Product Overview
Shoebox works for both sides of the table.
Who are you?
For Accounting Firms
Stop chasing documents.
Start closing returns.
Shoebox reads your client's prior-year return, builds the document checklist automatically, and collects everything — so your team spends time on tax work, not email threads.
📄
Upload the prior-year return
Shoebox reads the PDF and instantly knows which documents your client needs this year.
✅
Checklist built automatically
No more manual intake forms. Every W-2, 1099, K-1, and schedule is accounted for — automatically.
🏦
Clients upload, you review
Clients upload documents via either a one-time link or an easy to use portal. Documents flow in. You get a clean, complete package.