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.

Shoeboxed Reviews

Overall Rating

4.5

43 Reviews

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

Inconsistent pricing and not a customer friendly business solution

Kunal

Biotechnology

Ease of use

6

Value for money

2

Customer Support

10

Functionality

8

Pros

The ease with which receipts and other documents can be scanned is impressive. They provide a special envelope to send in receipts, which are promptly scanned and uploaded to your account within days.

Cons

My experience with Shoeboxed hasn't been customer-oriented. I signed up for a month-to-month professional plan in Oct 2022. I was unexpectedly hit with a $104.80 overage fee on top of the $47.00 monthly charge. The website doesn't clearly state that the month-to-month plan incurs overage fees for exceeding the monthly limit. Despite not using the service in Nov 2022, I was still charged $47, and there's no rollover of unused credits. I requested a refund but was denied. Additionally, they quoted $59 per month for the month-to-month plan, while their website advertised $47 per month, leading to confusion and a sense of deceptive pricing practices.

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.

September 2020

Snap

John

Restaurants

Ease of use

10

Value for money

10

Customer Support

9

Functionality

10

Pros

We like how it centralizes all our invoices and simplifies the upload process.

Cons

I'm currently waiting for vendors to upload the invoices.

April 2020

My Favorite Expense App

Christie

Entertainment

Ease of use

8

Value for money

8

Customer Support

6

Functionality

8

Pros

Eliminating paper clutter and piles of receipts is a major plus for me with Shoeboxed. It's the simplest way to track and categorize expenses.

Cons

I have nothing negative to say; it's intuitive and incredibly useful. I can't imagine managing without it.

December 2019

Good, but not for me

Tyler

Religious Institutions

Ease of use

9

Value for money

9

Customer Support

7

Functionality

9

Pros

I like having an app dedicated solely to receipt tracking, preventing the usual issue of losing receipts.

Cons

I dislike the cost associated with it. Simply snapping pictures of receipts and organizing them into folders seems more cost-effective.

December 2019

Simple To Use

Jenna

Arts and Crafts

Ease of use

5

Value for money

5

Customer Support

4

Functionality

8

Pros

Being able to quickly photograph and log receipts for tax purposes is something I value. It captures receipts accurately, ensuring they're securely stored until tax time.

Cons

Properly describing and categorizing items is challenging. Its functionality throughout the year isn't extensive enough for my needs. Enhancing descriptive features and usability would be beneficial.

November 2019

Great service

Ashley

Hospital & Health Care

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

Receipts stored conventionally quickly fade. This service allows me to upload photos or mail in an envelope for scanning and organization, significantly easing tax preparation for small businesses.

Cons

Over time, the software learns frequent businesses, which enhances efficiency.

November 2019

EASE OF USE PREVENTS PROCRASTINATION

ARTHUR

Wholesale

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

It's incredibly easy to use. I used to procrastinate entering my expense receipts until it became overwhelming. Now, I handle it 4-5 times a week and stay current. The ability to search for receipts easily and generate detailed reports for taxes is a big plus.

Cons

I love everything about it. I simply pull out my phone, snap a picture, and file it away.