Practice Management for Accounting & CAS
No more missed work, stressed staff, or frustrated clients.
Levvy lets you track workflows, eliminate follow-ups, and keep every client interaction on schedule—all in one place.
Focused. Realtime. Peaceful.
Supercharge your workflows, reimagine client engagments, and take your team’s efficiency to the next level.
Keep all your important info in one spot, neatly organized and seamlessly integrated within workflows. No more searching for scattered information.
Empower your team to deliver high-value results, keep clients happy, and watch your business thrive with dynamic workflows, automation, and built-in collaboration tools.
Optimize efficiency with 100% visibility. Real-time reporting and analytics keep you up-to-date on team progress and performance–so you can fix things fast, meet deadlines, and improve client satisfaction.
NEW
Introducing Levvy AI Assistant
Access all the information you need as soon as you need it, unlock high-level firm insights, make data-driven decisions, and build more efficient workflows effortlessly–in one seamless platform.
AI Smart Assist
Simply ask and Smart Assist delivers: client profiles, workflows, and more, built instantly with firm-wide knowledge–no need to flip between screens.
AI Explore
Find information fast with natural language queries, making navigation intuitive and ensuring quick access to critical client or project data.
AI Insights
Optimize resource allocation & profitability, keep an eye on team productivity, and make informed, strategic decisions with ease.
Make decisions with confidence. Get a real-time snapshot of team capacity and progress across every project.
You shouldn’t have to be the glue holding everything together. Eliminate scatter and ensure every task, check-in, and follow-up lives in one place—so nothing falls through the cracks.
Expand your accounting or CAS firm’s client base, deliver high-value services, and boost profitability—without overloading your team.
Built for the whole team
Everyone thrives with Levvy on their side
Testimonials
"A game changing practice management software"
As a fully remote team, we feel just as integrated than an in-person team (or maybe even more) and we are incredibly fortunate to have Levvy! Lastly, the support and care we received from Levvy team has been phenomenal, and we cannot recommend Levvy enough!
- Saruul A, CFO
About us
The team behind Levvy
Built by professional services leaders, for professional services leaders.
While growing her own firm, Creative Business Inc., and helping more than 500 professional services clients unlock new levels of growth for 15 years, Levvy CEO and Founder Jeanne Hardy saw a recurring problem: growing firms were tripping over their tech — and delivering a sub-par client experience as a result. Unable to find a tool that met the unique needs of professional services firms, she built Levvy.
We understand the very specific challenges faced by professional services firms — so every feature we create is with you in mind. This isn’t a tool built for a retail company that also-kind-of-works for a law firm. It’s built specifically for businesses like yours — with evolving client processes and all.
Connect your complete tech stack
Levvy connects everything your team needs to do great work–all in one place. Integrate your complete tech stack to save time, reduce errors, keep your team aligned, satisfy clients, and stick the landing without breaking a sweat.
All of that.
One simple solution.
Ready to tap into your team's full potential? Get started now, and start your journey with Levvy.