Services for accounting-firm technology stacks
We help mid-market CPA firms scale without adding headcount by building a unified workflow layer above the systems you already use—plus implementation and support that actually sticks.
Overlay approach, API-first integrations, audit-ready workflows, and role-based visibility.
What to expect
Design-first approach (built to stay maintainable)
Overlay above your existing stack (no rip-and-replace)
Automation + visibility together (dashboards + workflow)
Support & enhancements after go-live
What we do
Most firms don’t have a “software problem”—they have a workflow + integration problem: work jumps between apps, statuses live in too many places, and key steps depend on rekeying, emails, and tribal knowledge.
Encapsulated fixes this by designing end-to-end workflows, connecting systems via secure APIs/connectors, and delivering role-based visibility (dashboards, queues, alerts) so work moves predictably.
Common friction we remove
Status scattered across multiple tools
Manual rekeying and duplicate entry
Email-chasing and unclear ownership
Stale exports and spreadsheet rebuilds
Inconsistent document filing and naming
Core service areas
Workflow & Automation (CPA-firm focused)
Design and implement workflows that reduce manual steps and make ownership clear.
Intake, routing rules, approvals, and validation
SLA-driven queues, blockers, and escalation paths
Event-driven automation and exception handling
Integrations (your stack, unified)
Connect the tools your firm already relies on so users get one integrated experience.
Practice management, tax, DMS, e-signature, CRM
API-first integration with approved connectors where needed
Status synchronization and document routing
Dashboards & Operational Visibility
Real-time dashboards and alerts so leadership can manage from current data.
WIP/AR visibility and exception reporting
Partner/manager queues and bottleneck detection
Role-based views for partners, managers, ops
Custom Applications & Internal Tools
When configuration isn’t enough, we build the application layer—secure, clean, and maintainable.
Workflow apps, portals, and firm-specific tools
Permissions, audit trails, secure data handling
Architecture discipline for long-term maintainability
Modernization & Legacy Support
Modernize safely without breaking the business. Reduce long-term maintenance risk.
Refactor toward maintainability and performance
Migration planning and staged rollouts
Reduce critical legacy bottlenecks
Maintenance, Support & Enhancements
We don’t disappear after go-live. Stability and iteration are part of the model.
Ongoing support plans and enhancements
Operational hardening and monitoring
Documentation and knowledge transfer
How we work
Discovery (1–2 sessions)
Map your stack, workflows, bottlenecks, and ownership.
Design-first blueprint
Define roles, rules, validation, audit requirements, and integration approach.
Build a pilot
Prove value with real workflows and real users.
Rollout + adoption
Scale by team, office, or service line.
Support & continuous improvement
Refine workflows and automation as priorities change.
Typical engagements
Tax workflow overlay
One status pane across tax prep/review, organizers, e-signature, and DMS delivery—integrated with your vendor stack.
Client onboarding automation
Intake forms + approvals + validated client/job setup in practice management—with clean handoffs to downstream teams.
Operational dashboards
Real-time WIP/AR, queues, bottlenecks, and leadership reporting without spreadsheet churn.
Integration projects
Secure API-based connectors, scheduled sweeps, synchronization, and cross-system orchestration.
Engagement models
Project-based delivery
Fixed scope with clear milestones and measurable outcomes.
Retainer
Ongoing enhancements + support to keep critical workflows stable year-round.
Product implementation
Licensed modules + configuration + integration that fits your firm’s workflows.
FAQs
Ready to reduce swivel-chair work and gain real-time visibility?
Start with one high-friction workflow (tax or onboarding), prove value quickly, then expand across the firm.