Who Uses This Software?

Small business owners with 1-10 employees as well as freelancers and contractors


Average Ratings

186 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $15.00/month/user
    See pricing details
  • Pricing Details
    go up to $125/mo for 1000 document submissions
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Shoeboxed
  • www.shoeboxed.com
  • Founded 2007
  • United States

About Shoeboxed

Shoeboxed is easiest way for your business to track expenses. Submit receipts using their mobile app, eReceipt uploader, or prepaid mail-in envelopes. Shoeboxed then scans, data enters, and categorizes everything into a secure, searchable online account that is accepted by the IRS. Plans start at $15 per month.


Shoeboxed Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control

Shoeboxed Reviews Recently Reviewed!


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

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Amazing customer service by CRM

Feb 03, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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).

Recommendations to other buyers: The best app I found for organizing receipt. Download the free version. They let you do 5 free recites...you'll know if you'll like it from there. I'm going to use this to keep my receipts in order and probably use quick books for actually filing (they automatically track your right off miles and sync into turbo tax). I highly recommend the actual numbers you put into those services be cultivated/organized with SHOEBOXED.

Capterra loader

Shoeboxed has helped cut down cost, time, and errors associated with tracking employees' purchases!

May 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I love that Shoeboxed is so simple, it took me less than 5 minutes to understand the entire process and all the features. Uploading is so easy, and I know that my information will be digitized correctly because every receipt is human verified--so I don't have to spend time double-checking. Shoeboxed also makes finding a specific receipt easy by allowing the user to search by date, vendor, category, payment method--and more! Since using this software, my company has seen a significant decrease in the amount of lost receipts, unapproved employee purchases, and time wasted by administrators compiling monthly credit card reports.

Cons: There are a few functionality/user friendliness issues, albeit very minor. First, we've noticed that the iPhone app is better quality than the Android one. There are more features available (like creating and choosing custom receipt categories), the design looks more modern, and editing is easier. Second, when on the desktop website, selecting multiple receipts over a long stretch of time can be a hassle because it will not allow you to combine selections on different pages. For example, I cannot make a report that contains newer receipts and more than 100 receipts ago, because that would require me to move to page 2, and my previous selections would be lost. Lastly, I feel like my price of a month is a little steep for only having one user and less than 50 receipts a month.

Overall: Time and cost effectiveness!

easy to use - one of the apps i use the most

May 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The flexibility to mail in receipts, scan with iPhone or email in as attachment combined with the auto classification is what puts you guys ahead of the rest. Expense reports are great but could use some additional features - i discuss some below in the Cons section.

As it stands now the Expense Report creation is not great.

Cons: would be great to be able to have more filter options for creating expense reports. If you could search by notes that you add when scanning receipts with mobile app it would be a HUGE help.

I run multiple projects at a time so using dates to sort receipts for expense reports does not help me out much. I still have to drill in and manually filter out non-relevant receipts.

Would be great if you could create expense report templates on a project by project basis that could be configured auto run.

Overall: Exactly what it was created for - to organize my business receipts. This app has changed how i operate on field projects. Could not live without it!!

Capterra loader

Been using the service for years. Highly recommend!

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The service is super easy with prepaid envelopes that you can return anytime you want. I keep one in the house and one in the car so that I can put receipts in immediately and just pop them in the mail every few weeks. You also have a specific email address that you can email receipts too as well for online orders or if you prefer to scan them in yourself. Come tax time everything is categorized and ready to go! And if I ever need a receipt for anything (returns, warranties, etc.) it takes just a few minutes to track down!

Cons: The price is a little high for the service and I wish the turnaround time was slightly faster. I can expect my receipts to be uploaded about 10 days after I send them off (which is probably 4-5 days from when they are received).

Overall: Easy for tax time

Generally works very well to populate images of my mileage and expenses to a spreadsheet

May 07, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: Easy to post expenses by taking snapshot of receipt, categorize and save it with image available to download or just print an image of all receipts. It's a snap. Same goes for logging actual mileage -- although sometimes the software chooses the "shortest" route.

Cons: 1) Should be able to convert and save all images as a PDF. Could store on my phone...but photos take up WAY TOO MUCH SPACE! 2) If youre not careful those images could end up being shared by social media... 3) Sometimes shortest timewise routes are not ones assumed by software which are miles longer 4) Online functionality of software to pull up reports can be a little slow and clunky 5) Would like to know how to set up a second user with the same firm -- as I don't want to pay an additional fee.

