eFileCabinet

eFileCabinet

Cloud based electronic document management

4.4/5 (563 reviews)

eFileCabinet Overview

eFileCabinet is a document management solution for SMBs or departments of enterprises that are highly paper intensive with distributed workforce across multiple office locations. The solution offers cloud and on-premise deployment methods that are named as eFileCabinet Online and eFileCabinet Desktop. It is designed to cater to the needs of businesses in various industries including oil & gas, retail stores, healthcare, financial services, transportation, government and education.

eFileCabinet solutions assist users in maximizing office productivity by capturing, storing, managing and sharing files for businesses. The product can be accessed by mobile apps available for tablet and smartphone users that allow them to click and upload pictures of documents. It also helps in managing the document security and access by assigning role-based permissions to users that let only specified users to edit & set-up files in eFileCabinet Online.

eFileCabinet has Zonal optical character recognition that allows individuals to convert paper documents into digital files through document scanning and editing. This eliminates the need of repetitive typing and creates easy text searches for document retrieval. eFileCabinet also offers a SecureDrawer product the allows users to securely share documents with coworkers or clients.

eFileCabinet solutions are fully compliant with HIPAA, SEC, FINRA and NASD regulations. It employs SSL/TLS encryption on data transmission between data servers and users computer to maximize the security of data. Some of the key clients of eFileCabinet are Coca-Cola, H&R Block, Comcast, JPL, and more.

Pricing

Starting from
$15.00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

eFileCabinet Reviews

Overall rating
4.4/5
89% positive reviews
322
Excellent
179
Very good
44
Average
13
Poor
5
Terrible
Philip S.

Excellent way to go paperless

Used Daily for 2+ years
Reviewed on 8/14/2019
Review Source: Capterra

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

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Julie M.

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

Used Daily for 2+ years
Reviewed on 2/27/2019
Review Source: Capterra

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

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Michael E.

Exceptional Document Management System Software!

Used Daily for 1+ year
Reviewed on 12/5/2016
Review Source: Capterra

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

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Stephen B.

One of my Most Valuable Tools

Used Daily for 2+ years
Reviewed on 8/27/2016
Review Source: Capterra

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

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Patrick C.

My eFileCabinet Experience

Used Weekly for 1+ year
Reviewed on 8/7/2019
Review Source: Capterra

I feel confident that I made the right decision to help me contain, secure, and provide greater efficiencies with my cloud storage.

Pros

I liked the intuitive technology that seemed to be very "user friendly" compared to its competitors. I compared this technology with others and felt this was not just an out of a box product. I can customize it but I did not need to begin customization from the ground up. I didn't want to be an expert on learning how to build my cloud storage so, i felt eFileCabinet provided the construct while i just need to customize it a little to fit my needs. There is a tremendously helpful customer implementation team and support any time i need it. The customer service is very friendly and extremely helpful and it is in the United States. No waiting for service.

Cons

I have not found anything too big to complain about. There might be slight nuances that could make things better and more efficient but i found the competitors to have greater inefficiencies and work arounds that do not save time. Maybe eFileCabinet could have greater integration with the CRM's. I have Salesforce and it works well but I feel it could be better integrated.

Response from eFileCabinet

It is so great to hear that you find the technology to be intuitive and user friendly! We look forward to providing continued support for your business, thank you so much for taking the time to leave us this review!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

eFileCabinet Pricing

Starting from
$15.00/month
Pricing options
Free Trial
Subscription
Value for money

Basic: $15/month/user

Advantage: $30/month/user

Business: $55/month/user

All plans billed annually.

Enterprise: contact eFileCabinet

eFileCabinet Features

  • API
  • Access Control
  • Automatic Notifications
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Permission Management
  • SSL Security
  • Search Functionality
  • Third Party Integration

  • Activity Dashboard
  • Activity Tracking
  • Chat
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Communication Management
  • Customizable Branding
  • File Management
  • Projections

Additional information for eFileCabinet

Key features of eFileCabinet

  • Active directory
  • Audit trail
  • Automated alerts
  • Client sharing portal
  • Document retention
  • Drag & drop file storage
  • Full API access
  • Full-text indexes
  • Guest auditor access
  • HTML 5
  • MS Office integration
  • Mobile app for iOS and Android
  • Online backup service
  • QuickBooks integration
  • Role based permissions
  • Role-based security
  • Search documents
  • SecureDrawer web portal
  • SideKick
  • Store documents
  • Synchronizes data
  • Systematic file versioning
  • Workflow management
  • Workflow management
  • Zonal OCR
  • eSignature integration

Benefits

  • eFileCabinet allows users to create digital files that can be securely stored, transferred and searched to browse & quickly view the data.

  • For the secure transmission of files through the eFileCabinet SecureDrawer, the solution allows users to collect digital signatures of clients and coworkers.

  • eFileCabinet supports automated workflow management that allows documents to be automatically routed for approval, evaluation, revision or collaboration.

  • The solution offers multiple security features such as role-based security, document retention, audit trials and SSL security that makes it fully compliant with HIPAA laws.

  • eFileCabinet allows users to create configurable dashboards, set automatic reminders and pull reports related to the specific data points.

  • eFileCabinet FAQs

    Below are some frequently asked questions for eFileCabinet.

    Q. What type of pricing plans does eFileCabinet offer?

    eFileCabinet offers the following pricing plans:

    Starting from: $15.00/month

    Pricing model: Subscription

    Free Trial: Available

    Basic: $15/month/user

    Advantage: $30/month/user

    Business: $55/month/user

    All plans billed annually.

    Enterprise: contact eFileCabinet

    Q. What are the main features of eFileCabinet?

    eFileCabinet offers the following features:

    • Active directory
    • Audit trail
    • Automated alerts
    • Client sharing portal
    • Document retention
    • Drag & drop file storage
    • Full API access
    • Full-text indexes
    • Guest auditor access
    • HTML 5
    • MS Office integration
    • Mobile app for iOS and Android
    • Online backup service
    • QuickBooks integration
    • Role based permissions
    • Role-based security
    • Search documents
    • SecureDrawer web portal
    • SideKick
    • Store documents
    • Synchronizes data
    • Systematic file versioning
    • Workflow management
    • Workflow management
    • Zonal OCR
    • eSignature integration

    Q. Who are the typical users of eFileCabinet?

    eFileCabinet has the following typical customers:

    Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

    Q. What languages does eFileCabinet support?

    eFileCabinet supports the following languages:

    English

    Q. What type of pricing plans does eFileCabinet offer?

    eFileCabinet has the following pricing plans:

    Subscription

    Q. Does eFileCabinet support mobile devices?

    eFileCabinet supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does eFileCabinet integrate with?

    eFileCabinet integrates with the following applications:

    DocuSign, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, Microsoft Word, Office 365, RightSignature, Salesforce Sales Cloud, ShareFile, iDeals Virtual Data Room

    Q. What level of support does eFileCabinet offer?

    eFileCabinet offers the following support options:

    FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials