Reid
"Athena gave us the infrastructure, expertise, and support to scale faster than we could have independently."
Jason Saladino · Managing Partner, Reid
Tech Transformation
The power behind the platform.
Athena embeds automation, AI, and structured workflows into tax and accounting operations to reduce cost, increase margin, and give accounting professionals the freedom to become strategic advisors.
Efficiency alone is not growth. It is the foundation for it.
Athena's Technology Transformation team builds, integrates, and enables firms with cutting edge tools to accelerate their growth. From AI tax prep and bookkeeping agents to billing automation and aligning pricing models, Athena helps firms transform across their entire practice so that professionals can focus on insight while automation handles the repetitive work.
Freeing up time for advisory.
Athena works directly with its partner firms to bring next-gen AI and automation to their practice:
- Proprietary AI tools and agents to accelerate work
- Co-designed tech stack roadmaps with curated, secure, and integrated recommendations
- White-glove partnerships with leading technology platforms and vendors
- Embedded engineering teams work side by side with professionals to build the future together
Transformation delivered.
AI-Enabled Service Delivery
Proprietary AI agents, skills, and tools embedded across tax, accounting, and advisory workflows, helping teams deliver higher-quality client service with greater speed, consistency, and insight.
Automated Back Office
Fully integrated workflows across client onboarding, data collection, engagement management, billing, reporting, and internal operations, reducing manual work and creating a more connected firm experience.
White-Glove Enablement
Hands-on change management, training, and adoption support that helps professionals confidently use new tools, modernize processes, and turn technology into day-to-day business impact.
Powerful Integrations
A connected technology ecosystem that brings together practice management, CRM, document management, communications, finance, and analytics platforms, creating a single operating layer for the modern advisory firm.
Secure Foundations
Enterprise-grade security, identity, governance, and data infrastructure designed to protect client information, support compliance, and scale confidently as the firm grows.
Results that compound.
30%+
tax prep time saved with AI-enabled workflows
100%
client lifecycle connected and automated
24/7
monitoring across identity, endpoint, and firm systems
"I feel this could really be a game changer for reviewing going forward."
Perry Siegel
Accounting and Tax Director, Reid Accountants + Advisors
"Tax AI is the best. It assists with working more efficiently to keep us organized. That's the hardest part about tax season; keep things moving along and structured."
Amy Grant
COO, RRBB
"In the last two months, TaxAI and TaaS have half transformed tax for us, and you are on your way to 100%."
Cory Kubota
CEO, Accuity Advisors
"The TaxAI tool is wonderful, so easy to use. This is a total replacement for AutoFlow. No organization is needed and AI does everything."
Sandrina Devlopoulos
VP of Operations, Reid Accountants + Advisors
What would you do with more time?
See all success storiesTKR Advisors
"Athena gave us the confidence to pursue opportunities we may not have been able to support on our own."
Kelly Toole · Managing Partner, TKR
Accuity
"Athena helped us turn ideas into execution, giving us the momentum to move critical initiatives forward."
Cory Kubota · CEO, Accuity
Larson Gross
"The responsiveness and technical execution completely changed the conversation."
Kelli Visser · Managing Partner, Larson Gross