Integrations across the accounting-firm ecosystem
Connect the tools you already use—practice management, tax, DMS, e-signature, CRM—into one cohesive workflow layer with real-time visibility.
API-first when possible. Approved connectors/data feeds when APIs are limited. Workflow orchestration above systems.
Why it matters
Less rekeying and fewer manual handoffs
One status pane instead of tool-hopping
Automated document routing and filing
Real-time visibility for leadership
Why integrations matter
Most CPA firms don’t need more software—they need their existing software to work together. When systems are disconnected, teams lose hours to rekeying, status chasing, duplicate handling, and inconsistent document filing.
Encapsulated integrates via secure APIs where available, and uses approved connectors or data feeds where APIs are limited—so you can modernize without ripping out your stack.
Common pain we eliminate
Status scattered across multiple tools
Manual rekeying and duplicate entry
Email-chasing to find blockers
Inconsistent DMS filing and naming
Stale exports and spreadsheet rebuilds
Integration coverage
Practice management / time & billing
STAR (including custom STAR API extensions)
CCH Practice Management (including custom APIs/extensions)
Tax & organizer workflows
CCH Axcess (including ELF API)
SafeSend
SurePrep (as needed / where available)
Document management systems (DMS)
GoFileRoom
DocuWare
E-signature
DocuSign
Adobe Sign
CRM & marketing operations
HubSpot
Salesforce (including Force.com APIs)
Identity, productivity & operations data
Microsoft Graph / Microsoft 365
Microsoft Excel / Word automation
ADP Workforce Now
Don’t see your system listed? If it supports an API, data feed, or approved connector pattern, we can usually integrate it.
How we integrate
API-first when possible
Use vendor APIs to pull/push data, create/update records, and retrieve statuses/documents—accurate and auditable.
Approved connectors or data feeds when APIs are limited
When APIs don’t expose everything, use approved integration patterns and data feeds to fill gaps safely.
Workflow orchestration above systems
Build the workflow rules: validations, approvals, routing, queues, SLAs, alerts, audit trails, and permissions.
Common integration outcomes
One status pane for tax workflow (prep → review → e-file → delivery)
Automated sweeps that retrieve completed docs and file into the DMS
Client onboarding that creates validated clients/jobs in practice management
Dashboards combining data across systems for leadership visibility
Reduced swivel-chair work and fewer handoff errors
Sync is not the goal
We don’t just move data—we orchestrate workflow: validation, approvals, routing, SLAs, and audit-ready history. That’s where the real ROI shows up.
Typical engagement flow
Discovery
Confirm systems, pain points, roles/permissions, and the high-friction workflow to target.
Design
Define integration approach, data rules, exceptions, audit needs, and the end-to-end flow.
Pilot
Prove value with real users and real data, validate behavior end-to-end.
Rollout
Expand across teams/offices; tune queues, alerts, and exceptions.
Want to see your stack work as one system?
We’ll start with one high-friction workflow and prove value fast—then expand integrations as needed.