Integrations

Your Tools. Connected.

Athena integrates with the platforms your firm already relies on. No rip-and-replace. No migration headaches. Just a unified command center for your practice.

Multiple connected devices showing seamless software integration across platforms

QuickBooks Online

Accounting

Two-way data synchronization between Athena and QuickBooks Online. Connect per-company, sync financial data, and view integrated dashboards without switching platforms.

Capabilities

Per-company OAuth connection

Real-time financial data sync

Dashboard-level reporting integration

One-click connect/disconnect

Drake Tax

Tax Preparation

Seamless integration with Drake Tax software for tax return preparation workflows. Streamline the flow from data collection to filing.

Capabilities

Tax return workflow integration

Data flow from Athena to Drake

Filing status tracking

Extension management

DocuSign

Signatures

Electronic signature capabilities directly within the client portal. Clients sign engagement letters, tax returns, and authorization forms without leaving Athena.

Capabilities

In-portal document signing

Signature status tracking

Automated reminders

Audit trail for compliance

Google Calendar

Scheduling

Two-way calendar synchronization ensures deadlines, appointments, and milestones appear where your team already looks.

Capabilities

Bidirectional sync

Deadline auto-population

Appointment scheduling

Team calendar visibility

Outlook Calendar

Scheduling

Full Microsoft Outlook calendar integration for firms in the Microsoft ecosystem. Same capabilities as Google Calendar sync.

Capabilities

Bidirectional sync

Microsoft 365 compatibility

Shared calendar support

Deadline propagation

Plaid

Banking

Secure bank account linking for financial statement processing. Clients connect accounts through Plaid's trusted interface, and transaction data flows directly into Athena.

Capabilities

Secure bank account linking

Automated transaction import

Consent tracking and compliance

Encrypted access token storage

Need a Custom Integration?

Our team works with your firm to connect Athena with the specific tools in your stack. Contact us to discuss your requirements.

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