---
title: Levvy Reviews
meta_title: 'Levvy Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 14 reviews by the users' company size, role or industry to
  find out how Levvy works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 14
  scale: '5'
date_modified: '2026-07-13'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# Levvy Reviews
**Vendor:** Levvy  
**Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 14
## About Levvy
Levvy is a next-gen Practice Management Platform built for accounting & CAS firms, connecting teams with everything they need to do work- all in one place. It eliminates digital friction to improve team collaboration, boost productivity, and enhance client service delivery with features like: Real-time capacity management, • Dynamic Workspace that lets teams view, schedule, and track progress on all work in one seamless space • Embedded chat and document sharing for seamless team communication • All-in-one view of task details, instructions, files, and comments to eliminate switching between apps. • Automated workflows for enhanced operations



## Levvy Pros & Cons
**What users like:**

- Users love the **ease of use** of Levvy, facilitating effortless task management and efficient team coordination. (7 reviews)
- Users appreciate Levvy for its **effortless task management** that enhances project tracking and team coordination. (7 reviews)
- Users highlight Levvy's **efficiency improvement** , simplifying task management and enhancing overall team productivity and coordination. (5 reviews)
- Users find **team collaboration effortless** with Levvy, enhancing project management and communication effectively across remote teams. (4 reviews)
- Users appreciate Levvy for its **effortless task management** that enhances project tracking and team coordination. (4 reviews)
- Communication (3 reviews)
- Client Management (2 reviews)
- Efficiency (2 reviews)
- Organization (2 reviews)
- Time-saving (2 reviews)

**What users dislike:**

- Users find the lack of **hyperlink support in comments** and task date allocation frustrating for effective task management. (2 reviews)
- Users express concern over **billing issues** , wishing for better invoicing features and direct payment processing within Levvy. (1 reviews)
- Users seek improvements in **invoicing functionality** of Levvy, hoping for integrated billing to streamline their workflow. (1 reviews)
- Users desire **improved payment integrations** in Levvy, feeling hindered by the reliance on external invoicing services. (1 reviews)
- Users find **poor reporting** and time tracking limitations in Levvy, highlighting areas needing improvement for better functionality. (1 reviews)
- Poor Time Management (1 reviews)
- Poor Usability (1 reviews)
- Time Tracking (1 reviews)



- [View Levvy pricing details and edition comparison](https://www.g2.com/products/levvy/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-07-15+21%3A25%3A58+-0500&secure%5Bsession_id%5D=32068d40-4d1d-460d-844f-d3096d65838b&secure%5Btoken%5D=7b114de3fe1062c6683cee007ad751fa4cbcf53b22d95cefea8462e592c3f2c3&format=llm_user)
## Levvy Integrations
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)

## Levvy Features
**Platform Additional Functionality**
- Cloud
- Messaging
- Payment

**Communication**
- Automation
- Consolidation

**Platform Content**
- Automation

**Collaboration**
- Collaboration
- Tasks

**Platform Data**
- Dashboard

**Billing**
- Time
- Reporting
- Invoices

**Onboarding**
- Templates
- Checklists
- New Client

**Agentic AI - Tax Practice Management**
- Adaptive Learning
- Natural Language Interaction
- Decision Making

**Visibility**
- Job Status
- Metrics
- File Organization
- Notifications
- Integrations

**Agentic AI  - Accounting Practice Management**
- Autonomous Task Execution
- Multi-step Planning

## Top Levvy Alternatives
  - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (889 reviews)
  - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (708 reviews)
  - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)