Engage your clients with a branded, document collaboration experience.

Put your branding on our pre-built solution to provide your clients with a secure, frictionless way to share and manage their sensitive information.

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Current challenges

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Poor document management experience prevents client engagement.

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Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests.

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Staff still collaborate outside of existing portals (using email, cloud drive links, etc.).

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Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. Not sending email with attachments or links reduces compliance and security risk. Clean, easy-to-use, interface reduces client inquiries.

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Existing portals limit collaboration beyond main client contact.

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Easy collaboration with third parties. Permission controlled access provides access to the right contacts. Extend relationships to your clients' family and professional network.

What is SideDrawer

SideDrawer is an EASY-TO-USE mobile and web solution for Professional Service Providers. Your clients can capture their personal,
financial and other pertinent records very easily, allowing for greater collaboration and communication with you through a single,
virtual, living repository.

How to collaborate using SideDrawer

We designed SideDrawer with the user's experience at the center of everything. You can access all functionalities on any device -through your mobile app or the website, anywhere, at any time.

What Professionals say

Want to become a Partner or Reseller?

Contact us to inquire about our Partner Program