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.
Streamline Operations
Centralize tasks, clients, and documents with automation, saving hours on repetitive work.
Boost Client Satisfaction
Organize client data and track projects in real time to deliver faster, reliable services.
Grow Profits
Use analytics and automated billing to optimize pricing and cut software costs.
Prevent Team Burnout
Balance workloads and automate tasks to keep your team productive and stress-free.
Noise-canceling practice management
Improve Visibility
Make decisions with confidence. Get a real-time snapshot of team capacity and progress across every project.
Consolidate Tools
You shouldn’t have to be the glue holding everything together. Eliminate scatter and ensure every task, check-in, and follow-up lives in one place—so nothing falls through the cracks.
Scale Easily
Expand your accounting or CAS firm’s client base, deliver high-value services, and boost profitability—without overloading your team.
Make decisions with confidence. Get a real-time snapshot of team capacity and progress across every project.
You shouldn’t have to be the glue holding everything together. Eliminate scatter and ensure every task, check-in, and follow-up lives in one place—so nothing falls through the cracks.
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Expand your accounting or CAS firm’s client base, deliver high-value services, and boost profitability—without overloading your team.
Levvy has everything you need, and nothing you don't
Supercharge your workflows, reimagine client engagments, and take your team’s efficiency to the next level.
Meet Levvy AI,
Your Firm’s Smart Partner
Embedded in our platform, Levvy AI automates tasks, unlock high-level firm insights, and simplifies data access, and build more efficient workflows effortlessly–in one seamless platform. Empowering your firm to save time and boost efficiency.
Simply ask and Smart Assist delivers: client profiles, workflows, and more, built instantly with firm-wide knowledge–no need to flip between screens.
Everyone thrives with Levvy on their side
Levvy empowers every member of your firm to excel. Partners gain strategic insights to drive growth, managers streamline operations with ease, and team members collaborate seamlessly to deliver exceptional results. With Levvy, everyone thrives—together.
Firm Partners
Streamline operations and delivers real-time insights to boost profitability and client satisfaction for firm partners.
Manager
Simplify task delegation and workflow management to help managers drive team efficiency and meet deadlines.
Team Members
Organize tasks and communication in one place, enabling team members to focus on delivering high-quality work.
How Levvy is Changing the Game
Everything’s in one place now. I could see everything I needed to in one shot."
Ashley Klein
Bookkeeping Repair
This is the chaos reducer. We’re not just throwing more people at problems—we’re setting up the system that lets us grow well.
Charmaine Baird
RKE LLP
Levvy cut our ad hoc task delays by at least 60 percent."
Ashley Klein
Bookkeeping Repair
My capacity has been freed up, I think 50% or more."
Saruul Altantuya
ArtSmart
The aha for me was the capacity & budgeting tracking — being able to see cost per hour by employee, cost per hour by customer, see at a glance who was at capacity.
Samantha Hallburn
PBS Accounting & Tax Solutions
The turnaround time, from an idea of a new process to that ending up on the assignees workspace into their schedule, it's instantaneous."
Saruul Altantuya
ArtSmart
By switching to Levvy, we’re saving money to the firm, bottom line, every month in multiple ways."
Samantha Hallburn
PBS Accounting & Tax Solutions
Levvy isn’t just project management. It’s people management. That’s the difference.
Stella Collin
RKE LLP
All of that.
One simple solution.
Ready to tap into your team's full potential? Get started now, and start your journey with Levvy.
