[
Levvy Reviews
](https://www.g2.com/products/levvy/reviews)

[
Levvy Reviews
](https://www.g2.com/products/levvy/reviews)

# Levvy Features

##### 
## Platform Additional Functionality (3)

Cloud

Provides a cloud based version of the platform

Messaging

Contains in-application messaging abilities

Payment

Contains built-in payment processing capabilities or integrates with payment processing software

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##### 
## Platform Content (1)

Automation

Automates some or all operation related tasks

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##### 
## Platform Data (1)

Dashboard

Has a centralized dashboard for users to interact with

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##### 
## Communication (2)

Automation

Automate client requests and reminders

Consolidation

Consolidate communication between accountants and clients

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##### 
## Collaboration (2)

Collaboration

Provide repository to collaborate on email, clients, jobs and tasks

Tasks

Create tasks and sub-tasks with assignee, status and due date

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##### 
## Billing (3)

Time

Track the status of each project and calculate billable time

Reporting

Run reports on billing, time, revenue, credits, etc.

Invoices

Create invoices for services provided and track payments

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##### 
## Onboarding (3)

Templates

Standardize the onboarding process with templates

Checklists

Assing tasks and checklists to new clients

New Client

Create new client in system once propsal is accepted

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##### 
## Visibility (5)

Job Status

Know where every job stands, who’s working on what, and what’s being said to clients

Metrics

Track/uncover metrics to improve firm decisions and efficiency

File Organization

Share, save, and organize files

Notifications

Receive real-time notifications via email and/or IM about new assignments, updates, and due dates

Integrations

Manage integrations for accounting, project management, email, data integration, or similar platforms

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##### 
## Agentic AI - Accounting Practice Management (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

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##### 
## Agentic AI - Tax Practice Management (3)

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Decision Making

Makes informed choices based on available data and objectives

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## Top-Rated Alternatives

[

 ![Karbon](https://images.g2crowd.com/uploads/product/hd_favicon/a090c44ebe37d6ba29570da4dd3ad970/karbon-2025-03-03.svg "Karbon")

Karbon

4.8/5

(855)

](https://www.g2.com/products/karbon-2025-03-03/reviews)

[

 ![Canopy](https://images.g2crowd.com/uploads/product/hd_favicon/a63b936e3c796e0c7e0a8ceeb3a30bd7/canopy-2026-05-12%282%29.svg "Canopy")

Canopy

4.6/5

(694)

](https://www.g2.com/products/canopy-2026-05-12/reviews)

[

 ![TaxDome](https://images.g2crowd.com/uploads/product/hd_favicon/dff376d4b0ad015cd0a36f7ba6152788/taxdome.svg "TaxDome")

TaxDome

4.7/5

(699)

](https://www.g2.com/products/taxdome/reviews)

[
View All Alternatives
](https://www.g2.com/products/levvy/competitors/alternatives)

##### Categories on G2

[
Accounting Practice Management
](https://www.g2.com/categories/accounting-practice-management)[
Tax Practice Management
](https://www.g2.com/categories/tax-practice-management)

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