API-first when possible. Approved connectors/data feeds when needed. Sync isn’t the goal—workflow orchestration is.
Why integrations matter
Most accounting firms don’t need more software—they need their current suite of applications to work together. When systems are disconnected, teams lose hours to duplicate entry, status chasing, missed handoffs, and side spreadsheets.
Encapsulated integrates via secure APIs where available and uses approved connectors/data feeds where APIs are limited—so your tools behave like one cohesive system. Sync isn’t the goal—workflow orchestration is.
Common pain we eliminate
Status and ownership scattered across tools
Manual rekeying and duplicate entry
Approvals and exceptions handled outside the system
Email chasing to find blockers and missing items
Inconsistent DMS routing, filing, and naming
Stale exports and spreadsheet workarounds
Integration coverage
Practice management / time & billing
STAR (including custom STAR API extensions)
CCH Practice Management (including custom APIs/extensions)
Tax production workflows
CCH Axcess (including ELF API)
SafeSend
SurePrep (as needed / where available)
Document management systems (DMS)
GoFileRoom
DocuWare
E-signature
DocuSign
Adobe Sign
CRM & growth operations
HubSpot
Salesforce (including Force.com APIs)
Microsoft 365 & operations data
Microsoft 365 (Outlook, email, calendar)
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.
136 Madison Avenue, 6th Floor, New York, NY 10016
hello@encapsulated.com
+1 (888) 922-1120 (toll-free)
+1 (212) 937-1040