# Page 3 | Shoeboxed Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is Shoeboxed the right Document Management solution for you? Explore 227 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/222840/Shoeboxed/reviews

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Shoeboxed

4.4 (227)

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Last updated March 13th, 2026

# Page 3 - Reviews of Shoeboxed

## Showing most helpful reviews

Showing 51-75 of 227 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Business Advisor  
  
Used the software for: 2+ years

### "Simple, effective, reliable"

May 1, 2018

5.0

Robust capture

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.

Review Source

Christopher D.  
Partner  
  
Used the software for: 2+ years

### "Essential for my taxes. "

May 1, 2018

4.0

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

Review Source

Rachel C.  
Co-Owner, Interior Designer  
  
Used the software for: 6-12 months

### "Love it. "

May 1, 2018

4.0

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.

Review Source

JS

James S.  
NY state sales manager  
Automotive  
Used the software for: 2+ years

### "Terrible customer service"

September 12, 2019

3.0

I have been trying to contact someone for 3 weeks. I have left several messages and email. No one ever answers the phone and never return calls. Horrible

Pros

Easy to take pic of reciept. And mailing in receipts via magic envelopes is very convenient.

Cons

Customer service is HORRIBLE. I have called and emailed. No response

Review Source

RW

Rachel W.  
Partner  
  
Used the software for: 2+ years

### "So happy I found this product"

April 13, 2018

5.0

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.

Review Source

VR

Verified Reviewer  
Founder of Just the Write Thing, LLC  
  
Used the software for: 2+ years

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

May 1, 2018

5.0

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

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.

Review Source

MB

Michelle B.  
Teacher  
Education Management  
Used the software for: Less than 6 months

### "Dissatisfied with professionalism and Integrity"

August 23, 2018

1.0

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.

Review Source

VR

Verified Reviewer  
Strategic Trainer  
Internet  
Used the software for: 2+ years

### "This has been great for my small business. "

May 4, 2018

4.0

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.

Review Source

RR

Ray R.  
CEO  
  
Used the software for: 2+ years

### "Easy tool to use and CSv export "

May 1, 2018

4.0

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

Review Source

Narasimhan (Nari) S.  
Chemical Engineer  
  
Used the software for: 1-2 years

### "Removes clutter and keeps track of expenses, accessible from anywhere"

May 4, 2018

5.0

Clutter reduction, expense management

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.

Review Source

JM

JONATHAN M.  
President  
Insurance  
Used the software for: 2+ years

### "Makes it simple"

October 31, 2019

5.0

It makes keeping track of expenses very easy.

Pros

Keeping expense accounts current is a problem but this has helped solve it.

Cons

I don't know how to use a lot of the features and training hasn' t been available.

Review Source

AS

Andy S.  
Chiropractor  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Good and getting better"

May 7, 2018

4.0

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.

Review Source

VR

Verified Reviewer  
Investment Adviser Representative and Insurance Professional  
Financial Services  
Used the software for: 1-2 years

### "Great way to organize business expenses"

May 7, 2018

5.0

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.

Review Source

Brian L.  
VP of Sales, Clinical Markets, Americas  
Biotechnology  
Used the software for: 1-2 years

### "Fantastic Expense Reporting/Tracking Application"

May 2, 2018

4.0

Expense reporting and tracking

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

Review Source

AB

ARTHUR B.  
MANAGER  
Wholesale  
Used the software for: 2+ years

### "EASE OF USE PREVENTS PROCRASTINATION"

November 12, 2019

5.0

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.

Reason for choosing Shoeboxed

TRIED IT AND I LIKED IT.

Review Source

Zack C.  
Client Application Specialist  
Computer Software  
Used the software for: 1-2 years

### "Does what it needs to do"

May 1, 2018

3.0

A free way to keep track of all of my receipts.

Pros

I like how I can take pictures directly from the app on my phone. That's always very handy when I'm "scanning" in receipts

Cons

I don't like how there's not a "select all" feature when you're bringing in images from your camera roll on an iPhone.

Review Source

JF

John F.  
Director of Training  
Restaurants  
Used the software for: 2+ years

### "Snap"

September 21, 2020

5.0

Pros

we like this as it keeps all of our invoices in one place and easy to upload.

Cons

Just waiting for the vendors to upload the invoices.

Review Source

RO

Robert O.  
Owner  
Hospital & Health Care  
Used the software for: 2+ years

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

May 7, 2018

4.0

storage and search capability

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.

Review Source

DR

Dawn R.  
Owner  
  
Used the software for: 2+ years

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

May 7, 2018

1.0

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.

Review Source

SM

Saul M.  
Member  
Financial Services  
Used the software for: 2+ years

### "Essential for my document and receipt organization.."

May 7, 2018

5.0

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

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.

Review Source

JM

Jennifer M.  
Controller  
Consumer Services  
Used the software for: 6-12 months

### "Very easy to use but sometimes has upload issues"

May 1, 2018

3.0

Provides receipt tracking and storage

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.

Review Source

SL

Sharisse L.  
Owner  
  
Used the software for: 2+ years

### "Shoeboxed is GREAT! Platform is extremely easy to use"

May 1, 2018

4.0

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

Review Source

Roxanne B.  
Executive & Marketing Assistant  
Insurance  
Used the software for: 1-2 years

### "Very easy to use app"

May 1, 2018

5.0

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.

Review Source

MH

Michelle H.  
Business Office Manager  
Computer & Network Security  
Used the software for: 6-12 months

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

May 2, 2018

4.0

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

Review Source

CS

Christopher S.  
President  
  
Used the software for: 2+ years

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

May 1, 2018

5.0

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.

Review Source

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