Join the HSA Movement
Your HSA Copilot. Stop Guessing, Start Saving.
Maximize savings with Shoebox, the AI-powered HSA management tool that optimizes every purchase and effortlessly saves you $200k+ more for retirement.
*Get started today with a 30 day free trial.*
THE SHOEBOX ADVANTAGES
Why Choose Us ?
Why Choose Us ?
Why Choose Us ?
The power of the HSA's triple tax advantage goes underutilized by 95%+ of participants. Shoebox will work in the background to ensure you're maximizing every purchase.
The power of the HSA's triple tax advantage goes underutilized by 95%+ of participants. Shoebox will work in the background to ensure you're maximizing every purchase.
The power of the HSA's triple tax advantage goes underutilized by 95%+ of participants. Shoebox will work in the background to ensure you're maximizing every purchase.
AI-Receipt Reading – No Effort Required
We utilize AI to allow for effortless receipt capture. Gone are the days of manual data entry.
Retirement Focused
The HSA can be the best retirement vehicle but the rules around how are often needlessly complicated. Let Shoebox take the guesswork out of managing your HSA.
Direct Retailer Integrations
Easily capture receipts where they are created. Many participants miss out on the thousands of day-to-day purchases that are HSA eligible.
Partial Reimbursement
Audit Protection
Unlimited Secure Storage
Dedicated Support
Lifetime Guarantee
Tax Filling Documents
Bulk Export
HSA Knowledge Base
30 Day Free Trial
Partial Reimbursement
Audit Protection
Unlimited Secure Storage
Dedicated Support
Lifetime Guarantee
Tax Filling Documents
Bulk Export
HSA Knowledge Base
30 Day Free Trial
Partial Reimbursement
Audit Protection
Unlimited Secure Storage
Dedicated Support
Lifetime Guarantee
Tax Filling Documents
Bulk Export
HSA Knowledge Base
30 Day Free Trial
Instant Savings
Household Management
Smart Spending
Retirement Metrics
Retailer Integrations
Reimbursement Assistance
Upload from Anywhere
AI Assisted
Optimization Recommendations
Instant Savings
Household Management
Smart Spending
Retirement Metrics
Retailer Integrations
Reimbursement Assistance
Upload from Anywhere
AI Assisted
Optimization Recommendations
Instant Savings
Household Management
Smart Spending
Retirement Metrics
Retailer Integrations
Reimbursement Assistance
Upload from Anywhere
AI Assisted
Optimization Recommendations
BENEFITS
Why We Shine ?
Why We Shine ?
Why We Shine ?
Shoebox is not just a receipt management tool. It's your guide to maximizing how you use your HSA.
Shoebox is not just a receipt management tool. It's your guide to maximizing how you use your HSA.
Shoebox is not just a receipt management tool. It's your guide to maximizing how you use your HSA.
Instant Savings
Get immediate savings on every purchase, powered by AI to optimize your transactions in real-time. No setup required, just seamless savings.
Instant Savings
Get immediate savings on every purchase, powered by AI to optimize your transactions in real-time. No setup required, just seamless savings.
Instant Savings
Get immediate savings on every purchase, powered by AI to optimize your transactions in real-time. No setup required, just seamless savings.
Retirement Metrics
See how much you're saving by delaying receipt reimbursement. Project future account growth and learn optimization strategies.
Retirement Metrics
See how much you're saving by delaying receipt reimbursement. Project future account growth and learn optimization strategies.
Retirement Metrics
See how much you're saving by delaying receipt reimbursement. Project future account growth and learn optimization strategies.
Retailer Integrations
Shoebox captures HSA spending at the source and gives you the effortless ability to upload receipts from anywhere.
Retailer Integrations
Shoebox captures HSA spending at the source and gives you the effortless ability to upload receipts from anywhere.
Retailer Integrations
Shoebox captures HSA spending at the source and gives you the effortless ability to upload receipts from anywhere.
Secure Storage
Unlimited secure receipt storage is included in every Shoebox subscription, ensuring your data is always safe and secure.
Secure Storage
Unlimited secure receipt storage is included in every Shoebox subscription, ensuring your data is always safe and secure.
