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

146 Reviews of eFileCabinet

 

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Software Advice Reviews (16)
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Showing 1-16 of 16

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

 
 
 
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