Set Solutions expanded from one to 27 states and needed a more reliable way to manage complex, multi-state tax compliance. By integrating Sage Intacct with Avalara, the company eliminated dropped-server issues, automated tax calculations across quotes and invoices, and streamlined its entire lead-to-cash process. The automation saves 30 hours per week and $300,000 annually by removing the need for a full tax department. Sage Intacct’s flexibility supports Set Solutions’ lean operations, reduces compliance risk, and frees leadership to focus on strategic financing and growth.

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