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Shoeboxed vs Basil Comparison (2026)

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Shoeboxed logo

Shoeboxed

Basil logo

Basil

Overview

Shoeboxed is the easiest way for freelancers and small business owners to track and digitize their receipts. Since 2007, Shoeboxed has helped over one million businesses go paperless and maximize their tax deductions.

Basil is an all-in-one practice management software solution designed specifically for accounting and CPA firms. With a simple user interface, Basil streamlines daily operations and client interactions to help firms work more efficiently.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

22

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

15

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

227

5

4

3

2

1

125

72

23

4

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
73%
would recommend this app

4.6

89

5

4

3

2

1

62

20

7

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

Pros

“The user interface is an 8/10, but they definitely get five stars for their customer service.”
GL

George L.

Operations Manager

“Too many sites offering same for free”
AW

April W.

Administration

“In addition to receipt management, Shoeboxed also offers advanced features such as business card management, expense report management, and synchronization with accounting software such as QuickBooks.”
TS

Thierno S.

Human Resources Officer

Pros

“I am thankful for Basil coming around and offering me a cost-effective way to handle multiple clients, obtain documents, send out documents, and be able to assign tasks to clients for an affordable rate that even a startup company such as myself can afford”
Verified reviewer profile picture

Adrian B.

Owner, bookkeeper

“I would say if you aren't ready to go into a full enterprise solution like Microsoft or Atlassian, this product really gets you a lot of features for a small to midsize team (2 - 20 team members). ”
AP

Amy P.

Bookkeeper and Project Manager

“Basil is a great hub for collaborating teams to have communication, track files, and deliverables using projects and tasks.”
AP

Amy P.

Bookkeeper and Project Manager

Cons

“The app version isn't as helpful as the web version and I have only the free version because the cheapest package I saw was almost $30!”
AW

April W.

Administration

“All in all, Shoeboxed is a good solution for receipt management, but it may not be suitable for everyone due to its high cost, scanning limitations, reliance on scanning, and limited functionality.”
TS

Thierno S.

Human Resources Officer

“Geographic limitations: Shoeboxed is based in the United States, which can cause issues for international users in terms of billing and currency support.”
TS

Thierno S.

Human Resources Officer

Cons

“Currently there is no way a document can be marked as entered or completed.”
JB

Judy B.

Owner

“I haven't learned all of the aspects of the software and there is some features I don't need so I can't give any cons at this moment.”
Verified reviewer profile picture

Aretha D.

Bookkeeper

“I haven't had enough time to use Basil to it's full capability yet, but so far, I haven't found anything I don't like.”
TK

Tina K.

Bookkeeper

  • Vendor responds to reviews
  • Last reviewa year ago
  • Vendor responds to reviews
  • Last review11 days ago

Key features

  • Total features15
  • API
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Approval Workflow
  • Audit Trail
  • Automated Receipt Matching
  • Bank Reconciliation
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Document Capture
  • Document Editing
  • Document Management
  • Document Storage
  • Due Date Tracking
  • Electronic Payments
  • Email Management
  • Encryption
  • Expense Tracking
  • File Sharing
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • Full Text Search
  • General Ledger
  • Invoice Management
  • Messaging
  • Mobile App
  • Multi-Currency
  • Online Payments
  • Optical Character Recognition
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Receipt Management
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Task Management
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Transaction Management
  • Workflow Management
  • Total features54
  • API
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Approval Workflow
  • Audit Trail
  • Automated Receipt Matching
  • Bank Reconciliation
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Document Capture
  • Document Editing
  • Document Management
  • Document Storage
  • Due Date Tracking
  • Electronic Payments
  • Email Management
  • Encryption
  • Expense Tracking
  • File Sharing
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • Full Text Search
  • General Ledger
  • Invoice Management
  • Messaging
  • Mobile App
  • Multi-Currency
  • Online Payments
  • Optical Character Recognition
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Receipt Management
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Task Management
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Transaction Management
  • Workflow Management

Integrations

  • Total integrations7
  • Bench
  • Constant Contact
  • Evernote Teams
  • QuickBooks Online
  • Salesforce Sales Cloud
  • Wave
  • Xero
  • Total integrationsN/A
  • Bench
  • Constant Contact
  • Evernote Teams
  • QuickBooks Online
  • Salesforce Sales Cloud
  • Wave
  • Xero

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