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Shoeboxed vs Canopy Comparison (2026)

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Shoeboxed logo

Shoeboxed

Canopy logo

Canopy

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.

All-in-one accounting practice management platform. Canopy unifies your CRM, billing, document storage, and daily workflows into one platform with one login. Boost firm capacity using advanced, built-in AI tools like Canopy Coworker and Canopy Notetaker.

  • 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

No videos yet

Pricing

Starting from

22

Per month

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

Starting from

22

/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

4.5

286

5

4

3

2

1

186

81

9

4

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
81%
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

“It’s a solid, reliable platform that helps us stay organized, manage client communication in one place, and maintain a clean, professional workflow on the tax side.”
MA

Mariela A.

Office Manager

“It solves several problems, from secure document storage, file sharing with clients, e-signatures, and task management, to invoicing, payment processing, engagements, and many more.”
AR

Amy R.

Owner

“We now have our client portals, communications, billing, task management and more in one platform that is easily accessible online or from the mobile app.”
BS

Brent S.

President

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

“Not having the ability to integrate invoicing into QBD, use a another payment processor in the program, and editing and then signing a PDF.”
GK

Garrett K.

Managing Member

“I do not like that so often the client portal tells our clients that they "do not exist" and they have to log out of the portal to fix this.”
TJ

Taylor J.

Administrative Specialist

“It is very tedious organizing almost four thousand files and determining who is active and not active”
NB

Neal B.

Office Manager

  • Vendor responds to reviews
  • Last reviewa year ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features15
  • @mentions
  • ACH Payment Processing
  • AI Copilot
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Annotations
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Automated Receipt Matching
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Bulk Send
  • CRM
  • 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
  • Dashboard
  • 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
  • Expense Tracking
  • File Conversion
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • For Tax Practices
  • Forms Management
  • Full Text Search
  • General Ledger
  • 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-Currency
  • Multi-Location
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Processing
  • Payroll Management
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Costing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Forms
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Traditional Methodologies
  • Transaction Management
  • User Management
  • Version Control
  • Workflow Automation
  • Workflow Management
  • Total features140
  • @mentions
  • ACH Payment Processing
  • AI Copilot
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Annotations
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Automated Receipt Matching
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Bulk Send
  • CRM
  • 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
  • Dashboard
  • 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
  • Expense Tracking
  • File Conversion
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Small Businesses
  • For Tax Practices
  • Forms Management
  • Full Text Search
  • General Ledger
  • 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-Currency
  • Multi-Location
  • Multiple Projects
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Processing
  • Payroll Management
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Costing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Forms
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • Traditional Methodologies
  • Transaction Management
  • User Management
  • Version Control
  • Workflow Automation
  • Workflow Management

Integrations

  • Total integrations7
  • Adyen
  • Bench
  • Calendly
  • Constant Contact
  • Drake Tax
  • Evernote Teams
  • FreshBooks
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Intuit ProConnect Tax
  • Lacerte Tax
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • ProSeries Tax
  • QuickBooks Online
  • Salesforce Sales Cloud
  • Slack
  • Typeform
  • UltraTax CS
  • Wave
  • Xero
  • Zapier
  • Total integrations19
  • Adyen
  • Bench
  • Calendly
  • Constant Contact
  • Drake Tax
  • Evernote Teams
  • FreshBooks
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Intuit ProConnect Tax
  • Lacerte Tax
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • ProSeries Tax
  • QuickBooks Online
  • Salesforce Sales Cloud
  • Slack
  • Typeform
  • UltraTax CS
  • Wave
  • Xero
  • Zapier

Alternatives

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