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Sage boosts efficiency levels at Set Solutions

Set Solutions - United States

After growing from 1 state to 27, cyber security experts, Set Solutions, navigate fast expansion and tax compliance challenges across state lines with help from Sage Intacct.

Tax compliance across borders

For Set Solutions, keeping up with ever-changing tax requirements across states and counties became a complex, time-consuming task as its traditional manual methods of tax compliance could no longer cope.

A tax specialist partnership was formed to guide it forwards that would reduce risk, however, an overlap period with QuickBooks proved a challenge during the migration.

There were occasional issues with dropped connections, which slowed us down and was a source of frustration.

Missy Basone
CFO, Set Solutions

The financial management software you can trust

The seamless integration of Sage Intacct and Avalara ensures both reliability and efficiency, a marked improvement over the former setup involving QuickBooks.

Sage Intacct allows the team to streamline work, without a product catalog to run their accounting software. Missy points out "our situation's unique and we needed a solution that was moldable and flexible to our needs."

I'm no longer worried about my team spending a lot of time doing all these manual calculations and possibly getting it wrong.

Missy Basone
CFO, Set Solutions

Time back benefits your business

The seamless integration of Sage Intacct and Avalara ensures both reliability and efficiency.

The team has peace of mind, knowing that risk is reduced, and business is compliant across all states and counties. With improved productivity, Missy estimates 30 hours a week have been regained with no need for a full tax department, saving around $300,000 annually in salaries.

It's given me time back in my day to focus on finding better financing for my customers.

Missy Basone
CFO, Set Solutions

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