Your Data. Our Responsibility.
Your clients trust you with their most sensitive financial information. We protect that trust with enterprise-grade security at every layer — encryption, infrastructure, access control, and incident response.
Six Layers of Protection
Security isn't a feature — it's the foundation. Every layer is designed to protect the data your clients entrust to your firm.
Data Encryption
Infrastructure
Payment Security
Access Control
Incident Response
Data Handling
Our Policies, in Writing
The commitments behind the controls above. Read them online or download a PDF for your records, vendor reviews and compliance files.
Data Retention and Deletion Policy
How long Athena Workflow keeps personal and financial data, what is removed when an account is deleted, and how to exercise access, correction, deletion and portability rights.
Information Security Policy
The controls Athena Workflow applies to protect the confidentiality, integrity and availability of firm and client financial data: access control, authentication, encryption, vulnerability management and incident response.
Our Commitment
Security is not an afterthought or a marketing checkbox. It is built into every architectural decision, every deployment pipeline, and every data handling process. When your clients trust your firm with their financial data, they are also trusting us — and we take that seriously.
For specific security questions or to request our Data Processing Addendum, contact our team at [email protected].
Ready to Command Your Practice?
See how Athena Workflow transforms accounting operations. Request a personalized demo from our team.