Securely engage with employees, vendors and customers

Every time I have to help a client with their Will, I need to account for the time it'll take me to go through a long and arduous discovery process to identify everything I'll need to do my job well. For those clients that have a complete SideDrawer account, I can give them a break on the cost. It's a win-win. Their bill will be lower given that I don't have to waste time and I can spend that time getting more clients and making more money!"

Not only would I offer this to my clients, but I would use it myself. I didn't realize how necessary and affordable SideDrawer is in your everyday life!"

I'm a retired insurance broker. I was always on the road meeting with clients lugging around files and a laptop. My daughter told me about SideDrawer and I was blown away by the idea, I wish I had it back in the day!"

SideDrawer is NEEDED by many! I didn't realize how unorganized I actually am, and I work in Financial Services. I thought I had everything under control until I realized that I have stuff everywhere; bank statements in my mail tray, cable bills in my email, critical documents that I don't remember, in my safe. I would use SideDrawer to record EVERYTHING!"

I manage about 100 clients. Every time I need to collect their information for tax season, it's a hassle and a pain for me to get it all on time. I usually don't. If my customers had a SideDrawer account and keep it up to date, I wouldn't need to chase them. It's all there. It'll save me time, and them money!"