Best Expense Management for Real Estate Agents
- ✓Outsource receipt scanning & manual data entry
- ✓Maximize deductions while on the go!
- ✓Get expenses automatically categorized
- ✓Reduce audit risk and receipt loss
- ✓Simplify expense management
“We love the simplicity of the system. It has been a game-changer.”
“...better still is an app called Shoeboxed”
“If you’re looking for reliable storage for digital tax receipts, consider Shoeboxed.”
“Shoeboxed makes it stupid simple to scan receipts...”
Top 4 benefits for real estate agents
Keep a postage pre-paid Magic Envelope on the dashboard of your car, and stuff receipts into it as you pay for gas, have meals with clients, and show listings.
The extracted data is uploaded into a Shoeboxed account and verified by our data verification team against the original receipt or document and categorized into different tax categories.
Protect and preserve your receipts and physical documents with an online digital archive — proof if you ever get audited. Keep your scans for 2 years on the Starter plan and 3 years on Pro and Plus, plenty of time to stay IRS audit-ready.
Get all your physical documents digitized—not just paper receipts—and achieve a zero-paper office. Small businesses reclaim 15 hr/month on average by outsourcing the scanning process.
How does Shoeboxed’s expense management work?
Send receipts to our scanning facility or upload them to your Shoeboxed account.
We scan receipts, extract line items & verify receipt data.
Get notified that receipts are processed and viewable in your Shoeboxed account.
We return or shred the mailed-in documents based on your preference.
Shoeboxed’s award-winning features for realtors
Mail-in receipt scanning service painlessly digitizes boxes of receipts
Digital archive of receipts prevents damage-related receipt loss
Receipt scans that meet tax audit requirements
Quick tallying of tax categories streamlines reporting
Built-in expense reports feature reduces hours of tax prep
Account sharing fosters easy check-ins with clients
Unlimited, separate accounts for bookkeeping businesses of any size
Create receipt category tags and rules based on client needs
Return or shred option for mail-in docs based on your clients’ wishes
Integrations with QuickBooks and other popular accounting software
Why should realtors choose Shoeboxed?
Shoeboxed transforms the daunting task of receipt management into a seamless process.
By scanning, categorizing, and storing receipts digitally, realtors can save significant time and reduce the clutter of paper receipts.
This efficiency not only simplifies expense tracking but also allows realtors to focus more on client engagement and property sales, rather than administrative tasks.
Audited by the IRS, this firm used Shoeboxed to validate transactions
“[Shoeboxed] actually saved me during my IRS audit because they would look at the bank statements and then see a transaction and then ask me for the receipt. And I could go and type in the amount or whatever it was, and it would pull up on Shoeboxed.”... Read more
Brooklynn Chandler Willy is CEO and President of Texas Financial Advisory, a wealth management firm. Founded in 2008, the firm works with pre-retirees and retirees to help build financial plans to get them to and through retirement.
At the wealth management firm she runs, Brooklynn was using Earth Class Mail to handle the financial statements that her clients would mail to her. However, it wasn’t a good fit for what she needed it to do.
“I was using Earth Class Mail, where they would take the mail and scan it, but it was not working well. All the mail was 100 pages all scanned into 1 PDF, and it was taking up too much time to break up the PDF based on the individual. Which could be for 48 different accounts.”
Brooklynn found Shoeboxed, a receipt scanning service, provided a better way to generate individual PDF scans per client, which her team then transferred to the firm’s CRM.
Meanwhile, she was still keeping business receipts in Ziplock bags. “I had been paying for Shoeboxed, but not really using it [in that way]. I was pregnant, and I let some things slip.”
Read the full case study here.
Frequently asked questions
Yes, each account automatically comes with unlimited users. Additionally, we can create sub-accounts for internal departments or any member(s) of your team if you’d prefer to keep their receipts separate for any reason.
“Shoeboxed has helped tremendously in managing multiple large projects. I no longer feel like I run projects out of a shoebox!”
Turn business receipts into data & deductibles
Join over 1 million businesses scanning receipts, creating expense reports, and reclaiming multiple hours every week—with Shoeboxed.
Try Shoeboxed Risk-Free