SideDrawer has been recognized by a leading NYC-based fintech consulting firm as “the obvious choice” in estate planning and organizing, given our emphasis on a streamlined user experience and our API integrations.
Our guided organization lays out customizable templates allowing you, your clients and their collaborators to easily identify and contribute to their documents - whether personal or corporate. For the first time, organizing will be fun! (at least we think so!)
Your typical 'client portal' transports the user to the 1990s with a Windows '95 style file/folder structure that is, completely uninspiring, provides a poor user experience, and no added flexibility. Those documents can't be easily shared with Collaborators. Nobody wants to log into a portal that is a document dump. With over 350 endpoints on our API - you can create the user experience your clients deserve.
SideDrawer works with your existing document repositories - Dropbox, Google Drive, SharePoint, OneDrive, etc, so that you don't have to change what you do, but your clients and collaborators ALWAYS have the updated.
Have your own storage and document repository? No problem. SideDrawer can act as your intermediary layer between your existing storage and your clients experience.
Collaboration capabilities, focused on privacy and security, that engages your clients and grows your network.
Your average client has 3-4 professionals they deal with, each of them operating as a silo. SideDrawer allows you to seamlessly add all your client's professionals, expanding your network and growing your practice
Our flexible platform allows for collaboration settings where you determine access limits - internal individuals, client coverage teams, by role, or externally by permissioned collaborators.
SideDrawer has complete audit logs to track any and all activity that's taking place (digital footprint).
Over 350 API endpoints for a complete customized experience. Leverage our Integrations with your choice of storage provider.
We understand the importance of personalizing your user experience, but client-facing document delivery is not where your team needs to spend months (or years!) re-inventing the wheel.
Streamline your organization workflows by connecting your client's SideDrawer to the file/folder hierarchical structure on your existing storage provider. Our technology allows for seamless integration with Dropbox, Google Drive, Microsoft OneDrive and SharePoint, among others.
No emails with sensitive files or links
Don’t risk malware in attachments, don’t be a target for any phishing attacks, don’t send or receive sensitive client documents via email any longer. We have robust collaboration and sharing controls that are all permission based and. Share any record or tile with any collaborator you choose!
Leverage native metadata. See all activity in the Timeline. Schedule Record level reminders for expiration dates, client requests and activities.
Leverage real-time data to track which files and records are being viewed actively, shared or uploaded over time. The Timeline also logs individual user activity and location information and allows you to create private Notes and Tasks.
Ensure reminders and expiry notices are triggered at the right time and sent to the right Team members or clients. Administrators can schedule document reminder and expiration warning notices with campaigns, licenses and other deadlines.
Global Scalability: Architecture based on distributed micro-services, hosted across the world to support Distributed Data compliant with the strictest global security regulations.
An Enterprise document organization platform that offers quick, easy and secure upload and storage capabilities on a global scale. We use AWS (Amazon Web Services) which offers 99.999% uptime availability, or and leverage off of your own document storage.
Our infrastructure is designed for global distribution and global privacy requirements, allowing geographically distributed data to be stored in their respective local countries.
Whether you're a sole proprietor, a medium sized business, or an enterprise, SideDrawer offers a scalable solution that meets your company’s needs. Our platform allows for unlimited users, collaborators, scalable storage, and complete customization.
I was buying a condo unit, and obviously the Mortgage Broker needed a whole bunch of documents while I was on vacation! I WISH I had SideDrawer then; I would've been able to do all of that with a few clicks, instead of going over hundreds of emails and dozens of phone calls over a two-week period!" - Ingrid M.
My dad is getting older and doesn't have the patience to learn how to use technology. I LOVE the idea that I can create and manage a SideDrawer for him, it keeps his and my mind at ease!" - Lauren A.
My ex-wife and I need to constantly share our children's identification, report cards, travel documents, schedules and so on. SideDrawer helps us stay organized without the need of ongoing emails, by eliminating any confusion and avoiding missing documents." - Matt R.
I lost my passport while I was travelling, and I learned the hard way that if I had a photo of my passport along with the number to present at the consulate, it would have been SO much easier to get back home. If you travel, trust me, you NEED SideDrawer!" - Anonymous SideDrawer Customer
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