Who Uses This Software?

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.


Average Ratings

376 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $15.00/month/user
  • Pricing Details
    Billed Annually
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • eFileCabinet
  • www.efilecabinet.com/
  • Founded 2001
  • United States

About eFileCabinet

eFileCabinet can literally make all your documents file themselves. Its a document management solution that combines advanced OCR, secure file sharing and powerful workflow automation tools to transform how your business deals with paperwork. eFileCabinets system uses OCR templates to recognize any type of document you use, so when you scan or upload it, the system knows what to name it and where to file it. Retrieve it instantly using keywords contained in the document. Never lose a document.


eFileCabinet Features

  • 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
  • Access Controls/Permissions
  • Audit Trail
  • Collaboration
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • Messaging
  • Real Time Synchronization
  • Search/Filter
  • Workflow Management
  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Contract Management
  • Document Assembly
  • Document Indexing
  • Document Tagging
  • Full Text Search
  • Version Control

eFileCabinet Reviews Recently Reviewed!


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

Feb 27, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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!

Vendor Response

by eFileCabinet on March 19, 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.

Exceptional Document Management System Software!

Dec 05, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: I know that it may be hard to trust someone just by reading a message on the screen, but trust me when I say this: EFC will help you organize everything you could ever want for your company or household. If I had the ability to purchase a company of EFC, I'd do so from a personal standpoint to utilize for my home documents. It is easy to use, simple to update, and possibly the best software on the market for document management.

Vendor Response

by eFileCabinet on March 19, 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.

One of my Most Valuable Tools

Aug 27, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Vendor Response

by eFileCabinet on March 19, 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.

eFileCabinet Review

Apr 09, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: I like how easy it is to use. I like how it is laid out. I like the function of emailing encrypted documents.

Cons: Secure drawer is HORRIBLE. Our clients and us are ALWAYS having issues with it. We love the idea. We love having a secure way to send docs, however it needs to more simple. And when we are able to speak with customer service they're fantastic and always tremendous help. However sometimes the wait times to get ahold of CS is difficult. Most of the year I can sit on hold for 40+ mins and it is not a problem. But during Tax Season Feb-Mid April, I do not have time to sit on hold for that long. I just cannot. So that is a very small downfall, however it very normal with any system and any customer service team.

Overall: We love e-file cabinet, and we love the IDEA of secure drawer. But it is just so difficult for our clients and us to use.

Vendor Response

by eFileCabinet on April 22, 2019

It's great to hear that you love how easy eFC is to use. We're excited to announce that we have some big changes launching soon that will improve the user experience even more and we would love to tell you more about how these changes can assist in your frustrations with Secure Drawer. We are hosting a free webinar on April 25 to discuss these changes, if you are interested you can register here: https://go.efilecabinet.com/webinar/whats-new-efc Our customer support team is also available via chat, phone, and through email to assist you as quickly as possible, and we also have our new Premium Support available for easy access 24 hours per day, 6 days per week. We hope providing these options for support will assist you in getting the support you need quickly and efficiently. Thanks for taking the time to leave us your feedback!

A Great Solution for Your Paperless Business

Feb 22, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

Vendor Response

by eFileCabinet on March 19, 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.

eFile review

Apr 19, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: What I like most about this software is how easy it is to use eFile Sidekick. We have found that using that saves us much more time than using the online version and pulling documents from our email is much quicker than using the eFile scanner.

Cons: What I least like about this software is how the online version lags so much. We are also a company of 30,000+ so we have many drawers out there for our employees. We've had to create multiple cabinets to continue adding employees into. We've had to find a work around in searching for employees since our one cabinet is so full, we can't click on it without freezing and getting booted out of sidekick. I do wish that eFile was able to really handle the amount of documents we put into the system and that it would run smoother for us.

Overall: Our overall experience with eFile is becoming more positive. We started out on a rough patch with the system. Our initial training wasn't the greatest and didn't focus on what we would actually benefit from in the system so we basically had to teach ourselves how to use it. Our company uses Sidekick more than online which has really helped our productivity in our company as we used to spend tons of time trying to get documents into employee drawers.

Vendor Response

by eFileCabinet on April 25, 2019

Thank you so much for your feedback. We appreciate your business and for your trust in us to provide support for your business. We're excited about some new upcoming features that are launching soon that will improve the user experience even more. We look forward to providing continued support for your business. Thanks for taking the time to leave us a review.

Great storage option!

Dec 09, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: 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.

eFileCabinet User for Many Years

Apr 10, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: eFileCabinet allows you to print straight to the program from every other program I have ever tried - Microsoft suite programs, accounting software, QuickBooks, tax software, everything! This feature along with the ability to quickly scan and store items make a paper-free office a reality, not just a goal.

Cons: I have my eFileCabinet set up very detailed. I would like to be able to click on where I want the file saved or printed to and then just scan or print it straight in there. Most times I have to click as many as six different things to save the document where I want it. That has been a complaint of mine since I started using the software.

Overall: I have a tax and accounting practice, and eFileCabinet allows me to have very little filing space. Everything is returned to the clients, and I scan everything and have access to whatever I need or want from there.

Vendor Response

by eFileCabinet on April 22, 2019

Thank you for your feedback and taking the time to leave us this review. We are excited about some new features that will be launching soon that are going to improve the user experience even more. We would love to tell you more about them and are hosting a free webinar on April 25 where you can learn more. You can register here: https://go.efilecabinet.com/webinar/whats-new-efc Our customer support team is also available to discuss some of these new features and can show you how they can improve your processes. We hope this helps and look forward to providing you with continued support for the success of your business.

Thoughts after using EFC

Feb 04, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Vendor Response

by eFileCabinet on April 01, 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.

Does the Job!

Apr 19, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: This software will make it easy for you to keep important documents for your clients and for other aspects of your business in one place, safely and securely. It is fairly flexible in that you can organize the client "files" and "filing cabinets" how you like. You can search for the client name which makes it easy to find what you are looking for with only a few keystrokes.

Cons: The software can be a little confusing to use and a bit finicky if you double-click on your pdf files that you want to "check out". I've lost items that I had scanned into the software because the pdf file gets locked up and can't be recovered. I called support for help, but they either didn't understand what my issue was or couldn't recreate it to fix it. I just try to be careful when viewing or "checking out" documents. You can also scan documents directly into the software, but this software does not have the ability to manipulate the saved scans - like, if you decide that you want to add or delete or even change the orientation of an already saved document you will need to purchase a full version of adobe pdf software.

Overall: We have to use eFileCabinet for our financial and tax business. Our tax software doesn't support eFileCabinet so it takes us extra steps to save completed pdf files of tax returns into the software. For our financial clients, we are required to have this software so we have . But, overall, the software does what it is supposed to - to keep your documents safe and secure in one easy to search place. Customer service is reachable and they will answer your questions when they are able to.

Vendor Response

by eFileCabinet on April 29, 2019

It's great to heart that we're able to help your business store documents for your clients securely. We're excited to be launching some new features that will work even more efficiently and seamlessly with other tax software platforms and hope this will really help your business. Thanks for taking the time to leave us this review.

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

Aug 24, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: The company offers helpful video tutorials on their website and also searchable help on their website. There are user webcasts from time to time that are helpful, as well. It is an easy software to learn and use. If you're comfortable using Windows explorer, many of the structures will seem familiar, and that's a plus.

Decent software and features but support is lacking

May 07, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: We also use the SecureDrawer product to integrate sending and receiving files with our clients. I prefer e-file cabinet as it works better and seems like a better user experience. Overall I like the simple way to add files, categorize and use templates and search functionality. All work very naturally and are easy to remember when I need to perform an action.

