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Tech riderRev. 9 Oct 2026

Athena Workflow

Ch 216.2of 28 Accounting Practice Management Software
  1. 1Runs onWeb
  2. 2Costspaid from $599/mo
  3. 3Client portalYes
  4. 4Workflow automationYes
  5. 5Time trackingYes
  6. 6Document managementYes
  7. 7Deadline trackingYes
  8. 8Staff capacity planningYes
8 lines stated Written from the maker's own pages: athenawf.com
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The Athena Workflow homepage

Overview

Athena Workflow is ranked #21 of 28 in accounting practice management software on Specifiction. It runs on Web. There is no free plan. Paid plans start at $599/mo.

Athena Workflow plans and pricing

All plans
Tier 1 $599/mo Billed monthly; 25% off annual Unlimited employees · Up to 30 companies · All features · White-glove onboarding athenawf.com · 9 Oct 2026
Tier 2 $999/mo Billed monthly; 25% off annual Unlimited employees · Up to 75 companies · All features · White-glove onboarding athenawf.com · 9 Oct 2026
Tier 3 $2,499/mo Billed monthly; 25% off annual Unlimited employees · Unlimited companies · All features · White-glove onboarding athenawf.com · 9 Oct 2026

Compared on accounting practice management software

Free plan
Noathenawf.com
Client portal
Yesathenawf.com
Workflow automation
Yesathenawf.com
Time tracking
Yesathenawf.com
Document management
Yesathenawf.com
Deadline tracking
Yesathenawf.com
Staff capacity planning
Yesathenawf.com

Facts

Product
Athena Workflow is accounting practice-management software that combines workflow automation, document management, a client portal, time tracking, reporting, and task boards.athenawf.com · 9 Oct 2026
Automation
It automatically creates recurring jobs for payroll, bookkeeping, tax preparation, and quarterly filings, with assignees, deadlines, and templates.athenawf.com · 9 Oct 2026
Task management
The task board supports drag-and-drop status management, task reassignment, due-date sorting, and time tracking.athenawf.com · 9 Oct 2026
Reporting
The platform provides role-based real-time dashboards, capacity and workload views, customizable reports, and CSV export.athenawf.com · 9 Oct 2026
Integrations
Listed integrations are QuickBooks Online, Drake Tax, BoldSign, Google Calendar, Outlook Calendar, and Plaid.athenawf.com · 9 Oct 2026
Custom integrations
The company says its team can work with firms to connect Athena to other tools in their stack.athenawf.com · 9 Oct 2026
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.athenawf.com · 9 Oct 2026
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.athenawf.com · 9 Oct 2026
Incident response
The maker states a 48-hour breach-notification commitment and annual security scanning and assessment.athenawf.com · 9 Oct 2026
Onboarding and support
Subscriptions include hands-on setup, data migration, workflow and integration configuration, staff training, and live chat, phone, and email support.athenawf.com · 9 Oct 2026
Intended customers
The maker describes Athena as built for accounting firms and says it was created inside a CPA practice by a practitioner.athenawf.com · 9 Oct 2026

Company

Headquarters
Miami, Florida, United Statesathenawf.com · 28 Sept 2026

Best Athena Workflow alternatives

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Where it ranks on Specifiction

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