How To Get Organized, Fast

When it comes to taxes, business owners don’t have it easy. There are so many details to track. And once you think you’ve got them figured out, laws change, employees come and go and yada yada, you’re back to square one.

If you’re like a lot of business owners we talk with, you probably feel a little (okay, a lot) overwhelmed when you think about all of the plates you need to spin. You’ve got one app that tracks gas and mileage, another that records income and expenses, a third that acts as your CRM and, and, and…we get tired just thinking about it.

You need to meet Shoeboxed.

While Shoeboxed won’t solve all of your organizational woes, it’s the next best thing. Shoeboxed does a little bit of everything. Here are two of our favorite features:

Receipt & Document Management

  • Need to complete expense reports? Shoeboxed uses OCR (Optical Character Recognition) to pull information from receipts and automatically fill in the text fields on your expense reports. Simply take a picture of a receipt using your mobile phone and you’re done. And get this, if you need to present receipt proof to the powers that be, you even have the capability of attaching images of your receipt to the expense reports you create.
  • Want to transform paper clutter into digital records? Send Shoeboxed your receipts, warranties and more in one of their prepaid “magic envelopes.” They’ll transform your pile of papers into dreamy digital files in a flash.
  • Tired of losing receipts in your inbox? Shoeboxed can automatically import receipts from gmail for you so your receipts don’t get lost somewhere in the depths of your computer.

Business Card Management

  • Eager to get those dusty business cards off your desk? With Shoeboxed, simply take a picture of a business card with your phone and you can import the info directly from the image into your contact list. How’s that for handy?
  • Need to import the info from the business cards you collect into InfusionSoft, Constant Contact or another similar service? Shoeboxed makes that simple.
  • Want to connect with more people on LinkedIn? Shoeboxed makes adding LinkedIn connections easier and faster than ever.

Want More From Shoeboxed?  No problem.

  • Tracking your mileage is a breeze using your phone’s built-in GPS. The app automatically detects when you’re moving and for how long, giving you the ability to easily and accurately track your business mileage.
  • Need to seamlessly import documents and expenses with Evernote & Quickbooks? Ask and you shall receive.
  • Want a power tool that will handle all of your invoicing, accounting, payroll and payment processing in one place? Wave Accounting partners with Shoeboxed to make this simple. We like to call that one and done.

Given our enthusiasm about this tool, you might think we had some sort of vested interest in this tool, but let us be the first to tell you we do not. We just get really pumped up when we find stress-busting tax tools like this one.

To sign up for a free account,  click here.  And be sure to come back next week to learn about another stress-busting tax tool.

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