Built for outsourced accounting and business teams.
Levvy streamlines workflows by uniting tasks, client details, and team communication in one platform, driving efficiency and better client results.
Keep all your important info in one spot, neatly organized and seamlessly integrated within workflows. No more searching for scattered information. New hires can learn the ropes faster and everyone can follow the same steps.
Dynamic workflows, automation, and built-in collaboration tools empower your team to deliver high-value results, keeping clients happy and your business thriving.
Real-time reporting and analytics provide you with a quick look at what your team is doing right now. Fix things fast and prevent missed deadlines, keeping your clients happy with top-notch service.
Levvy CEO and Founder Jeanne Hardy built her career around helping business owners unlock new levels of growth.While growing her own firm, Creative Business Inc., and working with more than 500 professional services clients for 15 years, Jeanne saw growing firms tripping over their tech — and delivering a sub-par client experience as a result. She couldn’t find a tool that met the unique needs of professional services firms, so she built Levvy.We understand the very specific challenges faced by professional services firms — so every feature we create is with you in mind. This isn’t a tool built for a retail company that also-kind-of-works for a law firm. It’s built specifically for businesses like yours — with evolving client processes and all.
Dynamic workflows, data management, and built-in reporting means you produce consistent results so clients stay satisfied.
From managing recurring tasks to automated time tracking as you work, Levvy simplifies your workflow, freeing up time for more strategic work.
Access everything you need—notes, instructions, links, files, and software logins—integrated seamlessly within tasks for uninterrupted workflow.
Workflow management built for dynamic client needs, not to-do lists. Designed specifically for professional services businesses from business management, HR, and accounting firms to marketing and PR agencies.
