eFileCabinet

RATING:

4.39

(886)

About eFileCabinet

Empower your team to work more efficiently with eFileCabinet. Our cloud-based document management solution gives you access to your important documents from anywhere—protected with encrypted, bank-level security that makes maintaining compliance easy. Experience the power of document management like never before with innovative features like: Advanced full-text search Automated workflows Form-fill eSignature Secure sharing With document management, businesses can overhaul their traditional document processes which will help them reduce overhead, simplify compliance, and eliminate inefficient tasks involved in business operation— all with the goal of allowing those businesses to focus on the work that really matters.

Awards and Recognition

FrontRunner 2020
Software Advice's FrontRunners report ranks top products based based on user reviews, which helps businesses find the right software.

eFileCabinet Pricing

Pricing starts at $699/user/year with flexible options.

Starting price: 

$699.00 per year

Free trial: 

Available

Free version: 

Not Available

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eFileCabinet Reviews

Overall Rating

4.39

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4

Functionality

4

Most Helpful Reviews for eFileCabinet

1 - 5 of 887 Reviews

Mark

10,001+ employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

Reviewed November 2021

eFile Cabinet for Financial Adviser

User Profile

Adam

Verified reviewer

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2019

Great Platform for Date Keeping

PROS

We love the ease of the software. The employees and I are able to maneuver easily through the program and locate everything we need to find. We like that it alerts us to check the files back in if we happen to leave them open while working on another project. Additionally, we enjoy the scanning features to be able to speed up the process of data entry.

CONS

It took awhile for us to get our efile scanner setup. We were not able to set it up ourselves, we had to contact the support desk, however, in the end we got it set up, and have no issues.

Vendor Response

Thank you so much for leaving this review. It's great to hear that you enjoy the scanning features and that our services have been able to help speed up data entry for your company. Our customer success team is always here to support your needs if you have any further questions or need further assistance. We're excited to continue support for the success of your business.

Replied March 2019

Adam

Higher Education, 11-50 employees

Used monthly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2021

Alfresco Enterprise Alternative

We needed a modern, robust, cloud-based document management system for long term digital archiving. Overall eFileCabinet has served our needs very well.

PROS

The conversion team saved us from an aging system that we needed to abandon. The Cloud Server being the same cost as an on premises server was a great incentive for choosing eFileCabinet. The Cabinet -> Folder structure is easy to understand and navigate. The ability to share large files with users outside of our organization easily has also been a boon.

CONS

Search is powerful, but due to the Alfresco Enterprise system we imported from relying on metadata tags for search, very particular steps are needed to use the search in eFileCabinet's Rubex properly. It's confusing for our core users sometimes. I'm not sure if I would feel differently about Rubex's search functions had we started our digital archive in Rubex, but as it is this is a function that is mildly frustrating.

Reason for choosing eFileCabinet

Alfresco support contracts cost tens of thousands of dollars and it felt like we were a nuisance to both their sales and support teams. Every other competitive product to eFileCabinet I found was either more affordable but did not meet our needs or was exceptionally more expensive and offered far more than we need. If you need to store thousands of scanned digital documents with the ability to search through them all, eFileCabinet delivers what you need. Its capabilities go beyond that and perhaps one day we will explore using it for other purposes, but for right now we are satisfied.

Reasons for switching to eFileCabinet

The conversion team at eFileCabinet REALLY bailed us out of a jam. Our 160 year old higher education institution relied on an ancient Alfresco Enterprise server for archiving old scans of digital transcripts and the like. With a long expired support contract, getting any assistance with the very finicky and old Alfresco software that relies on Flash Player was next to impossible. Renewing the contract was several times more costly than moving all of our archives to eFileCabinet.

Gretchen

Insurance, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

1

EASE OF USE

4

VALUE FOR MONEY

2

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed November 2019

eFile didn't meet our business goals

Our overall experience with eFileCabinet was not good. Software didn't meet our goals and the experience we had with Customer Support was horrible. They were really nice via chat at first though. They helped us when we had a small technical problem. But in terms of requesting a feature and clarifying what eFile can and can't do was horrible. They tried to confused us multiple times, but at the end they had to agree that eFile couldn't do what we needed. And in terms of Retention - how could you allow users with edit permission to be able to change a document retention? In summary, the mayor problem we encountered was that the EDIT permission from VOEDA is really broad. As a future recommendation please try to have better communication with your clients. If eFile can't do what we need say so! If the feature request can't be done say so! Don't let the client get all confused and making them wait and wait and wait. At the end, as a result, your client will leave.

PROS

It's simple to install, easy to understand and work with.

CONS

Before starting on what we didn't like, we would like to point out that we are using the on-prem software (not the online version). Stating that, the software didn't meet our business goals. We needed a software that allowed us to assign security permissions to users, and even though eFile has some predefined ones, they didn't had what we were looking for even though they said it did when selling us the product. For example, we needed users to be able to download, edit the document inside and upload new documents inside drawers and/or folders. But we didn't want them to have permission to also edit/change the drawer/folder name and/or add subfolders. That would mean that my users can change ALL my folder structure. We were in talk with Customer Support and they asked us to create a feature request which we did. After that they promised us they would send a schedule -which they never did-. We kept writing to them and nothing. We also called and nothing. They didn't follow up with the request as promised. The software didn't also meet our requirement on retention which is really important for our business. Note: Any user can edit the retention of an item if they have "edit permission". We also requested for the retention settings to be only controlled by a system administrator. Nothing. No response. We are still waiting after two months on the "schedule" they were supposed to send us and nothing. We wrote to them a lot and still no response.

Reason for choosing eFileCabinet

Because eFile was recommended to us, the software had nice reviews and it seemed simple to use. Customer Support also told us eFile could do what we needed. They were right on only one thing - it was simple to use. But the overall experience with client support was horrible and the software didn't have the features we needed.

Heather

Oil & Energy, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2022

Good product

Overall it is a good product.

PROS

It's easy to use and have always been able to find/search for the documents needed and store them easily as well.

CONS

It always has an error when I ask it to remember my sign on name and it is hard to get back to the file I just created. I wish that was easier.

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