partnerships into a tax-operations team.

Documentation is collected and verified before money moves—without turning partnerships into a tax-operations team.

Documentation is collected and verified before money moves—without turning partnerships into a tax-operations team.

Documentation is collected and verified before money moves—without turning partnerships into a tax-operations team.

Before OneLasso
Tax forms, identification checks, and payout holds were separate manual steps.

After OneLasso
Tax documentation is collected, verified, and structurally connected to each payout.

Before OneLasso
Tax forms, identification checks, and payout holds were separate manual steps.

After OneLasso
Tax documentation is collected, verified, and structurally connected to each payout.

Before OneLasso
Tax forms, identification checks, and payout holds were separate manual steps.

After OneLasso
Tax documentation is collected, verified, and structurally connected to each payout.

IRS

IRS

IRS

IRS

TIN verification before payout

TIN verification before payout

TIN verification before payout

W-9 / W-8

W-9 / W-8

W-9 / W-8

W-9 / W-8

documentation collected for US and international partners

documentation collected for US and international partners

documentation collected for US and international partners

0

0

0

0

payouts released against missing documentation

payouts released against missing documentation

payouts released against missing documentation

HubSpot

HubSpot

HubSpot

HubSpot

partner data stays in the systems teams already use

partner data stays in the systems teams already use

partner data stays in the systems teams already use

Get In Touch

Get In Touch

Get In Touch

© Copyright 2025, Lasso Technologies, Inc.

© Copyright 2025, Lasso Technologies, Inc.

© Copyright 2025, Lasso Technologies, Inc.

© Copyright 2025, Lasso Technologies, Inc.