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Pricing

Enterprise grade document management your clients will love!

USD
CAD
Monthly
Yearly (Save 16%)

Standard

Enable a professional digital collaboration experience with your clients, and take security to the next level.

$19 USD

$16 USD

$27 CAD

$22 CAD

per admin user/month, billed monthly per admin user/month, billed annually
3 Admin Users Minimum
For professionals looking for productivity in today’s challenging cyber environment
Risk Free 14-day Trial
    What’s included:
  • 5-4 5-3 Web and Mobile applications
  • collborator i1-1 Web and Mobile secure form and file request completion
  • 4-May-02-2022-05-56-09-71-AM 4-1 Unlimited Collaborators *
  • 1-May-02-2022-04-29-34-17-AM 1-4 Your own URL (yourname.sidedrawer.com)
  • 6-4 6-3 Simplified PDF completion and digital signatures
  • 5 5-2 Multiple info gathering workflows
  • i2 i2-1 Monthly separate webinars for clients and staff
  • 7-2 7-1 95%+ positive customer support experience
  • 4-2 4-May-02-2022-04-34-47-20-AM Automatic data storage on appropriate Canadian, US, or other regional servers
  • 3 3-3 Multi-cloud storage with redundancies and back-up
  • i6 i6-1 SOC 2 Type II Audit Certification
  • *fair usage policy applies

Premium

Provide a custom branded digital collaboration experience for your clients and empower your team with enhanced customizations and workflows.

$34 USD

$28 USD

$47 CAD

$39 CAD

per admin user/month, billed monthly per admin user/month, billed annually
3 Admin Users Minimum
For firms looking for improved collaboration with enhanced productivity and security
Risk Free 14-day Trial
    All Standard features, plus:
  • 1 1-3 Layout customization
  • 2 2-3 Enhanced file and data collection
  • 6-4 6-3 eSignature with PKI (seal)
  • 5-4 5-3 Branded client login page
  • 4 4-3 Customize email notification messaging
  • 4-May-02-2022-04-29-59-37-AM 4-4 Enhanced Teams collaboration functionality
  • 4-2 4-May-02-2022-04-34-47-20-AM Integration with third-party storage for enhanced productivity (Google, Dropbox, OneDrive, SharePoint)
  • 1-May-02-2022-04-29-34-17-AM 1-4 Salesforce integration
  • 7-2 7-1 1 hour of onboarding & migration support

Business

Scale your business and increase productivity with advanced platform features and customization.

$48 USD

$40 USD

$67 CAD

$56 CAD

per admin user/month, billed monthly per admin user/month, billed annually
5 Admin Users Minimum
For large or growing teams with extensive document exchanges where privacy and confidentiality is important
Free 14-day trial
    All Premium features, plus:
  • 1 1-3 Advanced layout customization
  • 3-May-02-2022-04-29-50-51-AM 3-4 Advanced metadata field customization
  • 4-May-02-2022-05-56-09-71-AM 4-May-02-2022-05-57-24-86-AM Multi-professional management capability
  • 2-May-02-2022-04-29-41-46-AM 2-1 Mix 'n match subscriptions for additional professionals
  • 5-4 5-3 SideDrawer Desktop app for local storage real-time sync
  • 5 5-2 Technical process flow consultation
  • 7-2 7-1 2 hours of onboarding & migration support
  • i7 i7-1 Optional custodial statement integration

Enterprise

Additional flexibilty, & security, control, storage and support for the most demanding enterprises to meet your regulatory requirements.

$19.00 USD

$16.00 USD

$27.00 CAD

$21.00 CAD

per admin user/month, billed monthly per admin user, billed annually
3 Admin Users Minimum
For enterprises that want more security andcontrol over sensitive and confidential information
Risk Free 14 day Trial
    All Business features, plus
  • 1-2 1-May-02-2022-04-34-13-10-AM Large scale collaboration
  • 2-2 2-May-02-2022-04-34-25-42-AM API / SDK access
  • 3-2 3-May-02-2022-04-34-35-01-AM Bring your Own Storage
  • 4-2 4-May-02-2022-04-34-47-20-AM Customised to fit your needs
INFRASTRUCTURE AGNOSTIC COLLABORATION

SideDrawer Enterprise

The last-mile of data and document exchange between enterprises and clients is increasingly risky. SideDrawer's API-first platform provides a variety of solutions to collect, manage, control access, and distribute data and documents.

