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Athena Workflow

The company lists 12001 SW 128th CT, Ste 102, Miami, Florida 33186 as headquarters.

Plans and prices

Tier 1

$300a month, billed yearly

1–2 employees · Up to 20 companies · All features · White-glove onboarding

Tier 1

$599a month, billed yearly

Unlimited employees · Up to 30 companies · All features · White-glove onboarding

Tier 2

$600a month, billed yearly

3–4 employees · Up to 50 companies · All features · White-glove onboarding

Tier 2

$999a month, billed yearly

Unlimited employees · Up to 75 companies · All features · White-glove onboarding

Tier 3

$1,200a month, billed yearly

5+ employees · Up to 120 companies · All features · White-glove onboarding

Tier 3

$2,499a month, billed yearly

Unlimited employees · Unlimited companies · All features · White-glove onboarding

Every plan, in full

On the record

Access controls
Staff access uses owner, manager and employee roles, email two-factor authentication, session timeouts and company deactivation controls.athenawf.com · read 21 Oct 2026
API listing
GetApp lists API among Athena Workflow features but shows zero user reviews for it.getapp.com · read 21 Oct 2026
Automation
It automatically creates recurring jobs for payroll, bookkeeping, tax preparation, and quarterly filings, with assignees, deadlines, and templates.athenawf.com · read 9 Oct 2026
BoldSign integration
BoldSign provides in-portal signing, status tracking, reminders and audit trails.athenawf.com · read 21 Oct 2026
Calendar integrations
Google Calendar and Outlook support bidirectional synchronization of deadlines, appointments and milestones.athenawf.com · read 21 Oct 2026
Client portal
Clients receive a branded portal for document exchange, electronic signatures, status visibility and engagement messaging.athenawf.com · read 21 Oct 2026
Company description
LinkedIn describes the product as cloud workflow software that tracks, delegates and completes accounting work on time.linkedin.com · read 21 Oct 2026
Company legal name
The maker identifies itself as Athena Workflow LLC.athenawf.com · read 21 Oct 2026
Custom integrations
The maker says its team can connect Athena to additional tools on request.athenawf.com · read 21 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 · read 9 Oct 2026
Data rights
The security page states GDPR-compliant processing, data-subject access, correction, removal and portability rights.athenawf.com · read 21 Oct 2026
Documentation depth
The resources page lists guides for onboarding, workflow configuration, documents, QuickBooks, time tracking and reporting.athenawf.com · read 21 Oct 2026
Document management
Documents can be uploaded through a client portal, organized with templates and synchronized with contact records.athenawf.com · read 21 Oct 2026
Drake integration
Drake Tax integration supports tax-return workflow transfer, filing-status tracking and extension management.athenawf.com · read 21 Oct 2026
Encryption
The security page states TLS 1.2 for data in transit and AES-256 for data at rest.athenawf.com · read 21 Oct 2026
Founded and size
LinkedIn lists Athena Workflow as privately held, founded in 2019, headquartered in Miami and employing 2–10 people.linkedin.com · read 21 Oct 2026
Incident response
Athena commits to notifying customers within 48 hours of discovering unauthorized access and says it performs annual security scans.athenaworkflow.com · read 21 Oct 2026
Infrastructure
Athena says it uses US data centers, continuous backups, geographically separate backup storage and tested disaster-recovery procedures.athenawf.com · read 21 Oct 2026

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