OfficeTools by CARET vs. Levvy

OfficeTools provides everything you need to run your tax and accounting practice from a single solution. With OfficeTools Workspace, you can track projects from start to completion, organize client data, manage staff and tax workflow, and automate billing from one central dashboard—all while integrating with the applications you use most. OfficeTools Workspace helps your firm streamline day-to-day operations and work as a unified team.

Levvy is practice management software for accounting, bookkeeping, and CAS firms. Your current tool tracks work. Levvy runs the whole firm: workflows, capacity, client communication, billing, and AI connected in one place. Firms use Levvy to standardize recurring workflows, see team capacity in real time, track billable time, manage client work and documents, automate invoicing, and understand profitability without stitching together multiple tools.