All features

All your work in one place.

A next-gen practice accounting management software designed to manage clients, work, resources, and insights.

Start Free TrialTry Demo
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.

AI Smart Assist

Simply ask and Smart Assist delivers: client profiles, workflows, and more, built instantly with firm-wide knowledge–no need to flip between screens.

AI Explore

Find information fast with natural language queries, making navigation intuitive and ensuring quick access to critical client or project data.

AI Insights

Optimize resource allocation & profitability, keep an eye on team productivity, and make informed, strategic decisions with ease.
Make decisions with confidence. Get a real-time snapshot of team capacity and progress across every project.
Improve Visibility
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.
Consolidate Tools
Expand your accounting or CAS firm’s client base, deliver high-value services, and boost profitability—without overloading your team.
Scale Easily
All features
Work ManagementWorkflow AutomationTime TrackingCapacity ManagementTeam CollaborationClient ManagementDocument StorageReporting & AnalyticsInvoicing & Billing

Work Management

Stay on track, stay connected, and stay focused on the tasks that matter with Levvy’s intuitive work management tools, designed to keep your team aligned, productive, and efficient.

Discover more
Dynamic Workspace
Task management, simplified
Unified Tasks
Boost efficiency with built-in communication
Ad Hoc Tasks
Capture unplanned work

Workflow Automation

Workflows that work with you. Optimize your processes for unparalleled efficiency–whether you build your own or choose from one of our expert-designed templates.

Discover more
Pre-Built Workflow Library
Save time and start working
Custom Workflow Builder
Your workflows, your way
Task Dependencies
Eliminate bottlenecks
Task Approvals
Peace of mind
Smart Rescheduling
Smooth operations

Time Tracking

Ensure precise billing and enhance productivity with automated time tracking. Levvy provides detailed breakdowns of billable hours by workflow, team member, and rate, making it easy to audit hours, generate invoices, and export reports as CSV files–no need for separate time-tracking or invoicing software.

Discover more
Automatic Time Capture
Save time, improve precision
Manual Time Logging
More control
Seamless Time-to-Invoice
Billable time, managed

Capacity Management

Bye-bye burnout! Leverage real-time tracking of team capacity, easily adjust priorities, redistribute tasks, and ensure a balanced workload for the whole team with Levvy.

Discover more
Real-Time Capacity Insights
Optimize Team Efficiency
Bulk Task Reassignment
Seamless Work Reallocation
Custom Work Hours
Availability Planning

Team Collaboration

Teamwork makes the dream work–Levvy makes it easier than ever. Connect seamlessly with collaborative tasks, an approval-based workflows, and more.

Discover more
Approval-Based Workflows
Ensure quality control by requiring manager approvals for critical tasks.
Instant Notifications
Get real-time alerts when tasks need approval or when someone is mentioned.
Task Comments & Follow-Ups
Keep communication organized within tasks, eliminating endless email threads.

Client Management

Improve client relationships, boost efficiency, and deliver exceptional service with Levvy’s comprehensive client management features: all-in-one client profiles, custom workflows, and more.

Discover more
Centralized Client Profiles
One place for everything related to each client.
Streamlined Client Collaboration
Make working with clients effortless.
Client Referral Tracking
Monitor and manage new business coming in through client referrals.

Document Storage

Ensure your files are secure and well-organized with Levvy’s advanced file management system. Effortlessly store, access, and manage documents while maintaining top-tier security and organization for your entire team.

Discover more
User Permissions
Organize files with custom user permissions, by roles, teams, and clients.
Auto-Generated Client Folders
Keep everything structured and organized by client without manual setup.
Secure, Unlimited Storage
Store as many documents as you need, with enterprise-grade security.

Reporting & Analytics

Unlock actionable insights to maximize growth with Levvy. Make game-changing, data-driven decisions with profitability tracking, progress reports, and more.

Discover more
Profitability Reports
Gain clarity
Time Reports
Optimize efficiency
Progress Reports
Stay ahead of project bottlenecks

Invoicing & Billing

Take the hassle out of client billing and focus on doing great work when you save time with features like auto-generated invoices, branded templates, QuickBooks integrations, and more.

Discover more
Auto-Generated Invoices
Reduce manual work with automated, accurate invoicing.
Seamless Time-to-Invoice
Billable time, managed
Retainer & Hourly Billing
Flexible, all in one
Branded Invoice Templates
Maintain the professional look
Xero & QuickBooks Integration
Smooth financial management.

All of that.
One simple solution.

Ready to tap into your team's full potential? Get started now, and start your journey with Levvy.