Encapsulated
Where perfection is the minimum.
Workflow, automation, and dashboards built specifically for accounting firms—connecting practice management, tax, document management, and e-signature into one cohesive operating layer.
Built on Microsoft .NET + SQL Server with a team of senior architects, developers, and support personnel.
A unified, role-based workspace for clients, engagements, tasks, blockers, SLAs, and next actions
Real-time dashboards and alerts across your stack (not stale exports)
Fewer manual steps using validation, approvals, and event-driven automation
Strong governance with end-to-end audit trails and permissions aligned to your security model
Why Encapsulated
The reality inside accounting firms
Accounting firms are under pressure from rapid M&A, private-equity ownership, rising client expectations, and ongoing staffing constraints. Yet most firms are stuck with fragmented software, manual processes, and siloed data.
What we do differently
Encapsulated helps mid-market CPA firms scale without simply adding headcount by building a unified workflow layer above your existing systems—plus licensed products that accelerate outcomes.
Products
Financial Dashboard
Visual dashboards for STAR’s key reports—WIP Aging, WIP/AR Reconciliation, Net Billings & Collections, and AR Aging—with drilldowns and configurable dimensions.
Tax Dashboard
One interface to generate and track organizers, engagement letters, and 7216 consent forms—integrated with CCH, SafeSend, DocuSign, and your DMS.
Client Onboarding
Configurable intake + approval workflow that validates data and sets up clients/jobs in STAR consistently—reducing downstream cleanup.
SQLX (CSML for SQL Server)
Write XML that represents C# and execute from SSMS to integrate vendor APIs and automate workflows without leaving SQL Server tooling.
What we deliver
Unified workspace
One role-based view across clients, tasks, queues, blockers, and next actions.
Live visibility
Dashboards + alerts that pull from practice management, tax, DMS, CRM, and e-signature.
Automation that removes manual steps
Validation, approvals, routing, sweeps, and exception handling that replaces rekeying and email chases.
Designed to last
Maintainable architecture with governance and auditability—built to evolve with your firm.
Integrations
Works with the accounting-firm ecosystem. Examples:
Results
Results firms can expect
Faster cycle times and fewer review touches
Higher staff satisfaction and reduced swivel-chair time
Clear accountability with owners, queues, and next actions
More predictable delivery against SLAs and deadlines
Better governance with audit trails and role-based permissions
Our pledge
We aim to build in less than half the time and cost, with dramatically smaller, maintainable codebases and near-zero maintenance drag.
Leadership
Debbie Davidman
Principal — Operations & Technology
Former accounting-firm CIO and Equity Partner, focused on practical workflow modernization across tax, DMS, CRM, portals, e-signature, and firm-wide visibility.
Amine Fayad
Principal & Lead Architect
Microsoft-stack architect specializing in .NET + SQL Server platforms, integrations, reporting engines, and automation tooling that turns manual processes into repeatable systems.
Scale without adding headcount.
Turn your existing tools into a cohesive, real-time operating platform.