ShoeboxTax

Why I built it

No more shoebox in April

Every tax season, clients arrive with a bag of faded receipts and a list of forms they can't find. ShoeboxTax is the habit I wish they had: capture it when it happens, and tax time takes minutes.

Snap receipts as you get them, keep W-2s and 1099s in one vault, flag questions for your tax pro, and send a password-protected, ready-to-file package in April.

Features

What it does

Snap receipts in seconds

Take a photo and ShoeboxTax reads the store, date and total right on your phone.

Tax Document Vault

Keep W-2s, 1099s, 1098s and property tax bills sorted by year, with a readiness meter.

Ask My Tax Pro

Flag the expenses you're unsure about and keep your questions in one list.

Ready-to-file package

Send your tax pro a password-protected PDF with totals, questions and every receipt photo. (Pro)

Cloud backup and sync

Keep everything backed up privately and in sync across your devices. (Pro)

Sunday reminders

An optional weekly nudge to snap the week's receipts before they fade.

Pricing

Free to start

Capturing and organizing is free. Pro adds the tax-pro package, one-tap sending, and cloud backup across your devices.

Receipts, Vault, Ask My Tax Pro, rule lookupsFree
Pro monthly$4.99/mo
Pro yearly$39.99/yr
New subscribers14-day free trial

Questions

Common questions

Are my receipts uploaded when I scan them?

No. Reading receipts and tax forms happens on your device. With Pro, your data is backed up to your own private cloud storage.

Does ShoeboxTax tell me what's deductible?

It gives plain-English guidance on what usually counts, but it isn't tax advice. Your tax professional makes the final call.

Who is it for?

Busy households and 1099 freelancers who want to hand their tax preparer a tidy package instead of a shoebox.

How do I cancel Pro?

Anytime in your app store's subscription settings.

More answers, plus how to reach support, are on the ShoeboxTax support page. Read the privacy policy and terms of use.