Every document chased. Every deadline met.
Text it as clients send things in. It tracks what each client still owes you in paperwork, every filing deadline, and every fee, so tax season stops living in your inbox.
Owen sent his 1099
Tap a message to see it happen
From the notebook to a CRM, without learning one
A list of what each client still owes you.
Today
Missing documents tracked in your inbox.Reminders before every filing date.
Today
Deadlines on a wall calendar.An invoice the moment you file.
Today
Fees invoiced late, or never.
A day with your agent
What it looks like from your phone, from the first job to the last.
- Who’s missing what
Clients still missing documents, with the deadline next to each one.
- A document arrives
Forward the file. It’s saved under the client and crossed off their missing list.
- Deadlines ahead
Filings due in the next two weeks, so the busy season has no surprises.
- Filed and invoiced
Mark a return filed and get the fee invoice ready to send.
Your CRM is ready the moment you say what you do
These tables are set up for you, with the fields your work needs. Rename, add or remove anything by text.
10 fields
- Name
- Phone
- StatusActiveLeadInactive
- Notes
- Tax ID
- EntityIndividualSelf-employedCompany
- Address
- Monthly fee
- How they found youReferralInstagramFacebook
Get paid from the same chat
Ask for a payment link and forward it to your client. They pay from their phone, and the job is marked paid in your table.
- Card, Apple Pay and Google Pay, through your own Stripe account
- Deposits, partial payments and what’s still owed, per client
- A receipt for your client, and nothing to chase by hand
What your clients get
When you send a client a link, this is the page they open on their phone. Your name and colors, in their language, nothing to install.
Things you can text it
Write like you’d text a friend who works for you. It knows your clients, your schedule and what’s owed.
- Which filings are due this month?
- What’s Owen still missing?
- Draft a document reminder to all late clients
- How much did I bill in Q3?
- Which clients haven’t paid their fee?
- Remind me about the VAT deadline
- Add a new client: Holly Rubin, freelancer
- Make a checklist of documents for a new freelancer
No setup. You just text.
- 1Text your agent
Sign up with your phone number and save the agent’s number. That’s the whole setup.
- 2It builds your CRM
Every client, job and payment you mention lands in the right table, with the fields your business needs.
- 3See it all in one place
Open app.lvlz.ai any time to browse, edit or export. Or never open it and keep texting.
Available today
- Tell it about a client and it lands in the right table
- Tables with any fields, built for your trade
- Notes, photos and files on every client
- Send photos and files by text
- Reminders and updates before you forget
- Your Google Calendar, booked and kept in sync
- Quotes, invoices and PDFs in your brand
- Emails to clients, sent only after your OK
- Recurring jobs and follow-ups
- Bring your old Excel or CSV list in one message
- Voice notes instead of typing
- Set up for your trade the moment you say what you do
- Session and package cards that count down by themselves
- Stock that warns when it runs low, and supplier orders with your markup
- A booking page your clients can use
- Payment links and receipts
- A live tracking link for your customers
Questions
Is my clients’ data private?
It stays in your private workspace, and the agent never sends anything without your OK.
Can it email clients for me?
It drafts the email in your tone and sends it from your Gmail after you approve it.
Does it replace my tax software?
No. It runs the practice around it: clients, documents, deadlines and fees.
Your business, in order, from your phone
No forms, no training, no new app to learn. Text it and it’s done.
Less than one missed appointment a month Plans start at $19 a month, with 7 days free. Cancel any time by text.