Unlocking Efficiency in Accounting: Highlights from Amelio Software’s PrimeGlobal Demo

In late July of this year, Amelio Software had the opportunity to present during PrimeGlobal’s inaugural Demo Days, a new initiative designed to connect member firms with innovative technology partners.

Hosted virtually and attended by representatives from multiple member firms, the session highlighted how Amelio helps accounting firms streamline critical business processes with unmatched flexibility, including engagement letters, tax workflows, and client onboarding.

A Purpose-Built Platform for Accounting Professionals

Stephen Barrett, Co-Founder of Amelio Software, kicked off the session by introducing the platform’s unique value proposition: a purpose-built business process automation platform designed by CPAs, for CPAs. Unlike rigid legacy systems that impose prescriptive approaches, Amelio offers highly configurable, logic-driven workflows that adapt to each firm’s unique methodology and client demands. This flexibility enables firms to save time, improve efficiency, and modernize operations without sacrificing control.

Key Highlights from the Demo

1. Flexible, End-to-End Engagement Letter Automation

   Amelio enables firms to automate the entire engagement letter process, from preparing and sending to signing and tracking, all within a centralized platform. Firms can save 25–50% on time per engagement and gain the flexibility to configure templates to their exact needs, while also ensuring compliance by preventing work from starting without a fully executed letter.

1. Customizable Tax Workflows for Greater Efficiency

   The platform supports tax processes with configurable, best-practice workflows that adapt to each firm’s methodology. By reducing manual steps and minimizing errors, firms achieve greater efficiency and scalability. At the same time, built-in controls help maintain compliance as practices evolve.

1. Streamlined Visibility and Version Control

   Amelio’s powerful version management ensures teams always work from the latest approved templates, improving both speed and consistency. Firms gain efficiency through centralized oversight and the flexibility to adjust templates as standards change, while also strengthening audit readiness and compliance.

A Client’s Perspective: Schneider Downs

The session also featured insights from Jennifer Niemi at Schneider Downs, a current Amelio client. Jennifer shared how the platform has improved visibility, accountability, and standardization across the firm’s tax, audit, and engagement letter processes. Jennifer emphasized that automation not only saved time but also strengthened the firm’s internal controls, thanks to customized configuration and actionable data.

Final Thoughts

Amelio Software’s demo delivered a clear message: accounting firms no longer need to choose between flexibility and control. With Amelio, they can automate with flexibility, strengthen compliance, and grow with confidence.

If you missed the live session, the full recording is available to PrimeGlobal member firms on the Alliance Partner page.

To learn more or schedule a personalized demo, visit ameliosoftware.com. Follow us on LinkedIn and @ameliosoftware.