Fiserv Instant Issue Advantage vs. Shoeboxed

It comes in handy when you are a financial that prints in branch for your member. Members usually expect their card would have to be mailed to them. Hopefully someday credit cards would be able to be printed in branch as well but since that goes through MasterCard it is understandable why it is not possible currently

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I'm not sure how Shoeboxed can be used in a large organization, but for our small business, it is perfect. I'm the only one who deals with our finances and works with our accountant and for that Shoeboxed is simply my lifesaver and worth so much more for not just all the time it saves me but all the worries and headaches too.

• Merges with other systems
• connects properly
• Clear instructions on usage

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Hassle free ways to submit (mobile, snail mail, etc.) with virtually no workload for us
• Digitalizing business cards to facilitate contact management
• Categorizing of receipts to make them searchable

• Disconnection problems
• Errors randomly occurring that prevent printing
• Refresh does not always work

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• I had some issues with the mobile app in the past - where it crashes or gets stuck uploading. I think they fixed most of that, however, I transitioned to simply mailing my documents off to them.

Current loan processing program in use, have been using this for 3 years now. It is a pretty easy process but could be updated. It is quite self-explanatory when using it so that is convenient. Just could be cleaner and updated when it comes to the appearance of it. No other major issues with it

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We felt we got more customized support through Shoeboxed and pricing was competitive.

• I think it is a positive program for our members

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It saves me, I would say, at least 2-3 hours each week
• We probably generate 'better' tax returns - more deductions and save on our accountant in the process, since they have everything perfectly prepped