eFileCabinet Software

4.42 / 5 (667)

Our advisors have recommended this product 42 times in the last 30 days

About eFileCabinet

eFileCabinet is a document management solution (DMS) that is suitable for companies of all sizes and in a wide range of industries such as accounting and financial services, manufacturing and healthcare. The solution can be hosted on premise or in the cloud, depending on the user's needs.

eFileCabinet enables users to manage digital data through automated organization, approvals and sharing all from one dashboard. It offers optical character recognition (OCR) which automatically names files, builds a dynamic directory for them and sends them where they need to go.

eFileCabinet offers integration with Salesforce, which gives users the ability to drag and drop and manage files from either system. The system is accessible using mobile apps that can be us...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8

664 Reviews of eFileCabinet

Average User Ratings

Overall

4.42 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(382)

382

4 stars

(206)

206

3 stars

(57)

57

2 stars

(15)

15

1 stars

(7)

7

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 664 results

June 2019

Deborah from Brandon & Tibbs Accountants

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2019

EfileCabinet Document Management System

No issues. We are very happy.

Pros

Very easy to use. Always works. Competitive Pricing.

Cons

I wish I could pdf from lacerte into efilecabinet, but its not that big of a deal to just pdf to my desktop and then drag and drop into efilecabinet.

Response from eFileCabinet

Replied June 2019

It is excellent to hear that your business is happy with eFIleCabinet. We strive to provide the best in value and support for our customers! Thanks for taking the time to leave us this review!

December 2019

Alison from Peak Brokerage Services

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

2.0

Functionality

3.0

December 2019

eFile Review

For the most part efile is easy to use and is helpful in keeping our files organized. I wish that the customer service was a little more helpful in fixing the one major problem that we keep running into, but overall we will continue to use this product in the future.

Pros

When changing over our computers a few years ago, we moved all client files and office operation files from our computers to this cloud based efile system. The move over was easy and did not take long to upload. It is easy to organize and create new drawers and files. Also, the efile buddy is helpful and easy to download onto anyone's desktop.

Cons

We have had problems of files being deleted. When calling to efile customer service, no one has been able to help us. This has been going on for a while and no one seems to be able to give us an answer. It doesn't happen often, but when it does it is random and has deleted all kinds of files including PDFs, Word documents and Excels.

Response from eFileCabinet

Replied December 2019

Thank you so much for your feedback, we really appreciate the review. We want to ensure the best experience possible for your business and will have your account manager reach out to you regarding some of the issues you have mentioned. Thanks for taking the time to leave us this review!

January 2020

Roger from Roger M Schaefer, CPA

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

Use of eFile Cabinet since 2012

We have had few problems. The eFile Cabinet allows all our users to easily access needed information, and it is easy to store and update this information as needed

Pros

The software was easy to set up. It is great to store, fix and change documents leaving a trail of all changes made. It allows use to easily update the system to set a new year for all clients. We have had few problems with the software, but when we did, technical support was fast and efficient to keep us up and running.

Cons

Because of its ease of use, sometimes it is easy to delete or move a document. However, it is easy to find and restore the document.

Response from eFileCabinet

Replied February 2020

It's great to hear that you love the easy-to-use user interface and have enjoyed having eFileCabinet for your business. Thanks for taking the time to leave us this review!

November 2019

Anonymous

Verified Reviewer

Company Size: 1 employee

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

eFile Cabinet and SecureDrawer

I am able to share files with my clients in accordance with IRS guidelines.

Pros

My clients and I are able to share files securely.

Cons

I need a workflow management solution which is not included with eFile Cabinet.

Response from eFileCabinet

Replied November 2019

Thank you for taking the time to leave us this review, it's great to hear your feedback!

December 2016

Michael from George Bagley & Company

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

2.0

Functionality

1.0

December 2016

Please contact me to explain if your software will improve

Our investment into eFileCabinetOnline has not produced what we had expected and what we had discussed when the product was pitched to us. The functionality lags way far behind our predecessor ShareFile. The linking between EFCO and SecureDrawer is great except there are so many limitations and issues with the new version of SecureDrawer that many of our professionals and many of our clients at times dread using your product (which affects our business). The fact that versioning still gets displayed in England time in EFCO is a joke. When we called it was said this will hopefully be worked on but not likely in the old Out of Browser EFCO. I understand upgrading to the newest versions because we did that immediately with SecureDrawer due to the catastrophic issues with your products and Silverlight which cost our firm a lot of money trying to use the product and dealing with our client's issues accessing files. Anyways, we switched over to the new SecureDrawer and permissions all changed for our administrative staff, there are fewer options to be able to customize who has access to what, and we can't even use the filter search to find drawers unless we have already scrolled down to that area of the alphabet both on the left and middle panes of the product. When I called support, I was told it was "on the list" but likely wouldn't be addressed soon because of all the issues with the rollout of the new version (this was in mid-June 2016 and there's still no improved functionality....) Other items you may want to consider when I compare you to ShareFile. Your notifications no longer provide much detail that is helpful. It would be helpful to know what folder of a drawer a file was uploaded to or downloaded from. Another area ShareFile has a leg up on you is that you could send an email to a guest user along with a link to the specific folder in their drawer that you would like them to upload files to (it helps greatly with administration). Their batch uploads were much more efficient and worked more often than yours do. On the eFileCabinet side, I will investigate the newer version along with sidekick to hopefully see that resolution to issues in the old version was addressed but based on our experience with your products that's unlikely. I apologize for the tone of this experience, but I have lost numerous hours and our firm has lost money related to dealing with issues related to your software. I would greatly appreciate a call from anyone from EFCO.

Pros

You can link SecureDrawer to eFileCabinet. And you can access from virtually anywhere

Cons

Our investment into eFileCabinetOnline has not produced what we had expected and what we had discussed when the product was pitched to us. The functionality lags way far behind our predecessor ShareFile. Versioning doesn't work in eFileCabinet. Filtering doesn't work in SecureDrawer, you cannot download multiple files or sometimes upload multiple files at once without issues or errors. Permissions in SecureDrawer do not have many options. Notifications are in general not helpful. SecureDrawer itself is not as good as Citrix's ShareFile for example wherein ShareFile you can direct a guest user to a specific folder with a direct link. When they click the link they can log in and find themselves in the exact folder or subfolder in which to upload. You also could have different permissions for different subfolders instead of only being able to change permissions at the drawer level. Overall the cons definitely outweigh any pros we have experienced.