Case Study: Set Solutions achieves 30 hours/week productivity boost and $300K annual savings with Sage Intacct

Sage boosts efficiency levels at Set Solutions

Set Solutions, a Houston-based subsidiary of Trace3 that provides cybersecurity SaaS and consulting, grew from operating in one state to 27 in four years. That rapid expansion exposed the company to complex, varying state and local tax rules (including differing definitions of SaaS) that made manual tax compliance time-consuming and error-prone.

Set Solutions implemented a cloud-based stack—Sage Intacct integrated with Avalara (and tied into Salesforce/QuoteWerks)—to automate sales tax calculations and remove unreliable remote-server links. The integration eliminated dropped connections, cut manual work (saving about 30 hours per week), reduced compliance risk, and lowered staffing costs by roughly $300,000 annually, giving the team more time to focus on strategic activities.

Set Solutions

Missy Basone

Chief Financial Officer