Levvy

Curious if your team’s workload is evenly distributed? Levvy makes it easy to see your team’s capacity with just one click. ???Our platform offers real-time analytics for a snapshot of what your team is currently working on. Bring your teams together with all the tools they need in one centralized location with #Levvy https://lnkd.in/enCxufMd #levvy #workmanagement #work #workinpeace

In accounting, expertise gets clients in the door. Trust keeps them coming back. Want to stand out in a competitive industry? ?? Make trust your firm’s priority by: ? Clear communication – Keep clients informed & meet them where they are. ? Proactive insights – Offer strategic advice before they ask. ?Reliability – Meeting deadlines builds confidence. ? Tech-driven efficiency – Modern tools = better accuracy & security. ? Personalized relationships – Small gestures go a long way. At Levvy, we help firms streamline workflows so they can focus on what matters: delivering great service & earning trust. Read our latest blog on how to build lasting client relationships: https://lnkd.in/eXTzQXPN #ClientManagement #Levvy #ClientTrust #ClientCommunication #EnhanceServiceDelivery #Transparency

Trust isn’t just about accuracy in numbers—it’s about reliability, transparency, and communication. Dive into our latest blog to uncover strategies for fostering enduring client relationships in accounting: https://lnkd.in/eXTzQXPN ?? #ClientTrust #AccountingExcellence #BuildRelationships #ClientExperience #ClientManagement #ClientCommunication #Levvy #AccountingPracticeManagement

Feeling the mid-tax season crunch? ??? For accountants, this time of year feels like a never-ending game of email tag—requesting documents, following up (again), and trying to keep track of everything across different tools. Here are some game-changing client management tips to ease the rest of your tax season: 1?? Set Clear Deadlines & Expectations: While clients run on their own clocks, your firm can't afford to. Set proactive deadlines for document submission to keep everything on track. 2?? Simplify File Requests: Your clients are busy, too. Make it easy for them to submit files—no complicated logins or frustrating portals. 3?? Streamline Client Communication: Plan and integrate client touchpoints into your workflow to stay ahead of potential bottlenecks. 4?? Leverage Technology: Use an Accounting Management Platform to help with all of the above!Adopt an accounting management platform like Levvy to streamline document requests and deadlines. It’s your ultimate tool for tracking what's needed and when! Learn how Levvy works: https://signup.levvy.com/ #AccountingLife #TaxSeason #ClientManagement #ClientCommunication #EfficiencyBoost #ClientSuccess #Levvy

Chasing clients for missing documents? Levvy makes file-sharing effortless— Simply send a link with a personalized message and deadline, and watch your clients upload files in a flash—no account needed. No logins, no headaches. Just seamless collaboration. ??? Learn more: https://1l.ink/82GQ3VT #AccountingMadeEasy #Levvy #TaxSeasonSuccess #PracticeManagement #AccountingDocumentManagement #ClientPortals #ClientCollaboration

?? Scalability Unlocked with Levvy! "Before Levvy, our operations weren't scalable. Now, our workflows, team communication, and client management are all seamlessly integrated, positioning us for major growth." A big thank you to ArtSmart Inc. for trusting Levvy to power their success! ?? ?? Ready to streamline your business? Experience Levvy today: https://levvy.com/ #Levvy #WorkInPeace #Scalability #BusinessGrowth #Efficiency #WorkflowAutomation #SuccessStory #AccountingPracticeManagement

Effective collaboration is key to better decision-making, seamless onboarding, and enhanced team flexibility. Good news: You can elevate your accounting team’s collaborative efforts with some strategic steps. And with Levvy by your side, success is just around the corner. ?? Discover the top five ways to boost your team's synergy in our latest blog post. Dive in now: https://lnkd.in/e-uz3S2C #RemoteWorkSuccess #TeamCollaboration #Levvy #AccountingPracticeManagement #Collaboration

How do you collaborate with your team? With Levvy, internal collaboration and communication has never been easier. ? Centralized Workspace: View tasks, schedule meetings, and set priorities all in one spot. ? Client Information: Access instructions, notes, files, and contacts effortlessly. ? In-Task Commenting: Communicate seamlessly within tasks. ? Task Progress: Get real-time visibility into tasks and status. ? Task Dependencies: Ensure tasks are completed in the right order. ? Approval Requirements: Streamline task approvals for efficiency. Say goodbye to chaos and hello to seamless collaboration! ?? Learn how Levvy works here: https://lnkd.in/eVPaHHeP #Teamwork #Productivity #Levvy #Communication #Collaboration #RemoteCommunication #CrossTeamCollaboration #GrowthStrategies #TeamAlignment

A challenge accountants face during tax season? Unrelenting workloads that can lead to burnout. By streamlining and automating routine tasks, you can focus on more strategic, client-centric work. Levvy’s workspace makes it easy for accounting teams to access, organize, and share client and project details, saving you from last-minute scrambling. ?? Discover how Levvy can transform your tax season experience: https://lnkd.in/eVPaHHeP #TaxSeasonn #TaxSeasonSuccess #Levvy #AccountingBusySeason #AccountingPracticeManagement #WorkSmarterNotHarder

Even during tax season, a healthy work-life balance is key both for your productivity and mental health! ?? Prioritize Rest: Strive for 7-8 hours of sleep each night to recharge. ?? Fuel Wisely: Meal prep nourishing dishes that energize you throughout the day. ??♂? Move More: Integrate short bursts of exercise into your day, even if it's just a brisk walk. Take care of yourself, and let your productivity soar! ?? #TaxSeasonTips #BalanceAndThrive #SelfCareFirst #Levvy #MentalHealth