The Best Thing Since Sliced Bread

Sep 15, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Maybe there are other solutions out there that compete, but I haven't found them. Shoeboxed has been my go to application for a couple years now and I tell everyone about them. It's the simplest concept that I cannot live without. You take pictures of your receipts and it directly imports them into my accounting software. It let's you know in the phone app when it cannot read certain data but otherwise it's pretty dependable. I cannot live without this app.

Pros: I get an email with each submission so I know it went through. I can categorize receipts and even add notes when I submit. The pictures are always saved.

Cons: Sometimes it does the wrong date or wrong amount but it's rare. working with email receipts can sometimes be annoying.

Recommendations to other buyers: Do it. It's the best. Stop carrying around receipts in your wallet and then attaching them to an expense report. Just keep track of them here.

I am Europe based and I was a subscriber for a year. I used it for my small e-commerce business.

May 04, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the idea of having all my invoices, payments, receipts, etc, stored in one safe place, accessible from everywhere. Shoeboxed does a good service and their app for Android works well. So on the go, you scan the receipt and that's it. No running around with papers in your pockets after a meeting with suppliers in a restaurant.

Cons: The magic envelope service at that time was not available in Europe. This is why I switched to the free version. Also as a European, I found it a hassle that there is no option available to change the settings to European formats such as for dates (in Europe you write dd/mm/yyyy, whereas in the US it is the other way around) and commas / dots to distinguish between thousands and fractions, etc. I also found that sometimes the Amazon webservices are slow and thus the loading of your files takes time. But recently this has improved. The preview pane is also too small and does not adapt to the screen size. Their UX could be uncluttered and simplified.

Overall: Simple management of invoices, receipts, all in one place and accessible from everywhere.

Capterra loader

Simple to use, but frustrated with the in-smart Auto catagorization of receipts. I spend hours redo

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I like the fact that I can mail receipts in or email them in and it's taken care of for me. They mobile app is also nice for tooling paper receipts in the go. I just wish that every receipt I submit with app wouldn't be stored in my photo gallery. It takes up a ton of room.

Cons: 1. Price - /month to do basically what my NeatReceipts scanner does. I was under the impression that a human would be helping to hand enter my receipts to control accuracy. I didn't know that rep was going to be me.

2. I mailed in a year's worth of receipts for 2017 in 3 separate envelopes with instructions to please scan them in with a specific business name (I have 3 separate small businesses in one office). Instead, my instructions were ignored and all receipts were just uploaded en masse without regard to my need for song my business name. So very frustrating. Not only am I having to spend HOURS each night recategorizing each receipt after attending to figure it which business it was for, but I never received my receipts back from Shoeboxed.

3. Slow customer support response. I have emailed questions to support, and MAYBE I'll get a really a week or two later.

4. No apparent ability for Shoeboxed to sift through my email account and look for purchases to submit for uploading.

Overall: Learning patience with a software company that has the potential to be mind blowing... But instead is just OK right now.

Capterra loader

Does a lot for small business owners

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the ease of submitting my receipts--from forwarding an email to scanning a receipt it makes things so easy. I also like having easy access to business cards without having to sift through or carry a bunch of them. I use the mileage feature the most and really like it when it's accurate.

Cons: The mileage is not always accurate (my 20 mile ride is sometimes registered as .01 miles) and the app doesn't allow you to correct it (I can correct the equivalent, but my accountant wants actual mileage so it doesn't really help). This happens on average about once a week.

Overall: Saves me a lot of time and helps me stay organized.

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

May 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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.

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

May 07, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money

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!

Very Helpful for a Small Business!

May 07, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I don't have to think about it since it's connected to my Google email account. Almost all of my receipts go through email. Copies of the receipts online are nice to have when needed. The reports have been useful for my accountant at tax time, it saves me a lot of time.

The iOS app is very easy to use too for my offline receipts.

Cons: I'd like to get notifications if Shoeboxed thinks an email should have a receipt and doesn't or where problems occur. The Google Mail plugin sometimes misses receipts and the only way I can tell is if the "Shoeboxed" label hasn't been applied to it. I'd rather take care of these ongoing instead of at the end of the month trying to track down old emails. If I were able to get notifications, I could automate the process of forwarding certain emails back to Shoeboxed.

I'm on the 'Free' tier (Since 2014) and have gotten a lot out of the service for free. I haven't used the mileage tracker on the iOS app though. To get me to subscribe to the 'Lite' tier, I don't need anything else but what I mentioned above - an error notification to act as a failover.

Overall: Accounting. I have difficulty keeping track of my documents and receipts and you've covered me for several years.

Easy to use, user friendly website and great customer service

May 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I enjoy how easy it is to send the receipts off and have them returned.

I like how easy it is to search for the receipts you have sent in.

