Levvy gives accounting and CAS firms one place to see capacity, run workflows, and grow profitably — without the configuration runway, the admin overhead, or the full-time admin role TaxDome firms quietly maintain to keep it all working.
A real-time snapshot of capacity, deadlines, and profitability — no drilling down, no spreadsheet exports.
Levvy AI builds workflows, finds client info in plain language, and surfaces resource decisions — embedded right where you work.
TaxDome takes setup. A lot of it. Levvy is up and running in days — no full-time admin role required to keep the configuration alive.
Jeanne Hardy ran a CAS firm for 20 years through 40% growth before building Levvy. Every workflow assumes you're running a practice, not a generic project.
Here's how Levvy and TaxDome compare across the features that matter most for accounting and CAS firms.
| Feature | Levvy | TaxDome |
|---|---|---|
| Workflow automation with accounting templates | ✓ Full library + custom builder + dependencies | ✓ Templates + custom builder, configuration-heavy |
| Capacity management (cost per hour by employee + client) | ✓ Real-time, surface-first | Limited — workload view, not cost-per-hour |
| Embedded AI (Smart Assist, Explore, Insights) | ✓ Built into the platform at no extra cost | Limited |
| Client portal with secure messaging | ✓ Built-in | ✓ Native |
| E-signature, organizers, KBA verification | Available via integrations | ✓ Native |
| Profitability tracking by client and engagement | ✓ Real-time, surface-first | ✓ Available — drilling required |
| Time tracking tied to tasks & billing | ✓ Automated | ✓ Available |
| Native invoicing & payments | ✓ Built-in, ACH via QuickBooks integration | ✓ Native invoicing + ACH |
| Integrations: Gmail, Outlook, QuickBooks, Slack, Xero, Zapier | ✓ All six | ✓ All six |
| Time to deploy | ✓ Days — personalized onboarding | Weeks — significant configuration runway |
| Built specifically for year-round CAS workflows | ✓ Purpose-built for CAS | ✓ Built for accounting, tax-season DNA |
| Built by a firm owner | ✓ Jeanne Hardy, 20 years running Creative Business | — |
Comparison reflects publicly available product information as of May 2026. See taxdome.com for TaxDome's latest feature set.
Jeanne Hardy ran Creative Business — a CAS and accounting firm — for 20 years. During 40% year-over-year growth, the firm kept falling apart at the edges. No visibility. Disjointed tools. No way to see the whole firm at once.
She tried every tool on the market. None of them solved the actual problem. So she partnered with software developers to build what she actually needed.
The first time her team used Levvy, one of them said: "My whole brain is on the page."
That's the difference. Levvy doesn't make you drill down. It surfaces what you need to know, where you are, right now.
Why do we always have to drill down?— Jeanne Hardy, Founder of Levvy
Real-time capacity tracking by employee and client. Cost per hour at a glance. Stop guessing at hiring, stop overcommitting your team, and stop discovering burnout in the exit interview.
Smart Assist builds client profiles and workflows from a sentence. Explore finds anything in plain English. Insights tells you where to allocate resources and where you're losing money. Embedded — not a separate add-on.
Cost per hour by employee. Cost per hour by client. Profitability by engagement. Reports that actually inform pricing and hiring — not just dashboards that look pretty.
Firms looking at the TaxDome alternative usually arrive at one of two places. Either they're tired of how much of the firm runs through their TaxDome admin role. Or they grew past tax-season DNA into a full CAS practice — and the tool that got them there isn't keeping up internally.
Levvy gives you the same workflow surface area without the setup tax — and adds the internal firm visibility that's harder to find in tools built tax-first. Real capacity. Real profitability. Embedded AI. Surface-first dashboards.
You don't have to start over. You just stop running the firm by drilling down.
A real human walks your team through Levvy. Workflows imported, clients loaded, integrations connected.
Whole-team training so adoption sticks. Included on the Whole Firm plan.
Move client lists, workflow templates, and historical data from TaxDome. We handle the heavy lifting — and we'll talk you through whether a staged or full migration fits your firm.
The aha for me was the capacity & budgeting tracking — being able to see cost per hour by employee, cost per hour by customer, see at a glance who was at capacity.
This is the chaos reducer. We're not just throwing more people at problems — we're setting up the system that lets us grow well.
My capacity has been freed up, I think 50% or more.
Levvy isn't just project management. It's people management. That's the difference.
Personalized onboarding (included on Whole Firm and Enterprise plans) covers data import, workflow setup, and integrations. We move client lists, workflow templates, and historical data over for you. Most firms are fully operational in under two weeks.
If the client portal is the main reason you're on TaxDome, raise it in the demo. Levvy has client management with custom workflows and profiles, and most Levvy firms handle client interactions through email, document share, and the integrations they already use. We'll walk you through how that maps to your current TaxDome workflows.
Levvy's surface-first design means no drilling down — and no full-time admin role keeping the configuration alive. Your team sees their task queue, due dates, capacity, and what's blocking them on day one. Live team training is included on the Whole Firm plan.
Levvy AI is embedded across the platform at no extra cost: Smart Assist builds workflows by conversation, Explore lets you search in natural language, and Insights surfaces resource and profitability decisions where you already work. TaxDome's AI features are more limited and more recent.
Yes — both, natively. Plus Gmail, Outlook, Slack, and Zapier. Native invoicing is built in, with ACH via QuickBooks integration.
Most firms are running Levvy in days, not weeks. There's no full-time admin role required to maintain it, and no Certified Partner needed to deploy it. Personalized onboarding is included on Whole Firm and Enterprise plans.
Annual and monthly billing are both available. We don't lock you in — your data is yours.
Ready to see what your firm looks like when everything's in one place? Book a 30-minute demo with the Levvy team.