Client work shouldn't live in someone's inbox. Now it doesn't have to.

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Email is where most of your work begins. A client asks for something. A vendor sends an invoice. A prospect reaches out. A piece of software fires off an automated notification that something needs attention.

Levvy is where the work actually gets done. The workflows, the schedules, the assignments, the deadlines.

Until now, those two places have been disconnected. Which means a lot of client work has been starting in one place and never making it to the other.

Gmail and Outlook Integrations are live in Levvy. They close that gap.

The problem with "I'll forward this to you"

Ask anyone in an accounting firm how they delegate work from their inbox and the answer is almost always the same. They forward the email.

It works in the moment. But the work is now sitting in someone else's inbox. The team has no visibility on it. The manager can't see whether it's been picked up or when it's getting done. The person on the other end has to read the whole thread before they can do anything. And if it ever needs to be reassigned, the whole process starts again.

This is how important client requests get lost. Not because anyone dropped the ball deliberately, but because the work was hidden the moment it arrived.

Email Integration fixes this at the source.

Get work to the right person, scheduled, in one click

When an email needs action, you create a task from it in one click.

The task name auto-fills with the subject. The full thread lands in the notes. You add the assignee, the due date, any context they need, and it's in their workspace immediately. Scheduled into their week alongside everything else they're working on.

This is the difference. The work doesn't sit in an inbox waiting for someone to notice it. It becomes a task with an owner and a deadline, visible to the whole team, slotted into the right person's capacity. They have the full client context the moment they open it. No forwarding. No copying and pasting. No "let me find that email" before anyone can get started.

The client gets a faster response. The team member knows exactly what to do. The manager can see it's being handled. That's the difference between work that gets done and work that almost gets done.

No work hidden in an inbox, even from new senders

Here's the thing most email integrations get wrong. They only sync emails from contacts already added to the tool. Which means anything from a new sender is invisible inside the system the moment it arrives.

A new vendor invoice your team needs to pay. An inbound lead emailing your firm inbox. A client's third-party software sending an automated billing email. All work that needs to happen. All hidden.

Levvy syncs every email sent to or received from your connected inboxes. Not just known contacts. All of it. If you're doing accounts payable, a new vendor's first invoice lands somewhere your team can see it. If you're managing your firm's inbox, an inbound lead doesn't sit unread because nobody knew it was there. Junk, spam, and deleted emails are filtered out automatically so the view stays clean.

Work that used to slip through because nobody knew it had arrived now reaches the right person, on time.

Each inbox, connected to the right client

Email Integration connects each inbox to a specific client profile. A shared firm inbox like info@yourfirm.com sits with your firm's profile. An inbox you manage on behalf of a client sits with theirs.

Every team member with access to that client profile sees the inbox. Every conversation is mapped to the right place. Work that comes in through email lands in the same client context as the workflows, the tasks, the engagement history, and the previous work your team has done for them.

There's no guessing where something belongs or who should be working on it.

Work that organizes itself around your services

One of the quieter problems in shared firm inboxes is tagging.

In a regular inbox, anyone can create a tag and name it anything. Which means no two team members organize the same way. As firms grow, you end up with duplicate tags, misnamed tags, rogue tags that made sense to one person six months ago and nobody else since. Managers can't tell which work needs attention.

Levvy solves this without anyone having to think about it.

When you activate a workflow in Levvy, like Monthly Bookkeeping, Payroll, or Tax Preparation, a matching tag is automatically created. Apply it to an email and anyone working on that client immediately knows what the work relates to, without having to read the entire thread. Filter by tag to see every piece of work tied to a specific service.

No explanation needed when a new hire starts. No cleanup required when the team grows. The system sets itself up around the services you actually provide.

Your existing folders, already there

You don't have to change how you currently organize your inbox to use Email Integration.

When you connect Gmail or Outlook, all your existing folders and labels sync into Levvy automatically. If you're already at inbox zero, you stay there. If you have a system, your system comes with you.

Native integration. Two-way sync. No Zapier required.

This one matters.

Previously, Levvy's email sync ran through Zapier. It was difficult to set up, required ongoing maintenance, and only synced selected emails. The result was an integration that worked in theory but created friction in practice.

Gmail and Outlook Integrations are native connections. Go to a client profile, click the Inbox tab, choose your provider, and follow the prompts. Choose how far back you want to sync historical email. Everything starts syncing immediately. Two-way, automatic, complete.

Delete an email from Levvy and it's deleted from your email. Reply from Levvy and it sends from your email. No third-party setup. No selecting which emails to include. No wondering whether something came through.

It just works.

Where work begins, finally connected to where work gets done

The best accounting firms run on visibility. Everyone knows what's happening with every client, every engagement, every deadline. Managers can see where their team is at. Team members know exactly what to work on next. Clients get fast, confident responses because the right person is on it.

When work starts in email and stays in email, none of that is possible. Things get forwarded. Things get forgotten. The team is always one step behind whatever the client is asking for.

Gmail and Outlook Integrations change that. Work that begins in an inbox now lands where your team can act on it. Assigned to the right person. Scheduled into the week. With full context attached.

That's a better experience for your team. A faster one for your clients. And a firm that runs on what's actually in front of it, not what someone remembers to surface.

Available now in Levvy.

Book a demo.