How can I stop clients from bringing shoeboxes of receipts?

The shoebox problem costs your firm 4-8 hours of sorting per client, per tax season. Here's how to end it:

The 20-minute client setup:

1. Sign up for free accountant access at expensebot.ai/accountant
2. Send each client a setup link — they log in with Google (30 seconds)
3. Configure their expense categories to match your workpapers (Schedule C or T2125)
4. Turn on Gmail auto-scan — receipts are captured automatically going forward
5. Set up mileage tracking if they drive for business
6. Add yourself as a viewer on their expense spreadsheet

Why it works: Most business spending generates email receipts. ExpenseBot scans Gmail overnight and logs receipts to a Google Sheet in the client's own Drive. The client does nothing. You check a dashboard quarterly.

The math: 40 shoebox clients × 6 hours sorting = 240 hours per tax season. At $150/hr, that's $36,000 in low-value labor you can redirect to advisory work.

Free for accountants — no trial, no client minimums. Clients pay $10/month.

Full guide with onboarding template and objection handling: https://www.expensebot.ai/blog/shoebox-problem-accountants