How do I change my plan?

It's super easy to change your Shoeboxed plan at anytime. Please make sure to read the benefits of your new plan before making a change, as features and turnaround time vary!

Here's how:

  • Log into your account and click your name at the top of the screen, then select Account settings.
  • Click Change my plan.
  • From here you can select a new plan (monthly or annual).
  • Getting Started

    1. How do I change my plan?
    2. Can I edit the information that is extracted from my documents?
    3. One of my documents was rejected. What do I do?
    4. How do I delete documents?
    5. How do I add new payment types and edit or delete old ones?
    6. How do I separate personal and business expenses?
    7. Neopost Customers
    8. How do I create categorization rules for receipts?
    9. Does Shoeboxed categorize my receipts? Can I customize the categories?
    10. How does the search bar in my Shoeboxed account work?
    11. How can I view all of my documents from a particular envelope?
    12. How do I change my email address?
    13. Help I can't log in to Shoeboxed! How do I reset my password?
    14. How do I update my billing information?
    15. How do I update my mailing address?
    16. Only the first receipt on my submission was processed. What happened?
    17. How do I change my preferences for email notifications?
    18. How much does Shoeboxed cost?
    19. How do I refer a friend to Shoeboxed?
    20. How to Categorize Individual Receipts in the Web App
    21. How to categorize multiple receipts
    22. Setting Categorization Rules
    23. How to remove categories from multiple receipts
    24. Can I speak with a real person to help me get set up with a new account?
    25. What if receipts are miscategorized?
    26. Does Shoeboxed scan and process receipts in other currencies?
    27. Can I trust Shoeboxed with my receipts and documents?
    28. Are Shoeboxed receipt scans accepted by the Internal Revenue Service (IRS) or Canada Revenue Agency (CRA)?
    29. Is my information secure and backed up?
    30. When does my monthly limit start over? What happens if I go over my limit?
    31. What counts toward my monthly limit and what doesn't?
    32. What is Account Sharing?
    33. Can multiple people log into one Shoeboxed account?
    34. I signed up for a Shoeboxed account and did not receive a confirmation email. What's up?
    35. Can I use Shoeboxed from anywhere in the world?
    36. How do I cancel my Shoeboxed account?
    37. Where is Shoeboxed located?
    38. How do I Import my OneReceipt Data into Shoeboxed?
    39. Reporting Sales Tax With Shoeboxed

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