eFileCabinet Software

4.42 / 5 (726) FrontRunners

Our advisors have recommended this product 35 times in the last 30 days

About eFileCabinet

eFileCabinet is a document management solution focused on helping businesses of any size to improve their profitability and productivity by reducing paper within their operations and streamlining their work processes. eFileCabinet’s premier software, Rubex, is accessible via web browser and a desktop app. 

Offering both cloud and on-premise platforms, eFileCabinet is document management software that provides businesses with intelligent organization and automation tools. Workflow, OCR, secure file-sharing, email importing, and eSignature requests, are all available on one platform.

With document management, businesses can overhaul their traditional document processes which will help them reduce overhead, simplify compliance, and eliminate i...


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Supported Operating System(s):

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

726 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

(414)

414

4 stars

(227)

227

3 stars

(63)

63

2 stars

(15)

15

1 stars

(7)

7

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 726 results

June 2019

Deborah from Brandon & Tibbs Accountants

Verified Reviewer

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.

Reasons for Choosing eFileCabinet

Seemed more user friendly and pricing was much lower with 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!

August 2019

Philip from Philip R Shea Jr CPA

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

August 2019

Excellent way to go paperless

The tech support staff at eFile Cabinet has been great to work with when any issues have asrisen. As a CPA tech support is everything and if you can't support your product in a timely fashion the product is worhtless.

Pros

Easy to use, secure storage of client. I wanted my data management system to be separate from my tax software should I ever want to change company's. Also from previous experiences I need a company that would stand behind their product and was large enough to be around in the future.

Cons

After buying a license with annual support I was forced to switch to an annual renewal. Shades of Microsoft & Adobe with monthly/annual subscriptions. So as long as you don't mind and annual subscription . . . . . .

Response from eFileCabinet

Replied August 2019

Thank you so much for taking the time to leave us this review, we very much appreciate the feedback and look forward to providing you with continued support for the success of your business!

May 2020

Rocky from Tax Break

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

May 2020

Multiple Locations

This helped us mange our files better and more efficiently. It assured with the accessibility of files for everyone in the organization. Opening over multiple states this is a must.

Pros

What we like most about the software is the accessibility from multiple locations and ease of use.

Cons

It is a little hard to mange on your phone. Not impossible but takes some getting used to for old eyes.

Reasons for Choosing eFileCabinet

Liked the overall format better.

Response from eFileCabinet

Replied June 2020

It's awesome to hear that you love the ability to use eFileCabinet in multiple locations across multiple states! We strive to help your business be more efficient! Thanks for leaving us your feedback, we truly value you as a customer and are grateful for the review!

November 2019

Gretchen from Advantage Insurance

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

2.0

Customer support

2.0

Functionality

2.0

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.

Reasons 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.

March 2020

Lisa from AHRI

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2020

Worth it!

We have had an excellent experience with eFileCabinet. The customer service team is very responsive, our sales person is well informed on the product and can easily direct you to the team member who will be able to assist you with a problem. The trainers are patient and are willing to advise on the set up of your files. Our trainer, Kevin, knows EVERYTHING about the product, and is willing to do multiple sessions for us to make sure that we understand how to use the product.

Pros

eFile Cabinet and the associated Rubex software make moving from paper files to digital files easy. The various add-ins provide access to the system from your email, PDF, MSExcel, and MSWord. Once uploaded, the files (and their contents) are easy to search. An additional feature that is particularly useful for our team is the ability to allow a "guest user" to access files for a limited time. This is a lifesaver for managing audits and allowing employees to access and view documents in their file. The best feature in this software is the "help" automations that literally walk you through the different activities you may want to accomplish in the software.

Cons

This software can be used be a team that does not have a "plan" for moving to a digital platform, but that is very unwise. It is easy to begin using it right away; the biggest challenge comes in the set up and administration. There is a definite learning curve, and the training that is offered should be readily accepted -- it will be needed, and it is very helpful!

Reasons for Choosing eFileCabinet

eFileCabinet provided us with an on-line repository that was secure, easy to use, and we felt would last for quite a while. Nothing may last forever, but we feel confident in the security of our files and our ability to access them. The Microsoft Products often change (without notice), with features being updated or dropped with little or not time to make alternative plans. Additionally, they can be confusing and often require the use of a Developer. I set up the eFileCabinet account, the organization of new files, the governance protocols, and the upload of old files. The customer service is phenomenal, and I don't think I could have gotten this level of service and competence anywhere else.

Response from eFileCabinet

Replied March 2020

Wow, this is amazing feedback to hear and we're so grateful to be supporting your business and look forward to helping you with future successes. Thanks for taking the time to leave us this review!