About Athena Workflow

Athena Workflow is an accounting software solution specifically created to help companies with their everyday accounting tasks and responsibilities. The software is tailored for accountants and provides them with the most essential accounting tools such as file storage, document management, file backup, security, time tracking and many more. Athena Work Flow, allows linking to two additional programs such as: QuickBooks and DocuSign. Through the QuickBooks API we obtain financial information about the company, very useful for analysis and decision making. While with DocuSign it allows us to forget about the papers, and send different documents for their electronic signature, both the signer and the payer can view and download the completed documents at any time.

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1 Reviews of Athena Workflow

Overall rating

5 / 5 stars

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October 2021

Dunia from Money Trust Financial Services

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra



Value for money


Customer support




October 2021

Athena workflow review

Athena has saved us hours of work not only in the electronic document management section of the software but it ha also helped us get more organized as we now just go to one place to find all clients information, bank statements, reconciliations, financial statements, and from there se can share, print, email the documents to the client portal and the client gets notified. saving us time on tel call etc.


After trying many different practice management software Athena workflow is one of the most complete accounting practice management software in the industry right now it even include and electronic document management module that connect DocuSign to give the accountant the ability to have document sign electronically , it also includes a client portal where the client can save there own personal documents and the client gets email as a notification when the accountant send him or her documents for review.


the truth is that this software should sell for a lot more as it includes a lot more features than other softwires of the same magnitude and they are not nickel and diming you.

Reasons for Choosing Athena Workflow

the difference is clear, and the value is amazing

Reasons for Switching to Athena Workflow

there is a clear difference in the amounts of clicks that it takes to go from one task to another, therefore saving us time and money