Audience

Accounting and professional services firm leaders and their teams looking for a tool to automate workflows, manage clients and billing, track capacity

About Levvy

Levvy is a next‑generation practice and work management platform tailored for accounting, professional services, and business teams. It centralizes workflows, task tracking, client management, document storage, time tracking, invoicing and billing, capacity management, and team collaboration, all within one intuitive interface. Levvy offers customizable workflow automation through expert‑designed or custom templates, helping firms eliminate manual follow‑ups, streamline approvals, and ensure every client interaction stays on schedule. Integration with tools like Gmail, Outlook, QuickBooks, Slack, Xero, and Zapier ensures seamless data flow across systems. Real‑time reporting and analytics provide 100% visibility into team progress, workloads, capacity, profitability, and performance, empowering managers and firm partners to make data‑driven decisions about staffing, pricing, and growth.

Pricing

Starting Price:
$59 per month
Free Trial:
Free Trial available.

Integrations

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Company Information

Levvy
Founded: 2020
United States
www.levvy.com

Videos and Screen Captures

Levvy Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
24/7 Live Support
Online

Levvy Frequently Asked Questions

Q: What kinds of users and organization types does Levvy work with?
Q: What languages does Levvy support in their product?
Q: What kind of support options does Levvy offer?
Q: What other applications or services does Levvy integrate with?
Q: What type of training does Levvy provide?
Q: Does Levvy offer a free trial?
Q: How much does Levvy cost?

Levvy Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Time Tracking
Due Date Tracking
Document Management
Staff Management
Client Portal
Project Management
For CPA Firms