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.
Schedule a 15-minute demo
Efficiency starts with a paperless workflow
Automate routine, repetitive tasks and streamline processes so team members get the data they need to move work forward.
"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."
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.
Simple workflows and standardized templates help you streamline your processes and gain efficiencies that scale.
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.
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.