SideDrawer
Secure digital vault platform for document exchange, client collaboration, and audit trails in regulated industries
Overview
SideDrawer is a document infrastructure platform that replaces email-based document exchange with secure, client-controlled vault environments for regulated organizations. The platform provides dedicated tenant isolation at the Azure, AWS, or GCP level, SOC 2 Type II compliance, bank-grade AES-256 encryption, and a 100% audit trail on every document interaction and access event. It supports white-label deployment, structured document workflows, RBAC permissions, and e-signature capabilities.
The platform serves financial institutions, wealth management firms, families, and developers through multiple integration paths including white-label apps, iFrame embeds, and 650+ REST API endpoints. Document collection workflows are designed to be 2–5× faster than email-based processes, with organized categorization, granular sharing controls, and compliance-ready audit capabilities. Authentication supports OIDC, SAML SSO, and machine-to-machine capabilities.
Key Features
- + SOC 2 Type II certified with dedicated tenant-level isolation and client-held keys
- + 100% audit trail logging every document interaction, access event, and workflow step
- + White-label deployment under client brand with custom domain and portal
- + Structured document request workflows with approvals and e-signature capabilities
- + 650+ REST API endpoints with webhooks and AI-ready document indexing
- + Granular RBAC permissions with secure sharing and revocation controls