Retail & Franchise

Ditch the paper and digitize your workflow

Whether you have one shop, multiple site locations or do your thing online, implementing a paperless workflow is key to driving efficiency and profitability.

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Efficiency starts with a paperless workflow

Online Document Storage

All your documents in one central location, secure and available 24/7 – find the file you need when you need it.

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Secure File Sharing

Get the convenience of cloud storage, but with best in class security and advanced file sharing features.

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Digital Workflow

Automate routine, repetitive tasks and streamline processes so team members get the data they need to move work forward.

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"Moving to SmartVault has cut out at least 75% of on-premise paperwork. It used to take hours to track down documents from an inquiry. Today, instead of manually searching, faxing over, and then re-filing paper, we locate the document in SmartVault in seconds."
Kristy Hensle
McLoone's Restaurant
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Save time and money with a paperless
office and standardized workflows

Securely store, manage & share files

Simplify your document workflow with one central place for storing documents, and securely sharing them with the right people.

Create efficient,

Simple workflows and standardized templates help you streamline your processes and gain efficiencies that scale.

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Easy to learn, easy to use

If it's not easy to get started and fun to manage, your employees, partners, and clients won't use it. We guarantee you'll love it, or you'll get your money back.

Automate manual paper-based tasks

Spend more time doing what you love, and less time fetching, filing and finding documents.


Eliminate security vulnerabilities

Consumer-grade cloud apps put your business at risk. SmartVault's  bank-level encryption, authentication and auditing helps you stay in compliance.

Seamless integration with business and accounting apps

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The integration between SmartVault and QuickBooks is fantastic! The applications talk to each other, making it easy to electronically file all documents. I no longer have to run between offices to locate requested files.
Latoya Jablonski
Stearns Furniture

Ready to get started?

Open a free trial account and we'll be in touch to help you get up and running.

Want to see it in action?

Book a 15-minute demo to see exactly how SmartVault can work for your business.