Customer service is always very helpful and I appreciate that you have a live chat option

I like the new feature of being able to update the types of payments

Cons: I struggle with the restrictions of the receipts that can be sent it. When I email a pdf across and I look for that receipt in the system, the receipt will just be blank and shows nothing. I also sometimes forward email receipts and get an email back saying it's invalid but the receipt has been processed.

I would like for the system to work with more databases other than Quickbooks. We would love for it to work with Autotask for instance and it would save a huge step and much time for us.

Easy tool to use and CSv export

May 01, 2018
4/5
Overall

3 / 5
Ease of Use

1 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

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

Very quick and efficient

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: You can edit and create your own categories to match your bookkeeping. This will easily sync with your Quickbooks program or other accounting software. Prevents the need for having to keep a "zillion" paper receipts and then needing to process them at the end of the year. Instead, you download a report and have an image of the receipt if needed for an audit

Cons: You have to make sure that your picture images are clear or your data may not be accurate. Is easily edited, but I would eliminate the receipt until you have a chance to spot check the information.

Easy to use, great for archiving receipts and not having to worry about it, but too expensive

May 04, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy to find receipts with the search feature. I know my receipts are safe and archived. Intergration with quickbooks is fantastic.

Cons: EXPENSIVE. Very expensive. Also sometimes take 24 hours for uploaded receipts to be scanned. I wish you could choose your default view between what has and has not been exported.

Overall: Receipt archiving is my main focus but the quickbooks intergration is also a fantastic feature.

Shoeboxed helped save so much time to get us organized and receipts up to date

May 04, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very User friendly. Love that you can do it yourself and get the receipts logged in immediately. Is a great software for keeping organized all in one place

Cons: Unable to change or delete the card #s when clicking which card. So many unused numbers on there. Cannot add a new one unless they do it

Overall: Keeps everything logged in in one place and I have all the receipts where I can find them when I need

Good and getting better

May 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

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

Very useful tool for tracking and storing receipts. Needs ability to save various reports.

May 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Scans and reads multiple receipts at once via ScanSnap. Categorizes based on credit card number (though not always accurately).

Cons: Needs 1) ability to import directly into Quickbooks Desktop, and 2) needs more robust reporting tools. Can't save and reuse reports based on various search criteria.

Overall: storage and search capability

Essential for my document and receipt organization..

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Makes my life easier and more efficient. The software is intuitive and helps expense report generation and tax reporting.

Cons: I am not sure I know of anything! Perhaps the batch editing features could be easier and with less lag.

Overall: Tax reporting and expense report generation is now painless. Saves so much time and organization. Love it.

Shoeboxed is GREAT! Platform is extremely easy to use

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that there are multiple way to send receipts in and none of them take a lot of time to do. Also, the filter/search options when searching for a receipt is amazing

Cons: The automatic categorizing. I wish there was a way to create rules to categorize recipts in a way that is customized to my business

So happy I found this product

Apr 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

I use Shoeboxed for the mileage tracking feature, and it's the bomb, excellent.

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money

Pros: Mileage tracking feature. And I like the web portal reports feature. Makes it so easy to run mileage reports at end of year and export. It can be exported to CSV into excel

Cons: It would be nice if it would constantly track the roads I drive on, not just the most direct route.

The ability to separate documents would be most wonderful and very helpful

May 02, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I enjoy the ability to mail in all receipts and documents in one self addressed free envelope . Email of received package and processed is very useful

Cons: Not able to separate documents , not easy to combine receipt names when multiple have been made by mistake, When a document is unable to be processed it would help if the return email would give the original document or receipts that where email uploaded to help me change the format and resend as there are others that upload receipts and documents multiple times a day and finding which one that has been unable to be processed is very hard

happy for most part

May 02, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It allows us to move towards a paperless system and a more secure way to move data on internet. It is easy to use and allows us to communicate well with client.

Cons: There are several small features we have requested for over a year and still have not been addressed.

Love it and couldn't live without it

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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.

I love the convenience of having my emailed receipts automatically sent to Shoeboxed.

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Shoeboxed provides me with an easy way to automatically categorize, save and retrieve important emailed receipts. This saves me a great deal of time.

Cons: I have not really found many cons, although sometimes Shoeboxed will misread & mislabel an email as a receipt when its really not, but this is only a very minor inconvenience.

Overall: Time saver, easy categorizathonen of emails, easy retrieval of receipts later when needed.

Very user friendly!

May 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Shoeboxed is user friendly, quick and easy to post receipts and having the program/company enter the information is the way to go!!

Cons: The price is a little steep every month for a small business owner but overall it's a huge time saver.

