Sharp Archive
Sharp Archive
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You're booked. Now let's make the call count.

Your demo is confirmed — you'll get a calendar invite by email. Next, please take two minutes to tell us about your setup, and we'll tailor the call to your firm instead of spending it on questions.

The more we know before we meet, the more time we can spend on what matters to you.
From our CEO

A word from Chad before we talk

Chad Gordon founded Sharp Archive after his own failure-to-supervise audit — so he built the tool he wishes he'd had. Take a minute to hear why, and what to expect on your call.

Before your call

Tell us about your communications

This helps us come prepared with answers specific to your organization.

Every question is optional — share whatever you can, skip what you can't.

1 Which channels does your team communicate on?

Select each method your team uses for business—even occasionally. Often, those methods that are forgotten (a personal text, a group chat, an old social account) are usually where the compliance gaps hide.

Email Text & Messaging Social Media Collaboration & Business Anything Else
2 No judgment either way — it just helps us know what to focus on to make the call more efficient for you.

No judgment either way—it just tells us whether to focus on switching or on getting you set up from scratch.

3 A little about your organization

So we cite the rules that actually apply to you.

4Anything you'd like us to cover on the call?

We'll review it before your call. Nothing here is shared outside our team, and we only ask for what helps us help you.

You're in good company

Teams across regulated industries trust Sharp Archive with their record.

Sharp Archive Is the Best Archiving Solution
★★★★★

“10/10. The site is great, the support staff is great, and the pricing is great. I really appreciate the responsiveness and care you guys have in your business. I respect that a lot.”

Raul S.
CEO baby, Financial Services
Best Value, Pleasure to Use
★★★★★

“Sharp Archive is well worth the Consideration for your archiving needs. Very positive. Account manager has been great to work with and is always quick to respond and assist, offer tutorials, tools, etc.”

Daniel N.
CCO, Partner and Head of Financial Planning
Consider yourself lucky to have found Sharp
★★★★★

Never encountered a single issue. Billing? Never an issue. Archiving? Perfect. Set-up? Easy. Readiness for an audit? Exactly what we needed.

Cary G.
Financial Advisor, Financial Services

See you on the call.

Once we have your details, your rep will come prepared with answers specific to your channels and obligations — so the time is spent on you, not on setup questions. Talk soon.