Learn Athena. Master Your Practice.
Guides, training materials, and direct support to help your team get the most from every module. From day-one setup to advanced workflows.
Training & Documentation
Comprehensive guides designed for accounting professionals. No jargon-free fluff \u2014 just the specifics you need.
Getting Started Guide
Step-by-step walkthrough from account setup to your first automated workflow. Covers client import, template configuration, and team onboarding.
Workflow Configuration
How to set up recurring jobs, custom task templates, and automated assignments. Covers payroll, tax prep, bookkeeping, and month-end close workflows.
Document Management Setup
Organizing document templates, configuring client-facing uploads, and managing bulk template assignment across your entire client base.
QuickBooks Integration Guide
Connecting your QuickBooks Online account, syncing financial data, and viewing integrated dashboards within Athena.
Time Tracking & Billing
Using built-in timers, managing manual entries, generating time reports, and calculating billable hours across engagements.
Reporting & Analytics
Building custom reports, filtering dashboards by team or client, exporting data, and interpreting capacity metrics.
Direct Access to Our Team
Every plan includes full support. No premium tiers, no ticket queues.
Live Chat
Real-time support during business hours directly from within the platform.
Phone Support
Speak with our team for complex issues or strategic guidance.
Email Support
Detailed inquiries handled at [email protected].
Need Personalized Training?
Our onboarding team provides hands-on training sessions tailored to your firm's specific workflows and team structure.