Very clean interface. Easy to use.

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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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.

Overall: Great interface

Capterra loader

Great value & easy to use

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Ease of uploading & categorizing receipts. Cost is low for service. Easy to use via app or login on site.

Cons: I cannot think of anything to mention at this time. I think the functionality is great and very easy to use!

Great for organizing but processing can be a little slow/glitchy

May 01, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Having everything in one place on my phone is great, and being able to email my expense report directly from the app is a nice feature.

Cons: The processing grabs the wrong information from the photo of the receipt- for instance, if it's a screen shot of an invoice on my phone, it will list the merchant as "Verizon" and I have to spend extra time going back and fixing those.

Shoeboxed has changed my life as a small business owner! It's efficient and easy to use.

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The fact that there are multiple ways to input receipts (upload, email, envelopes, etc). I also appreciate that you can set rules to make it more efficient as you go.

Cons: I think that pricing should be streamlined and expanded. I go over my limit several times per year and the overage charges are intense but upgrading fully doesn't make sense for my business either.

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

May 01, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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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.

Overall: 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.

Convenient! And if there is ever a problem, they're fast to help!

May 01, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I love how easy it is to snap a picture of the receipt on my phone app and then I don't have I keep up with a paper trail! I always lost receipts before.

Cons: I've found sometimes I have to reset my app because it has a glitch that makes my old receipts not show up. They're still on the computer version, I'm not sure why this happens.

I absolutely love the app. Easy to use and wonderful at tax time!

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Easy to navigate and to track my mileage. Love the pinning while driving my route. It was so easy at tax time to print off the whole year and have it broke down by category.

Cons: I would like to see a line for me to enter the total cost on the expense section. There have been a few times where you entered the wrong amount (like missing a tax or service charge on the bill). I would also like to see if there is a way to add more pins on the mileage app. I sometimes have 8-10 stops.

It's Awesome! Love that it automatically tracks my trips and is easy to navigate the app. Than yall!

May 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It's Awesome! Love that it automatically tracks my trips and is easy to navigate the app. Than yall!

Cons: The Price Is A little bit of a bummer. They recently upped their charges and I feel the old price was more reasonable, Unfortunately it's too late for me to swtich due to all of my trips being on here, so i feel a bit trapped.

I enjoy using shoeboxed app for the last 2 years. It has made keeping receipts easy and organized.

May 07, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: I like the ability to look at the receipts I have submitted in the various time frames. Monthy/yearly. I also like the ability to categorize the expenses and print reports for each category. This has made keeping track of expenses easier and the ability to have all the necessary information for my accountant at tax time easier to review and ensure expenses are not missed.

Cons: I don't like not having the ability to review the receipts as category and generate reports from the mobile app.

Best company. Best product. Game changer.

May 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I LOVE mailing in and getting digital scanned copies of my receipts. I had 2 years worth of backlog on my physical receipts and having it digitally organized before the ink faded was huge.

Cons: I wish making expense reports was slightly easier for different accounts -- personal, professional, business, etc.

Shoeboxes is an essential expense in my business.

May 01, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: I like that Shoeboxed allows me to send them both paper and digital receipts. The categorization is pretty spot on and you can set up rules for common expenses.

Cons: I wish Shoeboxed integrated with more bookkeeping platforms and had more triggers on Zapier. The categorization could use more refinement.

So Helpful

May 04, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: I like that I can just scan my receipts while I am out running errands and don't have to keep them since I am always losing them.

Cons: I don't like that it only named a few receipts and that I had to purchase the upgraded plan in order to get the software to recognize the names on anything over the minimum.

Easy to use and decreases accounting workload.

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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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!

Overall: Much easier time keeping track of receipts.

It's very easy to upload receipts for storage.

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The ability to forward in receipts or take a picture with the app and automatically upload. I love that the app doesn't make you save the picture to your camera roll.

Cons: When searching for a receipt, sometimes it doesn't bring up all the receipts with the applicable keyword.

Love this app

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Easy to keep track of business even when out and about. I have a couple different businesses and this helps me keep all of them seperate.

Cons: Easier to use on desktop then app. For some reason on the app I am not able to seperate e everything, I have to log on a desktop to do it.

Best Financial Documentation Application

Dec 06, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: This software was recommended by a friend who has be using it for years. It has really brought a lasting solution to my manual way of doing things and help me to easily organize and manage my financial documents with unlimited storage capacity.

Cons: I find it difficult to use it on my phone. I think it should be improve to be able to use it on any electronic gadget.

