Athena Workflow

Spec sheet

What it does

Athena Workflow is cloud accounting-practice-management software for automating and customizing accounting tasks.Read 21 Oct 2026 · getapp.com

Product

Athena Workflow is accounting practice-management software that combines workflow automation, document management, a client portal, time tracking, reporting, and task boards.Read 9 Oct 2026 · athenawf.com

Integrations

Listed integrations are QuickBooks Online, Drake Tax, BoldSign, Google Calendar, Outlook Calendar, and Plaid.Read 9 Oct 2026 · athenawf.com

Security

The security page states that data is encrypted with TLS 1.2 in transit and AES-256 at rest, and that payment processing is PCI Service Provider Level 1 compliant via Stripe.Read 9 Oct 2026 · athenawf.com

Support

Every plan includes live chat during business hours, phone support and email support without premium support tiers.Read 21 Oct 2026 · athenawf.com

Headquarters

The company lists 12001 SW 128th CT, Ste 102, Miami, Florida 33186 as headquarters.Read 21 Oct 2026 · athenawf.com

Access controls

Staff access uses owner, manager and employee roles, email two-factor authentication, session timeouts and company deactivation controls.Read 21 Oct 2026 · athenawf.com

API listing

GetApp lists API among Athena Workflow features but shows zero user reviews for it.Read 21 Oct 2026 · getapp.com

Automation

It automatically creates recurring jobs for payroll, bookkeeping, tax preparation, and quarterly filings, with assignees, deadlines, and templates.Read 9 Oct 2026 · athenawf.com

BoldSign integration

BoldSign provides in-portal signing, status tracking, reminders and audit trails.Read 21 Oct 2026 · athenawf.com

Calendar integrations

Google Calendar and Outlook support bidirectional synchronization of deadlines, appointments and milestones.Read 21 Oct 2026 · athenawf.com

Client portal

Clients receive a branded portal for document exchange, electronic signatures, status visibility and engagement messaging.Read 21 Oct 2026 · athenawf.com

Company description

LinkedIn describes the product as cloud workflow software that tracks, delegates and completes accounting work on time.Read 21 Oct 2026 · linkedin.com

Company legal name

The maker identifies itself as Athena Workflow LLC.Read 21 Oct 2026 · athenawf.com

Custom integrations

The maker says its team can connect Athena to additional tools on request.Read 21 Oct 2026 · athenawf.com

Data handling

The maker states that it uses US-based data centers, maintains automated backups and disaster recovery, and supports GDPR-compliant data processing and data-subject rights.Read 9 Oct 2026 · athenawf.com

Data rights

The security page states GDPR-compliant processing, data-subject access, correction, removal and portability rights.Read 21 Oct 2026 · athenawf.com

Document management

Documents can be uploaded through a client portal, organized with templates and synchronized with contact records.Read 21 Oct 2026 · athenawf.com

Documentation depth

The resources page lists guides for onboarding, workflow configuration, documents, QuickBooks, time tracking and reporting.Read 21 Oct 2026 · athenawf.com

Drake integration

Drake Tax integration supports tax-return workflow transfer, filing-status tracking and extension management.Read 21 Oct 2026 · athenawf.com

Encryption

The security page states TLS 1.2 for data in transit and AES-256 for data at rest.Read 21 Oct 2026 · athenawf.com

Founded and size

LinkedIn lists Athena Workflow as privately held, founded in 2019, headquartered in Miami and employing 2–10 people.Read 21 Oct 2026 · linkedin.com

Incident response

Athena commits to notifying customers within 48 hours of discovering unauthorized access and says it performs annual security scans.Read 21 Oct 2026 · athenaworkflow.com

Infrastructure

Athena says it uses US data centers, continuous backups, geographically separate backup storage and tested disaster-recovery procedures.Read 21 Oct 2026 · athenawf.com

Intended customers

The maker describes Athena as built for accounting firms and says it was created inside a CPA practice by a practitioner.Read 9 Oct 2026 · athenawf.com

Licence

Athena Workflow's terms say the company owns the application code, databases and application rights, indicating proprietary software.Read 21 Oct 2026 · athenaworkflow.com

Limit: company caps

The vendor's lower tiers cap the number of client companies, while only Tier 3 advertises unlimited companies.Read 21 Oct 2026 · athenawf.com

Limit: pricing inconsistency

The solutions page lists $300, $600 and $1,200 monthly tiers, while the homepage lists $599, $999 and $2,499 monthly tiers.Read 21 Oct 2026 · athenawf.com

Limit: review evidence

GetApp and Capterra each show only one user review, so independent sentiment is very limited.Read 21 Oct 2026 · getapp.com

Multi-company limit

The platform advertises management of up to 120 client companies from one dashboard.Read 21 Oct 2026 · athenawf.com

Notable news

A LinkedIn update says Athena expanded into California, Kansas and Indiana and reported serving firms in six US states.Read 21 Oct 2026 · linkedin.com

Onboarding and support

Subscriptions include hands-on setup, data migration, workflow and integration configuration, staff training, and live chat, phone, and email support.Read 9 Oct 2026 · athenawf.com

Payment compliance

Stripe handles PCI Service Provider Level 1 payment processing and Athena says it stores no card data on its servers.Read 21 Oct 2026 · athenawf.com

Plaid integration

Plaid links bank accounts and imports transactions with consent tracking and encrypted token storage.Read 21 Oct 2026 · athenawf.com

Praise: core features

GetApp's one reviewer gives 5.0 ratings for client management, due-date tracking, reporting, staff management, task management and workflow management.Read 21 Oct 2026 · getapp.com

Praise: organization

The sole Capterra reviewer says document management and a single client-information location saved hours and reduced client-contact work.Read 21 Oct 2026 · capterra.com

QuickBooks integration

QuickBooks Online connects per company through OAuth and supports two-way financial synchronization and dashboard reporting.Read 21 Oct 2026 · athenawf.com

Rating on Capterra

5.0 out of 5 from 1 reviewRead 21 Oct 2026 · capterra.com

Rating on GetApp

5.0 out of 5 from 1 reviewRead 21 Oct 2026 · getapp.com

Reporting

Role-based dashboards provide capacity and workload views, customizable reports and CSV export.Read 21 Oct 2026 · athenawf.com

Rescheduling

A rescheduling engine propagates changed dates across dependent payroll, sales-tax and extension tasks.Read 21 Oct 2026 · athenawf.com

Self-hosting

The reviewed official pages describe hosted cloud service and US data centers; no self-hosting package is described.Read 21 Oct 2026 · athenaworkflow.com

Task board

The task board uses drag-and-drop status columns, assignments, due dates, hours and live updates.Read 21 Oct 2026 · athenawf.com

Task management

The task board supports drag-and-drop status management, task reassignment, due-date sorting, and time tracking.Read 9 Oct 2026 · athenawf.com

Time tracking

Task-level timers support start, stop, pause and manual entries, with billable-hour and utilization reporting.Read 21 Oct 2026 · athenawf.com

Workflow automation

Recurring payroll, bookkeeping, tax and filing jobs can be created with assignees, deadlines and templates automatically attached.Read 21 Oct 2026 · athenawf.com

Plans and prices

Every Athena Workflow plan and price →

Where Specifiction places it

• Accounting Practice Management Software#5 of 298.6