eFileCabinet Software

4.43 / 5 (450)

Our advisors have recommended this product 51 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 used from a smartphone or tablet. With this feature, users can take pictures of documents to upload them directly to the app.



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Supported Operating System(s):

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

450 Reviews of eFileCabinet

Average User Ratings

Overall

4.43 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(254)

4 stars

(147)

3 stars

(38)

2 stars

(6)

1 stars

(5)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 450 reviews

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February 2019

Julie from McGuirk Sand-Gravel, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

**Supreme** (online) Document Management Storage Software!

In the business world today, there are mountains and mountains of paperwork. Being able to limit and severly reduce our paper file storage has amounted to savings of thousands of hours and dollars. The ability for our PM's to be able to search for a document their smart phone or tablet while on the job and find the document/invoice/proposal/bid/change order, etc. is invaluable and hard to put a dollar amount on! There are many DMS software programs out there, but eFileCabinet is perfect for our enterprise!

Pros

Our (big) small construction business has been using eFileCabinet for almost 5 years now. We have 8 users who interact with the software on a daily basis. The flexibility of searches, profiles (tags), ease of organization, templates and such make this such a great program for our office. The ability to see documents on our smart devices or using a web browser (online version) is crucial to our project mgrs and even office staff when we are working remotely. I am a huge fan of this software and every update that comes out just improves the program even more. We are very happy with the tech support (hardly need it) on the rare occasion we encounter an issue. **Highly recommended**

Cons

I pondered this question for a good length of time. I honestly cannot complain about anything at this juncture. I am the "admin" for our account and so I do all the setup, permissions, user groups, profile setups, etc. I am the most knowledgable of the software at our office and can say with certainty that we are extremely happy with our use of eFileCabinet.

Response from eFileCabinet

Replied March 2019

Wow, thank you so much for leaving this glowing review. We really appreciate your feedback and are excited to hear that we've been able to support your construction business with being able to go to a digital storage system with our document management software. We very much look forward to continuing to support the success of McGuirk Sand-Gravel, Inc.

December 2016

Michael from PulseTech Products

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2016

Exceptional Document Management System Software!

The company that I worked for is like most companies in America right now. They didn't seem to have a genuine way of organizing their documentation. There was the issue of multiple people having copies, but all of them had different revisions. You could only imagine a headache that it caused. Well, that was when I set out to find a DMS for the company. When I began to look deeper into eFileCabinet, it literally blew me away. The ease of use and the ability to send people documents with the correct revisions was a blessing. No more having to worry about people not having the correct documentation. This goes for internal as well as external customers as well. The ability to search for documents became a breeze one everything was populated. The only downfall that I have about the software is that it doesn't support all of our file extensions. Maybe those are just buyer need instead of overall need, but we deal with printed circuit boards so that files associated with them don't resonate with the software. Other than that, it is probably the biggest blessing that we could have found for the company. The drag and drop style of putting in files, being able to do version control on the fly, and sending documents through Secure Drawer is an added bonus. You will be thankful for this purchase once you get on board. It's easy to use and quickly becoming my favorite software.

Pros

The biggest thing that I like about the software is the ability to do my own cabinets and not allow others to see them. I like having everything organized so that it's easier in the long run. EFC allows me to have that organization and I am grateful for it.

Cons

Again, as I've stated before, the only issue with the software is that not all file extensions are included. You have your typical Microsoft Office file types, but it would be nice to have an add-on for extensions like .pcb, .dxf, and others that when associated with a particular software, that software's insignia is used in EFC.

Response from eFileCabinet

Replied March 2019

Thank you so much for taking the time to leave your feedback in this review. It's great to hear that eFileCabinet has been able to provide you with an organization solution and that you've found it easy to use. We are excited to have some future updates coming that will improve the user and client experience even more, and look forward to continuing to provide support for the success of your business.

August 2016

stephen from stephen benjamin, cpa, cfp

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2016

One of my Most Valuable Tools

I stumbled upon this software while searching for a better paperless solution in my office when I learned that my tax software would no longer support their own document management system. They recommended another system, which I found wholly inadequate, both from the standpoint of transitioning and customer care, both of which were less than adequate. When I discovered Efile Cabinet, I found a solution that offered more than I was even looking for and included a level of customer support that I have found to be extremely responsive, considerate and very helpful. I also had an experience where my hard drive crashed and the tech support at Efile Cabinet helped me to restore everything from Cloud view on to my desktop, so I was up and running again in very little time.

