Accounting practice management software
Make your firm more profitable, one decision at a time
Every month you wait to reprice a client or rebalance your team, money stays on the table. Levvy is the practice management software for accounting firms that helps you give clients a smoother experience, make room for CAS, and decide with real numbers.
No credit card required.
Practice management software for accounting firms
Which of these sounds like your firm?
Levvy was made for growing accounting firms. If you see yourself in one of these, you'll get the most out of it.
What Levvy solves for your firm
Three places where firm profit gets lost
Most owners feel these problems long before they can measure them. Levvy puts numbers on each one, so you can decide what to change.
The team looks full, so you hire
Rush requests and extra meetings rarely make it into the plan. Levvy tracks time inside each task and shows who has open hours, day by day.
Answers live in one person's head
Logins, close steps, and client notes sit in inboxes and Slack, so every handoff slows down. Levvy keeps them inside each task, where anyone on the team can find them.
Some clients cost more than they pay
Fees stay the same while the work grows, and it's hard to see where. Levvy shows profit by client and workflow, so you know what to reprice and where you have room for CAS.
Capacity management
See where your team's time goes and where it's open
Time is tracked inside each task and compared with its budget, ad hoc requests and meetings included.
"The aha for me was the capacity and budgeting tracking. Being able to see cost per hour by employee, cost per hour by customer, see at a glance who was at capacity."
Client management
Keep what your firm knows about each client where the work happens
Firm intelligence is everything your firm knows about each client, kept where your team can use it. The portal login, the close steps, and the note about a second location open with the task.
Client profitability reporting
Know what each client is worth
Levvy compares the time your team logs with what each client pays, so you can see margin by client, workflow, and team.
Accounting advisory services (CAS) calculator
Grow CAS with the hours you already pay for
Once you can see open hours, you can sell them as accounting advisory services or use them for the next engagement. When the team is full, you hire with the numbers to back it.
How much CAS revenue is in your team's week?
Move the sliders to match your firm. Defaults come from national accounting firm benchmarks.
Firms bill about 60% of staff time on average, which leaves roughly 16 non-billable hours per person each week. Three hours is a conservative slice of that.
$170 is the average net billing rate across US firms. Advisory work usually prices higher.
This estimate is built from industry averages. Your results depend on your clients, pricing, and team, and Levvy shows your actual capacity and profitability once your work is in it.
Calculator sources. Billable utilization (60% firm-wide) and average net billing rate ($170/hr): AICPA and CPA.com, 2025 National MAP Survey. Benefits as 30% of total compensation (43% on top of wages): U.S. Bureau of Labor Statistics, Employer Costs for Employee Compensation, June 2026. Staff accountant salary: Robert Half 2026 Salary Guide and BLS. Recruiting cost per hire ($4,700): SHRM. Billable hours per hire: 2025 National MAP Survey and Rosenberg Survey. All figures are estimates.
How Levvy practice management software works
How Levvy runs your firm's workflow, from planning to billing
Five steps, one week of client work. Click each step to see it in Levvy.
Plan the week
Each client's recurring work, laid out by day, with ad hoc requests in the same view.
Collect from clients
Set a file request once. Levvy sends it before each workflow and reminds the client until the upload arrives.
Track time
Time tracking for accountants runs inside each task as people work, against the hours budgeted for it.
Time Tracking for Accountants →Invoice
Invoices are drafted from each client's billing schedule and rates, then synced to QuickBooks Online.
QuickBooks Integration →Process AP invoices
The AP Agent reads invoices from the client's inbox, pulls the details, creates the bill in QuickBooks Online, and files the document. New vendors and possible duplicates go to an approver first.
It runs on the client's existing AP workflow schedule, so the hours your team spent typing invoices go back into the week.
Levvy AI for accounting firms
Ask Levvy, and get answers from what your firm already knows
Levvy AI works inside the platform with your firm's own data. Build client work faster, find details without digging through screens, and spot patterns that standard reports miss.
Connects with the tools your firm uses, now including your AI assistant
Ask your AI assistant to work in Levvy
The Levvy MCP server connects Levvy to AI assistants like Claude, so you can build workflows and add client tasks by asking.
"Turn this onboarding checklist into a Levvy workflow."
"Add a task for Acme Co to follow up on missing bank statements by Friday."
Take a look inside Levvy.
See how Levvy practice management software lays out your team's week by client and tracks time against each budget, so you can spot the hours you could put toward paid advisory work.
Founded by an accounting firm owner
Levvy is tested on real client work in an active firm
Jeanne Hardy has run her own accounting and advisory firm, Creative Business Inc., since 2005, and the firm still runs its client work on Levvy. New features are used there on real deadlines, so the product keeps improving based on what a working firm needs.
Accounting practice management software with G2's Best Support
Help from real people, four quarters running
G2 users have named Levvy Best Support and High Performer in Accounting Practice Management every quarter since Fall 2025.
Read the reviews on G2
16 badges awarded by G2 from verified reviews: Best Support, Best Support for Small Business, High Performer, and High Performer for Small Business, Fall 2025 through Summer 2026.
What accounting firms say about Levvy
Less chasing, more room in the week
"My capacity has been freed up, I think 50% or more."
"This is the chaos reducer. We're not just throwing more people at problems. We're setting up the system that lets us grow well."
"Levvy isn't just project management. It's people management. That's the difference."
Questions accounting firms ask before switching practice management software
Before you switch
It is where a firm plans and tracks its client work: recurring workflows, deadlines, time, and the documents and details each job needs. Levvy adds the numbers behind that work, with capacity by person and profit by client, so owners can make pricing and staffing decisions from real data.
CAS stands for client advisory services: the planning, advisory, and outsourced finance work a firm sells beyond compliance. Firms need open hours to deliver it, and Levvy shows where those hours are on your team.
Most firms are up and running in about three working sessions. Our team helps you bring your clients and workflows over, and you can start from Levvy's prebuilt workflow library.
Yes. Levvy connects with QuickBooks Online, Xero, Gmail, and Outlook, and Slack and Zapier are available on the Whole Firm plan.
Yes. The Levvy MCP server connects Levvy to AI assistants like Claude. From the assistant, you can look up clients and workflows, copy templates from the Prebuilt Library, build a new workflow from a description or checklist, and add one-off tasks for a client.
Plans start at $59 per user per month billed annually, or $79 per user per month on a month-to-month plan. Every plan starts with a 14-day free trial, and you don't need a credit card to begin.
Yes. Month-to-month plans can be canceled anytime, and you can export your data whenever you want.
Levvy is SOC 2 compliant. Role-based permissions control who can see each file and saved login.
Try Levvy practice management software free
Your firm's profitability is in your hands. Levvy gives you the numbers to act on it.
Clients rarely ask to pay more, and prices seldom adjust on their own. Try Levvy free for 14 days and see what your own numbers show. Our team will help you set up.
Start your 14-day free trialNo credit card required. Plans from $59 per user per month, billed annually.
Prefer a walkthrough? Book a demo