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Levvy

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Overview

Levvy 2026: Benefits, Features & Pricing

Wondering if Levvy is right for your organization?

Our Accounting Practice Management Software selection experts can help you in 15 minutes or less.

On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Levvy
Levvy

No reviews yet

Pricing

Starting at $59.00 per month

About Levvy

Levvy is a practice management platform for accounting and professional Services firms with outsourced teams of any size. The software helps organizations streamline workflows by centralizing tasks, client details, secure documents, and communication in a unified portal. Levvy reduces digital friction, improving employee engagement, productivity, and service delivery while enhancing visibility and efficiency.

Levvy Screenshots

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Levvy Pricing and Plans

Starting price: $59.00 per month
Free Trial
Free Version

Starter

$59.00

per user, per month

Plan includes:

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

Whole Firm

$79.00

per user, per month

Plan includes:

  • 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

Pricing available upon request

Plan includes:

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

  • Popular features found in Accounting Practice Management
    Billing & Invoicing
    Client Management
    Due Date Tracking
    For CPA Firms
    Project Management
    Time Tracking
  • More features of Levvy
    Accounting
    Accounting Integration
    Activity Dashboard
    Alerts/Notifications
    API
    Appointment Management
    Approval Process Control
    Approval Workflow
    Client Portal
    Configurable Workflow
    Customizable Branding
    Customizable Reports
    Customizable Templates
    Data Import/Export
    Document Management
    Document Storage
    Document Templates
    Email Management
    For Accountants
    Messaging
    Progress Tracking
    Project Time Tracking
    Real-Time Reporting
    Reminders
    Reporting/Analytics
    Reporting & Statistics
    Search/Filter
    Secure Data Storage
    Staff Management
    Status Tracking
    Task Management
    Third-Party Integrations
    Time & Expense Tracking
    Timer
    Workflow Management

Levvy Integrations

Zapier
Zapier
Slack
Slack
QuickBooks Payroll
QuickBooks Payroll
Gmail
Gmail
Xero
Xero
Outlook Email Extractor
Outlook Email Extractor

See all 7 integrations

Levvy User Reviews

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Ratings Breakdown

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Pricing

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