eFileCabinet Software

4.47 / 5 (328)

Our advisors have recommended this product 37 times in the last 30 days

About eFileCabinet


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.



Read More

Supported Operating System(s):

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

328 Reviews of eFileCabinet

Average User Ratings

Overall

4.47 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(196)

4 stars

(101)

3 stars

(22)

2 stars

(5)

1 stars

(4)

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1-20 of 328 reviews

Do you use this product?Write a review

February 2019

Julie from McGuirk Sand-Gravel, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

**Supreme** (online) Document Management Storage Software!

In the business world today, there are mountains and mountains of paperwork. Being able to limit and severly reduce our paper file storage has amounted to savings of thousands of hours and dollars. The ability for our PM's to be able to search for a document their smart phone or tablet while on the job and find the document/invoice/proposal/bid/change order, etc. is invaluable and hard to put a dollar amount on! There are many DMS software programs out there, but eFileCabinet is perfect for our enterprise!

Pros

Our (big) small construction business has been using eFileCabinet for almost 5 years now. We have 8 users who interact with the software on a daily basis. The flexibility of searches, profiles (tags), ease of organization, templates and such make this such a great program for our office. The ability to see documents on our smart devices or using a web browser (online version) is crucial to our project mgrs and even office staff when we are working remotely. I am a huge fan of this software and every update that comes out just improves the program even more. We are very happy with the tech support (hardly need it) on the rare occasion we encounter an issue. **Highly recommended**

Cons

I pondered this question for a good length of time. I honestly cannot complain about anything at this juncture. I am the "admin" for our account and so I do all the setup, permissions, user groups, profile setups, etc. I am the most knowledgable of the software at our office and can say with certainty that we are extremely happy with our use of eFileCabinet.

Response from eFileCabinet of eFileCabinet, Inc.

Replied March 2019

Wow, thank you so much for leaving this glowing review. We really appreciate your feedback and are excited to hear that we've been able to support your construction business with being able to go to a digital storage system with our document management software. We very much look forward to continuing to support the success of McGuirk Sand-Gravel, Inc.

December 2016

Michael from PulseTech Products

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2016

Exceptional Document Management System Software!

The company that I worked for is like most companies in America right now. They didn't seem to have a genuine way of organizing their documentation. There was the issue of multiple people having copies, but all of them had different revisions. You could only imagine a headache that it caused. Well, that was when I set out to find a DMS for the company. When I began to look deeper into eFileCabinet, it literally blew me away. The ease of use and the ability to send people documents with the correct revisions was a blessing. No more having to worry about people not having the correct documentation. This goes for internal as well as external customers as well. The ability to search for documents became a breeze one everything was populated. The only downfall that I have about the software is that it doesn't support all of our file extensions. Maybe those are just buyer need instead of overall need, but we deal with printed circuit boards so that files associated with them don't resonate with the software. Other than that, it is probably the biggest blessing that we could have found for the company. The drag and drop style of putting in files, being able to do version control on the fly, and sending documents through Secure Drawer is an added bonus. You will be thankful for this purchase once you get on board. It's easy to use and quickly becoming my favorite software.

Pros

The biggest thing that I like about the software is the ability to do my own cabinets and not allow others to see them. I like having everything organized so that it's easier in the long run. EFC allows me to have that organization and I am grateful for it.

Cons

Again, as I've stated before, the only issue with the software is that not all file extensions are included. You have your typical Microsoft Office file types, but it would be nice to have an add-on for extensions like .pcb, .dxf, and others that when associated with a particular software, that software's insignia is used in EFC.

Response from eFileCabinet of eFileCabinet, Inc.

Replied March 2019

Thank you so much for taking the time to leave your feedback in this review. It's great to hear that eFileCabinet has been able to provide you with an organization solution and that you've found it easy to use. We are excited to have some future updates coming that will improve the user and client experience even more, and look forward to continuing to provide support for the success of your business.

August 2016

stephen from stephen benjamin, cpa, cfp

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2016

One of my Most Valuable Tools

I stumbled upon this software while searching for a better paperless solution in my office when I learned that my tax software would no longer support their own document management system. They recommended another system, which I found wholly inadequate, both from the standpoint of transitioning and customer care, both of which were less than adequate. When I discovered Efile Cabinet, I found a solution that offered more than I was even looking for and included a level of customer support that I have found to be extremely responsive, considerate and very helpful. I also had an experience where my hard drive crashed and the tech support at Efile Cabinet helped me to restore everything from Cloud view on to my desktop, so I was up and running again in very little time.

Pros

This software has so many features and offers far more than what I ever expected - including the ability to preserve all items in the cloud automatically, the app to be able to retrieve, alter and transmit documents from anywhere with ease and the Secure Drawer option that allows me to share files with my clients back and forth. There are many training videos available, so I'm able to get answers to my questions easily and when I can't figure something out, the tech support is readily available to me. In short, this software is one of the most important tools I use in my office.

Cons

I wish the software had a direct connection to my tax prep software so I could print tax returns directly to client folders, but that's more a function of the tax software than Efile Cabinet, so I can't really hold it against them. It's really the only thing that I don't like, and it's a small thing relative to all the good things.

Response from eFileCabinet of eFileCabinet, Inc.

Replied March 2019

We're excited to hear that eFileCabinet is one of the most valuable tools around your office. We strive to provide strong support for eFileCabinet users and look forward to continuing to provide support for the success of your business.

February 2019

Daniel from Daniel O. Anderson, CPA

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

A Great Solution for Your Paperless Business

Really helpful with productivity in establishing workflow. Extremely quick to enable answering factual client questions without having to call them back. Technical support has been great over about 5 years of using the software.

Pros

The "templates" feature enables you to create folder structures for each client as well as pre-defined names of documents to be stored. Every client folder is then standardized in structure. This feature enables creation of document workflow without needing to create a massive bookmarked pdf that might be susceptible to file corruption. The "Logs" feature is really helpful to locate items I may have stored in the wrong client folder.

Cons

What's not to like? I can think of two minor complaints I suppose. I am a heavy pdf bookmark user. EFC allows creation of bookmarks without having to "check out" the file but sometimes the bookmarks don't "stick." I get around this by checking out the document, bookmarking it and then checking the document back in. "Checking in" and "checking out" is a very easy process. Second minor complaint is that when I want to apply a template (I have multiple templates), the dialog box always pre-selects the first template on the list and I have to "de-select" it.

Response from eFileCabinet of eFileCabinet, Inc.

Replied March 2019

Wow, thank you so much for leaving us a great review and for taking the time to give your feedback. We're glad to hear that you love our templates feature and that our product has helped your business establish a workflow. We look forward to continuing to support the success of your company.

December 2016

Jacqueline from Dailey Bookkeeping Services

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

5.0

December 2016

Great storage option!

I do love the integration between other software and eFileCabinet so that you can easily bring in the documents. Over the years that I have had eFileCabinet, I have really liked it, however, the pricing is getting a lot more expensive. Also some of the features, I have had a bit of trouble figuring out how to use. Some are features that I only use once in awhile as so I forget hour to use them - like purge, unpurged, and templates. But overall the software is great, just getting a bit pricey.

Pros

Love the sync with SecureDrawer!

Cons

Trying to use some of the features - Templates is a big one, I set up a couple of templates awhile ago, but I remember it was not the easiest thing. I now need to edit those templates and don't have the time to dig in to see how to do that. Also, I do not understand how to CHECK OUT something, edit it and put it back. I am always having to save it on my desktop and re-import. Also, it would be nice if you could put notes right on the document or at least make the notes more visible. Right now with the notes being on a separate tab they do not stand out that there are even notes there so that is a bit frustrating. Also, I have an old client that has now come back and started working with me. I set their file to purge and cannot seem to get the purge off of the file, so I am going to have to manually pull all the documents out and create another file. Also, it is getting quite expensive for a small business like mine. I am going to have to, unfortunately, look into other alternatives.

February 2019

Will from Beverly K. Straub, CPA

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

February 2019

Thoughts after using EFC

We switched from SmartVault to EFC. First off, their tech support people are really helpful and so far we have been extremely satisfied with them. Upon getting our EFC database set up on our server we were hit with a slew of problems. First was an issue with the way the SmartVault data was transferred. When going through the purchasing process of EFC the sales person made it sound like EFC tech people were very familiar with doing a SmartVault conversion, but after doing the process it was very obvious that they did not know what to do in terms on (1) how to get the data from SV and (2) how to re-arrange the data so that it imports correctly into EFC. So, after we got EFC going we had them do some re-arranging of our data on our server so it worked properly which took a while to find the solution on how to fix it. Then a week after that we ran into more issues about something corrupted on our server-side database. That took another week form them to figure out a solution and finally get it fixed. Now, we are still having issues with another problem about SecureDrawer that they are working on, but as of waiting 3-4 days after opening a ticket they don't have a timeframe on fixing.