Capterra loader

makes keeping track of expenses easy

Apr 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like that i can throw all my receipts in an envelope, send them to Shoeboxed, and have them take care of the rest. Nice to not have tons of receipts taking up valuable space in my office and nice that it's organized and easy to search should I need to do that.

Cons: I wish all plans had the prepaid envelopes. That would be a nice touch that would make using this service so much easier.

Overall: time saver, nice to be organized.

Incredible interface. Easy to use.

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money

Pros: It's a fantastic way to store recipes and track expenses. The team is responsive and the app is user friendly.

Cons: I can't say that I have any complaints about the application. It fits my needs perfectly in every way.

Amazing and quick process

May 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Pros are the convenience of the phone application, along with the ability to mail receipts. Love being able to upload photos of receipts on the spot, where ever one may be. It is easy to use when traveling, and creates less of a hassle when dealing with receipts once traveling is complete. Also love being able to utilize the Shoeboxed app. to check on previously scanned receipts (everything is located in one place). Highly recommended to all of family and friends, especially those who are just starting out managing their own business.

Cons: Previously, cons were the fees. However, currently, it is more beneficial to stay up to date with accounting by utilizing Shoeboxed.

Overall: Love being able to utilize the application to review previously scanned documents.

Super simple and easy to navigate on phone or computer. Easy to run reports.

May 04, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Ease of running reports. I like that fact that I can input receipts as soon as I get them and not worry about it later. I also like that I can upload receipts from my camera roll on my phone. Super simple to navigate on my phone on the fly.

Cons: No so much the software, but I wish we had the capability of sending out envelopes to individual users under one company. I live on the west coast but you guys can only ship envelopes to the main user who's on the east coast. We both work for the same company and use the same shoeboxed account.

Very easy to use

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The platform is simple enough, quick to use, and works seamlessly with my phone. I can take pictures immediately after business purchases and not have to worry about keeping the receipts in a safe place.

Cons: I find that I would prefer doing the receipt or document categorization manually because I find it to be faster than the auto categorization.

Overall: Increased efficiency and tax liability

Simple Solution for Tracking Expenses

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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.

Capterra loader

Extremely satisfied with the app; it's user interface and speed of processing. Great Functionality.

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like how data is transcribed and rapidly updated in the app. I enjoy how I can one-click the addition of a scan business card directly into my address book. I like how I can export reciepts to make it faster to complete expense reports. i like the human touch of the support staff.

Cons: Within the app I scan a card or reciept to process, then it also shows up (for me) in my Photos on my phone, notebook, cloud account. Once I've confirmed I have the info captured, I know have to go into my photos app and delete those pics.

I use this product every day.

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Easy to use and search for receipts. The website offers a lot more than the app which can be a positive. I think it's more of a negative.

Cons: The app is missing functionality found on the website. For example, there is no minus character on the app (returns are often shown as expenses) and you have to go to the website to edit.

good way to store picture

May 02, 2018
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: I like that I can save a picture of my receipt before I leave the store. The system is simple. The free membership, leaves a lot of work, but is still helpful.

Cons: 1. It would be nice if i didn't have to tell it to got to camera (instead of library) every time.

2. Rarely the page to enter the info right when I take the picture appears. Usually it just gives an opportunity to make a note, which isn't helpful.

I'd like to open the app, take a pic, and enter the data. All right away.

Overall: It helps me sleep easy knowing that all my receipts are stored so that I may access and categorize them when I have spare time. A good side activity to TV watching.

I wish that it was a bit simpler to enter the information about the purchase/receipt right when I take the picture of the receipt. Sometimes this presents as an option, but rarely.

Excellent. It does exactly what I need.

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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.

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

Using to track receipts-easy to use, reliable and handy!

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use. Always handy through mobile devices, desktop and scanner to submit directly to site or via email.

Cons: Inability to categorize when submitting. It would be helpful to be able to select a predesignated category when submitting receipt rather than after the fact.

Overall: Far better accounting and tracking

Very easy to use!

May 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: During tax time it is easy to separate the miles from deductibles. I like being able to start my mileage and just take pics of my receipts and it all taken care of.

Cons: Not really much to say about cons. Sometimes while I'm using my mileage it always switch s me to the camera. Kind of annoying but overall not really a big deal.

Limiting

Jul 12, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money

Pros: This software does a really good job of scanning and managing receipts. It also does a really good job of expense tracking.

Cons: Neat concept but pricey and somewhat limiting. It does wonders with receipts and business cards but if you want to track and scan anything else, it won't work.

Seamless and easy! Love to use this at the end of the year for my taxes.

May 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: I really enjoyed the ease of scanning vs manually recording receipts. It keeps me from huge piles of receipts to catch up with. I just scan at the actual restaurant and never need to keep paper copies!

