I’ve been using Shoeboxed now for long enough to review it, I think.
Problem: as with every adult household, we have lots of incoming documents like bills and super statements and similar, and the high initial overhead on deciding whether and where to store them, plus re-sorting them later and so on has never been something we’ve been on top of. Come tax time, in particular, we were usually opening piles of envelopes and hoping for the best.
In 2007 or 2008 we started scanning and shredding a lot of things, but that still left going through and labelling the scans as a problem, plus when I went on maternity leave in 2010 we didn’t have access to a sheet-feed scanner anymore and got behind and never caught up. Back to the “giant unsorted pile of paper” solution.
There are a few services that accept mail on behalf of people and send scans (Pass the Post, Keeping You Posted) but these tend to be quite expensive if you want them to handle all your mail, and also there’s still a time-critical decision step (scan it or send it to me). It tends to be aimed at travellers or businesses. It was annoying enough though that every few months I hit the search engines and eventually lit on Shoeboxed.
What Shoeboxed does:
What Shoeboxed doesn’t do:
There’s a very very limited Free plan involving uploading (not mailing) up to 5 documents a month for OCR plus unlimited uploads if you do your own data entry. The next plan up in Australia, which we’re on, is $20 a month, and includes all the features I listed
For our needs, it’s definitely an improvement over our home-rolled solution. We’re scrambling to get 250 documents to them before our annual purchase bonus expires.