Pros

I like that the software is available to be hosted on our dedicated in-house server because we don't trust our client's data in the cloud.

Cons

I don't like how you cannot edit pdf's within the program. For example, you cannot permanently rotate or delete a page within a pdf document without having to pay for a 3rd party pdf editing program.
Our employees don't particularly enjoy the user interface that shows the folder and document structure. It was a big change from Smartvault where the client list is on the left-hand side of the screen and then the rest of the screen contained the drawer folder structure and the documents within those folders. In EFC you are forced to select a folder to view the documents within that folder, but you are unable to view documents in two separate folders at the same time.

Response from eFileCabinet of eFileCabinet, Inc.

Replied April 2019

Thanks so much for taking the time to leave us this feedback. We appreciate your patience and trust in us as we resolve some of the issues you have had and are excited about some future updates that will create an even better, smoother user experience.

August 2016

Miriam from Kroschel Accounting Services, PLLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

August 2016

E-File Cabinet gives me peace of mind and saves me time and space

I have used E-file Cabinet desktop version for over 7 years. My growing CPA firm was bulging at the seams with documents from years of bookkeeping and tax return work. The EFC team was extremely helpful form day one to get me set up and answer my questions. I have been able to shred thousands of documents and manage my filing system in an efficient manner.

Pros

I love that I can retrieve documents for my clients on a moment's notice and send confidential information with password protection. I can refer to prior year's work papers on-screen without having to retrieve physical files, which saves me time and allows me to work more efficiently and effectively. I love being able to append and/or prepend to existing documents in EFile Cabinet. I also really like how it integrates with Secure Drawer, another product offered by EFC.

Cons

I have had a little trouble with sending e-mails from EFC, where the document is attached to the e-mail but my comments in the body of the e-mail don't appear to the recipient if my e-mail is formatted in HTML format. Other than that, I have no complaints.

February 2019

David from David Oase CPA PC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

February 2019

Great storage for a small CPA firm

After the collapse of DMS from Lacerte we tried one other program (a disaster) before we found Efile Cabinet.

Pros

Easy to organize and standardize your file cabinet can look like you want it to. With standardized naming conventions, folder structure and retention features you can automate your files.

We love the open, edit and save features of the program. Search the entire cabinet for lost files by name and date. Encrypted for your clients protection and big enough to store over 5,000 clients with almost 20 years of records.

Cons

The search function has slowed down with the latest software update.
I cannot drag emails from out look to the cabinet. I have to drag them to the desktop first.
Sometimes when you create a new folder for a client it creates 2 with the same name.
The secure drawer portal is difficult to work with. (my client who is a computer programmer complained about it) So we switched to Secure File Pro for a portal.

Response from eFileCabinet of eFileCabinet, Inc.

Replied March 2019

We're happy to hear that you have enjoyed the security features of our system and that it's helped to provide protection for your clients. We are excited to have some future updates coming that will improve the user and client experience even more, and look forward to continuing support for your business. Thank you for taking the time to leave us a review!

February 2019

Colleen from Montgomery & Granai PC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

February 2019

Keep it simple and convenient

We are a CPA firm, concentrating on tax preparation, consulting and planning. With eFC, there is no more time consuming hunting for the right folder, no more cumbersome paper files to manage and store. We converted several years ago and have never looked back with nostalgia to the old days! Now we can wow our clients with easy, quick access to their information and that impresses them and makes our days happier and less stressful.

Pros

eFileCabinet has made our lives so much easier and our client service much more efficient. Any staff member can look up a client's info. When a client stops by with an additional document or sends something to us by email, it is a quick and simple process to file the new doc.

Cons

Much as we love the simplicity and ease of using eFileCabinet, it sometimes feels as if the programming is not quite keeping up. Files will lock up occasionally. There has always been a simple work-around to any of the little annoying problems that arise but who wants problems ever?

Response from eFileCabinet of eFileCabinet, Inc.

Replied March 2019

Thank you so much for taking the time to leave us a review. We are excited to hear that eFileCabinet has helped make your lives easier and your client service more efficient. We look forward to continuing to support the success of your business in the future with some new updates that will improve the user and client experience even more.

February 2019

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

<