Document Management Software for Retail

Are you about ready to ditch the paper and digitize your workflows? 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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Save Time and Money through More Automated and Efficient Workflows

Go from paperless to productive by transitioning to scanning paper documents and moving digital files into one repository in the cloud.

Gather, store, share, and eSign files with ease

Simplify your workflow with one central place for storing and sharing documents
Streamline your processes and gain efficiencies that scale, through standardized templates
Request eSignature for all your documents with built-in DocuSign integration

Deliver better client experiences through a paperless workflow

Use scanning wizards to convert paper to digital in one click
Upload or drag-and-drop files to an electronic document portal
Restrict other users from updating a file with auto check in/check out capabilities

Deliver Better Client Experiences Through Img

Choose a system that’s easy to learn and easy to use

Send clients secure links to access their files easily
Enable clients to serve themselves through an integrated client portal
Spend less time fussing with documents so you can focus on doing what you love

Boost Productivity through a Secure, Cloud-based Platform

SmartVault was built from the ground up with professionals like you in mind. You and your colleagues will be able to scan, upload, track, and control all your documents within one convenient, secure platform.

Store and manage documents in a secure and centralized area

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

Gather, organize, and then share all business files securely

Built with bank-level security, all documents stored in SmartVault are encrypted for privacy – both during transit and while at rest.

Boost business efficiency through standardized, automated workflows

Integrate SmartVault with your preferred business apps to streamline administrative tasks, save time, and focus on higher-level initiatives.

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See Why Over 30,000 Business Professionals Trust SmartVault Every Day

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 CFO McLoone’s Restaurant