What is Account Sharing?

Our new and improved Account Sharing feature lets you add other people to your Shoeboxed account. Crazy right? This feature provides a safe, secure and easy way for multiple people to use the same account via separate logins. So your co-founder, accountant, business partner or spouse can access your expenses using their own credentials. Learn more about account sharing here.

The number of users you can add to your account varies by plan level. Remember, adding users is completely up to you, so no pressure!

DIY and Lite Plans

These plans include one user -- you! If you are the only one who needs access to your account, these plans are ideal.

Classic Plan

You can have up to two users on a Classic account. This means that you and one other person of your choosing can share the information in your Shoeboxed account.

Business Plan

The Business plan includes up to three users. This option is perfect if you have two important people to share your receipts with, like your business partner and your accountant.

Executive Plan

Our top-tier plan includes up to ten users. If you are part of a big team, the Executive plan is the one for you. To take advantage of Account Sharing and add a new user to your Shoeboxed account, just follow these steps:
  1. Go to Account settings and then click Manage users. From here, you will be able to invite people to share your account by clicking the Invite user button in the top right corner.
  2. When you invite your first user, their name will appear under the Invited users section of the same page. 



If you have any questions about Account Sharing please contact us! We want to hear from you.

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 separate personal and business expenses?
  6. Neopost Customers
  7. How do I create categorization rules for receipts?
  8. Does Shoeboxed categorize my receipts? Can I customize the categories?
  9. How does the search bar in my Shoeboxed account work?
  10. How can I view all of my documents from a particular envelope?
  11. How do I change my email address?
  12. Help I can't log in to Shoeboxed! How do I reset my password?
  13. How do I update my billing information?
  14. How do I update my mailing address?
  15. Only the first receipt on my submission was processed. What happened?
  16. How do I change my preferences for email notifications?
  17. What is a Shoeboxed DIY account?
  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 an 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?

Feedback and Knowledge Base