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FAQ: About SideDrawer

What it is, and how to get started

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Written by Support
Updated over 3 months ago

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 to securely organize and share your sensitive and private information with family, close friends, and trusted professionals, providing them access anywhere, anytime and on any device.

Who needs SideDrawer?

Anyone that wants to start off on the right foot when getting ALL their important files consolidated, organized, and secured should have SideDrawer.

Individuals & Families:

Every document you have, from student loans and driver’s licenses all the way to investments, insurance, property or a will, needs to be properly organized and kept safe to solve your life planning goals.

If you have a family, it’s a great idea to create your kids’ SideDrawers too!
You don’t need to create a separate account for them just yet.
Start them off right with a separate SideDrawer, and when they’re old enough, simply transfer ownership of that SideDrawer to their account.
That way you can start saving important information in an organized and secure location.

Professional Service Advisors:

SideDrawer is a secure, branded platform designed to improve efficiency through unique workflows, reducing the time spent on administrative tasks.

SideDrawer's collaboration platform allows clients, their family members, and their other professionals to collaborate with you in a completely secure environment.

SideDrawer's guided organizational structure and workflows provide scalability not possible through any other document management platform.

Enterprises:

SideDrawer has a flexible API-based solution with multiple integration opportunities for your unique infrastructure.

Most client document collection is done through email, which is increasingly becoming a critical cybersecurity threat.
With SideDrawer you can eliminate email attachments and file sharing links, which significantly reduces enterprise risk.

SideDrawer offers 100% activity tracking on display and through logs, to easily meet compliance and operational requirements.
Granular user-based access control and permission settings takes away any guesswork for compliance and future proofs your enterprise for the ever-increasing data privacy requirements.

How much does it cost?

As an individual user, you can start using it for free by clicking here!

In time, when you start seeing the benefits of SideDrawer and you see your needs growing, you can upgrade to a Premium account.
Premium offers you the full range of features and collaboration tools to manage other people’s SideDrawers.

Our pricing is very competitive with other services currently on the market, and can be tailored to your business depending on subscription plan, number of users and monthly or yearly subscription fees.

To sign up for a SideDrawer business account, please refer to our pricing page here or please contact our sales team by emailing [email protected].
We're happy to consult with you to discuss the platform, and determine which package would be ideal for your business!

How do I sign up?

It’s really simple: click here and follow the steps, to get set up with a free personal SideDrawer account!

To set up a SideDrawer business account, check out our pricing page here to compare packages and pricing.
You can also contact our sales team by emailing [email protected].

I already have Dropbox/OneDrive/Google Drive, so why do I need SideDrawer?

Great question! Those are all great tools and we use them as well for everyday, work-related files.
But when it comes to the best choice to organize, share and secure your most important personal documents and life files, you’ll want SideDrawer.

With other platforms, permissions are complicated to manage and you’ll be sharing files without really wanting to.
SideDrawer encrypts everything so nobody but YOU (and whoever you grant permission to) has access to the items you’ve saved.
And with our guided organization, we’ve made it easy to capture and organize your files, and by extension, your life!

You can see the difference between SideDrawer and other platforms by checking out the Competitive Assessments below:

Getting Started

Account Setup

Manage Clients

Self-Service & Access Levels

I don't live in Canada or the USA, can I still use SideDrawer?

Absolutely! While we’re based in North America, we recognize that ensuring important documents are organized and secured is a global need, so we built our platform to be available globally and we’ll be expanding to other countries soon.

If you don’t see SideDrawer in your country, please let us know.
We’ll want to ensure we follow your country’s regulations to keep your documents and information safe.

We’re also able to offer SideDrawer in other languages, so don’t be shy and simply email us at [email protected] to let us know.

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