Shoeboxed vs Canopy

TaxDome

SAP Concur

Expensify

Bench

Karbon

Jetpack Workflow

Compare Shoeboxed and Canopy based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Expensify is an expense management platform that automates receipt scanning, expense tracking, and employee reimbursements. The software includes features such as corporate card management, travel booking capabilities, and integration with accounting systems including QuickBooks, NetSuite, Sage Intacct, and Xero. Expensify offers global reimbursement processing and allows organizations to link existing corporate cards from banks worldwide.

Let Bench take bookkeeping off your hands—so you can focus on what matters most. Each month Bench gives you a clear, accurate financials. You can monitor your business's financial health, download your financial statements, and chat with your bookkeeping team any time.

SAP Concur is a leading cloud-based spend management solution that helps small, medium, and large businesses automate and simplify expense reporting, travel booking, and invoice processing. It’s designed to give organizations better control over their business spend by integrating near real-time data and using AI to audit 100% of transactions.

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.

Accounting

Automated Receipt Matching

Dashboard

Expense Tracking

Financial Reporting

General Ledger

Multi-Currency

Optical Character Recognition

Receipt Management

Reimbursement Management

Tax Management

Timer

Transaction Management

Shoeboxed

Android

Web-based

Windows

iPad

iPhone

President

It's a fantastic way to store recipes and track expenses. The team is responsive and the app is user friendly.

Administrator/Accounts Payable

Customer service is always very helpful and I appreciate that you have a live chat option. I like the new feature of being able to update the types of payments.

Principal

Shoeboxed helps to make that process easy by just dropping everything in an envelope and a few days later it is scanned in our account which we can then save or import into accounting software.

Owner

It makes receipts much less time consuming and easy to log. The interface is great and significantly better than my prior receipt management software - BizExpenseTracker.

Resident 

Picture taking software is nice and I like that the costs automatically add up so that a total is calculated.

Artist

I think that it captures the receipt well and it is nice to know that my receipts are safe for when my taxes are due.

Love that it automatically tracks my trips and is easy to navigate the app.

Founder & Managing Partner

I like the ability to capture receipts/information via e-mails. Integrates well with Quickbooks.

Software Consultant

This is frustrating because it should be an unnecessary task. Shoeboxed already knows the envelope number, and could have printed it on the outside, or on the inside, but they don't.

Owner/Chiropractor

We integrated it into our office last year & it has been a great addition. Our employees find it sinple & efficient to submit receipts, etc for reimbursement & I find it very well designed.

Speech Language Pathologist 

I love this service - to upload photos of receipts or to mail in the envelope where they are scanned and organized. This makes tax time so much easier for small businesses.

Application Consultant

Some receipts uploaded have printing issues, blurry so on, that is the major draw back.

actress

Love them...Especially in the beginning months as a user  I was calling customer support almost every week for tech support.

There is room to make the software/service even better, and I hope the company decides to further invest in the features and capabilities. But even as is, it is a good service.

Event Organizer

I love that I no longer have to deal with the paper clutter and piles of receipts. Shoeboxed is the easiest way to track and categorize expenses.

It is hard to keep things described and separated properly. I don't think that it has a high enough functionality for me to use it all year long.

Realtor

This is such an Easy to use and convenient software.

owner

Sometimes dates or amounts are wrong, so I have to double check for accuracy.

Shoeboxed screenshot

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

Karbon is the #1-ranked premium accounting practice management platform, helping firms of all sizes increase productivity and scale efficiently.

Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time tracking, document storage and more.

Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a CRM with a secure client portal.

@mentions

Access Controls/Permissions

Accounting Integration

Accounts Receivable

ACH Payment Processing

Activity Dashboard

Activity Tracking

AI Copilot

Alerts/Notifications

Annotations

Appointment Management

Approval Process Control

Approval Workflow

Archiving & Retention

Audit Management

Audit Trail

Bank Reconciliation

Billing & Invoicing

Billing Portal

Bulk Send

Calendar Management

Client Management

Client Portal

Collaboration Tools

Commenting/Notes

Communication Management

Compliance Management

Compliance Tracking

Configurable Workflow

Contact Database

Contact Management

Content Management

Contingency Billing

Credit Card Processing

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Invoices

Customizable Reports

Customizable Templates

Data Import/Export

Deadline Management

Document Automation

Document Capture

Document Classification

Document Editing

Document Generation

Document Management

Document Review

Document Storage

Document Templates

Drag & Drop

Due Date Tracking

Electronic Payments

Electronic Signature

Email Management

Email Reminders

Employee Activity Monitoring

Employee Management

File Conversion

File Recovery

File Sharing

File Transfer

Financial Management

For Accountants

For CPA Firms

For Small Businesses

For Tax Practices

Forms Management

Full Text Search

Generative AI

Hourly Billing

Invoice Creation

Invoice History

Invoice Management

Invoice Processing

Meeting Management

Messaging

Milestone Tracking

Mobile Access

Mobile App

Mobile Payments

Multi-Channel Communication

Multi-Location

Multiple Projects

Offline Access

Online Invoicing

Online Payments

Payment Processing

Payroll Management

Process/Workflow Automation

Progress Tracking

Project Accounting

Project Billing

Canopy

Linux

Enrolled Agent

I love the client portal as well as the transcript feature. My clients like the ease and security of the portal, and being able keep all their documents in one place is a wonderful feature.

Tax Accounting Assistant

We love Canopy and love that they continue to improve their software with new integrations and functions every quarter.

Director

After a lot of $, we have been so frustrated we haven't even gotten off the ground. The support is terrible and there is very amateurish implementation planning.

Help with Tax Resolution!!!!  I love being able to send client request. Completing forms within the system is very helpful.

Business Services Director

Cool features, outstanding customer service, constantly updating  to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore.

Managing Member

It is easy to use, and pulls the information from IRS into one place, summarizes it beautifully. I don't have to click a thousand times like the IRS site makes me.

Director of Business Engagement

Extremely responsive customer service with lots of great customization to help keep your workflow on task. One stop shop to keep track of your workflow while maintaining client data and files.

Honestly, customer support is the lowest on my list with this software. It's difficult to get answers and then when I get someone, they tell me no one has every reported that before.

Its easy to use, helps me save and my clients love it.

I like the ability to produce documents that are ready to deliver to clients or the IRS once I have completed the required forms.

associate 

The thing that i liked the most about the software was that it was easy to use and it was also inexpensive.

District Manager

Customer Service is Terribly - This Company is too new to meet deadlines.

job cost manager

I like how easy it is to work in. Also the training for a beginner is very easy.

I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review.

Inability to print notes. Search engine is limited.

Teacher

What I liked most about using Canopy was how easy it was to navigate. It aliviated a lot of the busy work when communicating with our tax agent.

Insurance coordinator

Canopy unite all client information, files, and tasks into one place, which makes daily work much easier. The interface is clean, navigation is easy, and the tools feel well-integrated.

It does take some time to get everything integrated. But the savings in time and money is well worth it.

Shoeboxed vs Canopy Comparison (2026)

Shoeboxed

Canopy

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives