eFileCabinet Software


 

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.

 

eFileCabinet - Tax client file
 
  • eFileCabinet - Tax client file
    Tax client file
  • eFileCabinet - Property management agreement file
    Property management agreement file
  • eFileCabinet - Scanned document
    Scanned document
  • eFileCabinet - Emailing through the system and e-signature
    Emailing through the system and e-signature
  • eFileCabinet - Dashboard
    Dashboard
  • eFileCabinet - Workflow preview
    Workflow preview
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8

207 Reviews of eFileCabinet

 

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Software Advice Reviews (35)
More Reviews (172)

Showing 1-20 of 35

Olivia from K08 Sounds
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Very affordable and user-friendly

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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
 
 

Kevin from Emerald Advisor Group
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Very poor experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
 
 

Patsy from Parrish Business Services, LLC
Specialty: Professional Services
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

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
 
 

Sam from Bilden Group
Specialty: Software / Technology
Number of employees: 1 employee Employees number: 1 employee

May 2018

May 2018

Terrific integration options

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

eFile is great for storing image files and categorizing them for easy access. Naming conventions can be automated too.

Cons

While options for integrating with many systems are available, it can be tough for non-technical users to setup.

Review Source
 
 

Anne from Food Manufacturing
Specialty: Other
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

May 2018

May 2018

Convenient!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

As this software leads me to share my file with my peers easily. Very efficient to use in sharing documents.

Cons

Maybe a little high cost compares to its alternatives, but overall.. great deal to share this with my friends.

Review Source
 
 

Shah Abdul Latif from VoidLoops
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Marginally boost your productivity.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy of use. Plenty of small details taken into consideration such as documents of different types are referenced to their respected drawer types so any body can get any type of document very easily without having to search for a single pdf file among hundreds of word documents.

Cons

Learning curve might be tricky for some people but when you get it, you are ready to go with ease. Sometimes slows down while dealing with large files.

Review Source
 
 

Brad from Kforce Inc.
Specialty: Software / Technology
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

March 2018

March 2018

Great way to share files!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

eFileCabinet, Inc. offers a suite of document management software (DMS) products and services that help businesses and individuals work quicker, smarter and more collaboratively.

Pros

I have used eFileCabinet for to transfer information to and from my clients for about 4 years now. This software offers a user-friendly way to move files from one location to another. You can drop a file from anywhere all you have to do is put it into a cabinet and it will move automatically. You can control what cabinets, drawers, and files your co-workers and customers can see. I love that you have total control over all of your documentation. Also, if a customer requests a certain document, EFC makes it simple with SecureDrawer. Excellent software!

Review Source
 
 

Chris from Kroc Center
Specialty: Other
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2018

February 2018

Helps with overall efficiency

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Electronic copies to save money from printing costs and for easy accessibility and to locate. eFileCabinet has been a great resource and has helped with efficiency.

Cons

Price a little higher than what was expected. Could be a learning curve for someone new to navigate with the numerous features. Sometimes file downloading speed is a bit slow. Probably due to a larger file size along with internet connection.

Review Source
 
 

Matt from WebWorld
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

The mobile app helps managing documents on the fly!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

eFileCabinet is a popular and great document management application. It helps managing documents easily and sync with the Mobile apps as well. It let me easily update documents from my mobile devices anytime.

Cons

eFileCabinet helps with managing the user permissions when we need to assign documents to several people. It helps with keeping documents secure with user based permissions.

Review Source
 
 

Steve from ITH
Specialty: Software / Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2018

January 2018

Helps manage my documents on the Cloud with 1 click

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Helps with document management and the backup options. Helps with collaborating with others files and easy access to the application on the web.

Pros

eFileCabinet comes with a great Document management system which helps keeping my important documents on the cloud. I can save my documents easily and collaborate on the documents from others. Helps with backup options. Documents can be accessed anytime by logging to the account.

Review Source
 
 

Stan from CIH
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

eFileCabinet comes with easy to use Mobile app

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Great too to use. The files can be managed on the fly.

Pros

eFileCabinet has been a great too to help with managing documents. With it's integrated Mobile App, I can manage my documents directly from my phone. It helps me to manage important documents from anywhere.

