Level Up your Practice
Management with Levvy

Simple pricing to get your whole firm working together

30% Capacity gained across your entire firm. Onboard in minutes.

Basic

$59/month, per user,
paid annually

Or $79/month per user, paid monthly

NFull access to all features and reporting
NUnlimited users and client profiles
NUnlimited workflows
N100% visibility on all work, meetings, assignments, budgets across your firm.
NEmbedded time tracking & client budgeting
NIn-context communications, real-time updates
NReal-time capacity and utilization management

Whole Firm

$79/month, per user,
paid annually

Or $99/month per user, paid monthly

NEverything in basic
NSlack & Zapier integrations
NPersonalized onboarding & support
NLive team training sessions

Enterprise

Custom Pricing

Includes everything in Whole Firm, plus:

NEnterprise platform
NCustomizations
NPersonalized onboarding
NDedicated Levvy contact for support

Feature Comparison

Levvy’s here to revolutionize your work life. We know how frustrating it is to juggle tasks and switch between tools. That’s why we’ve created Levvy to be an all-in-one solution. Our features keep you in the zone and doing your best work, with seamless workflows and a user experience that outshines the competition.

Features

Levvy

Karbon

JetPack

Financial Cents

Features

Dynamic Workspace

Features

Single-pane weekly and monthly view in realtime workspace

Levvy

Karbon

Basic

JetPack

Basic

Financial Cents

Basic

Features

Real-time active in-progress task indication

Levvy

Features

Real-time availability status of team members

Levvy

Features

Filter by team member, team, client, workflow, status

Levvy

Karbon

JetPack

Limited

Financial Cents

Features

Real-time status updates, approval prompts and progression

Levvy

Karbon

JetPack

Features

Unified Task View

Features

Bring together task details, work
instructions, client passwords, files, and
comments all in one view

Levvy

Features

Automated time tracking when task is opened by assigned team member

Levvy

Features

Mention team members, share documents in comments

Levvy

Features

Workflow Management

Features

Pre built Workflow templates

Levvy

Karbon

JetPack

Financial Cents

Features

Fully customizable workflows

Levvy

Karbon

Features

Ability to edit workflows for one occurrence or for future recurrences

Levvy

JetPack

Financial Cents

Features

Ability to build workflows from scratch, duplicate, and add to multiple clients

Levvy

Financial Cents

Features

Allow task dependencies

Levvy

Features

Set approvals by individual task, assign approver

Levvy

Features

Start date & due dates

Levvy

Karbon

JetPack

Financial Cents

Features

Recurring tasks any type of recurrence

Levvy

Karbon

Limited

JetPack

Financial Cents

Features

Reassign, change due date on the fly

Levvy

Karbon

Limited

JetPack

Financial Cents

Features

Automated time tracking by task

Levvy

Features

Emails become Ad Hoc tasks

Levvy

Features

Document Storage

Features

Automated file set up for Client and workflows

Levvy

Karbon

JetPack

Financial Cents

Features

Subfolders

Levvy

Karbon

JetPack

Financial Cents

Features

Folder templates

Levvy

Features

File editing local sync/virtual drive

Levvy

Karbon

JetPack

Features

Password Management

Features

Store passwords of client tools

Levvy

Features

Autofill passwords for the correct client when opening from unified task view

Levvy

Features

Fine grain controls over password visibility

Levvy

Features

Team Collaboration

Features

In task messaging to any user

Levvy

Financial Cents

Features

Share documents and files in task

Levvy

Financial Cents

Features

Real-time availability status of team
members and active task indication

Levvy

Features

Create meetings and invite team
members

Levvy

Features

See dependant tasks and communicate
with other stakeholders in the workflow

Levvy

Features

Client Management

Features

Full client profile

Levvy

Karbon

Limited

JetPack

Limited

Financial Cents

Features

Client shared resources, drives and apps

Levvy

Karbon

JetPack

Features

Securely stored client passwords

Levvy

Features

Client contacts & multi locations

Levvy

Features

Client referral capture

Levvy

Features

Client notes (calls, catch-all)

Levvy

Karbon

JetPack

Financial Cents

Features

Client groups

Levvy

Features

Archive client

Levvy

Features

Time Tracking & Billing

Features

Automated time tracking by user and client

Levvy

Features

Time tracking embedded in task

Levvy

Financial Cents

Features

Automated time tracking for all meetings

Levvy

Features

Automated time tracking on Ad Hoc
tasks

Levvy

Features

Manually time tracking

Levvy

Karbon

Financial Cents

Features

Billable and non billable time designations

Levvy

JetPack

Financial Cents

Features

Cost per hour calculations for all users

Levvy

JetPack

Features

Forecast and actual capacity and
utilization reporting

Levvy

Features

Client time budgets by workflow and task

Levvy

Karbon

Financial Cents

Features

Real-time time tracking and reporting

Levvy

JetPack

Features

Real-time Client budget to actual time
tracking and reporting

Levvy

Karbon

Features

Set capacity budgets for team members

Levvy

Features

Leave Management

Features

Leave requests

Levvy

Features

Request status and approvals

Levvy

Features

Two way notifications for the status of
requests

Levvy

Features

Integrations

Features

Gmail

Levvy

Karbon

Financial Cents

Features

Slack

Levvy

Features

Zapier

Levvy

Karbon

Features

QBO

Levvy

Q2 2024

Karbon

JetPack

Financial Cents

Features

Xero

Levvy

Q2 2024

Karbon

Features

Administration

Features

Global platform Search

Levvy

Karbon

Limited

Features

Global localization: time, address,
currency

Levvy

Karbon

Features

Full data/event access

Levvy

Features

Custom user permissions

Levvy

Features

Role based permissions

Levvy

Karbon

JetPack

Features

Password management

Levvy

Features

Support

Features

Support type chat

Levvy

Karbon

JetPack

Financial Cents

Features

Email

Levvy

Karbon

JetPack

Financial Cents

Features

Phone – immediate

Levvy

Karbon

JetPack

Financial Cents

Features

Dedicated rep

Levvy

Karbon

JetPack

Financial Cents

Features

Onshore support

Levvy

Karbon

JetPack

Financial Cents

Features

Onboarding and training

Levvy

Karbon

JetPack

Financial Cents

It’s time to try the platform where everyone can do their best work

The days of tackling 100 different trackers are over. Leave behind your scattered systems and switch to Levvy.