Levvy × Sam’s List

Know how your next client
fits into your firm.

Sam’s List helps clients find your firm. Levvy helps you see who can take on their work and what’s due each week.

Instructions and documents stay with each client’s workflow, so your team has what it needs as your firm grows.

Your Sam’s List offer includes a 30-day free trial, onboarding, and 3 team training sessions.
Start My 30 Days Free Book a Demo
G2 Best Support, Summer 2026 G2 High Performer, Summer 2026 Best Support and High Performer, four consecutive quarters
Sam’s List
Help prospective clients find your firm.

In partnership with

Levvy
Plan the work as your firm grows.
Why Levvy

Built inside
a working advisory firm.

Jeanne Hardy has spent more than 20 years helping business owners understand their numbers and use them to make better decisions. Levvy started inside that firm and ran there for a year before it ever went to market.
Levvy was built for my own advisory firm. It was basically the product I really wanted, the one I wish I’d had to manage and grow my firm.
Jeanne HardyFounder of Levvy and practicing firm owner
Jeanne Hardy, founder of Levvy
How it works

What your team learns should become part of
how your firm works.

Levvy keeps that knowledge in the workflow, so it doesn’t depend on one person’s memory or leave when they do.

01Everything you need, right where you need it

SOPs, notes, logins, documents and client-specific details stay with the work, instead of living in someone’s head or scattered across five different places.

02Your process changed? Change it once.

Update the workflow and the change carries forward. The old version stays intact, so you can always go back and see what changed.

03See the whole week at a glance

Open a client’s lane and see what’s due for them across the week, instead of working your way through another fifty-line task list.

04Know where your team has room for more

See capacity, hours and cost by employee and client, so staffing and pricing decisions aren’t based on a guess.

Built for where the work is going

Give your team
more time for client work.

Levvy’s AP Agent handles repetitive AP work, from reading the inbox to creating the bill in QBO and filing the invoice.
Your team has more time to review the numbers and help clients understand what they mean.
Firms already running on Levvy

The
results

Start My 30 Days Free

50%+

capacity freed up

“My capacity has been freed up, I think 50 percent or more.”

SA
Saruul Altantuya
ArtSmart

60%

fewer ad hoc task delays

“Levvy cut our ad hoc task delays by at least 60 percent.”

AK
Ashley Klein
Bookkeeping Repair

Money saved

on the firm’s bottom line every month

“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.”

SH
Samantha Hallburn
PBS Accounting & Tax
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.
CB
Charmaine Baird
RKE LLP
Getting started

We keep the terms
simple, too.

Start My 30 Days Free

Put Levvy to work for 30 days

Bring your own clients and workflows and see how Levvy works with the way your firm actually runs.

Choose monthly or annual billing

Start monthly and switch to annual if it makes sense for your firm later.

We’ll help you get set up

Your Sam’s List offer includes onboarding and 3 team training sessions to help you get your workflows into Levvy and your team ready to go.

Get help from people who know Levvy

When you need help, you’ll hear from someone who knows Levvy and can help you solve it.

Pay by team size

Levvy is priced per user, whether you have ten clients or a thousand.

See how your next client’s work
could run in Levvy.

Your Sam’s List offer includes a 30-day free trial, onboarding, and 3 team training sessions.
Start My 30 Days FreeBook a Demo