Compare all features

Standard

Premium

Business

Enterprise

General

  • Web and Mobile applications
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  • Real-time sync across all devices
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  • Regional Storage (Canada, US, other)
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  • Multi Factor Authentication
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  • Flexibility in data ownership rules
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  • SideDrawer Desktop (local sync)
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No Hassle Experience

  • Time from Purchase to Client Engagement
  • Under 2 hours
  • Under 2 hours
  • Under 2 hours
  • SLA
  • Risk Free 14-day Trial
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  • Offer Service Transparency to clients
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  • Unlimited Collaborators *
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  • 97.5% Positive Customer Support Experience
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  • 1 click Organized All Document Download
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  • * fair usage policy applies

Mobile

  • iOS app
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  • Android app
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  • Biometric Authentication
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  • Mobile Secure Form Completion
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  • Mobile Secure File Request Submission
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  • PDF Document Scanning
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Standard Support

  • User guides and videos
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  • Live Chat (Business Hours)
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  • SLA
  • 24/7 Online Support Email Submission
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  • Access to Monthly Webinars for end clients
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  • SLA
  • Access to Monthly Webinars for Staff and Admins
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  • SLA
  • Customized Training for Staff and Admins
  • SLA

Premium Support

  • Onboarding support
  • Help videos
  • Live (1 hour)
  • Live (2 hours)
  • SLA
  • Setup and Migration Support
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  • Salesforce installation and configuration support
  • Add-on
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  • Technical process flow consultation
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  • Technical assistance to configure environment
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  • KYC and Process Flow review assistance
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  • VPC and Cloud deployment assistance
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  • SSO/SAML design support
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  • API Developer Support
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  • Dedicated onboarding team
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Productivity

  • 5 click Account Creation
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  • CSV based Bulk Account Creation
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  • Easy Client Offboarding
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  • Auto Document Population
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  • Advanced Activity Notifications
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  • 100% Activity Log
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  • Reminders
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  • Secure User Friendly Forms
  • Limit of 5
  • Unlimited
  • Unlimited
  • Access to Secure Form Templates
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  • Secure Simple Auto-Organized File Requests
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  • Secure Complex Auto-Organized File Requests
  • Unlimited
  • Unlimited
  • Unlimited
  • Access to Secure File Request Templates
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  • Form & Request Completion Progress Analytics
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  • Teams Collaboration - internal users
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  • Teams Collaboration - external users
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File Management

  • Multiple Permissions and Access Controls
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  • Granular Permissions (edit, view, no access, plus others)
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  • In-browser Secure Document Viewer
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  • In-browser Document Annotations
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  • File Version Tracking
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Bulk File Operations

  • Bulk Upload (Multiple Docs to 1 SideDrawer)
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  • Blast Delivery (Multiple Generic Docs to Many SideDrawers)
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  • 5 click Mass Sensitive Document Delivery
  • Add-on
  • Add-on
  • Add-on
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Content Management

  • Metadata and Tagging
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  • Category Search
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  • Related Content Links
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  • Multiple Unique Metadata Values
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  • Customizable Organizational Structure (Custom Tiles)
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  • Multiple Organizational Containers (Custom SideDrawer Types)
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  • Customizable Information Fields
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  • File Text Search
  • Restricted
  • Restricted
  • Restricted
  • Optional
  • * Files are encrypted so search is unavailable other than enterprise where we can deploy an on-prem OCR capability.

eSignature

  • Simple digital signatures
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  • eSignature with PKI (seal)
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  • Complete eSignature Audit Trail
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  • File Activity with PKI (seal)
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  • 3rd Party eSignature Integration
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Practice Management

  • SideDrawer limits per subscription
  • Up to 150 *
  • Up to 300 *
  • Up to 1,000 *
  • n/a
  • Create Segmented Environments
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  • Create Branded Environments
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  • Create Templates for all Environments
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  • Mix 'n Match Subscriptions
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  • Multiple Role Based Access
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  • * more are available based on business needs.

