Shoeboxed Reviews

“Shoeboxed user review

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.

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

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.

“Inconsistent pricing and not a customer friendly business solution

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.

“inside the application

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.

“Snap

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.

“My Favorite Expense App

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.

“Good, but not for me

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.

“Simple To Use

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.

“Great service

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.

“EASE OF USE PREVENTS PROCRASTINATION

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.

“Great product - needs UX upgrade

Pros

It's fairly intuitive to use, though I wish there was a way to streamline the naming of business names. The scanner sometimes picks up variants, and it would be beneficial to batch-name them for consistency.

Cons

Sometimes, it's not intuitive, particularly when adding documents.

“Shoeboxed saves me tons of time

Pros

I simply stuff the prepaid envelope with all my documents, send it off, and Shoeboxed handles the scanning. I use Evernote to organize the scanned documents, which is incredibly convenient and time-saving.

Cons

Syncing with Evernote for scanned documents isn't always seamless. Periodically, I must manually transfer unsynced documents, which is a minor inconvenience.

“Keep Your Records Stored Digitally and Not in Boxes

Pros

It reduces local storage requirements by shifting everything to a web platform.

Cons

The cost seems excessive for a basic online service.

“No more paper filing with Shoeboxed

Pros

I can toss all my invoices, receipts, and statements into an envelope and ship it off. Everything is securely stored online at the Shoeboxed website (and in Evernote) for easy access. They even return the original receipts neatly organized, just in case.

Cons

The envelopes returned by Shoeboxed are difficult to open due to strong glue. Finding out which envelope number I received back to note on the envelope is sometimes cumbersome. It should be unnecessary since Shoeboxed knows the envelope number but doesn't print it outside or inside the envelope. There are occasional scanning errors and inconsistencies in data, affecting search accuracy for invoices.

“For ANYONE without the time, patience, discipline, to org. & file your millions of papers

Pros

Shoeboxed is ideal for anyone who lacks the time, patience, or organizational skills to sort, scan, and manage receipts, paperwork, business cards, and other documents.

Cons

The price has increased several times.

“Business Ease with Shoeboxed

Pros

It's an intuitive system that's easy to learn and use! Sending receipts and business cards in the magic envelope results in effortless data input. The service is consistently fast and friendly.

Cons

I have no issues whatsoever with the software.

“Excellent Software

Pros

This software is incredibly user-friendly and convenient.

Cons

The limit on the number of receipts per month is restrictive. I wish it allowed a few more receipts before the price increase.

“Innovation in accounting

Pros

I like Shoeboxed for offering various options for using their product, such as paper envelopes, browser plugins, and searchable portals.

Cons

From my experience, the OCR functionality could be improved. Better search and tagging capabilities would enhance usability.

“great software and service for staying organized and saving time

Pros

Shoeboxed makes scanning and organizing receipts quick and straightforward. With my receipt scanner, I can upload receipts to the cloud within seconds. Shoeboxed uses OCR and human inspection to extract fields, ensuring archived receipts are easily searchable and exportable online.

Cons

I've used Shoeboxed for many years, and the software hasn't evolved much during that time. The interface feels outdated and clunky, with slow responses and limited query capabilities. Despite significant price hikes, the company hasn't added new features that would enhance its value. I would tolerate this more if useful features were consistently added, but that hasn't been the case.

“My review

Pros

It's straightforward to use, offering multiple methods to enter receipts.

Cons

Sometimes, I struggle to find specific areas, such as my receipts, within Shoeboxed.

“All Receipts-One Place

Pros

The organization and easy retrieval of past receipts provide peace of mind, knowing there's always a backup copy available.

Cons

I like being able to upload receipts from my laptop and using IE to access the site.

“Shoeboxed is life changing

Pros

Shoeboxed is a straightforward and efficient solution for organizing receipts. Setting up custom categories is effortless.

Cons

Occasionally, dates or amounts are incorrect, requiring double-checking for accuracy. Despite this, Shoeboxed has greatly improved my receipt organization, simplifying tax reporting.

“No Fuss OCR Expense Record

Pros

It's hassle-free and straightforward. I only need to review all records before filing taxes. Data can also be exported and archived elsewhere.

Cons

There are occasional recognition errors, especially with non-US receipts. Localization via phone GPS and software adaptation could address this issue over time.

“Long time customer

Pros

I like the various options available for filing receipts.

Cons

The mobile app and server can be slow to respond during peak times, particularly around tax season.

“Love it, has saved my sanity

Pros

Shoeboxed has significantly simplified my life. As a self-employed individual, scanning receipts was always a dreaded task. After trying other software with major issues, Shoeboxed came as a lifesaver, especially during tax season.

Cons

While generally satisfied, I wish Shoeboxed had features like archiving previous years' receipts and rollover pages for unused months. Despite this, my overall experience with Shoeboxed has been positive.Top of Form

“Best office software for any company

Pros

I just place my receipts in an envelope and someone else uploads the images for me. If I need to find a receipt (or business card), I simply log in and can locate it within seconds. Plus, it makes tax preparation a breeze!

Cons

Sometimes, the program operates sluggishly and organizing receipts feels cumbersome.