Cons: Occasional obvious errors on the receipt inputs like wrong dates or prices. At tax time, I found quite a few discrepancies between actual receipts and records that threw off my accounting and required me to search for the errors manually. Still easier than not doing it.

Simple, effective, reliable

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Their proprietary magic envelope system is very, easy to use and incorporate into your routine w/r/t any paper that needs to be captured.

Cons: Search functionality inside website is very limited. They should consider adding Google custom search functionality or partnering with a service like Findo.

Overall: Robust capture

Overall, very good. I have been using for 2 years

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: Very simple to use. Just take a photo or email the receipt. Never forget or lose a receipt with it.

Cons: They sometimes don't pay enough attention to the amount or name of vendor and get it wrong-just listing the tip instead of the whole amount for example-having me need to then go through all to find the error.

Essential for my taxes.

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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

Overall: made my taxes super easy

Capterra loader

Love it.

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: The Convenience. I love that it auto-tracks my drives each day. Also love how well organized the actual software side is.

Cons: The price :( It seemed fair until they upped the pricing. I was really bummed to see the price tag go up. It definitely seems high.

Awesome and useful

May 01, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The system provides organization and allows me to properly record my expenses and also track and identify trends.

Cons: The categories that are given are broad however you are able to add other descriptions for expenditures.

Overall: Organization and Tracking

love it!! Saves me time and money!

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I love the time it save me. Eliminates clutter and makes finding receipts and business cards easy to find.

Cons: Wish there was Integration of receipts and business cards into Quickbooks or other business programs. I am unaware that these options are available, if they are.

Excellent Receipt Tracker

May 08, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Exceptional value. Shoeboxed does a good job with receipt tracking. Excellent search and report functionality.

Cons: Paid processing is not reliable for clients outside of the US. Receipts in foreign currencies are often identified in USD which can create some reporting issues.

So easy to use!

May 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Love that I can easily store all my receipts. Easy to manage my business, home, and tax documents.

Cons: I wish it was easier to manually enter all receipt information from the phone app instead of having to logon to the computer.

Great expense management for my one-person consulting business.

May 04, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: The Magic Envelope is the key to Shoeboxed. Fill the envelope, mail it and forget it. The end of year summary is crucial to my tax prep. I plan to integrate Shoeboxed with QuickBooks this month.

Cons: Many small annoyances. Does not remember my username. Inaccurate transcription of receipts and failure to choose obvious categories (e.g. "Yellow Taxi" categorized as General Retail not Travel) or failure to enter form of payment accurately when the card number is obvious. These errors and omissions require monthly editing and waste valuable time. Editing frame forces much unnecessary cursor movement.

Overall good

May 02, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: The scanning software app from Shoeboxed is easy to use for using your phone for receipts on the fly.

Cons: Organizing the receipts can be a bit of a pain putting them in the correct categories. I use both the scanning software and mail in receipts.

Dissatisfied with professionalism and Integrity

Aug 22, 2018
1/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

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.

Overall: 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.

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

Oct 07, 2017
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

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.

Overall: Receipt storage, less printing, email forwarding receipts

User friendly method to track expenses. Free version is limited but helpful.

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

Pros: Ability to quickly and easily upload images. Mileage tracking is simple and extremely user friendly.

Cons: No option to enter retroactive mileage sometimes I forget to track, and it would be helpful to have a way to enter those miles manually.

Lots of Mistakes

Jun 06, 2017
2/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
Likely
Extremely
Likely

Pros: Receipts can be viewed, downloaded, and printed. Filters are really useful and make searching for receipts quick and easy

Cons: Lots of mistakes such as typos. Vendors can be entered multiple times due to poor spelling and typos. I have to manually edit receipts in order to get the vendor names consistent. I suggest those doing the data entry look at previous receipts or have an auto-fill feature so that vendors aren't entered multiple times. Non-receipts are entered as receipts by automatic email link. For example my dinner reservation was entered as a receipt. Order confirmations were entered as receipts also which resulted in a single purchase being entered multiple times into my account. Mobile app is useful but doesn't support long receipts. I suggest allowing multiple pictures to support long receipt like other mobile apps do

May 04, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I like how it is easy to use and generally quick. It keeps everything organized. I like how you can customize the categories as well.

Cons: I tried the "paid" version for a short while, but the accuarcy of them entering in the info was not like what I wanted. Sometimes, it wasn't even their fault. I found it easier if I just did it by myself since I am the only employee anyway.

Either mail it in or forward your email receipts, super simple.

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I don't have to do the data entry and organization. This is done for you. You just set up the categories.