Customization & Branding

  • Your Subdomain (yourname.sidedrawer.com)
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  • Customized vCard
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  • Branded Client Login page
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  • Configurable Client Experience
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  • Branded Notifications email
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  • Branded Mobile app
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  • Custom Email Contents
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  • CNAME Domain (anysub.yourdomain.com)
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Features for Admin, IT Teams

  • Admin Console
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  • Anti-virus scan on every file
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  • Anti-ransomware scan on every file
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  • Role Based Access
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  • Self Managed Account Transfer
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  • Active Directory Integration
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  • Mass Deployment Support
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Security and Compliance

  • SOC2 Type II Compliant Operations
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  • Disaster Recovery Plan
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  • Internal Dedicated Security Team
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  • Multi-Factor Authentication (MFA) for all users
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  • Biometric Authentication (mobile)
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  • Encryption at rest
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  • Exposed file sharing links
  • No
  • No
  • No
  • No
  • Encryption during transit
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  • Enforce user MFA
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  • * Email is insecure and file sharing links within email can still be accessed. SideDrawer has no direct link to any file from within an email.

Storage & Back-up

  • Instant backup of files and data
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  • Compliant data retention policies
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  • Redundant back-up on another cloud provider
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  • Canadian or US storage depending on user's regions
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  • AWS Secure Storage
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  • Microsoft Azure Instant Backup
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  • Bring Your Own Storage
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Integrations

  • Access to Partner Integrations
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  • 8Twelve Mortgage Integration
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  • Salesforce Integration
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  • Salesforce Support
  • Help guides
  • Help guides
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  • Integration with third-party storage (Google, Dropbox, OneDrive, SharePoint)
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  • Ndex Systems Statement Delivery Integration
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  • Mobile/Selfie User Verification
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  • Enterprise authentication connection
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Deployment

  • AWS Primary
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  • Azure Backup
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  • Azure Primary
  • Optional
  • Multiple Storage Options
  • Optional
  • VPC, Bring Your Own Storage
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  • Kubernetes deployments
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  • Infrastructure agnostic deployment
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Developer API

  • APIs for 3rd Party Integrations
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  • APIs for Metadata Enhancement
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  • APIs for Creating Secure Forms
  • Optional
  • APIs for Creating Secure File Requests
  • Optional
  • APIs for Retreiving Secure Data & Files
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  • APIs for Creating Users, SideDrawers, etc
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  • APIs for Action-based Workflows
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  • Webhooks
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  • Sandbox Environment
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  • UAT Release for Review and Testing
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  • Advanced Roadmap and Functionality Release
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Loved by organizations across North America!

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Contact us!

Not sure which option to choose? Need additional users? Want multi-year or volume discounts? 

Frequently Asked Questions

What is SideDrawer?

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.

How does the pricing work?

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. Professionals are charged based on the number of users who have access to the SideDrawer administrative portal to manage the program. Professionals are not charged on the number of users who are collaborating on their SideDrawers.

For example, you and your four colleagues will be considered administrative users. If you choose the premium option with an annual plan, you will be charged the equivalent of $39CAD per month and per user (39 x 5 = $195 per month billed annually).

What you pay is not linked to your number of clients. Therefore, you can manage data collection and document collaboration with your 250 clients in SideDrawer for free.

Is there a free trial?

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.

What forms of payment are accepted?

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.

How secure is SideDrawer?

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.

Where is my data stored?

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.

Can I integrate an existing software product with SideDrawer?

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

Is this going to be a lot of work for our firm?

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!

Is there a learning curve for clients?

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!