---
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: '2026-07-17'
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 value the **ease of use** of Levvy, which simplifies task management and enhances team coordination. (7 reviews)
- Users find that Levvy provides a **seamless task management experience** , enhancing project tracking and team coordination. (7 reviews)
- Users appreciate the **efficiency improvement** Levvy offers, making task management and team coordination seamless and effective. (5 reviews)
- Users value the **effective team collaboration** features of Levvy, enhancing coordination and accountability in projects. (4 reviews)
- Users appreciate the **effortless task management** of Levvy, enhancing team coordination and overall project efficiency. (4 reviews)
- Communication (3 reviews)
- Client Management (2 reviews)
- Efficiency (2 reviews)
- Organization (2 reviews)
- Time-saving (2 reviews)

**What users dislike:**

- Users note the **inability to add hyperlinks in comments** and desire for better date allocation in workflows. (2 reviews)
- Users express concerns about **billing issues** , particularly the lack of direct invoicing and payment processing within Levvy. (1 reviews)
- Users express a desire for improved **invoicing capabilities** in Levvy, citing the lack of direct billing as a workflow hindrance. (1 reviews)
- Users wish for improved **integrations** in Levvy, particularly for invoicing and payment processing directly within the app. (1 reviews)
- Users report **poor reporting** capabilities in Levvy, indicating a need for improved time tracking and workflow date allocation. (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=2026-07-18+14%3A56%3A38+-0500&secure%5Bsession_id%5D=39f37f5b-4495-41e4-ac36-d03c7e97953a&secure%5Btoken%5D=824d2efc52aa33caade02c60bc252455888f3e5bebc40549f5d4bd908f077c93&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 (709 reviews)
  - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)