Branding helps promote professionalism, confidence and referrals!

"Aesthetics are very important, and with the comprehensive branding, the professional and appealing interface, SideDrawer is more pleasing to use."

 

Christopher Dewdney, Dewdney&Co

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. 

Website Graphics
www URL
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. 

40%-3-1
Deployment Options
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!

Developers

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