Pros

This software has so many features and offers far more than what I ever expected - including the ability to preserve all items in the cloud automatically, the app to be able to retrieve, alter and transmit documents from anywhere with ease and the Secure Drawer option that allows me to share files with my clients back and forth. There are many training videos available, so I'm able to get answers to my questions easily and when I can't figure something out, the tech support is readily available to me. In short, this software is one of the most important tools I use in my office.

Cons

I wish the software had a direct connection to my tax prep software so I could print tax returns directly to client folders, but that's more a function of the tax software than Efile Cabinet, so I can't really hold it against them. It's really the only thing that I don't like, and it's a small thing relative to all the good things.

Response from eFileCabinet

Replied March 2019

We're excited to hear that eFileCabinet is one of the most valuable tools around your office. We strive to provide strong support for eFileCabinet users and look forward to continuing to provide support for the success of your business.

April 2019

Kara from Tax Resource Center

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

April 2019

eFileCabinet Review

We love e-file cabinet, and we love the IDEA of secure drawer. But it is just so difficult for our clients and us to use.

Pros

I like how easy it is to use. I like how it is laid out. I like the function of emailing encrypted documents.

Cons

Secure drawer is HORRIBLE. Our clients and us are ALWAYS having issues with it. We love the idea. We love having a secure way to send docs, however it needs to more simple. And when we are able to speak with customer service they're fantastic and always tremendous help. However sometimes the wait times to get ahold of CS is difficult. Most of the year I can sit on hold for 40+ mins and it is not a problem. But during Tax Season Feb-Mid April, I do not have time to sit on hold for that long. I just cannot. So that is a very small downfall, however it very normal with any system and any customer service team.

Response from eFileCabinet

Replied April 2019

It's great to hear that you love how easy eFC is to use. We're excited to announce that we have some big changes launching soon that will improve the user experience even more and we would love to tell you more about how these changes can assist in your frustrations with Secure Drawer. We are hosting a free webinar on April 25 to discuss these changes, if you are interested you can register here: https://go.efilecabinet.com/webinar/whats-new-efc Our customer support team is also available via chat, phone, and through email to assist you as quickly as possible, and we also have our new Premium Support available for easy access 24 hours per day, 6 days per week. We hope providing these options for support will assist you in getting the support you need quickly and efficiently. Thanks for taking the time to leave us your feedback!

February 2019

Daniel from Daniel O. Anderson, CPA

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

A Great Solution for Your Paperless Business

Really helpful with productivity in establishing workflow. Extremely quick to enable answering factual client questions without having to call them back. Technical support has been great over about 5 years of using the software.

Pros

The "templates" feature enables you to create folder structures for each client as well as pre-defined names of documents to be stored. Every client folder is then standardized in structure. This feature enables creation of document workflow without needing to create a massive bookmarked pdf that might be susceptible to file corruption. The "Logs" feature is really helpful to locate items I may have stored in the wrong client folder.

Cons

What's not to like? I can think of two minor complaints I suppose. I am a heavy pdf bookmark user. EFC allows creation of bookmarks without having to "check out" the file but sometimes the bookmarks don't "stick." I get around this by checking out the document, bookmarking it and then checking the document back in. "Checking in" and "checking out" is a very easy process. Second minor complaint is that when I want to apply a template (I have multiple templates), the dialog box always pre-selects the first template on the list and I have to "de-select" it.

Response from eFileCabinet

Replied March 2019

Wow, thank you so much for leaving us a great review and for taking the time to give your feedback. We're glad to hear that you love our templates feature and that our product has helped your business establish a workflow. We look forward to continuing to support the success of your company.

April 2019

Emily from Reyes Holdings

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

April 2019

eFile review

Our overall experience with eFile is becoming more positive. We started out on a rough patch with the system. Our initial training wasn't the greatest and didn't focus on what we would actually benefit from in the system so we basically had to teach ourselves how to use it. Our company uses Sidekick more than online which has really helped our productivity in our company as we used to spend tons of time trying to get documents into employee drawers.

Pros

What I like most about this software is how easy it is to use eFile Sidekick. We have found that using that saves us much more time than using the online version and pulling documents from our email is much quicker than using the eFile scanner.

Cons

What I least like about this software is how the online version lags so much. We are also a company of 30,000+ so we have many drawers out there for our employees. We've had to create multiple cabinets to continue adding employees into. We've had to find a work around in searching for employees since our one cabinet is so full, we can't click on it without freezing and getting booted out of sidekick. I do wish that eFile was able to really handle the amount of documents we put into the system and that it would run smoother for us.

