Reclaim up to 900 hours a year with receipt management software for bookkeepers
#1 best receipt scanner app for tax season by Hubspot
- ✓Get piles of receipts scanned for you
- ✓Systematize receipt management
- ✓Increase per-client efficiency
- ✓Reduce audit risk and receipt loss
- ✓Refer and get 20% referral rewards
“Profit from efficiency. Clients prefer using Shoeboxed's prepaid envelopes and that’s what makes Shoeboxed a superior product over their competitors.”
“...better still is an app called Shoeboxed”
“If you’re looking for reliable storage for digital tax receipts, consider Shoeboxed.”
“Shoeboxed makes it stupid simple to scan receipts...”
Built-in benefits for bookkeepers and bookkeepers’ clients
Use Shoeboxed’s Magic Envelope service to outsource receipt scanning once and for all. Retire manual receipt entry for good. Focus on important tasks instead of scanning receipts.
A digital archive of receipt images serves as proof during a client’s tax audit. Give yourself peace of mind by protecting & preserving clients’ receipts. 2 years of digital scan storage on the Starter plan, 3 years on Pro and Plus.
Boost per-client efficiency with AI assistance and human-verified data. OCR-scanned receipts are verified by data specialists and then tagged with 1 of 15 common tax categories, or create your own.
Get paid for every client who signs up with your referral link for the first year—a special new offer for bookkeepers & accountants that helps you save on accounting software.
How does Shoeboxed’s Magic Envelope service work?
Stuff receipts into a pre-paid Magic Envelope and send them to our processing facility.
We scan receipts, extract & verify receipt data, and upload receipts to your account.
Get notified that receipts are processed and viewable in your Shoeboxed account.
We return or shred the mailed-in documents based on your preference.
Why choose Shoeboxed’s receipt scanning & receipt management software?
Mail-in receipt scanning service painlessly digitizes boxes of receipts
Digital archive of receipts prevents damage-related receipt loss
Receipt scans that meet tax audit requirements
Quick tallying of tax categories streamlines reporting
Built-in expense reports feature reduces hours of tax prep
Account sharing fosters easy check-ins with clients
Unlimited, separate accounts for bookkeeping businesses of any size
Create receipt category tags and rules based on client needs
Return or shred option for mail-in docs based on your clients’ wishes
Integrations with QuickBooks and other popular accounting software
3 options for bookkeepers looking to use Shoeboxed with their clients
Your client signs up and pays for Shoeboxed directly, and you — the bookkeeper — are added as a user on your client’s account. This option is simple and effective and carries no fees for the bookkeeper.
How it works
Your client adds you as a sub-user on their account. You can be on as many client accounts as you’d like and can toggle between accounts. The end client can remove you and add another bookkeeper at any time. Give your client your unique referral link and receive a 20% referral reward.
Case study
How Avanlea Inc. bookkeeper saves 900 hours a year with Shoeboxed
Based in South Carolina, Kimberly Mickel is a bookkeeper who has worked in the legal field for 27 years, handling front- and back-office accounting. Her expertise includes instructing attorneys on how to bill accurately and inculcating the billing process within law firms... Read more
After discovering Shoeboxed and what it can do, Kimberly asked her clients to use Shoeboxed’s Magic Envelope service for receipt management. Those who agreed to this change subscribed to Shoeboxed directly and Kimberly was added as a sub-user on their accounts.
Donyell Weaver, a trucking business owner and one of Kimberly’s clients, remarked on how efficient the switch has been: “Shoeboxed is so much easier for me. One year [before finding Shoeboxed], I handed her a bucket full of receipts. It wasn’t pretty. She was really upset.”
Now, Donyell keeps a Magic Envelope within arm’s reach while on the road, stuffing receipts into the envelope and then sending it in at the end of each month. Shoeboxed’s mailroom staff does the legwork, and Kimberly—as a designated user with Donyell’s account—gets a notification when the receipts are in the system.
Not all of Kimberly’s clients have opted to use Shoeboxed. And for those who haven’t, manual logging continues: “Tax day was yesterday. So basically, for the people who didn’t have Shoeboxed, I’ve been falling asleep sorting receipts in my office over the past few weeks.”
“I think it is a lot more cost-effective to have Shoeboxed. I don’t separate the receipts. My clients put them in an envelope, and they are organized by Shoeboxed.”—Kimberly Mickel, bookkeeper
Frequently asked questions
Yes, we can create sub-accounts for each one of your clients. We recommend a demo to discuss the different account set-up options to determine what will work best for you and your clients.
“You have the best customer service of any product or service that I’ve used in as long as I can remember.”
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Capterra, G2 Crowd
and a review score 4.5/5 on
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Turn business receipts into data & deductibles
Join over 1 million businesses scanning receipts, creating expense reports, and reclaiming multiple hours every week—with Shoeboxed.
Try Shoeboxed Risk-Free