Case Study: Set Solutions achieves major sales tax savings with Avalara

Set Solutions no longer sweats sales tax complexity

Set Solutions, a Trace3 company, needed a better way to manage growing sales tax complexity as it expanded from one state to many, while also handling exemption certificates, nexus tracking, and audit readiness. It turned to Avalara, using AvaTax, Returns, Exemption Certificate Management, Tax Research, and Professional Services to support its compliance needs.

With Avalara, Set Solutions now calculates tax in real time, files and remits returns across 27 states, and keeps exemption certificates organized automatically. The company reports saving more than $300,000 annually and 30 hours per week on tax compliance tasks, while also gaining faster audit support and peace of mind.

Set Solutions

Missy Basone

Chief Financial Officer