shoeboxed.com

Take the 'work' out of paperwork! Get organized today.

Online document filing & management system. Your fulltime personal assistant.
30-day FREE trial. No contract. Cancel or switch plans anytime. Annual Plans available.

How can I use Shoeboxed?

• Create a searchable archive of your receipts, bills, business cards and other documents
• Generate expense reports (i.e. PDF, XLS) for self-reimbursement or client invoicing
• Record totals and categorize expenses for bookkeeping, taxes, or personal expense tracking
• Maximize tax deductions and file taxes easily (all online receipts are accepted by the IRS and can be used in the case of an audit)
• Manage leads and contacts by storing business cards online and easily exporting this data to any Contact Management System
• Export data instantly into FreshBooks, Evernote, Outright, Salesforce, Bill.com and dozens of other online tools
• Manage multiple clients using our Multi-User Accounts (ideal for CPAs, Financial Professionals and Corporate Workgroups)

How do I get my documents to Shoeboxed?

• Mail in physical documents using our pre-paid blue envelopes (Australian and US Residents only) or using your preferred postal method
• Upload any document directly by simply snapping a picture of it using our free iPhone app (Android app currently in development!)
• E-mail digital documents (PDF, Image, Scan) to '[your-user-name]@shoeboxed.com' using any computer or mobile device
• Upload any document using our web based uploader within your Shoeboxed account

What are the terms of the free trial?

• All free trials (Business, Classic, Lite) last 30 days and include 50 document scans
• Your credit card will not be charged for the first 30 days of using our service
• You can cancel, upgrade or downgrade your plan anytime
• Annual Plans do not come with a free trial but carry a 30-day money back guarantee

What counts as a document?

• A document includes: receipts, business cards, bills or any other document that you would like to store in the cloud
• We do not count the number of pages submitted (i.e. a five page receipt counts as one document)
• We process physical and digital versions of any receipt, business card, or bill

How does the Mail-In service work?

• We dispatch two pre-paid envelopes to you within one business day of your sign-up (Australian and US Residents only)
• You fill your pre-paid envelopes, or any other container of your choosing, with paper clutter and send it to Shoeboxed HQ
• We receive your paper clutter and begin our data extraction and verification process
• All of your documents become categorized, searchable data in your online account
• We then send your original documents back or shred and recycle them, according to your preference or plan
• We dispatch a new envelope to you (US Residents only)

What do I get with the FREE 'Do-It-Yourself' account?

• You can upload unlimited documents as long as you extract & enter data into the app
• 5 mobile document submissions per month are allowed, for which we extract the data (web submissions coming soon)
• Document processing credits will not carry forward if not used within the month
• Free usage of our online document management system with no credit card required at any time
• Unlimited storage in the cloud for all of your digital documents
• Full access to our comprehensive online document management system
• A complete, searchable archive of your documents and all data that you extract
• Complete access and use of all of the export and integration options

Is Shoeboxed secure?

• Yes, we use the same 128-bit SSL data encryption as most major banks
• All transactions are actively monitored and regularly audited by TRUSTe and Thawte
• All physical documents are stored under lock and key at a secure location under 24-hour surveillance
• All data is regularly backed up over multiple servers

How long before my documents are available online?

• Digital document submissions (iPhone app, Mobile, or E-mail) will be processed within one business day
• Mail-in documents will be processed within 2-4 business days on average (priority given to Business Plan subscribers)

Can I send extra documents to get started?

• Yes. We'll charge you the 'Additional document processing fee' based on your plan for every document exceeding your monthly quota
• Get extra kick-off scans immediately when you sign up for an Annual Plan
• You can use your kick-off scans in the first 3 months of signing up

Does Shoeboxed support International users?

• Yes, we currently serve customers in over 100 countries worldwide
• International users have full access to our comprehensive online document management system
• We do not offer pre-paid envelopes to users outside Australia and the United States, but will return your documents to you free of charge if you mail them to us