G2 Vendor Directory

Onvio Firm Management vs. Levvy

A side-by-side comparison based on G2 review data.

MetricOnvio Firm Management

by Thomson Reuters

Levvy

by Levvy

Overall rating3.75.0
Review count1414
Ease of use7.99.5
Ease of setup7.49.4
Quality of support7.710.0
Meets requirements8.49.6
NPS21.428571100
Small Business53.8%100.0%
Mid-Market23.1%0.0%
Enterprise23.1%0.0%
Total page views160238
Total LLM citations501436

Onvio Firm Management

Onvio Firm Management is a comprehensive cloud-native solution that helps tax and accounting professionals collect, share, and store documents, track time and billing, save time with trial balance tools, manage projects, and stay synchronized with colleagues and clients, on a single, universally accessible integrated platform. An intuitive interface provides users with a consistent and familiar experience with clients using multi-factor authentication and other security protocols. Plus, all data is encrypted whether in transit or stored.

Pros

  • Secure Document Sharing
  • Task Management
  • Tax Management
  • Ease of Use

Levvy

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.

Pros

  • Ease of Use
  • Task Management
  • Efficiency Improvement
  • Workflow Management
  • Team Collaboration
  • Communication