Review Source
 
 

Matthew from Salvation Army Kroc Center Hawaii
Specialty: Non-Profit
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2017

October 2017

Organization solved!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

LOVE this product. I know there are many companies out there but we went with this one simply on it's ease of use! We needed to get several hundred employees to use this program daily and it just needed to be simple. And this is!

Review Source
 
 

Josiah from The Salvation Army
Specialty: Non-Profit
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2017

October 2017

eFileCabinet has been an effective tool to increase our efficiency and provide electronic file management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The best features of this product are the OCR and automatic filing. Being able to scan a document and have it filed automatically saves us from having to tediously move each document to it's correct file. Also, the automatic purging of old files by setting retention dates is very helpful.

Cons

The online platform is much slower that the local software. It negates much of the benefit of having a system to increase efficiency when it gets bogged down through a browser.

Review Source
 
 

Jennifer from Simply Balanced Solutions
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Great way to safely store documents and still allow all team members to access them.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like the balance of security and the access to documents. I also like the secure drawer feature for clients.

Cons

I do not like you cannot access the documents to attach to emails or other software programs. There is a work easy around.

Review Source
 
 

Patrick from rocnetsupply
Specialty: Telecommunications
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

eFileCabinet

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

eFileCabinet has unlimited storage capabilities, and they ability to save and archive expired documents

Cons

It almost has too many options. Unless you really know exactly what you are trying to do.... this doesn't give a lot of guidance. It's like going to Cheesecake Factory, the menu is too big

Review Source
 
 

David from David J Reali, CPA
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

E-file Cabinet - User and wallet friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

E-File cabinet was fantastic with their conversion support. Friendly, professional, and rapid response time to any and ALL of my questions.

Pros

Ease of use, compatibility with Microsoft Office, very limited learning curve, great search ability for files, very simple to setup and expand as needed.

Cons

Sometimes is slow checking out files, depending on the size (file of about 2 GB took 5 minutes to download for corrections.

 
 

Ken from Superkengaming
Specialty: Software / Technology
Number of employees: 1 employee Employees number: 1 employee

November 2016

November 2016

Getting Specific

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

eFileCabinet is very business focused, but it's sign up is very unique as its service provided is very specific to your industry and the specific role you play in that industry.
However there are limitations on document edits that may frustrate some.

 
 

Jessica from University of South Florida
Specialty: Education
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

E-File Cabinet

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

My office was searching for new software when we received information about using EFile Cabinet. This software is simple to use, install, and they provided great customer service to any questions that we had. Our office has a considerably small budget, but EFile Cabinet was able to give us a quote that would have worked for us. However, we lost some funding this year as we do not have a significant budget, so we were unable to purchase the software for use to store our data. We report trends to the university and this product would be helpful for us to export data for our reports. If we ever have the funding in the future, this would be a great product to keep our data collection in.

Pros

Simple, economical

Cons

Inputting all the previous data we collected

 
 

Steve from IT Hands Inc.
Specialty: Software / Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2016

October 2016

Salesforce integration helps with data Sync.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

eFileCabinet provides seamless integration with SalesForce CRM. It helps our users to easily manage the files within the both systems. Users cna easily manage drag and drop functionality to manage the content files and other related items. Documents can be stored easily with this application and can be backedup on the cloud system.
Helps with a number of aspects.

Pros

The functionality to manage documents and backups helps a lot. Third-party integrations adds a lot of value.

Cons

The user interface seems busy and can be improved.

Advice to Others

Great tool to manage your online version of files. if you work with SalesForce, files can be easily manage within both of these system due to the integrations provided.

 
 

Henry from American Osler Society
Specialty: Healthcare
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2016

October 2016

Sales Force Had No Idea of EFileCabinet's Capabilities

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We needed to store documents that were searchable down to individual words. The sales force and our assigned account manager assured us this was well within the abilities of eFileCabinet. Now, after 6 months of work on our part, we find that NONE of our documents can be searched within the documents themselves, only titles and "key words" we would have had to assign ourselves. For months the company maintained the problem was with OCR; that turned out to be both misleading and untrue. EFileCabinet has limited applicability and is basically an on-line document repository. It is not very sophisticated in the informatics world; reasonably savvy people with access to MS Word, Adobe Acrobat and a database program such as FileMaker could outshine the capabilities of eFileCabinet at far less cost.

