Shoeboxed

4.4 (227)
Write a Review!
Painless receipt scanning & expense tracking

Overall rating

4.4 /5
(227)
Value for Money
4.3/5
Features
4.2/5
Ease of Use
4.4/5
Customer Support
4.5/5

87%
recommended this app
Sort by

227 Reviews

Julie
Julie
Overall rating
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Shoeboxed fills a much needed purpose as a small business owner and keeps me better organized.

Reviewed on 2018/05/04

Pros

Ease and simplicity of sending in or uploaded my receipts and documents. Put them in an envelope and then they are there for me to easily find and reference.

Cons

The interface is a bit clunky. There are too many buttons to push to get the data the way I want to view it sometimes. Once you get used to it, you are fine but it could be more streamlined.

Nick
Overall rating
  • Industry: Publishing
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing customer service by CRM

Reviewed on 2017/02/03

I'm a freelance illustrator (self-employed/small business) and way behind on taxes (have been...

I'm a freelance illustrator (self-employed/small business) and way behind on taxes (have been delaying b/c of my lack of organization). I have years and years of receipts saved up in shoeboxes/chest of drawers that I have to pile through. I spent a few hours researching the best app to use to do this. After downloading a lot of software, I finally settled on SHOEBOXED. I'm going to slowly pile through my receipt (snapping photos of them) and find my write offs. The images are organized by the company and are searchable (in case you ever get audited). You can even just mail them your receipts (that doesn't work for me as well b/c I have to find my write offs). But going forward I'll probably use that service as well. None of these reasons are why I'm actually leaving this review (see Pros below).

Pros

Having just downloaded the app on my phone I still had some questions about the functionality of the app and its service (are the receipts searchable...how so? ...how are they organized?). I decided to call...low and behold someone answered. I can't tell you how helpful CRM was on the phone. He spoke clearly and answered my random (and very specific) questions concisely. He helped me find which package was best for me and my situation (thousands of receipts piled up for years) ...without hard selling me on anything. I hadn't even signed up for the service officially yet and he sent a quick follow-up email. It was a very calming experience in the stressful situation that is my tax headache. If any higher ups are reading this... I'd recommend giving CRM a big fat raise, but don't promote him to your department ...unless you want to be working for him soon. I'm seriously impressed that I could download a very functional/helpful phone app and a few minutes later be able to call and talk to an actual service representative with no hold, no dial tone button pressing, who was completely knowledgeable about the product he was supporting. My entire field is full of self-employed workers and I'll be recommending this product to every single one because of the experience I had with the app and the customer service.

Cons

The only way to sign in to leave this review was through LinkedIn...a site I haven't used in 8 years (and was attached to old email accounts/password) and frankly...annoyed me with all their updates/emails. BUT, the customer service experience was so good...I'll eat the next 8 years of annoying Linkin update emails...hopefully they don't get hacked again (didn't that happen like 5 years ago).

Verified Reviewer
Overall rating
  • Industry: Internet
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 6.0 /10

It doesn't work as well as I would like it to.

Reviewed on 2017/10/07

Receipt storage, less printing, email forwarding receipts

Receipt storage, less printing, email forwarding receipts

Pros

I like that I can forward receipts to an email, I like that it pulls the info from the receipt and that I can search for info to pull up relevant receipts

Cons

I don't like that I always need to switch accounts when I sign it, I don't get why I have an account in my name and I have to switch to the business one (I purchased it for business). The info taken from receipt images are not always correct and makes it hard to find and reconcile. Also don't like that it doesn't account well for different currencies, we are a Canadian company but deal with many currencies.

Theresa
Theresa
Overall rating
  • Industry: Consumer Goods
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Overall excellent!

Reviewed on 2018/05/01

Pros

Easy to use! It's just taking a picture of your receipt and uploading. You can categorize and even add categories that the software doesn't come preloaded with.

Cons

Sometimes it takes a bit to get the receipts completely uploaded which can be cumbersome when you have several receipts at one time.

Taylor
Taylor
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

It's been very convenient for my travel business and logging expenses.

Reviewed on 2018/05/01

Pros

I like how easy it is. Other softwares have been time consuming. I also love how it auto calculates my costs.

