# Levvy Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Levvy Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more. Source: https://www.capterra.com/p/10024379/Levvy --- # Levvy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 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? [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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://levvy.com&name=Levvy) ## 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 (286) Value For Money 0.0 (0) Value For Money 4.2 (262) Customer Service 0.0 (0) Customer Service 4.5 (268) ## Levvy alternatives [4.6 (83)](https://www.capterra.com/p/10009476/Basil/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.2 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (42)](https://www.capterra.com/p/215105/Fieldguide/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (163)](https://www.capterra.com/p/235606/TPS-Cloud-Axis/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about Levvy Overview ### What company size and specific industries is Levvy built for? Levvy is designed for accounting firms and Client Advisory Service (CAS) firms of all sizes that need software tailored to financial services and advisory work. It is best suited for professional services organizations focused on accounting, client advisory, and related bookkeeping or finance operations. Features and Usability ### What are the key features of Levvy? Levvy offers project management and workflow management with task management, approval workflow, progress tracking, and due date tracking. It also includes time tracking, time and expense tracking, billing and invoicing, document management, client portal, reporting and analytics, and third-party integrations. Talk to an expert ### More questions? Ask our experts 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. The Whole Firm plan is $79 per user per month billed annually, or $99 billed monthly. Enterprise has custom pricing, and a free trial is available. Integrations ### Which third-party tools and platforms does Levvy integrate with? Levvy integrates with 7 third-party tools, including Gmail, Outlook Email Extractor, Slack, Zapier, Xero, QuickBooks Online Accountant, and QuickBooks Payroll. Its catalog covers email, accounting, payroll, and automation platforms, giving Levvy connections to the core systems many teams use for daily operations. Getting Started and Support ### What training and onboarding options does Levvy offer? Levvy offers live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided training, while documentation and videos provide written and visual reference materials for self-paced learning and review. Getting Started and Support ### What customer support options does Levvy offer? Levvy provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users multiple ways to get help, find answers, and resolve issues when needed. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval Create, manage, and send invoices or bills to customers Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Configure existing workflows to meet your organization's needs Add customized logos and colors to align with company branding Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Manage, store and organize emails within the system or via third-party apps Software specialized for accountants and accounting firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Communicate using messages within the system Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Measure time to completion or hours worked for projects Active reporting of data and metrics Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Schedule shifts for staff/employees, track hours worked, and manage staff payroll Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) 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 Starter $59.00 Per User,Per Month It includes: - Full access to all features and reporting - Unlimited users and client profiles - Unlimited workflows 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 ## 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.