Secure Storage
Unlimited secure receipt storage is included in every Shoebox subscription, ensuring your data is always safe and secure.
Reimbursement
Whether you're delaying till retirement or need the money today, Shoebox makes it easy to fully or partially reimburse your receipts.
Reimbursement
Whether you're delaying till retirement or need the money today, Shoebox makes it easy to fully or partially reimburse your receipts.
Reimbursement
Whether you're delaying till retirement or need the money today, Shoebox makes it easy to fully or partially reimburse your receipts.
Lifetime Guarantee
You will always have access to export your entire Shoebox library at any point in time if you would like to switch platforms.
Lifetime Guarantee
You will always have access to export your entire Shoebox library at any point in time if you would like to switch platforms.
Lifetime Guarantee
You will always have access to export your entire Shoebox library at any point in time if you would like to switch platforms.
PROCESS
Our Approach
Our Approach
Our Approach
Our streamlined process ensures quick, efficient results, from setup to completion. Enjoy clear steps and full transparency at every stage.
Our streamlined process ensures quick, efficient results, from setup to completion. Enjoy clear steps and full transparency at every stage.
Our streamlined process ensures quick, efficient results, from setup to completion. Enjoy clear steps and full transparency at every stage.
01
Custom Onboarding
We'll meet you where you are.
Step-by-step guidance for smooth integration.
Tailored trainings custom to your understanding.
01
Custom Onboarding
We'll meet you where you are.
Step-by-step guidance for smooth integration.
Tailored trainings custom to your understanding.
01
Custom Onboarding
We'll meet you where you are.
Step-by-step guidance for smooth integration.
Tailored trainings custom to your understanding.
02
AI-Powered Efficiency
Automatic savings on every transaction.
Real-time analytics to track spending.
Seamless adjustments to maximize savings.
02
AI-Powered Efficiency
Automatic savings on every transaction.
Real-time analytics to track spending.
Seamless adjustments to maximize savings.
02
AI-Powered Efficiency
Automatic savings on every transaction.
Real-time analytics to track spending.
Seamless adjustments to maximize savings.
03
Transparent Communication
Regular updates on progress and changes.
Clear terms and no hidden fees.
Dedicated support available at all stages.
03
Transparent Communication
Regular updates on progress and changes.
Clear terms and no hidden fees.
Dedicated support available at all stages.
03
Transparent Communication
Regular updates on progress and changes.
Clear terms and no hidden fees.
Dedicated support available at all stages.
04
Flexible Solutions
Customizable plans based on your needs.
Monthly adjustments to suit changes.
Freedom to upgrade or adjust anytime.
04
Flexible Solutions
Customizable plans based on your needs.
Monthly adjustments to suit changes.
Freedom to upgrade or adjust anytime.
04
Flexible Solutions
Customizable plans based on your needs.
Monthly adjustments to suit changes.
Freedom to upgrade or adjust anytime.
Product
Automatic Spending Capture
Our chrome extension will securely and passively monitor your online retailer spending to help find recent HSA eligible purchases.
Product
Real-Time Insights
Track your spending with detailed analytics and real-time updates, giving you full transparency and control over every transaction.
Product
Receipt Library
Gone are the days of receipt disorganization. Shoebox provides one easy area to show all of your HSA eligible purchases.
PRICING
Choose the Perfect Plan
Start for free today with our powerful chrome extension or jump right in and start optimizing your HSA with Shoebox Plus.
Free Plan
$0 Forever
Ideal for casual HSA account holders who are looking for more eligible purchases to reimburse.
Chrome extension access
Direct retailer integrations
Purchase history scanning & catch-up
Passive purchase scanning
Receipt PDF export
Basic summary level savings insights
*Change plans at any time*
Free Plan
$0 Forever
Ideal for casual HSA account holders who are looking for more eligible purchases to reimburse.
Chrome extension access
Direct retailer integrations
Purchase history scanning & catch-up
Passive purchase scanning
Receipt PDF export
Basic summary level savings insights
*Change plans at any time*
Free Plan
$0 Forever
Ideal for casual HSA account holders who are looking for more eligible purchases to reimburse.
