# Page 4 | Shoeboxed Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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 4 - Reviews of Shoeboxed

## Showing most helpful reviews

Showing 76-100 of 227 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

DG

Dj G.  
owner  
Accounting  
Used the software for: 2+ years

### "happy for most part"

May 2, 2018

4.0

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.

Review Source

LK

Leslie K.  
Vice President  
Real Estate  
Used the software for: 1-2 years

### "One of the best gifts my husband gave to me!"

October 31, 2019

5.0

it has been great, nothing but rave reviews from me

Pros

this is so easy to use, and saves so much time. I now only check the account a couple of times a year before filing.

Cons

Nothing, this software does everything i need, and is rapid fast.

Review Source

VR

Verified Reviewer  
Director + Cinematographer  
  
Used the software for: 2+ years

### "The UX is a little clunky. I've had it for years but to be honest I am thinking about changing."

May 1, 2018

4.0

Being able to send all my reciepts to my book keeper

Pros

The ability to ship out receipts. Being able to just throw everything into an envelope on a weekly basis is amazing.

Cons

The search tool & upload app. They don't work well. I am constantly looking for things or have a million credit card numbers I can delete when I am trying to file reciepts. The interface feels old and outdated.

Review Source

SO

Simon O.  
Marketing Analyst  
Accounting  
Used the software for: 6-12 months

### "Best Financial Documentation Application"

December 6, 2018

5.0

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.

Review Source

Julie H.  
Principal  
  
Used the software for: 2+ years

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

May 4, 2018

4.0

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.

Review Source

JM

Jenna M.  
Artist  
Arts and Crafts  
Used the software for: 1-2 years

### "Simple To Use"

December 16, 2019

3.0

Overall I am happy to have a place to put my receipts and to make things easier for when I am doing my taxes.

Pros

I like that I can easily photograph and log my receipts and keep track of them for my taxes. I think that it captures the receipt well and it is nice to know that my receipts are safe for when my taxes are due.

Cons

It is hard to keep things described and separated properly. I don't think that it has a high enough functionality for me to use it all year long. I would recommend that they had more descriptive features to things and make it more user friendly.

Review Source

CP

Carly P.  
Territory Manager  
  
Used the software for: 1-2 years

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

May 1, 2018

5.0

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.

Review Source

Theresa O.  
Gratitude Guru  
Consumer Goods  
Used the software for: 6-12 months

### "Overall excellent!"

May 1, 2018

5.0

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.

Review Source

AW

Ashlee W.  
Photographer  
Arts and Crafts  
Used the software for: 1-2 years

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

May 1, 2018

5.0

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.

Review Source

Taylor Z.  
Hip Hop Artist/Producer  
  
Used the software for: Less than 6 months

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

May 1, 2018

5.0

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.

Review Source

RS

Richard S.  
Broker  
  
Used the software for: 6-12 months

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

May 1, 2018

5.0

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.

Review Source

RP

Robert P.  
Partner  
Design  
Used the software for: 2+ years

### "Great product - needs UX upgrade"

November 8, 2019

4.0

overall really good

Pros

fairly straightforward to use. wish we could implement some sort of streamlining for business names. the scanner will pick up variants and it would be nice to select a big group and name them all the same name for consistency

Cons

sometimes not intuitive I still struggle with "add document" for some reason

Reason for choosing Shoeboxed

great reviews

Review Source

CW

Christine W.  
Therapist  
  
Used the software for: 1-2 years

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

May 1, 2018

5.0

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.

Review Source

JC

JOhn C.  
Owner  
  
Used the software for: 1-2 years

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

May 5, 2018

5.0

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.

Review Source

Jessica A.  
Human Resources Representative  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Easy to use "

May 4, 2018

5.0

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.

Review Source

Chris K.  
Founder, CEO  
  
Used the software for: Less than 6 months

### "Great Experience, no complaints"

May 1, 2018

5.0

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

Review Source

PB

Pat B.  
Advisor  
Internet  
Used the software for: 1-2 years

### "Best company. Best product. Game changer."

May 4, 2018

5.0

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.

Review Source

JS

Jennifer S.  
Comptroller  
Banking  
Used the software for: 1-2 years

### "So Helpful"

May 4, 2018

4.0

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.

Review Source

RD

Raymond D.  
Owner  
  
Used the software for: 2+ years

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

May 8, 2018

4.0

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.

Review Source

RW

Roy W.  
Supervisor  
  
Used the software for: 1-2 years

### "It's ok, not great, not awful"

May 4, 2018

3.0

categorizing receipts for expense tracking

Pros

Ability to categorize receipts. Generate reports of receipt categories. Works back and forth with the app generally.

Cons

Have to manually fill out receipts. Prior program did a lot of that itself. Several bugs on pulling in from emails. App fails here and there.

Review Source

VR

Verified Reviewer  
Freelance Web and Graphic Designer  
  
Used the software for: 6-12 months

### "A valuable asset for record keeping and expense tracking"

May 7, 2018

5.0

Pros

Very simple and intuitive to use. Very handy reports and the Magic Envelope is such a cool useful feature for me.

Cons

The cost could come down a bit. The software and customer service are amazing so no complaints there.

Review Source

GJ

Garlock J.  
Owner/Chiropractor  
Marketing and Advertising  
Used the software for: 6-12 months

### "Fetch Expense Reporting user"

April 5, 2018

5.0

Great & useful!

Pros

I love Fetch! We integrated it into our office last year & it has been a great addition! Our employees find it sinple & efficient to submit receipts, etc for reimbursement & I find it very well designed.

Cons

We initially had a bit of difficulty getting everyone in sync with the ststem. Some employees use Apple devices & some use Android devices. Once we took the time to focus on company wide training, it was a breeze.

Review Source

HW

Heidi W.  
Owner  
Food & Beverages  
Used the software for: 1-2 years

### "Love this app"

May 7, 2018

5.0

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.

Review Source

AP

Arielle P.  
Executive Assistant  
  
Used the software for: 1-2 years

### "It's very easy to upload receipts for storage. "

May 1, 2018

4.0

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.

Review Source

TM

Tyler M.  
Entrepreneur  
  
Used the software for: 2+ years

### "I strictly use the free features. It's wonderful. The organization is good for personal taxes"

May 7, 2018

3.0

Pros

It's free and super simple. The way you enter info and can export it under different headings and the tracking of receipts is a real time saver.

Cons

The receipts don't load up on the app and there was a glitch with the mileage tracking in the first month or two of the year.

Review Source

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