SideDrawer B2B Case Studies & Customer Successes

SideDrawer evolved out of a need they faced in their personal and business lives. They frequently found the need to exchange confidential, sensitive information like tax documents with an accountant or a financial advisor, but the only option was through unsecure email, or file sharing sites that offered a generally poor user experience.

Case Studies

Showing 13 SideDrawer Customer Success Stories

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Alaphia Financial Wellness - Customer Case Study

Alaphia Financial Wellness logo

Black Star Wealth - Customer Case Study

Black Star Wealth logo

How C2Inc. Is Taking Client Data Privacy to the Next Level Without Compromising User Experience

Continuum II Inc logo

Cove Continuity Advisors - Customer Case Study

Cove Continuity Advisors logo

How Frank Gasper of CSR Wealth leverages SideDrawer in his practice, from client onboarding, engagement, and during tax season

CSR Wealth logo

How SideDrawer has become a central hub for their practice

Dewdney&Co logo

How SideDrawer has streamlined their interaction and engagement

FSG logo

How his company and clients have benefited from using SideDrawer

Issler Group logo

SideDrawer enhances secure document management with SOC 2 certification

Kobalt.io logo

Providing an accessible financial planning service for individuals looking for unbiased guidance out of the traditional advisory or bank-linked relationship

Modern Cents logo

Staying Ahead of the Curve with Jim Lao and TvH Financial

TvH Financial logo

Viive Planning’s Mallory McGrath benefited significantly from using SideDrawer

Viive Planning logo

We Listen Financial - Customer Case Study

We Listen Financial logo

No matching case studies

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