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.

Tax client file
Tax client file

Tax client file

Property management agreement file

Property management agreement file

Scanned document

Scanned document

Emailing through the system and e-signature

Emailing through the system and e-signature

Dashboard

Dashboard

Workflow preview

Workflow preview

Supported Operating System(s):

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



210 Reviews of eFileCabinet

Overall rating

4.5 / 5 stars

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Showing 1 - 20 of 210 reviews

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Elbert from PJSC Slavuta Plant "Budfarfor" part of Geberit Group

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

The paperless office

We have a remote paperless access to the documents with our branches

Pros

Provides a secure paperless office environment with a big amount of cloud space

Cons

It`s a very easy programm, really it is a great helper in bussines

Review Source: Capterra

Isley from University of Kansas

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Excellent file storage solution!

Feature rich, easy to use, overall I like this much better than Smartvault!

Pros

I think it is great how this syncs with SecureDrawer, a feature that has saved me so much time! This lets me retrieve my client's documents instantly, and I can even transmit confidential info, safely and securely. Overall, very versatile, I could see this having cross-industry applications, and hope that more people will come to realize how perfect it could be for their needs!

Cons

A few of the features are a little poorly explained, but the excellent customer service set me straight every time!

Review Source: Capterra

Sarah from CrossCountry Mortgage, Inc.

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

My Opinion of eFileCabinet

Pros

eFileCabinet software is super easy to use and is a lot like Google/the cloud where you can store and manage your documents and files on any network.

Cons

There are other similar products that compete.

Review Source: Capterra

Don C. from Compass Financial Strategies, LLC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Spectacular SERVICE after the sale!

I can recommend eFileCabinet enough. The product is spectacular, but the support staff is much better! After all, it is service that we are purchasing in the end.

Pros

Love the calls to make sure that training and support is utilized.

Cons

Haven’t found anything that I haven’t liked yet.

Review Source: Capterra

Mona from Wade CPA PC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

NEVER use eFile Cabinet

Bad, bad, bad.

Pros

The sales pitch was incredible and I was excited to get to use it and keep up with all of my files.

Cons

NOTHING worked the way they said it would. Customer service was awful. No one wanted to help, I tried call after call after call to no avail. Finally told them what they could do with this incredibly shoddy piece of software.

Review Source: Capterra

Cheryl from L.A Foster Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Efile Cabinet

We are saving on file cabinet space and saving time by finding what we need with efile cabinet. It is a great time saver and space saver, when my employer needs clients documents I have them in seconds. It is great!

Pros

That is it user friendly and easy to find your clients files. You can scan everything in right at your fingertips.
When you need to go straight to efile cabinet! Look up your client and they are there. It is also easy to email to your clients documents!

Cons

I don't have any except just every once in a while it will have a problem opening, but I call the tech department and they are on it quickly and I am up and running

Review Source: Capterra

Christina from Shore Clinical Services

Number of employees:  11-50 employees

Ease-of-use

Customer support

Functionality

September 2018

eFileCabinet Success

Pros

eFileCabinet is easy to use and reference materials are readily accessible.
On screen "walk throughs" are very beneficial - do not have to leave the screen to find directions.

Cons

I just started using the software - so far I have not found anything I do not like about it.

Review Source: Capterra
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Verified Reviewer

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Not worth it unless you NEED customer support

We trialed eFileCabinet for a smaller business and found that it didn't bring enough value for us to keep it over Google Drive. After 60 days, we cancelled our account and went to Google Drive.

Pros

The best thing about this software is the phone customer support which you lose with Google Drive. It has the same features such as being web based, having cell phone apps, etc. I will also admit that it is very easy to use and navigate. It's also a little more obvious to see sharing/restriction settings. They also claim to be very secure compared to other options but I am not an expert in this area.

Cons

Google Drive provides a much better service at a fraction of the cost. It also integrates a lot of other features like editing documents online that eFileCabinet doesn't allow.

Review Source: Capterra

Ben from Fosnick Insurance

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Fantastic document management system I use for work and personal files

I wish I would have found this software earlier in my career. I have never been so organized and my office has never run so smoothly. I can't say enough how much this has helped my business and my selling process.

Pros

The eFileCabinet sidekick app is always on my desktop. The ease of dragging and dropping files into the app as well as the organization keeps me extremely organized so I can focus on more important tasks. Having all my data in the cloud allows me to access it anywhere and has helped me win new business on multiple occasions. I can't see myself ever going without this software.

Cons

eFileCabinet isn't the cheapest but you get what you pay for. I am happy to pay a higher amount for the ease-of-use of the software and their great customer support. I do wish they had a monthly payment option but I have no issues continuing to pay the annual amount.

Review Source: Capterra
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Verified Reviewer

Number of employees:  5,001-10,000 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Convenient, organized and easy to learn document managing software

Pros

eFileCabinet has helped me organize data on my desktop so that it can easily be found. This software allowed me to sort files according to my style which is a great feature. Privacy is well thought of upon creation of this software. Another feature of this software is the ability to access files anywhere through mobile.

Cons

Not all file extensions can be uploaded, which is bothersome, given that our company deals greatly with a lot of different data. Future updates might be able to fix this issue.

Review Source: Capterra

Douglas from Courtesy Auto Group

Number of employees:  201-500 employees

Ease-of-use

Customer support

Functionality

August 2018

Easy Document Storage Solution

Pros

I like the ability to set up secure document storage that others at work don't have access to. Our business floats on a sea of paper and eFileCabinet lets me reduce some of that paper.

