eFileCabinet Software

4.41 / 5 (751) FrontRunners

Our advisors have recommended this product 36 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

751 Reviews of eFileCabinet

Average User Ratings

Overall

4.41 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(428)

428

4 stars

(233)

233

3 stars

(67)

67

2 stars

(15)

15

1 stars

(8)

8

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 751 results

July 2020

Kathryn F. from Burmeister Law Firm

Verified Reviewer

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

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.

July 2020

Patrick from SMO Financial & Insurance Services, Inc

Company Size: 2-10 employees

Industry: Financial Services

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

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.

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!

November 2019

Anonymous

Verified Reviewer

Company Size: 1 employee

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

November 2019

eFile Cabinet and SecureDrawer

I am able to share files with my clients in accordance with IRS guidelines.

Pros

My clients and I are able to share files securely.

Cons

I need a workflow management solution which is not included with eFile Cabinet.

Reasons for Choosing eFileCabinet

EFileCabinet is easier to use than any of the products I tried. It is also more cost effective.

Response from eFileCabinet

Replied November 2019

Thank you for taking the time to leave us this review, it's great to hear your feedback!