eFileCabinet Software

Find out more:

PriceWatch Demo

11

Recommendations

FrontRunners 2020

Find out more:

PriceWatch Demo

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 inefficient tasks inv...

eFileCabinet Pricing

Packages start at $1200 per year.

Starting price: 

$1,200.00 per year

Free trial: 

Available

Free version: 

Not Available

Close

Image 1 of 6

Activity Center

eFileCabinet User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4

Showing 1 - 5 of 864 reviews

Mark

Company size: 10,001+ employees

Time 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.

November 2021

eFile Cabinet for Financial Adviser

User Profile

Kathryn F.

Verified reviewer

Company size: 2-10 employees

Industry: Law Practice

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2020

Better Than Others With Room for Improvement

eFileCabinet support has been quick and resolved any questions/concerns that I have. The price is higher than others but you get more features than lower-priced programs.

Pros

The ability to customize sharing so much; granting access without individual having to have separate account for program; preview pane; branding ability; multiple viewing panes at once; audit trail easily accessible; folder templates; e-signature in program

Cons

Invitation email 24 hour timeout; inability to select multiple files that aren't listed consecutively; drop down for filing is visually a little difficult to differentiate between; works better in certain internet browsers; Gmail will not allow as third-party app because level of security not high enough (for pulling in emails)

Reasons for choosing eFileCabinet

Smokeball was desktop based (no option for cloud) and only runs on PCs.

Reasons for switching to eFileCabinet

Needed more security; tired of switching between views (folder/document list vs preview of doc); couldn't as easily control internal and external access; no templates; no ability to e-sign within

Response from eFileCabinet

It's great to learn more about how eFileCabinet is helpful for your business, thank you so much for taking the time to leave us with this review and your feedback!

Replied September 2020

Patrick

Company size: 2-10 employees

Industry: Financial Services

Time used: 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.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2020

eFileCabinet

Fantastic. Simple. Not afraid to use it as it is not overwhelming and almost no learning curve.

Pros

A platform that provides an intuitive, simple and common filing system that mimics what one would utilize if using paper. There is very little set-up and also provides the ability to accommodate/configure each company's needs. The accessible customer service is based in USA and everyone has been extremely helpful without hold times. They will train you more than once, if needed, as it is a very simple means of going paperless. They are not trying to reinvent the wheel in filing but are continuously upgrading and improving its capabilities.

Cons

The only thing for me, since my application is cloud based and not desktop, is integration with other vendors. On the other hand, i am not sure if I would ever need to integrate with my other vendors.

Reasons for choosing eFileCabinet

It was the easiest system to set-up, learn and use on a daily basis. It provided a construct that I can build out. It was low cost compared to others. It had an attractive and intuitive platform.

Reasons for switching to eFileCabinet

I switched from Docupace because it had a large learning curve due to its complicated platform. It was not intuitive and overly complicated the filing process.

Response from eFileCabinet

It's awesome to learn more about you use eFileCabinet and that you love the customer service and support. We're grateful for you as a customer and we really appreciate your time to leave this review!

Replied September 2020

Gladstone

Company size: 1,001-5,000 employees

Industry: Medical Devices

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
1

Ease-of-use

out of 5
1

Value for money

out of 5
1

Customer support

out of 5
1

Functionality

out of 5

April 2022

The system not yet implemented because some of features are not working

The system not yet implemented because some of features are not working since we signed the agreement last year by May

Lisa

Company size: 51-200 employees

Industry: Non-Profit Organization Management

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

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

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!

Replied March 2020

Popular eFileCabinet Comparisons