eFileCabinet Software


 

Founded in 2001, eFileCabinet is an online document management software (DMS) that is used by companies of all sizes and in a wide range of industries such as accounting/financial services, manufacturing, and healthcare. The solution can be hosted on a company’s local network or used as a Software-as-a-Service (SaaS) model via the cloud depending on the user's needs.

For web-based users, eFileCabinet offers integration with SalesForce which 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

148 Reviews of eFileCabinet

 

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Software Advice Reviews (18)
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Showing 1-18 of 18

Patrick from rocnetsupply
Specialty: Telecommunications
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

eFileCabinet

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

eFileCabinet has unlimited storage capabilities, and they ability to save and archive expired documents

Cons

It almost has too many options. Unless you really know exactly what you are trying to do.... this doesn't give a lot of guidance. It's like going to Cheesecake Factory, the menu is too big

 
 

David from David J Reali, CPA
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

E-file Cabinet - User and wallet friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

E-File cabinet was fantastic with their conversion support. Friendly, professional, and rapid response time to any and ALL of my questions.

Pros

Ease of use, compatibility with Microsoft Office, very limited learning curve, great search ability for files, very simple to setup and expand as needed.

Cons

Sometimes is slow checking out files, depending on the size (file of about 2 GB took 5 minutes to download for corrections.

 
 

Ken from Superkengaming
Specialty: Software / Technology
Number of employees: 1 employee Employees number: 1 employee

November 2016

November 2016

Getting Specific

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

eFileCabinet is very business focused, but it's sign up is very unique as its service provided is very specific to your industry and the specific role you play in that industry.
However there are limitations on document edits that may frustrate some.

 
 

Jessica from University of South Florida
Specialty: Education
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

E-File Cabinet

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

My office was searching for new software when we received information about using EFile Cabinet. This software is simple to use, install, and they provided great customer service to any questions that we had. Our office has a considerably small budget, but EFile Cabinet was able to give us a quote that would have worked for us. However, we lost some funding this year as we do not have a significant budget, so we were unable to purchase the software for use to store our data. We report trends to the university and this product would be helpful for us to export data for our reports. If we ever have the funding in the future, this would be a great product to keep our data collection in.

Pros

Simple, economical

Cons

Inputting all the previous data we collected

 
 

Henry from American Osler Society
Specialty: Healthcare
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2016

October 2016

Sales Force Had No Idea of EFileCabinet's Capabilities

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We needed to store documents that were searchable down to individual words. The sales force and our assigned account manager assured us this was well within the abilities of eFileCabinet. Now, after 6 months of work on our part, we find that NONE of our documents can be searched within the documents themselves, only titles and "key words" we would have had to assign ourselves. For months the company maintained the problem was with OCR; that turned out to be both misleading and untrue. EFileCabinet has limited applicability and is basically an on-line document repository. It is not very sophisticated in the informatics world; reasonably savvy people with access to MS Word, Adobe Acrobat and a database program such as FileMaker could outshine the capabilities of eFileCabinet at far less cost.

Pros

It stores documents

Cons

1. Limited search capabilities
2. High cost for what it does
3. Delays in processing documents
4. Lack of detailed knowledge by sales force and other representatives
5. Long delays in responding to requests

Advice to Others

Look elsewhere

 
 

Corey from DON Services
Specialty: Healthcare

July 2016

July 2016

Great Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Yvonne from AMES
Specialty: Accounting / CPA

July 2016

July 2016

Five years plus and still happy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Bruce from Focus on You Strategy, LLC
Specialty: Other

May 2016

May 2016

Dir of Ops - 3 months useage

Ease-of-use

Functionality

Product Quality

Customer Support
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.

 
 

Nicole from ITHACA
Specialty: Software / Technology

April 2016

April 2016

Great customizable software

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

 
 

Alan from Ftech int.
Specialty: Software / Technology

April 2016

April 2016

CRM Integration helps!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

 
 

Jeff from Google Search Tips
Specialty: Software / Technology

April 2016

April 2016

Online support and help available!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

 
 

Rick from Ace Exterminating
Specialty: Other

March 2016

March 2016

Buyer Beware!

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Suraj from ITG
Specialty: Software / Technology

March 2016

March 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

 
 

Melanie from Graham Health System
Specialty: Healthcare

November 2015

November 2015

Love Love EFC!!

