About Encapsulated
Where perfection is the minimum.
Encapsulated builds products and workflow automation for accounting firms—connecting the systems you already use into a unified operating layer so your firm can scale without adding headcount.
Overlay approach • role-based visibility • audit-ready workflow • API-first integrations
At a glance
Built specifically for CPA firm workflows
Overlay approach above your existing systems
Real-time visibility + automation together
Products plus implementation and support
Why we exist
Accounting firms are under pressure from rapid M&A, private-equity ownership, rising client expectations, and ongoing staffing constraints. Yet most firms are still stuck with fragmented software, manual processes, and siloed data.
Encapsulated was built to solve that reality: reduce swivel-chair work, improve visibility, and make delivery predictable—without forcing firms to rip and replace their current stack.
What we optimize for
Fewer manual handoffs and rekeying
Clear ownership and predictable delivery
Real-time visibility for leadership
Audit-ready governance and accountability
What we do (in plain English)
We build an overlay workflow layer above your existing systems so partners and staff can run the firm from one place.
see status, blockers, owners, and next actions in one place
move work forward with fewer manual steps (validation, approvals, automation)
rely on real-time dashboards and alerts instead of exports and spreadsheets
operate with governance (audit trails + role-based permissions)
Overlay, not rip-and-replace
We integrate via secure APIs where available and approved connectors/data feeds where APIs are limited—so you keep what works and fix what doesn’t.
Products + consulting
Financial Dashboard
STAR financial reporting with drilldowns for WIP/AR, billing, collections, and exceptions.
Tax Dashboard
One interface for organizers, letters/consents, status tracking, and DMS delivery.
Client Onboarding
Configurable intake + approvals that create clean, validated clients/jobs in STAR.
SQLX (CSML for SQL Server)
Write XML that represents C# and execute from SSMS to integrate vendor APIs and automate workflows.
We also design, integrate, deploy, and support workflows end-to-end—so you get real adoption, not shelfware.
What makes us different
Design-first
We build systems that stay maintainable, not “forever projects.”
Overlay, not rip-and-replace
Modernize by connecting what you already use—without disruption.
Automation + visibility together
Dashboards show what’s stuck; workflows fix it.
Built to last
Governance, audit trails, and role-based access aren’t afterthoughts.
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.
Want to see what Encapsulated would look like in your firm?
Request a demo or schedule a short discovery call. We’ll recommend the fastest pilot.