"I don't want you sending your pay stub, driver’s license, social insurance information or whatever you have through email, hat’s a big risk factor to you and also for my company. What happens if that information gets into the wrong hands? I'm now potentially liable for any costs associated with …

"SideDrawer— actually gives our clients a structure: Right up front, they can see that this is where they need to put their tax documents, their investments, their ID, etc. The tiles and the folders are already set up and identified for them. And that's, I think, making a big difference …