Cons

It would be cool if you offered some knowledge for small businesses right away regarding taxes and what to expect. Maybe a short write up for each of the break down categories.

Jessica
Jessica
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Easy to use

Reviewed on 2018/05/04

Pros

This software is very easy to use. I enjoy that it is automatically connected with my email. It makes it easy for people like me on the go.

Cons

The email address that each individual account has is way too long and sometimes difficult to get to.

Chris
Chris
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Experience, no complaints

Reviewed on 2018/05/01

Pros

It makes things simpler for accounting, and keeping receipts, storing information and all through online

Cons

duplication? Although I think that may have been an error on my end. Still not totally sure but haven't really looked into it either

Chad
Chad
Overall rating
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I have been thrilled with shoeboxed!

Reviewed on 2018/05/01

Frees up so much of my time!

Frees up so much of my time!

Pros

This software is so simple to use and makes my life so much easier. I know I always have a backup of receipts and I can just easily send them in an envelope or upload them online. I love it!

Cons

The only thing I wish it could do regarding pulling receipts from a gmail account is that I wish I could set it up to pull receipts from a certain folder within my account.

Sean
Sean
Overall rating
  • Industry: Military
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Brilliant idea

Reviewed on 2018/05/01

Pros

The process of simply aiming my camera at a receipt and clicking off a category takes all the overwhelming anticipation of filing away.

Cons

The software tallies up the receipt totals, but I wish it automatically totaled the taxes as well. Tracking sales taxes is the primary reason I downloaded the app.

Sophia
Sophia
Overall rating
  • Industry: Entertainment
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

This has made my life a million times easier

Reviewed on 2018/05/01

Pros

I love that I can forward email receipts to the app and it automatically enters the information for me.

Cons

No cons, it's working just as I need it to and there's nothing I could think of otherwise to improve this app.

Adam
Overall rating
  • Industry: Events Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great foundation for receipt and document management, but needs additional development.

Reviewed on 2018/05/01

Pros

The ease of importing receipts is excellent. Being able to stuff receipts and documents into an envelope weekly or bi-weekly and just watch them magically show up in a file management system is great. The email inbox sync, drag and drop from desktop, and manual email submission are all excellent, easy to use submission formats as well. I think what this app needs to take file submission to the next level is a desktop app that would allow the user to view and manage files, but also has a print driver that would allow the user to print forms and reports directly into Shoeboxed from other programs. We save a lot of reports from Quickbooks and other software and instead of printing to PDF, creating a file on the desktop, and dragging it into the uploader, it would save hours per month to be able to print directly to a Shoeboxed desktop app.

Cons

I only have two real complaints about the product--one is about the function of the product itself and one is about access to customer service.

There needs to be more control over file management. Right now all receipts get uploaded to a giant pool of receipts which can be sorted by date, name, drilled down by category/tag, but I really want to be able to put those receipts into folders, particularly by year or even month. In the buys season we can have a few hundred receipts per month, many from the same handful of vendors. If I need to go back and look for a receipt in a giant mess of 3 years worth of receipts from a particular vendor, I'm not going to have a very good day. Giving me more control over organization of my files would address that issue. Control over deleting default receipt categories is also a must have that is currently unavailable.

My other qualm is that they have links to a live chat all over their help page, however live chat is almost never available. I usually have a simple question that would have a simple answer, but when live chat is unavailable (always) I have to email and wait 1-2 days for a response. My feeling is that if you are going to target the US market, your support staff should have a shift running during US business hours. I will say that phone support is great and very attentive, but I don't always want to make a phone call for a simple question about where I can find a function or how to do something simple.

Verified Reviewer
Overall rating
  • Industry: Banking
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

A positive experience! With a few exceptions described below, this is top-notch!

Reviewed on 2018/05/04

Pros

-Has saved me so much money by upping my deductions tens of thousands of dollars!!! Also, I never used to track mileage. This has made it so easy except when I forget to drop a pin!

