--- title: "Levvy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Levvy Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more." source_url: "https://www.capterra.com/p/10024379/Levvy/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Levvy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Levvy ## What is Levvy? Levvy is an Accounting Practice Management Platform for Accounting and Client Advisory Service Firms. Levvy brings all tasks, client details, secured documents, and firm communication all in one place. Eliminate digital friction to improve employee engagement and productivity with features like: • 100% visibility on team performance and projects • Embedded chat and document sharing for seamless communication • Dynamic task management to optimize capacity across all teams • Streamlined knowledge sharing for collaboration & faster onboarding • Pre-built, customizable workflows for enhanced operations Ready to unleash your team’s capacity and experience the future of work management? Try Levvy for free today at levvy.com. ## What is Levvy used for? [Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Professional Services Automation](https://www.capterra.com/professional-services-automation-software/)[Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $59 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Levvy?[Manage this product listing](https://www.g2.com/products/levvy/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Levvy 0.0 VS. [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting Price $59 Per User, Per Month Starting Price $22 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (3,630) Value For Money 0.0 (0) Value For Money 4.2 (3,039) Customer Service 0.0 (0) Customer Service 4.5 (2,936) ## Levvy alternatives [3.8 (61)](https://www.capterra.com/p/147972/Mango-Billing/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars Highest Rated [4.8 (272)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.6 (86)](https://www.capterra.com/p/10009476/Basil/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [TaxDome](https://www.capterra.com/p/186749/TaxDome/) [4.7 (3,630)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting price $800.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/186749/TaxDome/) ## FAQs about Levvy Overview ### What company size and specific industries is Levvy built for? Levvy is designed for accounting firms and Client Advisory Services (CAS) firms of all sizes that need software tailored to professional financial services. It is built for firms focused on accounting and advisory work rather than general business use, making it a fit for practices serving clients with ongoing financial management needs. Features and Usability ### What are the key features of Levvy? Levvy offers project management and workflow management features, including task management, approval workflow, and status tracking. It also includes time tracking and time & expense tracking, billing & invoicing, document management and storage, plus client portal, client management, customizable reports, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Levvy starts at $59 per user per month billed annually on the Starter plan, or $79 billed monthly. Whole Firm costs $79 per user per month billed annually, or $99 billed monthly. Enterprise uses custom pricing. A free trial is available, and all plans include unlimited users, client profiles, and workflows. Integrations ### Which third-party tools and platforms does Levvy integrate with? Levvy integrates with 7 third-party tools, including communication and business systems such as Gmail, Slack, Outlook Email Extractor, QuickBooks Online Accountant, QuickBooks Payroll, Xero, and Zapier. These integrations cover email, accounting, payroll, and automation workflows. Getting Started and Support ### What training and onboarding options does Levvy offer? Levvy provides live online training, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction and Q&A, while documentation offers written reference material and videos provide visual walkthroughs for reviewing setup steps and product features. Getting Started and Support ### What customer support options does Levvy offer? Levvy provides Email/Help Desk, Chat, a Knowledge Base, and FAQ/Forum support. These channels give users written help and self-service resources for common questions, but no reviewer feedback is available here to describe response times, helpfulness, or recurring support frustrations. ## Features AI summary Based on 1,536 Accounting Practice Management reviews Capterra data shows that buyers of accounting practice management software rank the following features as their top priorities: - **Workflow Management** (**58%** of reviewers rated this feature as critical) - **Client Management** (**52%**) - **Client Portal** (**59%**) Levvy supports all three of the features reviewers rate most important: **Workflow Management**, **Client Management**, and **Client Portal**. Together, these capabilities help accounting firms organize recurring work, keep client information in one place, and share documents or updates through a secure portal, allowing teams to manage deadlines more consistently and deliver a better client experience. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accounting Integration Integrate with a third-party accounting system Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Levvy 40 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Email Management: Manage, store and organize emails within the system or via third-party apps - For Accountants: Software specialized for accountants and accounting firms - For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals - Messaging: Communicate using messages within the system - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Time Tracking: Measure time to completion or hours worked for projects - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10024379/Levvy/pricing/) Starter $59.00 Per User,Per Month It includes: - Unlimited workflows - Unlimited users and client profiles - Full access to all features and reporting Whole Firm $79.00 Per User,Per Month It 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 Custom Quote Available It includes: - Everything in Whole Firm, plus - Enterprise platform - Customizations - Dedicated Levvy Rep for support ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ QuickBooks Payroll](https://www.capterra.com/p/174981/QuickBooks/)[ QuickBooks Online Accountant](https://www.capterra.com/p/229996/QuickBooks-Online-Accountant/)[ Outlook Email Extractor](https://www.capterra.com/p/10002490/Outlook-Email-Extractor/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.