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Karen from Karen Peak, CPA
Specialty: Accounting / CPA

November 2015

November 2015

Very customer centric - great product and getting better

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Erin from Cascade Systems
Specialty: Healthcare

November 2015

November 2015

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

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Linda from ATC Wegge, Ltd.
Specialty: Accounting / CPA

November 2015

November 2015

eFileCabinet has saved so many trees!

Ease-of-use

Functionality

Product Quality

Customer Support
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.

 
 

Jurate from CST Tax Advisors (LA City) LLC
Specialty: Accounting / CPA

November 2015

November 2015

The best product for file storage and secure file sharing

Ease-of-use

Functionality

Product Quality

Customer Support

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

 
 
 
Showing 1-20 of 130

ahmed from Gama - Triangle Group

April 2017

April 2017

Great program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

10 years experience in Document control field as a senior D.C in many companies and I love system online because I know ut make it the cycle get better to saving time.

Source: Capterra
 

Kathy from BFS LLC dba Philip Financial Group
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

E file Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I really like efile and I need to spend some time with you all updating ours. I think it is great and I love the support I receive. Alex and Sky are great!

Source: Capterra
 

John from U S Tax Solutions

January 2017

January 2017

eFileCabinet at number 1 again this year.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We rely on this for our tax clients. It's always reliable. Year to year we take the struggle out of having to dig through clients files and paperwork to obtain information that we need to help them in getting into compliance. A real time saver!

Source: Capterra
 

Greg from Eagle Financial Services

December 2016

December 2016

great product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

i have always received a prompt response from Customer Service and Technical support when i have a problem. Excellent at showing me how to do things.

Source: Capterra
 

Dee from Brandywine Wealth Management

December 2016

December 2016

Installation of Fox It

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

They were knowledgeable about what they could and could not do. They directed me to how to fix my problem which was done promptly.

Source: Capterra
 

Daniel from Kronan & Klaven
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

EFC Speeds up you File-saves..

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

What i like most, is the ease of saving documents from Internet. We Save a lot of Tax-forms and other related documents, and the process of saving a document, Into, an existing one, is the for us, the main benefit. Its easy to "Apend" or ""Prepend" to an existing document. Very nice. Sometimes the program feels a bit slow, when revisiting, large pdf-documents. But overall, great product.

Pros

The ease of saving documents

Cons

Slow when handling large pdf-documents.

Advice to Others

The software, should be able to load "maybe" maximum 10-pages, then continou the download in the background. Also, if a file has been clicked, an "view". We have to wait until it has finished loading, until we can Check-it-Out. Thats a bit anoying. Like waiting for the file to load twice..before opening it.

Source: Capterra
 

Keith from Emerge Financial Group

December 2016

December 2016

EfileCabinet Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This product has helped us tremendously in running multiple offices and going paperless. Our communication has improved vastly.

Source: Capterra
 

EDWIN from YOUNG'S TAX & FINANCIAL SERVICES
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

My Efile Cabinet Experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've been a user of the software now for over two years and my experience has been great. What I most love about the software is that I can easily store my documents and have the ability to send them in a easy to use secure platform. We have been able to reduce our paper filing by over 70% since using eFile Cabinet and that has allowed my staff to focus on more important duties. Now after two years I don't think we can function without E-File Cabinet.

Pros

The ease of learning the software and sending documents securely.

Cons

The copy feature of copying and pasting documents in and out of the program.

Advice to Others

I have two different logins for Securer Drawer that were created accidentally and I cant seem to delete one of them. It would be nice if I can just merge and get rid of one of the logins.

Source: Capterra
 

Albert from Eagle Strategies

December 2016

December 2016

Been using E-File Cabinet for years. Super Happy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have used e-file cabinet for many years and it has streamlined our practice and has made us much more efficient. No more filing cabinets in our office.

Source: Capterra
 

Edward from Gateway Tax Advisors, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Works as it should

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've been using Securedrawer since 2013 and I have had a pretty good experience. Some technical issues seem to take a while to resolve (e.g., being able to use Google Chrome), but overall we are pleased.

Pros

Security

Cons

Want to be able to use the software on all types of web browsers.

Source: Capterra
 

Heather from Red Mesa Restaurant Group

December 2016

December 2016

12.20.2016 review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great product and customer service.
I was familiar with Thomson Reuters product FileCabinet and this is a great comparison for industry specific.
Training was helpful.
Added licenses took a bit longer that I would've expected, but overall great product.

