Home » How It Works
How It Works
Your workspace, your way
See what makes Athena WorkFlow a powerful tool for teamwork
Job Automatic Creation
Track WorkFlow and Job Status
ATHENA WORKFLOW IS YOUR BEST CHOICE !!
The Re-Schedule Feature will Simplify your life by saving you time.
As an Accountant you can re-Schedule Any job like Payroll, Accounting, Sales Tax, Tax Extensions, Corporate Federal Extensions, etc
Employee Mini-Dashboard.
Every Employee counts with their Own Dash Board that Reflects Jobs that have been assigned to them, in real time. They Will also get a notification when a job is assigned to them.
Electronic Document Management
This is a huge improvement on many of the workflow software's out there, Athena has integrated Electronic Document management with Templates that can be assign to every Client. My Company currently pays a little over 5k a year to have this service.
See information in real time, make changes to jobs and have everyone notify immediately, Share Documents with clients or customers, Upload templates to all clients at once.
All Customers Have a tab for notes that everyone can benefit from.
Every One can make notes on the customer Tab and that way you can refer back to important information with just the click of a mouse.
At a glance job status per employee and how many jobs each employee has assigned to them.
In no time you can assess capacity per employee, according to their availability and work load.
White Glove Set Up
Be aware that we will upload your client list and help you add tasks and templates if necessary.
Features
Google and Outlook Calendar Integration
Electronic Document Management
Notes in the customer Tab
Athena’s recurring job Tracking
Email capability
Reports that can be filter and customizable
The true magic of Athena WorkFlow comes not because of the wide possibilities it offers but because of the simplicity in which it does so.
Simplifying Your Life Though Automation!!!
- We will coach you every step of the way!!!
CUSTOM JAVASCRIPT / HTML
Solutions
Athena Workflow is a practice management software that is otherwise called Client management software, or accounting practice management software or due date tracking software.
Copyright Athena Workflow™. All Rights Reserved. Questions? Email support@athenaworkflow.com
All content appearing on this website is proprietary, copyrighted and owned or licensed by Athena Workflow™. Any unauthorized use of trademarks or content from this website is strictly prohibited. All rights reserved.
