The Accounting Operating System for Serious Firms
Workflow automation, document management, client portal, and real-time reporting — unified in one platform built by accountants who understand your practice.
Reduction in administrative time
Annual savings per accountant
Clients per team member
Faster turnaround on deliverables
Everything Your Practice Needs. Nothing It Doesn't.
Six integrated modules that replace fragmented tools with one unified platform — purpose-built for accounting operations.
Workflow Automation
Define processes, assign tasks, set deadlines. Automations replace manual hand-offs so nothing falls through.
Document Management
Electronic document management with templates, client-facing uploads, and cloud sync.
Client Portal
Secure, branded portal for document exchange, signatures, and messaging with your clients.
Time Tracking
Built-in timers with start, stop, pause, and manual entry. Calculate billable hours effortlessly.
Reporting & Analytics
Filterable dashboards with real-time data. Assess capacity, monitor deadlines, surface bottlenecks.
Task Board
Board-style project management with drag-and-drop. Track status, assignee, and hours across engagements.
Stop Managing Tasks.
Start Managing Outcomes.
Define your processes once. Athena handles recurring job creation, assignment, status tracking, and deadline enforcement — automatically. Your team focuses on the work, not the workflow.
Built by Accountants,
for Accountants
We didn't build another generic project management tool. Athena was designed from the ground up by CPAs who lived the problems you face every day.
Our storyConnects to the Tools You Already Trust
Athena integrates with the platforms your firm relies on — no rip-and-replace, no migration headaches.
QuickBooks Online
Two-way financial data sync
Drake Tax
Tax preparation workflow
DocuSign
Electronic signatures
Google Calendar
Schedule synchronization
Outlook Calendar
Microsoft calendar sync
Plaid
Bank account linking
Enterprise-Grade Security. Zero Compromises.
Your clients trust you with sensitive financial data. We protect it with the same rigor you bring to your practice.
Encryption
TLS 1.2 in transit, AES-256 at rest. PCI-compliant payment processing via Stripe.
Infrastructure
US-based data centers with continuous automated backups and disaster recovery.
Incident Response
48-hour breach notification commitment. DoD 5220.22-M data destruction standards.
We Set It Up.
You Run the Firm.
Every Athena subscription includes hands-on setup from our team. We upload your client list, configure workflows, connect integrations, and train your staff — so you're operational from day one.
Live chat, phone, and email support included with every plan. No premium support tiers. No ticket queues.
Transparent Pricing. No Hidden Fees.
Three tiers scaled to your firm size. Every plan includes all features, unlimited usage, and white-glove onboarding. Save 25% with annual billing.
Tier 1
Billed monthly • 25% off annual
1–2 Employees
Up to 20 Companies
All features included
White-glove onboarding
Tier 2
Billed monthly • 25% off annual
3–4 Employees
Up to 50 Companies
All features included
White-glove onboarding
Tier 3
Billed monthly • 25% off annual
5+ Employees
Up to 120 Companies
All features included
White-glove onboarding
Ready to Command Your Practice?
See how Athena Workflow transforms accounting operations. Request a personalized demo from our team.