eFileCabinet Software


 

Founded in 2001, eFileCabinet, Inc. has over 160,000 users all over the world. The system can be used by companies of all sizes and in a wide range of industries such as accounting/financial services, manufacturing, and healthcare. It can be hosted on a company’s local network or as software-as-a service (SaaS) via the cloud depending on the user's needs.

For web-based users, eFileCabinet offers integration with SalesForce. This gives users the ability to drag and drop and manage files from either system. eFileCabinet Online is accessible using mobile apps that can be used from a smartphone or tablet. With this feature, users can take pictures of documents to upload them directly to the app.

eFileCabinet offers SecureDrawer for file sharing without usual file size limitations as well as eSignature collection through a secure web portal. The system is customizable to match company colors and logo, and encrypts data for secure transferring

 

eFileCabinet - Main Page
 
  • eFileCabinet - Main Page
    Main Page
  • eFileCabinet - Favorites
    Favorites
  • eFileCabinet - Menu Options
    Menu Options
  • eFileCabinet - Share E-Mails
    Share E-Mails
  • eFileCabinet - Store Documents
    Store Documents
  • eFileCabinet - Comments
    Comments
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8

15 Reviews of eFileCabinet

Showing 1-15 of 15

 

from DON Services
Specialty: Healthcare
Number of employees: 501 to 1,000 employees Employees number: 501 to 1,000 employees

Great Product

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Likes Best

We have been using this product for several years now and it has made life much easier. Our work efficiencies have been significantly increased.

Likes Least

Nothing! WE have had no issues with the product at all.

Recommendations

Carefully plan implementation if you are rolling out on a large scale. The templates help.

 

from City of Clovis
Specialty: Other
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Efficiency

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Likes Best

Organization and efficiency!!!! The ability to access information from any place, is such a peace of mind. This software is money well spent. We really like the fact any one can use this software. It is easy to train and the support you get from eFile staff is an A+++.

Likes Least

We can't really say any negatives. We can't say enough good about eFile there really aren't any dislikes we can say.

Recommendations

This software truly gives you the peace of mind that your moving in a positive direction in our organization. It allows you to know you will not loose documents and you can have accessibility to those documents anywhere you are .

 

from AMES
Specialty: Accounting / CPA
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Five years plus and still happy

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Likes Best

It is easy yo use. We having access to our files from anywhere. Which means they are backed-up and available in any event. The mobile app is great.

Likes Least

We are unable to insert documents in anywhere in a document; Currently, limit to inserting neither the beginnings or end of a document.

Recommendations

Great system and very flexible. Support is very responsives.

 

from Focus on You Strategy, LLC
Specialty: Other
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Dir of Ops - 3 months useage

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N/A

Likes Best

Products are easy to use and has fantastic features

Likes Least

It is a bit busy with the laptop webview...could use some streamlining

Recommendations

Easy to use with mobile phone to manage your documents.

 

from Gst Stairs
Specialty: Manufacturing
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

In Love with eFileCabinet

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Likes Best

Their products are easy to use and have great features. I can access the application online via my Mobile device. It has built-in camera integration to take photos and upload it directly from the phone.
It has been a good application for the mobile phones devices.

Likes Least

When it comes to web view (Laptop), there are too many elements on each page. The tree structure on the left navigation, makes feel of a computer (Not the web). I think web interface need to change to make it feel like Web 2.0.

Recommendations

Try the app once, and you will love it. You can easily manage your documents using the mobile phone.

 

from ITHACA
Specialty: Software / Technology
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Great customizable software

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Likes Best

One of the great features about this software is the ability to be customized. It can be branded in some ways. It can be integrated with a few third pat applications and is easy to use

Likes Least

Interface is busy. It could be because of a number of features available in the application.

Recommendations

Good software to be used. Has number of features which are important for many users.

 

from Ftech int.
Specialty: Software / Technology
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

CRM Integration helps!

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Likes Best

eFileCabinet software can be integrated and work with SalesForce CRM. The contacts can be managed easily and files can be transferred between the two systems easily.

Likes Least

It seems working good with the CRM system and I do not see any problem here.

Recommendations

If you have specific features for the CRM, then use it otherwise go for a complete CRM application.

