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Shoeboxed is a document management software that transforms receipts, business cards, and documents into a cloud database to organize and maximize tax deductions by converting physical documents into digital data. While it doesn't automatically scan for taxes paid, Shoeboxed eases the tax process by categorizing and organizing them by date.

Shoeboxed Specifications

Financial Reporting

Invoice Management

Expense Tracking

Tax Management

View All Specifications

What is Shoeboxed?

Overview

Shoeboxed is a cloud-based digital system that is used for managing and storing receipts and purchasing slips. All the data is converted from physical purchasing documents/receipts and stored into an editable digital form by the system’s team of competent operators. Shoeboxed is a convenient tool widely used by contractors, small startups, accountants, and freelancers. Receipts that are stored in the software are utilized to create expense reports and for Audit/Taxation purposes. The scanned business cards are used to create an online contact database for record-keeping. The platform ensures maximum data privacy for all receipts and documents shared whether via email as e-receipt or send through the mail via Magic Envelopes.

Some of the key features include Mileage tracking, Business-cards manipulation, and Digitized tax process. Shoeboxed extends its services via web browsers, IOS devices, and Android devices. It facilitates users with the prepaid “Magic Envelopes” feature which is a free shipping service for sending receipts and documents.

Pricing: The solution offers a DIY package as a free service, while the Lite package is for $15/month, Classic package for $39/month, Business package for $69/month, and the Executive package costs $125/month.

USP: Scanned digital receipts and documents are manually checked by human professionals to ensure the accuracy and precision of submitted data.

Support: Shoeboxed support can be reached via phone or by online interactive fill-up forms for chat support.

Product Advantage: provides users with the facility of synchronization of the Shoeboxed account with Gmail account to automatically gain access to e-receipts.

Product Limitation: For Small businesses, the number of receipts and documents allowed to be stored is very limited.

Pros and Cons of Shoeboxed

Pros

  • Multiple ways to send receipts
  • Keeps track of expenses
  • Eliminates the need for manual data entry
  • Digitalizes business cards to facilitate contact management

Cons

  • Scanning errors and inconsistencies
  • Customer service response is slow

Shoeboxed Reviews

Overall Rating

4.5

43 Review(s)

Rating Distribution

5

star

(29)

4

star

(8)

3

star

(5)

2

star

1

star

(1)

May 2023

Shoeboxed user review

rayan

Computer Games

Ease of use

9

Value for money

7

Customer Support

7

Functionality

7

Pros

I find its search and retrieval functions highly efficient, with excellent expense reporting and organized receipt management.

Cons

This product might seem pricey compared to similar options, with limited mobile functionalities and a bit of a learning curve for new users.

February 2023

Shoeboxed: A Convenient and Efficient Tax Receipt and Document Management Solution

Thierno Sadou

Human Resources

Ease of use

8

Value for money

8

Customer Support

10

Functionality

8

Pros

Shoeboxed, a receipt management software, offers numerous advantages for both businesses and individuals. Among its standout features are streamlined receipt management, easy integration with email and cloud services like Dropbox and Google Drive, time-saving receipt imports, and simplified financial data access. It also boasts advanced capabilities such as business card and expense report management, and secure data handling through SSL encryption and automatic backups. Overall, Shoeboxed is an excellent tool for enhancing financial efficiency and simplifying receipt management.

Cons

While Shoeboxed offers several benefits, there are drawbacks to consider: It's relatively costly compared to other receipt management solutions. The monthly subscription limits the number of documents you can scan; exceeding this incurs additional fees. Depending heavily on scanning receipts may not suit those preferring traditional finance management methods. For international users, dealing with U.S.-based billing and currency support can be challenging. Despite its effectiveness in receipt management, Shoeboxed lacks advanced features found in other accounting or expense management solutions.

December 2022

inside the application

Leonardo

Publishing

Ease of use

7

Value for money

7

Customer Support

8

Functionality

7

Pros

This application is fascinating as it consolidates various essential resources into one platform, eliminating the need to seek them out separately.

Cons

It's crucial to grasp its operational mechanics to avoid getting lost. Improved practicality could encourage more frequent use.

View All 43 Reviews

Frequently Asked Questions

Yes, Shoeboxed provides API access.