SideDrawer is a life planning and organization tool designed to help you organize all your important documents and information in a virtual filing cabinet. SideDrawer allows you, or any authorized advisors or family members, to have access anywhere, anytime and on any device.

Professional users can choose from 3 packages (Standard, Premium or Business) that come with many different features including the ability to sponsor SideDrawers with enhanced functionality. A subscription package includes access for up to 3 or 5 professionals, depending on the selected package. Professionals are not charged on the number of external users who are collaborating on their SideDrawers, such as clients, household members, external professionals like accountants or lawyers who may benefit from access.

For example, you and your four colleagues will be considered 5 total administrative users. If you choose the Business package on CAD currency and a monthly plan, you will be charged $67 x 5 = $335 per month, which will total $4,020 per year.

This subscription will allow you to create up to 1,000 SideDrawers for as low as ~$4 per client per year.

SideDrawer provides a risk-free 14-day trial to help you confirm the product is ideal for you and your business. The trial gives you access to all the features related to the product you enrolled in.

Upon registration, SideDrawer will ask for you to input your credit card as the payment source. Please reach out to our Sales team if you would like to discuss other payment methods.

Protecting the data you trust to SideDrawer is our first priority. Documents are encrypted in transit, from your mobile device or computer to our servers where they're encrypted again and stored securely. We regularly back up your data to prevent data loss and aid in recovery. Additionally, we host data in secure SSAE 16 / SOC2 certified data centers. Even if we wanted to, we cannot get access to the data as everything is encrypted. This is your clients’ data, your business and your information. We are just here to protect them and help you scale and optimize your business.

Your data is stored in your country of origin, either in Canada or in the United States. You chose which country you would like the data stored when you register. We use AWS as our primary storage and back up to Azure for complete peace of mind.

Yes, SideDrawer has an extensive API to help you integrate with other software solutions you have.

No! SideDrawer is extremely simple to utilize within your firm. Most of our clients are up and running immediately. There is no software to install, and it's designed to be extremely intuitive. Plus, we have exceptional support with a 97.5% positive response experience, so we'll help you along the way!

No! Our software is designed to be intuitive, and easy to use with typically 2-3 clicks to wherever you need to get to. An Advisor told us they had their 94 year old client navigate through without any difficulty!