Feature

Unified Tasks

All the context you need, right where you need it. Levvy automatically transforms email requests into tasks, complete with notes and descriptions. Built-in commenting eliminates the need for check-ins and follow-ups, allowing users to check task statuses, provide updates, and share files—all within the task itself.

All-in-One Task View

Centralize task details, instructions, files, and comments to eliminate switching between apps.

Auto-Fill Client Credentials

Securely store and launch logins to speed up work.

Smart File Sharing

Share files directly within tasks and auto-save them in workflow folders for easy access.
Unified Tasks
More Features

Everything you need

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

Auto-Generated Client Folders

Keep everything structured and organized by client without manual setup.
Auto-Generated Client Folders

Xero & QuickBooks Integration

Smooth financial management.
Xero & QuickBooks Integration

Custom Workflow Builder

Your workflows, your way
Custom Workflow Builder

All of that.
One simple solution.

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