Response from eFileCabinet

Replied April 2019

Thank you so much for your feedback. We appreciate your business and for your trust in us to provide support for your business. We're excited about some new upcoming features that are launching soon that will improve the user experience even more. We look forward to providing continued support for your business. Thanks for taking the time to leave us a review.

December 2016

Jacqueline from Dailey Bookkeeping Services

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

5.0

December 2016

Great storage option!

I do love the integration between other software and eFileCabinet so that you can easily bring in the documents. Over the years that I have had eFileCabinet, I have really liked it, however, the pricing is getting a lot more expensive. Also some of the features, I have had a bit of trouble figuring out how to use. Some are features that I only use once in awhile as so I forget hour to use them - like purge, unpurged, and templates. But overall the software is great, just getting a bit pricey.

Pros

Love the sync with SecureDrawer!

Cons

Trying to use some of the features - Templates is a big one, I set up a couple of templates awhile ago, but I remember it was not the easiest thing. I now need to edit those templates and don't have the time to dig in to see how to do that. Also, I do not understand how to CHECK OUT something, edit it and put it back. I am always having to save it on my desktop and re-import. Also, it would be nice if you could put notes right on the document or at least make the notes more visible. Right now with the notes being on a separate tab they do not stand out that there are even notes there so that is a bit frustrating. Also, I have an old client that has now come back and started working with me. I set their file to purge and cannot seem to get the purge off of the file, so I am going to have to manually pull all the documents out and create another file. Also, it is getting quite expensive for a small business like mine. I am going to have to, unfortunately, look into other alternatives.

June 2019

Don from Stone and Gomez, LLC

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2019

eFileCabinet (EFC) Is Superb for Accounting and Tax Preparation Practices

We are a 12-person accounting and tax preparation practice that has used the locally installed of EFC for 5+ years. Currently we have 115GB of data made up of 143K+ files in 425K+ folders and 6.7K+ drawers. EFC has performed faithfully with only very occasional minor issues (usually user error) during the entire time we've had it. In 30+ years in IT/Business I can't recall any other software that has been this reliable. This is one of the few pieces of software I can recommend without hesitation.

Pros

Allows us to save scans of our clients paper and electronic documents as well as digital copies of their tax returns in a fast, secure, dependable and easy to use document repository. Excellent search capability allows misfiled/"lost" documents to be quickly located.

Cons

Integration with Lacerte, our professional tax prep software (which has ~85% of the market) is limited. NOTE: This is NOT the fault of EFC. Despite our repeated requests over the last 5 years, Intuit, owner of Lacerte, has not provided the needed API (interface) that third parties like EFC require to integrate. EFC has said they stand ready to develop this integration once Intuit delivers. We are hopeful this will occur in 2019.

Response from eFileCabinet

Replied June 2019

Wow, what a wonderful review! Thank you for taking the time to leave us your feedback, it's great to hear how eFileCabinet has been able to faithfully improve the efficiency of your business. Thank you for being our customer, we look forward to providing your business with continued support!

April 2019

Karen from Karen A Rivet, CPA

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

April 2019

eFileCabinet User for Many Years

I have a tax and accounting practice, and eFileCabinet allows me to have very little filing space. Everything is returned to the clients, and I scan everything and have access to whatever I need or want from there.

Pros

eFileCabinet allows you to print straight to the program from every other program I have ever tried - Microsoft suite programs, accounting software, QuickBooks, tax software, everything! This feature along with the ability to quickly scan and store items make a paper-free office a reality, not just a goal.

Cons

I have my eFileCabinet set up very detailed. I would like to be able to click on where I want the file saved or printed to and then just scan or print it straight in there. Most times I have to click as many as six different things to save the document where I want it. That has been a complaint of mine since I started using the software.

Response from eFileCabinet

Replied April 2019

Thank you for your feedback and taking the time to leave us this review. We are excited about some new features that will be launching soon that are going to improve the user experience even more. We would love to tell you more about them and are hosting a free webinar on April 25 where you can learn more. You can register here: https://go.efilecabinet.com/webinar/whats-new-efc Our customer support team is also available to discuss some of these new features and can show you how they can improve your processes. We hope this helps and look forward to providing you with continued support for the success of your business.

February 2019

Will from Beverly K. Straub, CPA

Company Size: 2-10 employees

Review Source: Capterra