See what makes Athena WorkFlow a powerful tool for teamwork
As an Accountant you can re-Schedule Any job like Payroll, Accounting, Sales Tax, Tax Extensions, Corporate Federal Extensions, etc
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.
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.
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.
In no time you can assess capacity per employee, according to their availability and work load.
Be aware that we will upload your client list and help you add tasks and templates if necessary.
Google and Outlook calendar integration
electronic document Management
notes in the customer tab
athena's recurring jobs tracking
email capability
reports that can be filter and customizable
Athena Workflow is practice management software that is also called client management software, accounting practice management software, or due date tracking software.
Athena Workflow is practice management software that is also called client management software, accounting practice management software, or due date tracking software.
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