Level Pro

Save time and reduce stress of managing your work.

Level Pro includes business reporting, management tools, and tax planning - all for less than the price of lunch.

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Categorize income and expenses

Link all financial accounts to automatically categorize income and expenses.

Access custom financial reports

Generate reports that summarize your finances including Profit & Loss and Income & Expense reports.

Streamlined tax support

Automated write-off finder and tax bill estimator for streamlined tax support.

Automated savings

“Set and forget" by choosing a percentage to automatically save for taxes or unexpected expenses.

Automated tax form generator

Come tax season, Level will pre fill your Schedule C to make filing your self employment taxes a breeze.

Level Pro

Pricing

Level Starter

Included

with every Level Account

Includes:

Business banking

0.51% Annual Percentage Yield (APY) interest on funds in business bank account*

Get Paid Early

Advances

Level Pro

$12/mo

billed monthly or save 15% with an annual plan

Includes:

Business banking

0.51% Annual Percentage Yield (APY) interest on funds in business bank account*

Get Paid Early

Advances

Income & Expense Management

Business reports

Tax estimates & Deduction finder

Automated tax savings

Try 30 days free

Frequently Asked Questions

Learn more about how Level can help you be more successful.

Visit our Help Center

I own a registered business. Is Level Pro for me?

Our features are designed for any business owner that operates through a pass-through entity (sole proprietor, LLC, LLP, or S Corp) and will file taxes as part of an individual income tax return. Our bookkeeping, reporting features and Tax Savings features may be used by any type of business. If you have questions about your specific situation, please contact our Customer Success team at success@levelgoals.com.

How does Level Pro save me money?

Level Pro can save you money in two ways. First, Level’s write-off tracker and deduction finder allows you to find tax deductions that will reduce your tax liability. Second, the business reporting features can help you understand your income and expenses so you can better manage your business and be more profitable.

What are my tax responsibilities as a self employed individual?

You can find more information about self-employment taxes at our free tax guide, available here.
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‍Note: This resource is for informational purposes only and should not be construed as financial or tax advice (or a substitute for obtaining such advice), or for the purpose of avoiding U.S. Federal, State, or Local tax payments and penalties.

“Level allowed me to purchase needed equipment for the expansion of my handyman business. It has been straightforward, the process simple, and the customer service excellent. Thanks, Level!”

Nathan M.

Level Customer since 2021

"Level’s service is great; simple and straight to the point. I was able to add equipment to my business and have already recommended Level to a few friends."

Ray W.

Level Customer since 2020

Tax Support: Level tax calculations are estimates and are not actual amounts owed. Estimates are provided for informational purposes only and should not be construed as financial or tax advice (or a substitute for obtaining such advice), or for the purpose of avoiding U.S. Federal, State, or Local tax payments and penalties.
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Get Paid Early: Some exclusions apply. Some apps do not support direct deposit payouts to a bank account. Some apps do not allow you to set up direct deposit to a bank account of your choosing. Early access to direct deposit funds depends on the timing of the submission of the payment file from the payer. We generally make these funds available on the day the payment file is received, which may be up to two days earlier than the scheduled payment date. However, this availability is not guaranteed.

Interest: Level Annual Percentage Yield (APY) is effective as of 05/16/2023. Minimum amount to open an account is $0.00. Minimum balance to earn the APY is $0.00. Interest rate is as follows: 0.51% APY. Interest rates may change after the account is opened. Fees may reduce earnings.
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Advances: Additional qualifications apply.

2022 Relume. All right reserved. *Level Technology is a financial technology company and is not a bank. Banking services provided by Piermont Bank; Member FDIC. Your funds are FDIC insured up to $250,000 through Piermont Bank; Member FDIC. The Level Technology Visa® Debit Card is issued by Piermont pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted. Cash advances are provided by Level Technology, not Piermont Bank.

*Level Annual Percentage Yield (APY) is effective as of 05/16/2023. Minimum amount to open an account is $0.00. Minimum balance to earn the APY is $0.00. Interest rate is as follows: 0.51% APY. Interest rates may change after the account is opened. Fees may reduce earnings.