It costs you time.
Building each filer's checklist and following up by email often takes 30 or more minutes per filer. Across a full client list, that adds up to weeks of admin work that has nothing to do with actual tax preparation.
Stop chasing documents. Start closing returns.
AI-powered tax document collection for accounting firms.
Shoebox builds the checklist, collects what your clients send however they send it and chases what's missing so you don't have to. No new logins for your clients, no extra admin work for your team.
Chasing information costs time and money
Every tax season, the bottleneck is getting the right documents to start returns.
Filers won't change their habits
You've probably tried to fix this already — a new portal, a shared drive. But clients still stick to old methods, and don't adapt to new processes that will help you.
Sound familiar?
Most tools fail because they ask your clients to change how they behave. Shoebox works around it instead. Whatever your clients already do, Shoebox meets them there. Email ingestion is on the way, so soon it won't matter how a document arrives.
Here's how it works.
How Shoebox helps you
01
Building the request
Checklist, built for you
Shoebox reads last year's return and builds the document list. Already did their return last year? Import it and skip the upload.
Every client knows what to send
Requests get specific, down to the payer. No more "send us your stuff" and hoping for the best.
02
Getting documents in
Whatever clients already do, works
Portal, secure link w/ no login required, and soon email. Nothing new to learn. They keep doing what they'd do anyway.
Reminders on your terms
Follow-ups go out automatically, on whatever schedule you set. You stay in control, your team just isn't the one sending them.
03
Handling what arrives
Everything in one place
Every document matched to the right client automatically. Nothing to sort, nothing to rename, nothing to file.
Always know where things stand
See who's done, who hasn't, and what's still missing at a glance.