Cons

Limited file types are supported. Our DMS will not communicate with eFileCabinet nor will our CRM.

Review Source: Capterra

Olivia from K08 Sounds

Industry:  Media

Number of employees:  2-10 employees

Ease-of-use

Functionality

August 2018

Very affordable and user-friendly

Pros

I really like the looks and display of eFileCabinet, because it's very similar to my desktop file finder.

Cons

I really have no cons for this software! There are even new features that I am still exploring and learning about!

Review Source
LinkedIn icon
Verified Reviewer

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Straightforward, uncomplicated, versatile and affordable.

Pros

eFileCabinet is a data storage system that can store hundreds of different electronic data, such as PDFs, Microsoft Word files, jpegs, and others. It is simple to setup and easy to use. The availability of eFileCabinet in mobile, both android and iOs, makes carrying hundreds of files and data possible. A lock screen feature for mobile is also present making your files available just for you.

Cons

The inability to upload multiple files at times is a great downside but so far, that is the only problem I have faced with eFileCabinet. Everything is working as how it should be.

Review Source: Capterra

Pam from HR Management Concepts

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

The System used to work great, but.......

I have used this system for three years and until June of this year it worked well. There was the occasional hiccup but it was always addressed and addressed quickly by tech support. In early June files would randomly become corrupt and unusable. Although I have contacted tech support again and again it is now the end of August and this has not been resolved. Initially I was told that I was the only user experiencing the problem. I was later told that many users were having the issue and that I am now the only one still experiencing it. I have been told multiple times that the issue has been 'escalated' to some department or other and then I get an email asking for some piece of information or two and then nothing. No follow up, no correction. I am losing data on a daily basis and this is costing me untold $$$ in billable hours while my staff spends time recreating files and data instead of supporting my clients!!

Pros

There is no predesigned formatting or folders so I am able to set up my files exactly as I wanted them to appear.

Cons

Continual document corruptions and being given the runaround by customer service and tech support.

Review Source: Capterra

Erica from TownSquare Capital

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Great Customer Service

I have had an excellent experience learning to use eFile. It is intuitive and the customer service I've been given is amazing!

Pros

This software is easy to use. It is easy to fix something when a mistake has been made and data is always secure.

Cons

There isn't anything that I don't like about the software.

Review Source: Capterra

Kevin from Emerald Advisor Group

Industry:  Accounting / CPA

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Very poor experience

Pros

Horrible product experience. I worked to setup files with efilecabinet and it went horribly wrong. They sent out invites to my clients 8 times in a row and sent out my personal email even though we waited for about a week to tech support to change it so that would not happen. Some clients who got he invite could not access the accounts. They could also only set up about 1/5th of my clients due to tech issues. It has been over a week and I am still responding to clients who got emails. They will not issue a refund as it was beyond 30 days since the start of the product. It took about that long just to get tech support to work on it, but part of that was my fault as I was still dealing with tax client volume. The only way to cancel is to contact the sales person and he took over 5 days to respond. The only response was no refund. They did give the option to have the 2nd year for free, but if it does not work, how is that a value.

Cons

Functionality is great if it worked. The have pricing option that is better than others and they allow for cloud based hosting of files. I don't like anything to be on my desktop anymore just in case of computer issues which I have experienced.

Review Source
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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Functionality

August 2018

Super Easy to Learn File Management System!

Pros

Very easy to use and learn. Love how everything is kept in one place. Helped to install and use this software for a friend of mine with a small business who had client paperwork EVERYWHERE. The business is much more efficient now and you don't have to be super tech savvy to use it. Customer support has been great!

Cons

Cost is a bit high overall; there should be different levels for the different sizes of business. Otherwise a great software solution for files!

Review Source: Capterra

Patsy from Parrish Business Services, LLC

Industry:  Professional Services

Number of employees:  2-10 employees

Ease-of-use

Functionality

July 2018

If a Hurricane or Tornado wiped out your facility could your business survive?

I would highly recommend the product to any size business, especially small business owners with fragmented components that are costing them money. This product saves money and improves productivity.

Pros

Top the line data protection, very user-friendly, seamless integration, provides peace of mind knowing that you can continue your operations from anywhere there is internet service.

Cons

Training not geared to small business and startups that are not tech savvy. Customized training may help the implementation go smoother and not frighten the nontech owner away.

Review Source

Ann M. from BVK

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Eliminates the need for other filing systems - paper and electronically

Steamlines my work process and eliminates saving anything anywhere else - whether that's paper, emails, receipts and invoices. LOVE IT!

Pros

SUPER easy to learn and use. I don't save emails, receipts, invoices, or other "paperwork" anywhere else anymore as I can save it all here and find easily anytime I need it. A lifesaver.

Cons

I honestly have not found one thing that I don't like or use - it's that simple, effective and easy to train others on.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

No more paper and file cabinests

no paper storage after underwriting is completed. No need for duplicate paper files. Easier to access client file rather than cumbersome paper files.

Pros

Files are accessible at my two offices, no need to have duplicates. Speed of uploading or down loading client file exceptional. Customer training and support excellent. In second year savings were substantial due to not having printing, storage costs of original files plus need for duplicate files. My Client files have to be stored for minimum of ten years

Cons

If cancel service then lose files not accessible. Annual service fee high. If have no internet access cannot access. Cannot access on iiPad at this time.

Review Source: Capterra

Displaying 1 - 20 of 210 reviews