Source: Capterra
 

Bill from Beyers Funeral Homes and Crematory
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Great solution for your document management needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

eFileCabinet Desktop software is first class, leading-edge document management software that will help you tame even the most paper addicted office environments. The Cabinet>Drawer>Folder structure makes organization a breeze, the myriad of ways to store documents into eFileCabinet (either through the dedicated eFileScanner application, send to EFC in the shell context menus, print to EFC, the EFC plugins for Microsoft Office, or just plain drag and drop into the application) make getting things in a simple affair. Likewise, checking out documents to edit or send them elsewhere is easy. Active Directory integration is awesome, permissions are extremely granular. My only gripe is the release cadence for the desktop product has slowed down considerably as I guess they have shifted development resources to their cloud product, and I prefer to keep my documents on premises.

Pros

Easy to use, flexible, comprehensive, stable, secure.

Cons

Release cadence is slow, has not been ported to 64 bit, "Cloud View" backup can be fickle.

Source: Capterra
 

"Jesse" Arlen from Chris Caldwell CPA, PLLC

December 2016

December 2016

EFILECABINET IS A USEFUL QUALITY TOOL FOR OUR ACCOUNTING OFFICE, WITH EXCELLENT TECH SUPPORT, TOO!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have had Efilecabinet for about 5 years now, and it is very important in keeping all our client's data in one location. Anyone here can reproduce what is needed quickly and efficiently. As it is upgraded on a regular basis Efilecabinet keeps up to date with industry and security changes needed. We are happy to have this software and its ability to help us perform our job better.

Source: Capterra
 

John from U S Tax Solutions

December 2016

December 2016

E-File Cabinet: Just what you need!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our office depends on our E-File Cabinet account. We are a Tax Preparation business as well as a Tax Resolution Company and being able to access clients information to reprint or review older information is essential. E-File Cabinet lets us set up files for each and everyone. We have thousands of clients protected information at our fingertips.

Source: Capterra
 

Cecil from Shore Finance LLC t/a Atlantic Finance

December 2016

December 2016

Using eFileCabinet with Right Signature and iPads for our loan packets

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have been using eFileCabinet with Right Signature and iPads for our clients to sign all of our loan documents for about 13 months. The clients love it and so do we! We have reduced out copier paper and toner usage by approx. 40% and we now have a disaster recovery plan for all of our HR, Accounts Payable and Client files.

Source: Capterra
 

Amanda from Passport Health

December 2016

December 2016

Not bad software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It does the job of file storage and is easy to find things if you know their name. The folder system can be not useful if it's not setup completely right.

Source: Capterra
 

Mohamed from Memtronik innovations

December 2016

December 2016

eFileCabinet evaluation

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Hi
For us we think that the product is very helpful to be a paperless compagny and help users to find their files easly
many thanks

Source: Capterra
 

Darcy from BuckheadFMV

December 2016

December 2016

Great Document Retention System for a New Healthcare Valuation Firm

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We started BuckheadFMV, a healthcare valuation firm, this year and were busy right out of the gate. Before we knew it, we needed a document retention system for all our consulting and appraisal projects. Coming from a larger consulting firm environment, I was expecting a difficult implementation and a very costly solution. eFileCabinet was extremely affordable and was very easy to use. Their customer service department was also very helpful, the few times we couldn't figure out something on our own. Within a couple of months our templates and client documents were in order and properly filed. A huge weight is lifted knowing that our work is secure. The data is also easily accessible with a mobile app that allows you to access documents in the cloud and send files to clients directly from your phone. I would highly recommend to new businesses with document retention needs like our firm.

Source: Capterra
 

Cassidy from Kohler & Eyre CPA's, LLP

December 2016

December 2016

Excellent People to People but Not a Good Fit for Our Firm

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
Product Quality
Quality
Value for Money
Value
Support

The EFC folks are second to none. They have excellent customer service and are very easy to work with. Support wait times are virtually non-existent and the people are very professional. As for the product, it is a good document management system overall. If someone is looking for a DMS that provides software encryption, controls around data and permissions, this is a pretty good tool and should be considered. In my opinion, it works best for smaller firms.

Source: Capterra
 

Gregory from The O'Connell Companies, Inc.

December 2016

December 2016

Great Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We selected this product after an extensive search and we are using it in an organization with multiple subsidiaries. The product works well and is very easy to use. I think there could be some additional functionality built in for systems administrators in large organizations but overall it is a very user-friendly product for end users.

Source: Capterra
 
 
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