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What is SideDrawer?

Enhancing client engagement can be achieved through collaboration with their family and professional networks, all while maintaining robust security protocols. A leading fintech consultancy in New York City has identified us as the "top choice" to meet organizational demands, emphasizing our commitment to estate planning and a frictionless user experience. Poorly designed document management systems can greatly obstruct client interactions, underscoring the need for proactive client engagement. By being alerted to client activities in real-time, you can address their needs even before they articulate them. Currently, team members frequently depend on external means of collaboration, such as emails and cloud links, which can create significant inefficiencies. This reliance can waste countless hours that could otherwise be dedicated to more productive endeavors. Our innovative solution synchronizes seamlessly with your existing cloud storage, drastically reducing administrative workloads. By eliminating the need to send emails with attachments or links, we also alleviate potential compliance and security concerns. The easy-to-navigate interface we offer not only reduces the volume of client questions but also allows for broader collaboration beyond just the primary client contact. Our platform facilitates effortless teamwork with external stakeholders, and controlled access ensures that only designated individuals can access sensitive data, thereby bolstering security and cooperation. This holistic strategy not only simplifies operational processes but also cultivates more meaningful client relationships. By prioritizing both engagement and security, we create an environment where clients feel supported and valued.

What is CaseWare Cloud?

Access real-time, intelligent analytics and insights regarding your clients and practice from any device by utilizing Canada’s leading cloud solutions for auditing and accounting. Elevate client collaboration with our all-encompassing client portal, which provides smooth file sharing, tailored dashboards, and status reports securely maintained in a single location. Achieve a fully integrated document management system featuring centralized data storage, archiving, retention, and backup capabilities to keep all files organized for staff and teams. Effortlessly oversee your time and billing procedures from any internet-connected device, as the cloud service generates draft timesheets automatically based on your calendar and the time dedicated to client engagement files. Collaborating in the cloud enables team members to work simultaneously on the same client file, thereby simplifying the review and approval process regardless of their geographical location. This cutting-edge strategy not only boosts productivity but also ensures that all team members stay connected and well-informed, ultimately resulting in enhanced service quality for clients. In this way, the use of cloud technology transforms the operational landscape, making it easier for firms to adapt and thrive in a fast-paced environment.

Media

Media

Integrations Supported

AdminPulse
Octopus Accountancy
ProfitCents

Integrations Supported

AdminPulse
Octopus Accountancy
ProfitCents

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SideDrawer

Date Founded

2018

Company Location

Canada

Company Website

sidedrawer.com/professionals.html

Company Facts

Organization Name

CaseWare

Date Founded

1988

Company Location

Canada

Company Website

www.caseware.com/products/cloud

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

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