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Unlock Effortless Document Management with Shoeboxed: Features and Pricing Guide

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  • Post last modified:March 13, 2024

Welcome to Shoeboxed, the app that makes transforming your paper receipts into digital records a breeze. With Shoeboxed, you can say goodbye to manual data entry and effortlessly track your expenses for tax preparation. Organizing your receipts has never been easier!

Shoeboxed offers multiple convenient ways to send in your receipts. You can simply mail them in using the prepaid envelope provided, use the mobile app to snap pictures and upload them, forward receipts to a designated email address, or use the Gmail plugin for automatic import. Say goodbye to cluttered desks and piles of receipts!

But Shoeboxed doesn’t stop there. Our app utilizes OCR (optical character recognition) technology to extract key data from your receipts, making them searchable and editable. Find any receipt you need, anytime. It’s like having your own personal digital filing cabinet at your fingertips.

Whether you’re a small business owner, accountant, freelancer, or bookkeeper, Shoeboxed is the perfect tool to streamline your document management process and boost your productivity. Explore Shoeboxed today and experience the convenience of digital organization!

Key Takeaways:

  • Transform your paper receipts into digital records with Shoeboxed.
  • Simplify tax preparation and expense tracking with Shoeboxed’s receipt scanning capabilities.
  • Send in your receipts easily with various submission methods.
  • Utilize OCR technology to make your receipts searchable and editable.
  • Improve your productivity by streamlining your document management process with Shoeboxed.

 

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Simplify Daily Bookkeeping Tasks with Shoeboxed

Shoeboxed offers a range of features and tools that are designed to simplify your daily bookkeeping tasks. With Shoeboxed, you can easily turn your receipts into data, making expense tracking and tax preparation effortless.

When you use Shoeboxed to scan your receipts, the app extracts important information such as vendor, total amount, date, and payment type. This data is then organized into a searchable and editable format, allowing you to easily find and manage your receipts.

“Shoeboxed has made my life so much easier. I used to spend hours sorting through receipts and organizing expenses, but now everything is neatly stored and categorized in one place.”
– Sarah Johnson, Small Business Owner

Once your receipts are transformed into digital records, you can create expense reports with just a few clicks. Shoeboxed provides the flexibility to export, share, or print these reports for tax deductions or reimbursement purposes.

Furthermore, Shoeboxed offers a systematic approach to receipt categories for tax time. The app uses OCR technology to extract important receipt information, and automatically categorizes them into 15 tax categories, making it easier for you to claim deductions and ensure compliance.

Integration with Other Tools

Not only does Shoeboxed simplify your bookkeeping tasks, but it also seamlessly integrates with other popular accounting software and tools. This allows you to streamline your workflow and collaborate more effectively with your team members.

Accounting SoftwareFeatures
QuickBooks– Automatically sync your Shoeboxed data to QuickBooks for easy financial management
– Ensure accurate and up-to-date bookkeeping
Xero– Sync your receipts and expense data to Xero seamlessly
– Simplify reconciliations and stay on top of your finances
Wave– Easily import your Shoeboxed receipts into Wave
– Streamline your expense tracking and reporting

By integrating Shoeboxed with your preferred accounting software, you can access your receipt data and expense reports in one place, eliminating the need for manual data entry and ensuring accurate financial records.

With Shoeboxed, you can simplify your daily bookkeeping tasks and improve your overall business productivity. Say goodbye to the hassle of manual receipt entry and disorganized expense tracking. Try Shoeboxed today and experience the benefits of efficient and streamlined bookkeeping.

Who Uses Shoeboxed?

Shoeboxed is a versatile tool that caters to a wide range of users, including bookkeepers, accountants, business owners, startups, teams, organizations, solopreneurs, and individuals. It offers solutions to streamline document management and expense tracking, making it a valuable asset for various needs and situations.

“Shoeboxed is a lifesaver for bookkeepers and accountants.”

Bookkeepers and accountants rely on Shoeboxed to streamline their tasks and improve efficiency. The prepaid envelope service offered by Shoeboxed makes it easier for clients to collect receipts, ensuring a seamless and organized workflow. By leveraging Shoeboxed, bookkeepers and accountants can focus on their core responsibilities while enhancing client satisfaction.

