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The Spreadsheets.

They’re not going away. We make it easy to embrace them.

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Our Goal.

We want to save you the headache of typing the same data into multiple spreadsheets and data sources. Don’t you think once is enough? With SmartDox™ and a few clicks of your mouse, we can save you time and typos, as well as help ensure consistent, accurate data for your entire organization.

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User adoption is easy, because SmartDox is an add-in for your existing Excel and Word templates. There’s no learning curve, even for the less tech-savvy members of your team.

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Every time you sync your spreadsheet with your data source, SmartDox automatically saves the current version of your document as well.

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SmartDox eliminates the frustration of incomplete data by allowing you to set rules that require specific document fields to be complete before submission.

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SmartDox gives you the opportunity to pull cross-platform reports, always with the most up-to-date information.

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SmartDox eliminates hours spent re-keying information into multiple data sources. One tap of the mouse pulls data into the document where it’s needed.

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We worked hard so you won’t have to anymore—at least when it comes to entering and pulling data from Excel. SmartDox makes it easy to use and—dare we say it?—love your spreadsheets.


For more than 10 years, SmartDox has been used as a vital part of enterprise solutions built for investment real estate firms, government agencies, and other financial institutions. It continues to create significant cost savings and organizational efficiencies that have driven growth and revenue.

SmartDox App

Spreadsheets Are Everywhere.

Legal (Case Management)
Project Management
Deals Management

Contact Us.

If your company tracks data in spreadsheets, sends out form letters, pulls reports, relies on time-sensitive data, runs forecast or financial models—really, if you use documents and data in almost any capacity—contact us now to see how SmartDox can help.

  • 303.663.5900
  • 98 Inverness Drive East Englewood, CO 80112