01
Prior-year checklist automation
Smart checklists, built automatically
Shoebox reads last year's return and generates a personalized document list for each client. No setup. No guessing. No generic "income documents" requests.
Introducing Shoebox
The tax document chase, solved.
AI-powered tax document collection for accounting firms.
Shoebox reads a client's prior-year return, builds the document checklist automatically and sends reminders based upon your preferences. Less chasing. Cleaner returns.
What we built
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02
Personalized client checklists
Every client sees exactly what they owe you
Each request is specific — W-2 from ADP, 1099 from Schwab, K-1 from their fund. Clients stop asking "what do you need?" and start sending the right things.
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03
Automated reminders
The follow-ups happen. You just don't send them.
Shoebox tracks what's outstanding and sends reminders automatically. Your team stops being the follow-up machine and starts focusing on returns.
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04
Document tracking
Always know where every client stands
One view shows who's submitted, who's outstanding, and what's still missing. No more piecing together status from emails and spreadsheets.
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05
White-label
Your brand. Your client relationship.
Clients see your firm's name, not ours. Shoebox is the engine running quietly in the background — you stay front and center.
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06
Works with your existing tools
Not a replacement. A layer on top.
Shoebox sits alongside Drake, Lacerte, UltraTax, and ProSeries. Nothing changes in how you prepare returns — just in how documents get to you.