What we offer
Encapsulated products are designed for mid-market CPA firms dealing with fragmented systems, manual handoffs, and unclear status. Each module can stand alone, but they’re most powerful when combined into a unified workspace with consistent roles, alerts, and governance.
Best for
Tax season: status clarity and fewer chases
Onboarding: cleaner data and consistent setup
Leadership visibility: WIP/AR and bottlenecks
Integration velocity across vendor systems
Product suite
Financial Dashboard
Real-time visibility into STAR’s key financial reports—built for partners and operations.
Dashboards for WIP Aging, WIP/AR Reconciliation, Net Billings & Collections, AR Aging
Firm-level view with partner/manager drilldowns
Trend views + exceptions (aging risk, bottlenecks, outliers)
Tax Dashboard
One interface for organizers, letters/consents, status tracking, and DMS delivery.
Generate organizers from CCH → send via SafeSend
Engagement Letters + 7216 Consent Forms via DocuSign
Hourly sweeps file completed docs into GoFileRoom/DocuWare
Client Onboarding
Configurable intake + approvals that create clean, validated clients/jobs in STAR.
Firm-specific intake forms and required documentation
Approval routing + audit trail
Validation before STAR creation (less cleanup downstream)
SQLX (CSML for SQL Server)
Write XML that represents C#—execute it from SSMS to integrate vendor APIs and automate workflows.
Keep integration work close to the data (SQL Server)
Standard patterns for auth, retries, logging, exceptions
Orchestrate multi-vendor workflows and scheduled automation
How implementation works
Discovery (1–2 sessions)
Confirm your stack, roles, workflow, and what “success” means.
Pilot (fast)
Implement one module with real data and a small user group.
Rollout
Expand by office/service line; add alerts, dashboards, and automation.
Support & enhancements
Iterate as your firm evolves—stable operations year-round.
Integrations (typical)
We integrate via secure APIs where available and approved connectors/data feeds where APIs are limited.
FAQs
Want to see these products in your workflow?
Start with one high-friction area (tax or onboarding), prove value fast, then expand to firm-wide visibility.