The shoebox is back.
This one sorts itself.
Clients used to hand you a shoebox of receipts. Now they send the same mess across multiple channels. Shoebox collects it and sorts it, however it arrives.
Document collection is broken.
Up to a third of the time spent on a return goes to getting the documents in because of three problems.
PROBLEM 1
Scattered channels
Clients send docs via portal, email, text, and cloud drives. Preparer reconciles all of it by hand.
WITH SHOEBOX
From many channels to one
One front door
Every client gets their unique checklist. They send source documents through our portal, a secure link with no login, email, text, or a shared cloud folder, including photos from a phone. Everything lands in one place, matched to the right client and right line.
Checklist built for you. Client sees the same via portal.
A link by email, for clients who hate passwords. Tap, upload, done.
Assign attachments to the client's file via email.
PROBLEM 2
Constant chasing
Someone has to track who sent what and follow up, again and again...and again.
WITH SHOEBOX
From babysitting to knowing
Shoebox follows up
Reminders go out on the schedule you set, for source documents, the organizer, the engagement letter, and the 8879. Each one lists only what that client still owes. You see who is done, who is not, and what is missing without opening a single thread.
Set the schedule once for the firm, or change it for one client.
Each reminder names only what that client still owes. A 1099-NEC, an organizer, a signature.
PROBLEM 3
Manual filing and renaming
Every upload has to be opened, verified, renamed, and filed before prep can start.
WITH SHOEBOX
From renaming to reviewing
Matched and organized
Source documents are matched to the right client and checklist line as it arrives. Shoebox proposes the name and line. You confirm with one click, or fix it. Nothing is filed until you say so. Once confirmed, it is renamed to your firm’s convention and filed.
One status view, whichever way the document came in.
Named your way, filed your way. Set it once for the firm
Works with the tax software you already use.
Shoebox collect · read · name · file
prepare · e-file
Shoebox deliver · sign · store
Nothing to install and no integration to set up. Shoebox hands you organized documents to key from, and takes the finished return back as a PDF to deliver, get signed, and store.
How client data is protected
Everything is encrypted in transit and at rest.
Sign-in links work once. You choose how long a client's upload links stay open.
Multi-factor authentication is available on every account. A firm admin can turn it on for anyone in the firm and see who has it enabled.
Your clients' files are kept separate from every other firm's. Shoebox staff cannot open them unless your firm's administrator invites a named Shoebox employee into your account, and you can remove that access at any time.
Your data is deleted when you ask.
Hosted on AWS in the United States. We rely on AWS for physical and infrastructure security, the same infrastructure banks use, with independent certifications including SOC 2 and ISO 27001.
Putting together your firm's written security plan? Everything on this page is documented and we are happy to answer your vendor questions directly.
FAQ
Client adoption
01 · 02 · 03
Fit and workflow
04 · 05 · 06
Trust and setup
07 · 08
Scope
09 · 10
Pricing
The base plan
Collect
Shoebox collects and chases.
$15 /seat/mo
Everything in Collect, plus
Sort
Shoebox reads and sorts.
$29 /seat/mo
Organizer
Send your PDF organizer to your whole book in one click.
Web organizer, mobile-friendly, with skip logic to hide questions that don't apply.
Pre-filled from last year's return. Clients answer only what changed.
How clients send source documents
Secure link, portal, or email.
Text message.
Dropbox or Google Drive folder.
When source documents arrive
- Filed by client with a receipt.
- Checklist ticks when a client uploads to the right line.
- Reminders go out on your schedule.
- Every file, including phone photos, is converted to PDF, named (W-2, Acme Corp), and matched to the right line.
- Flags wrong year, duplicates, and anything missing from last year.
- One notice when a client is done.
- Workpapers: one bookmarked PDF in return order.
- Tick marks, notes, and sign-off for your team.
- Notes carry forward to next year.
Return delivery
Every plan. Print the client copy to PDF, drop it in Shoebox, and one link goes out to review the return and sign the 8879. Signed copy stored with the client record.
Included
Every plan includes: secure client link, no password required · two-way messages on any request · engagement letter e-sign · your firm's branding · unlimited clients.
Billing
Billed monthly. Add temporary extra seats for seasonal help.