LOCALIZED STORAGE
 

Data and documents where they need to be

Our platform's architecture allows us to organize data so it's compliant with regional requirements. 

 

Our SaaS customers will be defaulted to US region or Canada region, as appropriate. 

 

For Enterprise customers, we can accommodate most regions and geographies, and improve your own compliance with local requirements.

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CENTRALIZE FILE STORAGE
 

Integrate with existing storage platforms

Connect your existing storage platform so SideDrawer becomes the collaboration, workflow, access control and privacy layer.

 

For Enterprises, SideDrawer can connect to ECMs (Enterprise Content Management) systems or on-premise storage to help expose disconnected file systems to internal or external users.

O365 AND G-SUITE COMPATIBLE
 

For Microsoft O365 and G-Suite users, SideDrawer is a natural fit

Microsoft O365 and Google Workspace include subscriptions to their own integrated cloud solutions - so having silo'd storage in Dropbox, Box.com, Sharefile, etc is unnecessary cost. 

 

SideDrawer is a perfect complement with our intuitive client-facing portal,  embedded workflows, direct API-integrations, more secure handling of access management, collaborator permissions and secure data and file collection.

SIDEDRAWER DESKTOP 
 

Use local desktop app for data migration

 

Our own SideDrawer Desktop app provides a local file/folder structure of all the accessible files in our cloud environment.

 

This supports bulk migration, local on-prem service backups, and other capabilities for overall management. 

 

Given the proprietary organization structure, we recommend this be limited to admin or professional users. 

ENTERPRISE GRADE
 

Infrastructure agnostic architecture

SideDrawer's architecture integrates with complex identity management, client access matrices, and segmented storage, with a  turn-key approach implementation.

 

Read what Advisors are saying about SideDrawer

Frank Gasper at CSR Wealth

SideDrawer is part of our daily business, starting every new engagement with an info request. This comforts them about the security of their data.

 

Tax season was a real eye opener of the impact the platform can have on the efficiency of our practice. We just added our client's accountant as a Collaborator – and it simplified the entire process that we would have to have across our clients. 

 

Read Frank's case study here >

Start with SideDrawer!

Get started right away!
 
  • Free trial for 14 days. 
  • Start inviting Collaborators - it's free!
  • Get your own Branding and Custom URL!

Want to learn more? 

Schedule a Live 1-on-1 or watch a pre-recorded sales demo!
 
  • Schedule at  your own convenience!
  • Watch a 10 minute interactive demo!
  • We can answer any questions you may have!