Audience
Firms and accountants searching for a solution to automate and customize their practice
About Athena Workflow
Athena Workflow, is an accounting practice management software aimed to simplify the accounting firm's workflow. It is your task management solution designed to simplify your life by saving you time, money and organizing your practice. Each job, task & delegation in this software allows you to have the confidence of being able to carry out your work in a timely manner & real-time, which will meet the needs of each company. Our mission is to offer accounting practices a North American software created by accountants for accountants, intended for the organization of accounting tasks, to make control more efficient and effective, as well as the storage of various information in digital. Empower accounting practices with a single software that is the alternative for most accounting professionals and contributes to the health of our planet. It is your task management solution designed to simplify your life by saving you time, money and organizing your practice.
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Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
Learn more
Clarity Practice Management
Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. Clarity Practice Management was born from an IRL (in real life) accountant-client relationship kindled some ten years ago. Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. No other platform lets service providers and their clients meet from one easy-to-drive platform.
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Pricing
Starting Price:
$249 per year
Free Trial:
Free Trial available.
Integrations
Company Information
Athena Workflow
United States
www.athenaworkflow.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
24/7 Live Support
Online
Athena Workflow Frequently Asked Questions
Athena Workflow Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