“Business owners and startups benefit from Shoeboxed’s time-saving features.”

Shoeboxed simplifies receipt management and expense tracking for business owners and startups. With Shoeboxed, they can easily organize and categorize receipts, eliminating the need for manual data entry. By automating these processes, Shoeboxed allows business owners and startups to save time, optimize productivity, and focus on growing their ventures.

“Shoeboxed offers convenience to teams and organizations.”

Teams and organizations appreciate Shoeboxed’s envelope process, which facilitates the collection of receipts from multiple locations. This feature ensures that all relevant documents are easily accessible and organized, enabling smooth collaboration and seamless expense reporting. Shoeboxed helps teams and organizations maintain a systematic approach to receipt management, enhancing overall productivity.

“Shoeboxed is a game-changer for solopreneurs and individuals.”

Solopreneurs and individuals find Shoeboxed to be an invaluable tool for simplifying their bookkeeping tasks, especially during tax season. Shoeboxed streamlines the process of digitizing and organizing receipts, making it significantly easier to track expenses and prepare tax reports. By providing a user-friendly and efficient solution, Shoeboxed empowers solopreneurs and individuals to focus on their core activities and reduce administrative burdens.

Overall, Shoeboxed caters to a diverse user base, offering solutions for efficient document management and expense tracking across various industries and professions. Whether you’re a bookkeeper, accountant, business owner, team, organization, solopreneur, or individual, Shoeboxed is designed to simplify your processes and boost your productivity.

UsersBenefits of Shoeboxed
Bookkeepers and AccountantsSimplified receipt collection through prepaid envelopes
Increased efficiency and client satisfaction
Business Owners and StartupsTime-saving receipt management and expense tracking
Focus on core responsibilities and business growth
Teams and OrganizationsConvenient envelope process for multiple location receipt collection
Smooth collaboration and organized expense reporting
Solopreneurs and IndividualsSimplified bookkeeping tasks, especially during tax season
Reduced administrative burdens and improved focus

Always Be Audit Ready with Shoeboxed

Shoeboxed ensures that your receipts are always audit-ready. The digital images of your scanned receipts are accepted by the Internal Revenue Service (IRS) and the Canada Revenue Service, making them valid tax records in the event of an audit.

With Shoeboxed, you can rest assured that your scanned receipts are legibly captured, accurately categorized, and easily locatable. This means that you can easily retrieve and present your organized digital receipts whenever needed, giving you peace of mind in case of an audit by the IRS or the Canada Revenue Service.

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Receipt Organization Done Right with Shoeboxed

When it comes to efficient receipt organization, Shoeboxed has got you covered. With its advanced features and user-friendly interface, Shoeboxed offers a systematic approach to managing your receipts. Say goodbye to the hassle of manual sorting and searching for paper receipts; Shoeboxed makes the entire process quick and effortless.

Using state-of-the-art OCR technology, Shoeboxed extracts vital information from your receipts, including the vendor name, total amount, and date. This OCR-extracted data is then automatically categorized into 15 tax categories, eliminating the need for manual sorting. Whether you need to find a specific receipt or generate an expense report, Shoeboxed ensures that your receipts are easily locatable and conveniently organized.

Not only can you search for specific receipts, but you can also edit them as needed. If there are any errors or omissions in the OCR-extracted information, simply make the necessary amendments directly in the Shoeboxed app. It’s that simple and hassle-free!

Creating custom reports with attached receipts is a breeze with Shoeboxed. Whether you need a detailed expense report for your business or want to keep track of personal expenses, Shoeboxed allows you to generate reports tailored to your specific needs. Attach receipts to your reports for easy reference and thorough documentation.

Shoeboxed goes beyond just receipt organization. You can securely store all your receipts in the cloud, eliminating the risk of losing or misplacing important documents. Enjoy the convenience of accessing your receipts anytime, anywhere, and from any device. With Shoeboxed’s cloud storage, your receipts are always at your fingertips.

For those who frequently travel for business, Shoeboxed offers a built-in mileage tracker. Easily log your business mileage and keep track of your deductible expenses. Say goodbye to manually recording mileage and let Shoeboxed handle the calculations for you.