 

from Google Search Tips
Specialty: Software / Technology
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Online support and help available!

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Likes Best

There are a number of resources including videos to learn this system. You can learn it easily and can also contact support team as needed. We have been using it for over a year now and have realized great benefits.

Likes Least

The functionality is great but at some places it seems a hassle. A few pages have too many elements that it’s not easy to manage fields.

Recommendations

Good app with great support and training materials.

 

from Ace Exterminating
Specialty: Other
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Buyer Beware!

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Likes Best

I like the drag and drop feature. The idea behind this feature is somewhat unique.

Likes Least

If you go with the on-line version you need to be prepared to wait hours or days for their OCR system to process your queued files. Terrible! Also, their data migration process is horrible. Lots of mistakes and incredibly slow.

Recommendations

Be careful! They oversell their on-line version. They claim it is not in Beta, but I beg to differ. This program has more bugs than a flea-bag hotel.

 

from ITG
Specialty: Software / Technology
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Can be adapted with your company Brand (Look and feel)

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Likes Best

One of the great feature i like about this software is that I can use my brand logo, colors etc. with this Application. This feature is not available with a lot of apps so this makes it unique and very helpful. It is easier to use and seems to have a lot of functionality, which is useful.

Likes Least

I would like to do branding for my vendors. So If I use this software for my Vendors, I would like them to use their Logo under my brand (Which I am not if can be done). Otherwise rest looks good.

Recommendations

Good app to be used for small companies. Customization of theme (Colors) is really unique and helpful. Must use it to see how it works.

 

from Graham Health System
Specialty: Healthcare
Number of employees: 501 to 1,000 employees Employees number: 501 to 1,000 employees

Love Love EFC!!

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Likes Best

The product is very helpful and so easy to use. Going paperless is a breeze with the amazing tech support and the company is all about the customers.

Likes Least

A few options I wish it had they don't but nothing that is a deal breaker. The option to pull one paper out of a scanned file and rename is possible but there could be an easier way.

Recommendations

ECF is easy to learn and helps so much with the time you send on looking for files.

 

from Karen Peak, CPA
Specialty: Accounting / CPA
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Very customer centric - great product and getting better

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Likes Best

Been using for about a year. A bit rocky in the beginning -- mostly due to learning curve. However, customer service has been extremely responsive and helped us work through.

Likes Least

When I hear - "not yet". Which usually means they have heard about the issue and they will be working to add the enhancement soon.

Recommendations

Understand that the learning curve might be steep, but forge on and ask lots of questions of the trainers.

 

from Cascade Systems
Specialty: Healthcare
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Easy, Thorough, Affordable- Can't live without it.

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Likes Best

Efilecabinet has completely changed the way i do business in my home, my personally owned businesses, my employer's business-Lets just say efilecabinet has become a permanent fixture in my life.
The program is easy to use-and if you have a question, just take a peek at one of their online training videos. They have taken every possible opportunity to make this program work for any industry, size of organization, compliance needs, and scope of use inside the program.

Likes Least

there is quite a bit to learn about the functionality of the software. It isn't complicated and confusing, just need to spend some time getting familiar which is worth the investment.

Recommendations

Make sure that you take the time to look at all the special features of this program. If you spend 30 minutes inside it, you'll be hooked.

 

from ATC Wegge, Ltd.
Specialty: Accounting / CPA
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

eFileCabinet has saved so many trees!

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N/A

Likes Best

eFileCabinet has enabled my firm to cut paper cost in half. We no longer have to buy more file cabinets to store records. I have peace of mind knowing that if my building is destroyed by an act of God, my clients records are secure. It has cut my clerical cost considerable as well.

Likes Least

Really nothing. There are so many great features to the program, I can't learn them fast enough.

Recommendations

Inquire about the future technology. eFileCabinet is consistently improving & moving forward in the technology world.

 

from CST Tax Advisors (LA City) LLC
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

The best product for file storage and secure file sharing

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Likes Best

Support people are always super helpful; secure drawer is saving so much time for me when i have to send multiple files to clients

Likes Least

attachment to email has to be saved on desktop first

Recommendations

try this program and you will see how this is going to reduce your admin time

 
 
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