Reclaim up to 900 hours a year with receipt management software for bookkeepers
- Get piles of receipts scanned for you
- Systematize receipt management
- Increase per-client efficiency
- Reduce audit risk and receipt loss
- Refer and get 20% referral rewards
Built-in benefits for bookkeepers and bookkeepers’ clients
3 options for bookkeepers looking to use Shoeboxed with their clients
Your client signs up and pays for Shoeboxed directly, and you — the bookkeeper — are added as a user on your client’s account. This option is simple and effective and carries no fees for the bookkeeper.
How it works
Your client adds you as a sub-user on their account. You can be on as many client accounts as you’d like and can toggle between accounts. The end client can remove you and add another bookkeeper at any time. Give your client your unique referral link and receive a 20% referral reward.
You pay for a Shoeboxed plan on your client’s behalf and include it as part of your onboarding process and fees for the client. This option prompts the automatic adoption of digital receipt storage and financial record-keeping best practices.
How it works
You can have any number of client accounts connected to your account and can toggle between them. All client accounts are completely separate. Clients/sub-users can be added to any account you open. Use your unique referral link and receive a 20% referral reward for each client during their first year.
You pay for a single Shoeboxed account and include all clients’ receipts within the same account. Separate client receipts with custom category tags. (Note: This method is the most time-intensive of the three options and requires a high degree of maintenance.)
How it works
Physical receipts are pre-sorted by bookkeepers and typically split by unique envelope codes for their clients, and bookkeepers must sort by unique envelope codes to apply the custom category within Shoeboxed. For expense reports, the bookkeeper must filter by category (client).
How Avanlea Inc. bookkeeper saves 900 hours a year with Shoeboxed
Based in South Carolina, Kimberly Mickel is a bookkeeper who has worked in the legal field for 27 years, handling front- and back-office accounting. Her expertise includes instructing attorneys on how to bill accurately and inculcating the billing process within law firms... Read more
After discovering Shoeboxed and what it can do, Kimberly asked her clients to use Shoeboxed’s Magic Envelope service for receipt management. Those who agreed to this change subscribed to Shoeboxed directly and Kimberly was added as a sub-user on their accounts.
Donyell Weaver, a trucking business owner and one of Kimberly’s clients, remarked on how efficient the switch has been: “Shoeboxed is so much easier for me. One year [before finding Shoeboxed], I handed her a bucket full of receipts. It wasn’t pretty. She was really upset.”
Now, Donyell keeps a Magic Envelope within arm’s reach while on the road, stuffing receipts into the envelope and then sending it in at the end of each month. Shoeboxed’s mailroom staff does the legwork, and Kimberly—as a designated user with Donyell’s account—gets a notification when the receipts are in the system.
Not all of Kimberly’s clients have opted to use Shoeboxed. And for those who haven’t, manual logging continues: “Tax day was yesterday. So basically, for the people who didn’t have Shoeboxed, I’ve been falling asleep sorting receipts in my office over the past few weeks.”
“I think it is a lot more cost-effective to have Shoeboxed. I don’t separate the receipts. My clients put them in an envelope, and they are organized by Shoeboxed.”—Kimberly Mickel, bookkeeper
Frequently asked questions
Yes, we can create sub-accounts for each one of your clients. We recommend a demo to discuss the different account set-up options to determine what willthat work best for you and your clients.
Yes, we can add as many users to each account as you'd like. Each one of your client sub-accounts can have a unique list of users.
Yes, we recommend having a sub-account for each one of your clients. Each account will act as its own Shoeboxed account and can easily be synced to the appropriate QuickBooks Online account
The mailing address on the account is where the Magic Envelopes and returned documents will, by default, be sent to. However, the Magic Envelopes can be sent to Shoeboxed from anywhere within the US. You can either re-route the Magic Envelopes to the end user to send in directly to Shoeboxed or talk to our support team to have a few Magic Envelopes sent to your client (if the address is different than what's displayed within the account).
Please speak with your Client Success Manager for any onboarding materials. Each Shoeboxed account is based on your preferences. We'd be happy to set up a meeting and/or create a video to ensure your clients are onboarded correctly.
Yes! We have combo plans that allow for both digital and physical receipts.