eFileCabinet

eFileCabinet

by eFileCabinet

Who Uses eFileCabinet?

eFileCabinet is used by businesses that want to simplify processes, save time, save money, be compliant, and make all their documents instantly and securely accessible from anywhere.

What Is eFileCabinet?

eFileCabinet empowers businesses to reinvent their most common processes to be more efficient. Offering both cloud and on-premise platforms, eFileCabinet is document management software that provides businesses with intelligent organization, workflow automation, secure file-sharing, and eSignature requests, all on one platform. Businesses never have to worry about losing documents, wasting time, or keeping compliant. eFileCabinet is accessible via web browser and a desktop app.

eFileCabinet Details

eFileCabinet

http://www.efilecabinet.com/

Founded 2001

eFileCabinet Pricing Overview

eFileCabinet does not have a free version but does offer a free trial. eFileCabinet paid version starts at US$15.00/month.

Starting Price

US$15.00/month

Pricing Details

Billed Annually

Free Version

No

Free Trial

Yes

Deployment

Installed - Mac

Cloud, SaaS, Web

Installed - Windows

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

24/7 (Live Rep)

Business Hours

Online

eFileCabinet Features

Digital Signature Software
Audit Trail
Authentication
Auto Reminders
Customisable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Task Progress Tracking
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
Version Control

eFileCabinet Reviews

Showing 5 of 726 reviews

Overall
4.4/5
Ease of Use
4.3/5
Customer Service
4.4/5
Features
4.2/5
Value for Money
4.3/5
Deborah F.
Firm & System Administrator
Accounting, 13-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 14/06/2019

"EfileCabinet Document Management System"

Comments: No issues. We are very happy.

Pros: Very easy to use. Always works. Competitive Pricing.

Cons: I wish I could pdf from lacerte into efilecabinet, but its not that big of a deal to just pdf to my desktop and then drag and drop into efilecabinet.

Vendor Response

by eFileCabinet on 20/06/2019

It is excellent to hear that your business is happy with eFIleCabinet. We strive to provide the best in value and support for our customers! Thanks for taking the time to leave us this review!

  • Reviewer Source 
  • Reviewed on 14/06/2019
Verified Reviewer
Owner
Accounting, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 7/11/2019

"eFile Cabinet and SecureDrawer"

Comments: 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.

Vendor Response

by eFileCabinet on 21/11/2019

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

  • Reviewer Source 
  • Reviewed on 7/11/2019
Rocky L.
Enrolled Agent
Accounting, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 11/05/2020

"Multiple Locations "

Comments: This helped us mange our files better and more efficiently. It assured with the accessibility of files for everyone in the organization. Opening over multiple states this is a must.

Pros: What we like most about the software is the accessibility from multiple locations and ease of use.

Cons: It is a little hard to mange on your phone. Not impossible but takes some getting used to for old eyes.

Vendor Response

by eFileCabinet on 17/06/2020

It's awesome to hear that you love the ability to use eFileCabinet in multiple locations across multiple states! We strive to help your business be more efficient! Thanks for leaving us your feedback, we truly value you as a customer and are grateful for the review!

  • Reviewer Source 
  • Reviewed on 11/05/2020
Gretchen C.
Document Specialist
Insurance, 13-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    1/5
  • Ease of Use
    4/5
  • Features & Functionality
    2/5
  • Customer Support
    2/5
  • Value for Money
    2/5
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Reviewed on 15/11/2019

"eFile didn't meet our business goals"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 15/11/2019
Lisa C.
Senior Director, HR
Nonprofit Organisation Management, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 11/03/2020

"Worth it!"

Comments: 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!

Vendor Response

by eFileCabinet on 12/03/2020

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!

  • Reviewer Source 
  • Reviewed on 11/03/2020