Cons

I have called on all of these suggestions:
1. When emailing in a receipt, allow one to add a category and note so you don't have to log on and do it later.
2. Have GPS track all of your trip so you don't have to remember to drop a pin. If you forget, which I am sure people do a lot, you get 0 miles.
3. Sometimes the GPS drops and you lose all data for the trip.
4. Allow one to add a new category on the app from your phone.

Chris
Chris
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Love it and couldn't live without it

Reviewed on 2018/05/01

Pros

The ease of use and the search functionality. I can always find what I am looking for and have never had issues.

Cons

I wish I could use it for more things in life! In all honesty, I think the app could be improved a bit, but it's still a great software.

Ashley
Ashley
Overall rating
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very clean interface. Easy to use.

Reviewed on 2018/05/02

Great interface

Great interface

Pros

Very clear cut. You can look ahead and plan out your week. I like the color coding option which gives you clarity.

Cons

Would be great to have more features on free version like notes. That is all really. I love the software.

Verified Reviewer
Overall rating
  • Industry: Education Management
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Shoeboxed takes many hours out of preparing our business and personal information for taxes.

Reviewed on 2018/05/01

The biggest benefit by far, is the time that is saved organizing both personal and small business...

The biggest benefit by far, is the time that is saved organizing both personal and small business receipts for proper tax/business purposes. It took the hours and hours spent monthly organizing and inputting receipts, down to a few minutes a month.

Pros

The ability to submit both paper and electronic receipts, easily and quickly organize them through the online interface, and prepare them for our use with reports, taxes, etc. Also, the ability to organize the information by location, date, or category; and, export in Excel/CSV format is excellent. Lastly, the ability to create rules for future receipts (for example, what category should be assigned) is great.

Cons

The online interface sometimes operates a little slow when opening up and looking through individual receipts, but it is a minor inconvenience. The cost is a little high, but in the end worth it for the time that is saved annually preparing for taxes.

Verified Reviewer
Overall rating
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use and decreases accounting workload.

Reviewed on 2018/05/01

Much easier time keeping track of receipts.

Much easier time keeping track of receipts.

Pros

Ease of use. It's really convenient to keep an envelope in a car to collect receipts on the go and to mail in once a week once a new envelope arrives. I really like this feature and it has allowed us to save all our receipts!

Cons

I wish it automatically matched with my QuickBooks banking. Right now we use quckbooks independently of shoeboxed as it will double enter the same transactions and not automatically match them. This is unfortunate!

Jess
Jess
Overall rating
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Simple Solution for Tracking Expenses

Reviewed on 2018/05/01

Pros

It's very easy to use and saves me a lot of time and headache. I love that I can scan, take a picture of, email or mail in my receipts and business cards and Shoeboxed takes care of the rest. The reports it generates also makes tax reporting seamless.

Cons

None that I can think of. I've never had any issues with the website or phone app. It's intuitive and very easy to use.

Verified Reviewer
Overall rating
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Excellent. It does exactly what I need.

Reviewed on 2018/05/01

Ease of use, better and more accurate books, more consistent writeoffs. From the app, it is fast...

Ease of use, better and more accurate books, more consistent writeoffs. From the app, it is fast and easy.

Pros

It makes tracking receipts simple. Saves me a ton of headache in managing the financials of my businesses. Managing the paper version of everything is tedious and difficult if you are on the road as much as I am.

Cons

Sometimes the camera auto opens when the appleads, I take a pic, and then the pic does not save. This is the only issue that frustrates me with the app. If this was fixed, my review would be perfect.

Rebecca
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Super easy to use! Helps me stay organized for tax time.

Reviewed on 2018/05/07

Pros

The ability to utilize pre-paid envelopes makes the service super easy to use. Just drop in any receipts or business cards that you have and they do the rest! Plus, they go ahead and categorize all of your receipts so that you know exactly where your money goes.

Cons

Sometimes, the categorization is off due to the fact that they have to guess what each receipt is for. For instance, if I have a receipt for a local store they might not know what type of store that is (retail, grocery, office supplies, etc.). Other than that, the service is great!

Christopher
Christopher
Overall rating
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Essential for my taxes.

Reviewed on 2018/05/01

made my taxes super easy

made my taxes super easy

Pros

the email to shoeboxed function is nuts and essential to what I need to do when on the move. and the app for mac is really simple.

Cons

the interface feels old and still a little slow. I understand that its brining up my scanned files which is intense, but it feels slow for today

Rachel
Overall rating
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

So happy I found this product

Reviewed on 2018/04/13

Pros

I found Shoeboxed a few years ago, and had never thought about a "receipt organization service", but what they do is truly "magic": I just send them my receipts, bills and all sorts of documents and they, within just like a day, scan everything and upload it to my mobile app and online account - I always have my receipts at my fingertips now, and all of that without any work required on my part. I love this service so much!

Cons

I don't have any complaints really. Maybe.. their support hours? Their support is amazing, first of all, but I had times where I couldn't reach them via phone when I wanted to run a report etc.

Michelle
Overall rating
  • Industry: Education Management
  • Company size: 1,001–5,000 Employees
  • Used for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Dissatisfied with professionalism and Integrity

Reviewed on 2018/08/23

I had to give credit card info if you wanted a 30 day trial to test QuickBooks integration, then...

I had to give credit card info if you wanted a 30 day trial to test QuickBooks integration, then you have to cancel with them after one month. We all know how that goes. I signed up with an incorrect email (unbeknowest, forgot a letter) and never received any information, so I thought it didn't work then signed up to free trial no credit card. I never even ended up trying the program at all. After a few months I was being charged and I had never used or activated so I immediately emailed asking them to stop charging me and refund my money, July 13 . They replied that I registered a free account and did I have another email. Obviously not or I would have communicated through that one and did nothing. They do not answer their phone and want you to leave messages, they only use email, hate that. Over a month went by got charged again. I finally lost it, they have no live chat which they say they do. I sent an online message, I emailed them again and called and left a message threatening them. I received a call, claimed the charges were on another account, it was an email that didn't even work, they could not have verified this so called account without a valid email.They claimed it was all my problem, didn't care it was never activated, refunded me for one month as they charged me day before. I told them they had to back date to the email July 13 and give all money back, they said no, they charged me 3 months I never used. My credit card refunded me in the end.

Pros

Didn't get to try the software, signed up to try for free didn't even attempt, not something I wanted to use

Cons

The software itself I am not sure didn't get to use, but difficult to download what you want and the links did not work in my emails, took a while to open the receipts and save that I needed, the exporting wasn't the greatest.

Ray
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Easy tool to use and CSv export

Reviewed on 2018/05/01

Pros

Email transcibing of Reciepts. Phone image capture, one click app opening. Magic envelopes are simple, durable, and arrive very quickly. The return service is useful to, I simply label the returned envelopes by date & store them.

Cons

Difficult to select report fields from mobile device. Categories often need to be manually corrected. My biggest dislike is dated are often omitted rom the image translations

Andy
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Good and getting better

Reviewed on 2018/05/07

Has saved a ton of time and now I have a backup for the majority of my receipts.

Has saved a ton of time and now I have a backup for the majority of my receipts.

Pros

Pretty easy to use and review receipts. It has cut down my review time and collating time a lot.
I also like the ability to have a digital copy of my receipts in case I lose them or they are destroyed.

Cons

Inability to set default currency to canadian.
I am concerned about some of the scans I had made when using the free service. The setup seems unable to bring the images up in ISO app and through the web. I just hope I don't get audited on those receipts.

ARTHUR
Overall rating
  • Industry: Wholesale
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

EASE OF USE PREVENTS PROCRASTINATION

Reviewed on 2019/11/12

THEY HAVE BEEN GREAT.

THEY HAVE BEEN GREAT.

Pros

ITS IS SIMPLE TO USE. I USED TO DELAY ENTERING MY EXPENSE RECEIPTS UNTIL IT BECAME A MAJOR PROJECT. WITH THIS SOFTWARE, I DO IT 4-5 TIMES A WEEK AND I'M ALWAYS CURRENT. EASY TO SEARCH FOR A RECEIPT WHEN NEEDED AND I LOVE THE REPORTS I CAN GENERATE FOR TAX PURPOSES.

Cons

I LIKE EVERYTHING ABOUT IT. I JUST PULL OUT MY PHONE, TAKE A PICTURE AND FILE.