# Levvy Review: Pricing, Features, Alternatives Levvy: Workflow, capacity planning and billing for accounting and CAS teams. Pricing from $59 / user/month, SOC 2 yes, and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/practice-management/levvy/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Practice Management](https://node8.ai/accounting-tools/practice-management/) # Levvy One to Watch · Levvy Workflow, capacity planning and billing for accounting and CAS teams [Visit Levvy](https://www.levvy.com/) [All 49 practice management tools](https://node8.ai/accounting-tools/practice-management/) Best for CAS and bookkeeping teams of 5 to 30 staff that need capacity planning more than a client portal Starting price $59 / user/month (Starter $59 and Whole Firm $79 per user per month billed annually, $79 and $99 month to month; Slack and Zapier, personalised onboarding and live training are Whole Firm and above; Enterprise is quoted) SOC 2 Yes Multi-factor auth Unconfirmed Ownership independent Integrates with QuickBooks, Xero, Gmail, Outlook, Slack, Zapier The read ## What Levvy does Capacity is what Levvy leads with, and it is the part of the product that feels designed rather than assembled. The Brooklyn company builds practice management around who has room to take work: real-time capacity tracking, bulk reassignment when someone goes on leave, workload balancing across a team, and analytics that show where a bottleneck formed. Underneath that sit the usual pieces, a prebuilt workflow library plus a custom builder with task dependencies and approvals, automatic and manual time capture that flows into invoices, centralised client profiles, auto-generated client folders with role and team level permissions, and profitability and progress reporting. The shape of the product points at client accounting services and bookkeeping teams rather than tax shops. Work that recurs monthly, gets staffed by whoever is free, and is billed on retainer or by the hour maps onto Levvy's model cleanly. The published case studies match that reading: a bookkeeping firm consolidating seven tools into one and cutting delays on ad hoc tasks, a tax and accounting practice replacing disconnected tools with capacity planning, and a business consulting firm. A high-volume 1040 practice will find nothing here shaped like a return. Two gaps matter, and they matter more because of the price. Levvy starts at $59 per user per month annually, exactly level with Karbon's Team plan, and $79 for Whole Firm. At that price the missing pieces are conspicuous: the feature list describes no client portal and no e-signature, so document collection and 8879 signing happen somewhere else and get paid for separately. The integration list is six names, Gmail, Outlook, QuickBooks, Xero, Slack and Zapier, with no tax software at all, and Slack and Zapier are withheld from the Starter plan. The site states AICPA SOC 2 certification but does not say whether the report is Type 1 or Type 2, does not link it, and publishes no separate security page covering encryption, MFA or hosting, so a firm with a security questionnaire to satisfy will be asking for documents rather than downloading them. Karbon is the direct comparison at the same seat price and answers most of those gaps: portal, mobile apps, e-signature with KBA as a paid add-on, and a long integration list including QuickBooks Online Accountant, Xero and several tax tools. Financial Cents costs less per seat and includes a portal with document requests. Levvy's genuine argument against both is capacity management, which it treats as a first-class feature rather than a report, and a workflow builder with real dependencies and approvals rather than sequential checklists. One-to-watch is confirmed. Nothing found suggests the product is thin, but the evidence a firm would want before betting a busy season on it is not published: no founding date, no team or funding information, no customer count, no security detail beyond a single sentence, and three case studies without dates or firm sizes. Priced level with the category's established leader while shipping a shorter integration list and no portal, Levvy needs to be evaluated on the capacity story specifically. A CAS team that has outgrown spreadsheets for staffing should trial it. A firm that needs one system to hold documents, signatures and returns should not start here. Capabilities ## What you get Prebuilt workflow library plus a custom builder with task dependencies, approvals and smart rescheduling Real-time capacity tracking with bulk task reassignment and workload balancing Automatic and manual time capture that converts directly into invoices Auto-generated client folders with permissions set by role, team and client Profitability, time and progress reporting for bottleneck analysis Levvy AI with Smart Assist, Explore and Insights Pricing, security, integrations ## What it costs and what it connects to Levvy starts at $59 per user/month (Starter $59 and Whole Firm $79 per user per month billed annually, $79 and $99 month to month; Slack and Zapier, personalised onboarding and live training are Whole Firm and above; Enterprise is quoted). Pricing is per user, per month. A free trial is available: 14 days. Levvy holds a SOC 2 report. Levvy connects to QuickBooks and Xero. Supporting more than one ledger matters for firms whose clients are split across them. Beyond that: Gmail, Outlook, Slack and Zapier. [Vendor pricing page](https://www.levvy.com/pricing) Our rating ## Why we rate Levvy a One to Watch Levvy is rated One to Watch, alongside 11 other of the 49 practice management tools in this directory. Early or unproven at firm scale. Often genuinely interesting technology without the track record, support depth, or install base to bet a busy season on yet. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Alternatives ## Levvy alternatives ### [Cone](https://node8.ai/accounting-tools/practice-management/cone/) Low-priced proposal-to-payment software with a practice management module attached One to Watch ### [OfficeTools WorkSpace](https://node8.ai/accounting-tools/practice-management/officetools-workspace/) Windows desktop practice management with time, billing, projects and a client portal Dated ### [Pascal Workflow](https://node8.ai/accounting-tools/practice-management/pascal-workflow/) Practice management with a free tier, covering CRM, projects, portal and 8879 e-sign Dated ### [PracticeERP](https://node8.ai/accounting-tools/practice-management/practice-erp/) Firm-wide ERP for CPA practices covering lead to cash, WIP, billing and firm financials Strong Option ### [Practice Protect](https://node8.ai/accounting-tools/practice-management/practice-protect/) Single sign-on, email and device security and compliance policies for accounting firms Strong Option ### [PracticePro 365](https://node8.ai/accounting-tools/practice-management/practicepro-365/) Firm management built on Microsoft Dynamics 365 for larger CPA practices Strong Option [Compare all 49 practice management tools](https://node8.ai/accounting-tools/practice-management/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [Levvy product overview](https://www.levvy.com/) Retrieved 2026-09-08 ### [Levvy pricing](https://www.levvy.com/pricing) Retrieved 2026-09-08 ### [Levvy feature list](https://www.levvy.com/all-features) Retrieved 2026-09-08 ### [Levvy case studies](https://www.levvy.com/case-studies) Retrieved 2026-09-08 Keep browsing ## Other categories [General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Planning & Advisory (13)](https://node8.ai/accounting-tools/tax-planning/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[Tax Resolution & IRS Representation (6)](https://node8.ai/accounting-tools/tax-resolution/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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