Practice Management for Accounting & CAS

No more missed work, stressed staff, or frustrated clients.

Levvy lets you track workflows, eliminate follow-ups, and keep every client interaction on schedule—all in one place.

Focused. Realtime. Peaceful.

Supercharge your workflows, reimagine client engagments, and take your team’s efficiency to the next level.

Keep all your important info in one spot, neatly organized and seamlessly integrated within workflows. No more searching for scattered information.

Empower your team to deliver high-value results, keep clients happy, and watch your business thrive with dynamic workflows, automation, and built-in collaboration tools.

Optimize efficiency with 100% visibility. Real-time reporting and analytics keep you up-to-date on team progress and performance–so you can fix things fast, meet deadlines, and improve client satisfaction.

NEW

Introducing Levvy AI Assistant

Access all the information you need as soon as you need it, unlock high-level firm insights, make data-driven decisions, and build more efficient workflows effortlessly–in one seamless platform.

Levvy AI

Supercharge your workflow

Built for you.

From context-driven tasks for seamless collaboration to smart analytics, Levvy has everything you need to do great work–and finish it faster.

Work Management

Stay focused and aligned with Levvy’s intuitive work management tools.

Workflow Automation

Optimize workflows for efficiency with custom or expert-designed templates.

Time Tracking

Simplify billing and boost productivity with automated time tracking.

Capacity Management

Prevent burnout with real-time capacity tracking and balanced workloads.

Team Collaboration

Boost collaboration with seamless task management and approval workflows.

Client Management

Enhance client relationships and efficiency with custom workflows and profiles.

Document Storage

Keep files secure, organized, and easily accessible for your entire team.

Reporting & Analytics

Maximize growth with data-driven insights, profitability tracking, and reports.

Invoicing & Billing

Streamline client billing with automated invoices and QuickBooks integration.

Built for the whole team

Everyone thrives with Levvy on their side

Team Members

Save time, eliminate repetitive tasks, and focus on the work that matters most with Levvy.

Managers

Accounting teams flourish with Levvy on their side.

Firm Partners

Unleash your accounting team’s potential for maximum growth.

Testimonials

"A game changing practice management software"

As a fully remote team, we feel just as integrated than an in-person team (or maybe even more) and we are incredibly fortunate to have Levvy! Lastly, the support and care we received from Levvy team has been phenomenal, and we cannot recommend Levvy enough!

- Saruul A, CFO

The team behind Levvy

Built by professional services leaders, for professional services leaders.

While growing her own firm, Creative Business Inc., and helping more than 500 professional services clients unlock new levels of growth for 15 years, Levvy CEO and Founder Jeanne Hardy saw a recurring problem: growing firms were tripping over their tech — and delivering a sub-par client experience as a result. Unable to find a tool that met the unique needs of professional services firms, she built Levvy.

We understand the very specific challenges faced by professional services firms — so every feature we create is with you in mind. This isn’t a tool built for a retail company that also-kind-of-works for a law firm. It’s built specifically for businesses like yours — with evolving client processes and all.

Integrations

Connect your complete tech stack

Levvy connects everything your team needs to do great work–all in one place. Integrate your complete tech stack to save time, reduce errors, keep your team aligned, satisfy clients, and stick the landing without breaking a sweat.