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Levvy Logo

Practice management software for professional services firms

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Levvy - 2026 Pricing, Features, Reviews & Alternatives

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Levvy overview

What is Levvy?

Levvy is a cloud-based practice management software for accounting and professional services firms with outsourced teams. The platform helps organizations centralize tasks, client details, secure documents, and communication management operations to streamline workflows.It allows firms to organize their operations with standardized workflows, streamlined tasks, and easy onboarding for new hires. The platform also automates routine tasks and reporting.

Levvy's real-time reporting and analytics provide firms with improved visibility into their team's activities. This allows them to quickly identify and address any issues, ensuring their clients receive high-quality service and preventing missed deadlines.

Key benefits of using Levvy

  • Boost efficiency: Keep all your important info in one spot, neatly organized and seamlessly integrated within workflows. No more searching for scattered information. New hires can learn the ropes faster and everyone can follow the same steps.
  • Enhance service delivery: Automate routine tasks and reporting so your team can spend more time on creative and important work. No more getting stuck in endless, boring tasks (ahem, time tracking).
  • Improve visibility: Real-time reporting and analytics provide you with a quick look at what your team is doing right now. Fix things fast and prevent missed deadlines, keeping your clients happy with top-notch service.
  • Starting price

    59per user /
    per month

    Alternatives

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    Levvy’s user interface

    Ease of use rating:

    Levvy reviews

    Overall rating

    empty-state-img

    No reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    Rating distribution

    5

    4

    3

    2

    1

    0

    0

    0

    0

    0

    Levvy's features

    Accounting
    Accounting integration
    Activity dashboard
    Alerts/Notifications
    API
    Appointment management
    Approval process control
    Approval workflow
    Billing & invoicing
    Client management
    Client portal
    Configurable workflow
    Customizable branding
    Customizable reports
    Customizable templates
    Data import/export
    Document management
    Document storage
    Document templates
    Due date tracking
    Email management
    For accountants
    For cpa firms
    Messaging
    Progress tracking
    Project management
    Project time tracking
    Real-Time reporting
    Reminders
    Reporting & statistics
    Reporting/Analytics
    Search/Filter
    Secure data storage
    Staff management
    Status tracking
    Task management
    Third-Party integrations
    Time & expense tracking
    Time tracking
    Timer
    Workflow management

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    Per month

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    Levvy pricing

    Pricing plans

    Pricing details:

    Free plan
    Free trial
    Subscription

    Starter

    59

    /user

    Per month

    Features included:

    • Full access to all features and reporting
    • Unlimited users and client profiles
    • Unlimited workflows

    Whole Firm

    79

    /user

    Per month

    Features included:

    • Full access to all features and reporting
    • Unlimited users and client profiles
    • Unlimited workflows
    • Slack & Zapier integrations
    • Personalized onboarding & support
    • Live team training sessions

    Enterprise

    Empty state illustration for "No pricing info"

    No pricing info

    Features included:

    • Everything in Whole Firm, plus
    • Enterprise platform
    • Customizations
    • Dedicated Levvy Rep for support

    User opinions about Levvy price and value

    Value for money rating:

    Levvy support options

    Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    FAQs/Forum
    Chat
    Knowledge Base

    Training options

    Live Online
    Documentation
    Videos
    Webinars

    Levvy FAQs

    Q. What type of pricing plans does Levvy offer?

    Levvy has the following pricing plans:
    Starting from: $59.00/month
    Pricing model: Subscription
    Free Trial: Available | (No Credit Card required)

    These products have better value for money


    Q. Who are the typical users of Levvy?

    Levvy has the following typical customers:
    Large Enterprises, Mid Size Business, Small Business


    Q. What languages does Levvy support?

    Levvy supports the following languages:
    English


    Q. Does Levvy offer an API?

    No, Levvy does not have an API available.


    Q. What other apps does Levvy integrate with?

    Levvy integrates with the following applications:
    QuickBooks Payroll, Zapier, Gmail, Slack, Xero, Outlook Email Extractor, QuickBooks Online Accountant


    Q. What level of support does Levvy offer?

    Levvy offers the following support options:
    Email/Help Desk, FAQs/Forum, Chat, Knowledge Base

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