“Easy Organization

Pros

Like many, we prioritize our work over keeping track of expenses and receipts. Shoeboxed simplifies this process by allowing us to drop everything into an envelope, and a few days later, it's scanned into our account, ready to be saved or imported into our accounting software.

Cons

Since we use Wave Accounting, integrating it with this software would be beneficial.

“One of the best gifts my husband gave to me!

Pros

This is incredibly easy to use and saves a lot of time. I now only check the account a couple of times a year before filing.

Cons

This software meets all my needs seamlessly and operates very quickly.

“Makes it simple

Pros

Keeping expense accounts up to date is challenging, but this has helped resolve that issue.

Cons

I'm unfamiliar with many of the features, and there hasn't been any available training.

“Terrible customer service

Pros

It's easy to take a photo of receipts, and mailing them in via magic envelopes is very convenient.

Cons

Customer service is absolutely awful. Despite calling and emailing, I haven't received any response.

“Great for Keeping Organized

Pros

For a busy professional or individual, just gather receipts and they organize them for you.

Cons

Remembering to keep receipts is essential. This software simplifies life and work effectively if users fulfill their part.

“Interesting Concept

Pros

It integrates well with Xero and other cloud platforms.

Cons

Sending receipts from email to a third party feels redundant, especially when a similar service like Receiptbank can directly integrate with Xero.

“Organized for tax season

Pros

The scanning and organizing of receipts has been a huge help since I try to maintain a paper-free operation.

Cons

I can't think of any drawbacks. It's straightforward to use.

“Great for keeping track of expenses!

Pros

I liked Shoeboxed because it was very simple. You just select the category for the item, snap a photo, and it does most of the work for you. You can then create expense reports and upload them into a PDF, QuickBooks, Excel, or .csv format. If you want, you can add a note when you log the item.

Cons

There really wasn't much that bothered me.

“Super easy to use. One little annoyance.

Pros

The simplicity is probably the biggest advantage of this software. Just forward emails to your dedicated Shoeboxed email address, and that's it. For me, it became a habit. Whenever I pay for something online, I just forward the receipt to Shoeboxed. I like having everything in one place (the Shoeboxed dashboard), easy to view and search. When needed, you can export spreadsheets broken down by category for review or to hand over to the accountant at tax time. I don't have many paper receipts, but when necessary, I just snap a photo in the app, categorize it, and it's done.

Cons

When using the email option, I believe every receipt is reviewed and categorized by a human. This led to frequent mislabeling issues; receipts were often attributed to my company instead of the correct one. I suspect this was due to my email signature being automatically added, so I started removing it before forwarding. It's annoying but it solved the problem. It seems they might be rushing through or not paying enough attention.

“It helps how it's supposed to

Pros

The features are impressive. Uploading receipts and managing business cards are the main ones I like. I don't travel much for business, but the feature is still handy when needed.

Cons

The only downside for me is the current pricing. Otherwise, the service works well when it's functioning properly.

“Love Shoeboxed!

Pros

The ease and simplicity of it are great. Receipts are processed quickly too.

Cons

No complaints. It's fast and efficient, especially when scanning receipts while in line.

“Best Financial Documentation Application

Pros

This software was recommended by a friend who has been using it for years. It has provided a lasting solution to my manual way of doing things and helps me easily organize and manage my financial documents with unlimited storage capacity.

Cons

I find it challenging to use on my phone. It should be improved to work seamlessly on any electronic device.

“SIMPLE AND TO THE POINT

Pros

You mail in the receipts, it scans them, and it syncs with your QuickBooks! So easy and simple! Plus, it's free shipping!

Cons

It can be a bit costly, but everyone needs to make a profit.

“Dissatisfied with professionalism and Integrity

Pros

I didn't get to try the software. I signed up for a free trial but didn't even attempt to use it. It's not something I wanted to use.

Cons

I'm unsure about the software itself since I didn't get to use it much. However, downloading what I needed and opening receipts took longer than expected. Exporting wasn't very efficient either.

“Brillian and basically idiot proof

Pros

I am tech-challenged and self-employed a terrible combination. This program makes it incredibly easy to track receipts right down to the exact tax category. No more hours spent digging through receipts (often in an ACTUAL shoebox). Even if this isn't your primary method of receipt tracking, anyone who needs to track receipts would be wise to keep this on their phone!

Cons

I wish I could prevent it from categorizing my manicure receipts as tax deductible. Though amusing, that wouldn't fly!

“Limiting

Pros

This software does an excellent job of scanning and managing receipts. It also does a great job of expense tracking.

Cons

It's a neat concept, but it's expensive and somewhat restrictive. It excels with receipts and business cards, but it's not suitable for tracking and scanning anything else.

“Their attention to detail AND IRS complaint? Yes Please!

Pros

I was able to call and ask questions what a concept! I sent them a box of receipts, and they categorized them within a week. All I needed to do was organize the information the way my accountant needed it. This is priceless!

Cons

The free plan doesn't make sense to me at all. Even after their explanation, it doesn't seem like good business sense. It's better to sign up for a plan that fits your needs and get on with life.