In addition, Shoeboxed understands that collaboration is key for many businesses. That’s why the app allows you to add bookkeepers or accountants as sub-users. Grant them access to your Shoeboxed account so they can generate tax reports and assist you with your financial needs. Seamlessly collaborate and streamline your workflow with Shoeboxed.

Ready to take control of your receipt organization? Try Shoeboxed today and experience the benefits of effortless document management and streamlined expense tracking. Say goodbye to paper clutter and hello to a more organized and productive way of managing your receipts!

How to Scan Receipts with Shoeboxed App

Scanning receipts with the Shoeboxed app is simple and convenient. Follow these easy steps to transform your paper receipts into digital records:

  1. Open the Shoeboxed app on your mobile device.
  2. Choose “Add new” to upload a photo of the receipt.
  3. The app uses OCR scanning to extract essential information from the receipt, including vendor, total amount, and date.
  4. For 100% accuracy, Shoeboxed also verifies the extracted data with human verification.
  5. Next, you can add additional details to the receipt, such as payment type or purpose.
  6. Choose a category that best represents the expense, such as travel, meals, or office supplies.
  7. Shoeboxed then scans and processes the data, creating clear and comprehensive expense reports.
  8. The expense reports include images of the receipts, providing visual proof of the transactions.
  9. Once the expense reports are generated, you have the option to export, print, or email them.

With Shoeboxed, you can be confident that all receipts are legibly scanned, clearly categorized, and easily locatable when you need them for tax preparation or reimbursement purposes.

Example Table:

ExpenseAmountCategoryDate
Office Supplies$50.00Business Expenses2021-08-15
Client Lunch Meeting$75.00Meals & Entertainment2021-08-17
Travel Expenses$200.00Travel2021-08-20

This table showcases how Shoeboxed organizes your receipts into an expense report, making it easy to track and manage your expenses.

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Conclusion

Transform your receipt management with the powerful capabilities of Shoeboxed. This innovative tool simplifies the process of digitizing and organizing receipts, allowing you to save time and improve productivity. By utilizing receipt scanning and OCR technology, Shoeboxed streamlines document management and ensures efficient expense tracking and tax preparation.

Whether you’re a small business owner, accountant, freelancer, or solopreneur, Shoeboxed provides a seamless solution for your receipt scanning needs. Say goodbye to the hassle of handling paper receipts and welcome a digitized and organized approach that enhances your business productivity.

Experience the benefits of efficient and streamlined document management with Shoeboxed. Start transforming your receipts and embrace a new era of digital organization today. Try Shoeboxed now and unlock the convenience of modern expense tracking and business productivity tools.

FAQ

What is Shoeboxed?

Shoeboxed is an app that simplifies the process of transforming paper receipts into digital records. It allows you to easily scan and organize your receipts, making tax preparation and expense tracking a breeze.

How can I send in my receipts to Shoeboxed?

There are multiple ways to send in your receipts to Shoeboxed. You can mail them in a prepaid envelope, use the mobile app to upload images, forward receipts to a designated email address, or use the Gmail plugin for auto-import.

What information does Shoeboxed extract from receipts?

Shoeboxed uses OCR technology to extract important information from receipts, such as vendor, total amount, and date. This information is then organized into a searchable and editable format.

Who can benefit from using Shoeboxed?

Shoeboxed is a valuable tool for small business owners, accountants, freelancers, bookkeepers, and individuals who want to streamline their document management process and improve their overall productivity.

Are the scanned receipts accepted by tax authorities?

Yes, the digital images of your scanned receipts are accepted by the IRS and the Canada Revenue Service, making them valid tax records in the event of an audit.

Can Shoeboxed help with receipt organization?

Yes, Shoeboxed offers a systematic approach to receipt organization. It automatically categorizes receipts into 15 tax categories and allows users to search and edit receipts quickly. It also provides cloud storage for easy accessibility.

How do I scan receipts with the Shoeboxed app?

To scan receipts with the Shoeboxed app, simply open the app, choose “Add new,” and upload a photo of the receipt. The app uses OCR scanning to extract essential information from the receipt, which is later human-verified for 100% accuracy.

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