Chrome extension access
Direct retailer integrations
Purchase history scanning & catch-up
Passive purchase scanning
Receipt PDF export
Basic summary level savings insights
*Change plans at any time*
MOST POPULAR
Shoebox Plus
$12/year
Designed for housholds and retirement focused participants who want to maximize their triple tax advantage.
Everything included in the free plan
Optimize the HSA as a retirement tool
Unlimited secure lifetime receipt storage
AI-assisted uploads from anywhere (mobile, text, email, etc.)
IRS tax documents & audit protection
Multi-user access for households
*30 day no-obligation free trial included*
MOST POPULAR
Shoebox Plus
$12/year
Designed for housholds and retirement focused participants who want to maximize their triple tax advantage.
Everything included in the free plan
Optimize the HSA as a retirement tool
Unlimited secure lifetime receipt storage
AI-assisted uploads from anywhere (mobile, text, email, etc.)
IRS tax documents & audit protection
Multi-user access for households
*30 day no-obligation free trial included*
MOST POPULAR
Shoebox Plus
$12/year
Designed for housholds and retirement focused participants who want to maximize their triple tax advantage.
Everything included in the free plan
Optimize the HSA as a retirement tool
Unlimited secure lifetime receipt storage
AI-assisted uploads from anywhere (mobile, text, email, etc.)
IRS tax documents & audit protection
Multi-user access for households
*30 day no-obligation free trial included*
100% Safe Purchase
30 Day Free Trial
Access Immediately
COMPARISON
Our Value vs. Competitor Value
Compare Shoebox to the competition and discover how we offer better value, more savings, and greater flexibility for your family.
FEATURES
FEATURES
FEATURES
Optimize HSA for Retirement
Optimize HSA for Retirement
Optimize HSA for Retirement
Direct Retailer Integrations
Direct Retailer Integrations
Direct Retailer Integrations
Unlimited Secure Receipt Storage
Unlimited Secure Receipt Storage
Unlimited Secure Receipt Storage
AI Assisted Bulk Uploads
AI Assisted Bulk Uploads
AI Assisted Bulk Uploads
IRS Tax Documents
IRS Tax Documents
IRS Tax Documents
Receipt export
Receipt export
Receipt export
Pricing
Pricing
Pricing
$12/year
$12/year
$12/year
$12/year
$12/year
$12/year
4% Fee
4% Fee
FAQ'S
Got a quick question?
We're here to help you make the right decision. Explore our frequently asked questions and find answers below.
Why would I use my HSA for retirement?
An HSA is one of the most powerful retirement tools available—it’s triple tax-advantaged, meaning your money goes in tax-free, grows tax-free, and can be withdrawn tax-free for qualified medical expenses. By saving receipts now and reimbursing them later, you can let your HSA investments grow for decades, potentially adding $200k+ in tax-free retirement funds.
Why would I use my HSA for retirement?
An HSA is one of the most powerful retirement tools available—it’s triple tax-advantaged, meaning your money goes in tax-free, grows tax-free, and can be withdrawn tax-free for qualified medical expenses. By saving receipts now and reimbursing them later, you can let your HSA investments grow for decades, potentially adding $200k+ in tax-free retirement funds.
Why would I use my HSA for retirement?
An HSA is one of the most powerful retirement tools available—it’s triple tax-advantaged, meaning your money goes in tax-free, grows tax-free, and can be withdrawn tax-free for qualified medical expenses. By saving receipts now and reimbursing them later, you can let your HSA investments grow for decades, potentially adding $200k+ in tax-free retirement funds.
What makes Shoebox different from other HSA tools?
What makes Shoebox different from other HSA tools?
What makes Shoebox different from other HSA tools?
How long does it take to get started?
How long does it take to get started?
How long does it take to get started?
How does Shoebox help with IRS audits or tax filing?
How does Shoebox help with IRS audits or tax filing?
How does Shoebox help with IRS audits or tax filing?
Is my data secure?
Is my data secure?
Is my data secure?
REVIEWS
Our Valued Customers
Don't just take our word for it. Many people are preaching about their experience with Shoebox.
"My first time using Shoebox, I found $523.11 in new HSA reimbursable expenses!"
Bobbi
"My first time using Shoebox, I found $523.11 in new HSA reimbursable expenses!"