Cons: It grabs items from your email that are NOT purchases and then you have to clean those out of your account.

Overall: Simple use, no more piles of paper around my office.

Hassle Free

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Easy to use. Love that i can forward receipts and invoices right from my email. I also love how quickly things get processed. It really helps during tax time as you can export a spread sheet

Cons: It's a life safer. I wish the categories of the receipts were a little more intuitive There are times when you have to go in manually and correct it.

Excellent- great being able to copy & organize, & create expense reports very quickly.

May 01, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Once you copy a receipt, it is always available for your records, from anywhere with internet access.

Cons: That it takes too long for the software to pull info from receipts. I often end up cancelling "processing" and manually enter the receipt info myself. Not a big deal, but having the choice to capture receipts manually in the first place would be good.

Overall: It enables me to get reimbursed for the expenses I incur, very quickly. The history this software saves for me is very valuable. Keeps me organized. Gives me all of my expenses from my smartphone.

This has been great for my small business.

May 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: It's easy to use app is pretty good. It's easy to send in receipts and it's easy to upload via app.

Cons: Although the website and app is great and does the job. It does feel a little outdated, but given all it's pros this is workable.

Brillian and basically idiot proof

Aug 21, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I am tech challenged and self employed - a horrible combination. This program makes it SO easy to track receipts right down to the exact tax category. No more hours digging thru receipts (lol often in an ACTUAL shoebox) Even if this is not your primary method of receipt tracking, any one who needs to track receipts would be nuts not to keep this on their phone!

Cons: I wish I could magically program it not to put my manicure receipts in as tax deductible. Lol not sure that will fly.

I came here from Expensify

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love how easy to use and straightforward it is, it makes my monthly reception logging easy. I love how it remembers what I submitted from the month before. It's easy to tag which items need a unique ID. I love how FAST this software is. Other readers are terrible. The app is easy, but I love just e-mail fowarding receipts!!

Cons: The price is a bit high. I wish I could edit reports after they are created -- especially when I have to REcreate them!!

Overall: Easy month end reporting to submit my expenses

Capterra loader

Removes clutter and keeps track of expenses, accessible from anywhere

May 04, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: I like that this is a cloud based system. Also that it accepts electronic receipts with a simple forward from my email. overall, very good value for the cost and reduces clutter massively.

Cons: Some manual processing is required to approve and resolve expenses so an eventual AI based system would be great.

Overall: Clutter reduction, expense management

The app is easy and intuitive, I feel like anyone can understand and use it!

May 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The interface is not cluttered and is clean which makes navigation a breeze. App does exactly what I need it do. I am a pet sitter and I use the app to track my mileage when visiting my clients.

Cons: When saving a trip under the mileage tracker it can be slow at times to log the trip so I'm sitting there waiting to verify the trip was properly saved. Once in a great while it might not save the trip at all so it would be amazing if I could enter a trip manually.

Overall: Ease of use for tracking my miles.

I've used Shoeboxed for years and have recommended it to everyone. It makes life so much easier

May 07, 2018
1/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: All the reciepts are accessible with just a click of the mouse. I can search so many different ways and get the information I need to run my business and household.

Cons: Because I'm in Canada I do find I have to review the receipts that have been documented and I often have to make changes to what has been entered.

So easy to keep track of receipts and

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Does all of the work for me, I just print out my deductions at the end of the year. I like being able to take a photo of my receipts.

Cons: I can't figure out how to separate mileage from other deductions, and I would like to have multiple accounts or users so that my husband could use it for his business.

Very easy to use but sometimes has upload issues

May 01, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: For our employees, it is extremely simple to use which is why we chose this product over some of the other solutions that we tested. They love the fact that their are minimal steps required to take the picture and submit the receipt.

Cons: On occasion, we have issues where the receipt just gets hung up in processing mode and never actually gets submitted. It is a hassle for those employees to have to go back and resubmit receipts that run into those issues. Also, I don't like that everyone that uses the product can see all the receipts ever submitted, even from other employees.

Overall: Provides receipt tracking and storage

An easy way to get rid of the paper clutter

May 02, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: It's so easy to store receipts and then retrieve the information! I like the ability to store various kinds of information, such as receipts and business cards.

Cons: Doesn't always read the receipts correctly. For instance, I have a receipt that is stored as transpiring on April 18, 2019.

Easy to grasp. Mostly reliable.

May 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I only use the mileage tracking. The option to export the results into Excel spreadsheets makes expense reports very convenient.

Cons: Sometimes the mileage tracking doesn't work. I'll go somewhere 10 miles away, and the system will only pull up the last .1 miles.

