PROMOTE SOCIAL PROFILES
Let your clients see how unique you truly are
Whether SideDrawer is used for statement delivery, file sharing, or collaboration, you determine the kind of impression you want to leave behind.
All Collaborators see profile photos, and can access any of the pre-configured social links.
START WITH YOUR NAME
Your own web address
Your clients can access your digital vault in a number of ways:
my.sidedrawer.com if we host
yourname.sidedrawer.com if you opt for your own URL
vault.yourwebsite.com for enterprise customers
See the multiple opportunities to express your brand!
CUSTOMIZE YOUR ORGANIZATION
Determine your organizational structure
While we offer templates, you can create multiple organizational categories to help you scale your business, and maintain consistent, compliant organization throughout the firm.
DESIGNED FOR ENTERPRISES
Enterprises can integrate into existing portals
SideDrawer can be incorporated through any of the following:
Leveraging our existing WCAG 2.2 AAA compliant front-end applications customized with your enterprise branding and design concepts
Leveraging our APIs to create a completely custom and bespoke user experience
Leveraging our iFrame capability for an in-between offering
Trusted by forward thinking firms
Our clients understand today's risks around email-based communication of sensitive information.
TEAMS FOR SECURE ACCESS
Create Teams for grouped access
With increasing data privacy and governance, users also need to ensure their data is adequately protected.
With 100% activity tracking, transparent actions display, back-office and middle-office optional access, maintain confidence over your firm's activity.
For Enterprise customers, offer your professional partner groups, like entire accounting firms, the ability to manage their own team's access to your clients' vaults.
Ready to try 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!