Bobbi
"My first time using Shoebox, I found $523.11 in new HSA reimbursable expenses!"
Bobbi
“In just a few clicks, I found expenses going back two years that I can now reimburse tax-fr
Emily
“In just a few clicks, I found expenses going back two years that I can now reimburse tax-fr
Emily
“In just a few clicks, I found expenses going back two years that I can now reimburse tax-fr
Emily
“I used to ignore my HSA, but Shoebox showed me how powerful it can be. I’m finally feeling in control of my healthcare savings.”
Maya
“I used to ignore my HSA, but Shoebox showed me how powerful it can be. I’m finally feeling in control of my healthcare savings.”
Maya
“I used to ignore my HSA, but Shoebox showed me how powerful it can be. I’m finally feeling in control of my healthcare savings.”
Maya
"I had no idea I could use my HSA this way. Shoebox helped me rethink how I save for retirement."
Jason
"I had no idea I could use my HSA this way. Shoebox helped me rethink how I save for retirement."
Jason
"I had no idea I could use my HSA this way. Shoebox helped me rethink how I save for retirement."
Jason
“Between the AI uploads and smart savings tips, Shoebox paid for itself within the first week.”
James
“Between the AI uploads and smart savings tips, Shoebox paid for itself within the first week.”
James
“Between the AI uploads and smart savings tips, Shoebox paid for itself within the first week.”
James
“Shoebox found me over $600 in reimbursements from everyday purchases—I had no idea I was leaving that money on the table.”
Laura
“Shoebox found me over $600 in reimbursements from everyday purchases—I had no idea I was leaving that money on the table.”
Laura
“Shoebox found me over $600 in reimbursements from everyday purchases—I had no idea I was leaving that money on the table.”
Laura
"Shoebox took the stress out of managing my HSA. I love the peace of mind knowing everything is stored securely."
Sarah
"Shoebox took the stress out of managing my HSA. I love the peace of mind knowing everything is stored securely."
Sarah
"Shoebox took the stress out of managing my HSA. I love the peace of mind knowing everything is stored securely."
Sarah
“I’ve tried other apps, but Shoebox is the only one that truly helped me optimize for long-term HSA growth.”
Anna
“I’ve tried other apps, but Shoebox is the only one that truly helped me optimize for long-term HSA growth.”
Anna
“I’ve tried other apps, but Shoebox is the only one that truly helped me optimize for long-term HSA growth.”
Anna
“The retirement projections blew my mind. I’m on track to grow my HSA way more than I ever thought possible.”
Paul
“The retirement projections blew my mind. I’m on track to grow my HSA way more than I ever thought possible.”
Paul
“The retirement projections blew my mind. I’m on track to grow my HSA way more than I ever thought possible.”
Paul
COMPANIES WITH SHOEBOX CUSTOMERS
KEY TAKEAWAYS
Maximize Your Savings with Smart Automation
Maximize Your Savings with Smart Automation
Maximize Your Savings with Smart Automation
Save effortlessly with smart automation that maximizes savings on every eligible purchase, tailored to your needs.
Save effortlessly with smart automation that maximizes savings on every eligible purchase, tailored to your needs.
Save effortlessly with smart automation that maximizes savings on every eligible purchase, tailored to your needs.
Save More for Retirement
Gain Smart, Actionable Spending Insights
Maximize Your Triple Tax Advantage
Say Goodbye to Data Entry with AI
Efficient Expense & Reimbursement Tools
Save More for Retirement
Gain Smart, Actionable Spending Insights
Maximize Your Triple Tax Advantage
Say Goodbye to Data Entry with AI
Efficient Expense & Reimbursement Tools
Stop Guessing. Start Saving on HSA Eligible Purchases.
Experience the power of automated savings and optimized retirement planning. Get started now to maximize your HSA benefit.
Stop Guessing. Start Saving on HSA Eligible Purchases.
Experience the power of automated savings and optimized retirement planning. Get started now to maximize your HSA benefit.
Stop Guessing. Start Saving on HSA Eligible Purchases.
Experience the power of automated savings and optimized retirement planning. Get started now to maximize your HSA benefit.