Overall: easy and convenient mileage tracking.

Reliable worth the fee

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

Pros: Quick, easy to refer back to a tax time Works easily with my iPhone no glitches so far good value for the functionality. I am happy

Cons: None that I can think of at this time....it has worked well and I am happy with the program. It works well even after updates. It is great on the road.

Great way to organize business expenses

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I like the ease of use the of the application on my phone and how I can categorize my expenses. I also like the ease of use of the website and how I can filter for expenses.

Cons: Sometimes the app on my phone has some functionality issues. But it seems to get better with each update.

This is a great service but it fall short in a couple areas. Need better mobile app.

May 01, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money

Pros: The ability to throw my receipt on unorganized in a bag and have them uploaded is excellent. I like how you can sort by supplier and date.

Cons: The accuracy of the supplier information from the receipts is inaccurate or inconsistent at times. The mobile app needs some work. You can't download PDFs from the app. Also you should be able to upload multiple pictures for a single receipt. Some receipts are very long and need to be taken in several pictures which can then be combined.

Capterra loader

Fantastic Expense Reporting/Tracking Application

May 02, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: It is Free and allows me to quite easily track all of my expenses in a very similar manner to Concur

Cons: Some glitches in the software that does not accept forwarded PDFs so have to convert them individually to PNGs. Again, free App so cannot complain too much

Overall: Expense reporting and tracking

Great for what I need it for.

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Keeps me organized. Love exporting my expenses in an Excel file and PDF for backup receipts. Always prepared during tax season.

Cons: Sometimes defaults to USD when I am in Canada. So normally have to adjust this manually. Would love to see an improvement with this.

Made Me a Fan

Oct 30, 2013
5/5
Overall

Comments: I'm a small business owner of a company with 4 people. I downloaded the Shoeboxed iPhone app about a year ago and was using it to keep track of expenses that I needed to reimburse myself for. I then found out that Shoeboxed also offers prepaid envelopes. Now, my entire team shoves our bills and receipts in them and they are scanned and available online in just a few days.

Pros: The accuracy of the app is great (I'd say about 97%) and the prepaid envelopes are a service that I don't think anyone else out there offers. I also called in one time to check on the status of an envelope and the customer support was great.

Cons: The free version of the app only allows you 5 scans per month which was a lot less than I needed. I am now on the classic premium plan.

I have been using Shoeboxed for over a year. Tax time was MUCH less stressful!

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money

Pros: Snapping a picture and knowing the receipt is filed and saved. Since the app is on my phone, receipts are entered as soon as I make the purchase.

Cons: Um. I still have to pay taxes. There really isn't anything. I have been exceptionally happy with this product.

Very easy to use, keeps my finances organized

May 08, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Shoeboxed is very easy to use, I like that I can keep track of all my receipts and search for them easily if I ever need to look at one again.

Cons: Sometimes it glitches and doesn't save the category section, also has a hard time loading the images.

Useful and thoughtful service, with simple user interface

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: The ability for submitting receipts via mail is great. The sorting and verification of amounts are very useful and accurate. Grouping and sorting of mailed envelope information is a wonderful tool.

Cons: Have had trouble keeping to the format of digital receipt usable. Many square digital receipts have issues being recognized when emailed in.

Overall: reduction of paper clutter, and manual input of information. Great sorting tools.

I love using shoeboxes! I think the mobile app could be stronger and more responsive.

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: Shoeboxed is such a useful way to track and export expenses. I appreciate being able to create a spreadsheet with it!

Cons: The layout and ease of use could be better. The app especially is glitchy in the upload process and categorization process.

I used to have a desk full of receipts. My life is forever changed after using Shoeboxed!

May 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Easy and links to Quickbooks, and also the fact that I no longer lose money by not saving cash receipts. I love how I categorize or make notes direct upon taking photo on my iPhone of the receipts when I travel or buy expenses that go back to business.

Cons: There is really no downside. It's so easy to use. I can't think of anything I would do to improve it as the interface is so simple.

Very useful app, totally recommend trying it out.

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

Pros: The ease of use in tracking mileage and receipts. Best feature so far is the mileage tracker and it's ability to pin your every stop versus another mileage tracker that might miss your stops because it is automatic.

Cons: If you forget to take your reciept or start your mileage tracker you are out of luck. There is no way to go back and add a mileage trip or a receipt without a photo.

Capterra loader

Very easy to use app

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is easy to upload photos of receipts and categorize them. The app is pretty accurate most of the time.

Cons: Sometimes the app doesn't read things accurately, but that's pretty rare - as the app is accurate 95% of the time.