Amelio
About us
Amelio is the workflow and methodology governance platform built by CPAs for accounting firms. Client acceptance, engagement letters, tax workflows, audit workflows, and audit methodology all run in one platform. Your firm defines how work should move, and Amelio enforces it across every team and office.
Most firm tools show you where work is. Amelio decides what happens next, based on rules your firm builds. A return with cost segregation work routes to the right specialist. Work outside the engagement letter triggers an out-of-scope alert. Changes to engagement terms reset approvals and sign-offs. Required steps cannot be bypassed.
Engagement letters and onboarding: Letters are built from firm-required language, approvals route based on answers to firm-defined questions, and signatures are captured through DocuSign. Out-of-scope work is caught before it becomes risk.
Tax workflows: Returns move through preparation and review the way your firm intends, from Senior to Manager to Partner and beyond when your rules call for it. Scope is set at intake, multi-state filings are tracked within a single engagement, and busy season runs on the workflow instead of institutional memory.
Audit workflows and methodology: Firm-defined audit programs and integrated risk assessments bring teams to the right methodology steps on every engagement, with professional judgment preserved where it belongs.
Start with one solution or run the complete suite. Amelio works alongside the systems you already have, so there is no rip-and-replace. Extensive APIs and custom scripts connect it to the rest of your tech stack, and the Amelio Bot puts real-time workflow status inside Microsoft Teams.
Amelio is built for mid-size and growing CPA firms that have outgrown spreadsheets, rigid industry software, or aging custom systems. It serves managing partners, tax and audit leaders, and firm IT teams who need control without forcing everyone into a one-size-fits-all process.
The firm sets the policy. Amelio enforces it.
Learn more at ameliosuite.com and follow us @ameliosoftware