Pros

It stores documents

Cons

1. Limited search capabilities
2. High cost for what it does
3. Delays in processing documents
4. Lack of detailed knowledge by sales force and other representatives
5. Long delays in responding to requests

Advice to Others

Look elsewhere

 
 
 
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Showing 1-20 of 172

Don C. from Compass Financial Strategies, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Spectacular SERVICE after the sale!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 2-10 employees

September 2018

September 2018

NEVER use eFile Cabinet

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 2-10 employees

September 2018

September 2018

Efile Cabinet

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 11-50 employees

September 2018

September 2018

eFileCabinet Success

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
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
 


September 2018

September 2018

Not worth it unless you NEED customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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 Employees number: 1 employee

September 2018

September 2018

Fantastic document management system I use for work and personal files

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 


August 2018

August 2018

Convenient, organized and easy to learn document managing software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 201-500 employees

August 2018

August 2018

Easy Document Storage Solution

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
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
 


August 2018

August 2018

Straightforward, uncomplicated, versatile and affordable.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 2-10 employees

August 2018

August 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 11-50 employees

August 2018

August 2018

Great Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 


August 2018

August 2018

Super Easy to Learn File Management System!

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
Value
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
 

Ann M. from BVK
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2018

July 2018

Eliminates the need for other filing systems - paper and electronically

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

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
 


July 2018

July 2018

No more paper and file cabinests

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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Support

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
 


July 2018

July 2018

A Good Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

eFileCabinet is a good company who is really trying to push a good product. They have okay customer service and will take care of you (depending on how much you spend).

Cons

The problem with eFileCabinet is that they are pushing a software you really don't need. It's a bit archaic and an unneeded cost for your business.

Review Source: Capterra
 

Ifeoma from Softchoice
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

July 2018

July 2018

We are contributing to a green environment and saving trees.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
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Pros

Efilecabinet provides my organization with a remote location where we can easily save company files securely ,and make it accessible to all of the right people within the organization.
Since adopting efilecabinet , there has been less and less use for paper within my office environment or the need to manage hard copies of our documents.Overall ,we are helping our environment stay green by greatly reducing our paper consumption.
File upload speed and scan on eFileCabinet is very fast and dependable.

Cons

User interface can be more intuitive than it has been for the past two upgrades.On two occasions ,we experience server outtages and weren't able to use this application for a few hours. That was back in 2016 and we haven't experienced such since then.

Review Source: Capterra
 

TERRI from GRAHAM FERALIO GENERAL CONTRACTORS

June 2018

June 2018

Perfect solution for our paperless small business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Support

Fabulous customer service with a product that has yet to disappoint me.

Pros

The ease of use and functionality can't be beat. The software flows easily and makes sense to the user - there's nothing tricky to figure out. Document retention is key for our small business and this software is the best we've had (this is our 3rd company), and we plan to keep it indefinitely. Customer Service is top notch, too!

Cons

Cost effectiveness is always a concern for small businesses. It would be nice to be able to tailor the "level" of software we need (i.e. simple document retention 'only' versions). But you also get what you pay for, and this is worth every single penny.

Review Source: Capterra
 

Cheri from Harlow & Ohmer LLC

June 2018

June 2018

I have a small CPA firm and have used e-file cabinet since 2001. It is wonderful!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It is easy to used and very well priced. We used to misplace hard copies of files. This has made our lives so simple to open anything up instantly. Scanning is so reliable and fast.

Cons

I have no complaints! This program has features I don't take the time to learn more than I use and need to operate.

Review Source: Capterra
 

Jim from JIM DARIA & ASSOCIATES, INC.
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Excellent!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Saves time, paper & money.

Pros

I have used this software since 2005 & it has never failed me, it's easy to use & saves me tons of paper & time. I keep all of my important docs & my clients docs on Efile Cabinet. Best software
I have ever purchased!

Cons

Absolutely none!

Review Source: Capterra
 

Jeremy from Westhill

May 2018

May 2018

Simple, easy way to store all documents and files in one location.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The mobile and desktop versions are almost same, which is great because it doesn't restrict use just to a computer. It is also very easier to navigate the app and website.

Cons

One big issue is the lack of tutorial programs on the website/app. It also was only designed for small businesses, not so much larger enterprises.

Review Source: Capterra
 
 
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