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.