Cons: We run it on a local server and it often forgets or gets confused when doing the indexing. I add new clients so sometimes we cannot find the new folders and have to search for them manually. This is only an issue periodically but in my 4 years working with the software seems to happen more than any other product I have used in the past.

Overall: The software makes it easy to share client files between departments and simple to send files to the client when requested. Overall it is a good product.

Vendor Response

by eFileCabinet on May 09, 2019

Thanks so much for your feedback. It's great to hear that we've been able to help your business with keeping things simple and organized. We are excited about some of the new updates being released soon that will improve the user experience even more to assist with some of the issues you mention here. We also have a support team that is available through phone, chat, and email that is ready and willing to help with any additional questions you have. We look forward to providing continued support for the success of your business!

Great storage for a small CPA firm

Feb 19, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

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

Vendor Response

by eFileCabinet on March 19, 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!

Keep it simple and convenient

Feb 22, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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?

Overall: 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.

Vendor Response

by eFileCabinet on March 19, 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.

2018 feedback

Apr 18, 2019
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The easiness of the usability and the relationship of RightSignature.

Cons: 1) I do not like the easiness of the delete function, without securing the delete key

2) I want the ability to upload folders into the client accounts

3) I would like an easy function to resend an expired link to a client. Often times, when clients are purchasing or refinancing their homes, they need the tax return from a year prior.

4) I would like the ability to send a link to an isolated item in the efilecabinet ( i.e. a specific W2 or a certain receipt that the client requests. ). I would like the option to right-click and send a link for the specific item

5) I would like the ability to upload electronic folders into a client name in efilecabinet.

Overall: We experienced a lag time with the end of the tax filing season. Would have been better with more bandwidth to help us in the field.

Vendor Response

by eFileCabinet on April 25, 2019

It's great to hear you enjoy the usability feature and the way our software integrates with RightSignature. We are excited for some new updates launching shortly that will help improve some of this concerns you have mentioned and that will provide an even better user experience. If you have any questions or ever need additional support, our success team is here to help you via chat, phone, or email. Thanks for taking the time to leave us a review!

Efile, can't live without it.

Apr 17, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use and security features to allow secured access to offsite users. Customer can send Financial information, Examiners can review documents cutting down on onsite visits. Option to scan in Black/White, Gray-scale or Color help with photos in our Appraisal. No need to retain hard copy file. We can print our Credit Reports and Business Searches directly to efile. Saving in both process and cost by skipping the need to print then scanning. PDF received we can move and drop directly to efile.

Cons: Haven't experienced any cons and we've used this for years now.

Overall: Time saver, no more running around to locate files. Can send documents password secured by email. You can design how you want to setup and use efile with customization of templates, user and file retention. Customer service is great, love that on our desktop version help link takes me directly to the website. I can then lookup my question with answer to resolve or chat with a rep. in a timely manner.

Vendor Response

by eFileCabinet on April 22, 2019

Thank you so much for taking the time to leave us this review. It's great to hear that you love the ease-of-use our features provide and that you haven't experienced any cons. We love to support your business and are excited to continue to provide support for your success.

What I Like and Don't Like About eFile Cabinet

Feb 04, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is super easy to scan and file documents with eFile Cabinet. Filing directly from the computer to eFile is a great way to save on paper. Restoring deleted files is a very simple process.

Cons: There are glitches with the Indexing Service not running. It used to be that a message would appear on screen letting me know that the service has stopped which would then necessitate a call to eFile Cabinet. I finally had them walk me through what needed to be done to correct the problem and I now correct it myself. The eFile tech people are all wonderful to work with - they are patient and always fix the problem.

Overall: EFile Cabinet saves us from having to keep hard copies of our clients files and this, in turn, saves us from having to buy filing cabinets and finding room for them. Files are easy to access.

Vendor Response

by eFileCabinet on April 01, 2019

Thank you for taking the time to leave us a review with your feedback. It is great to hear that our support team is good to work with and that they've been able to help you with technical issues. We look forward to providing continued support for your business.

Getting Better

Apr 10, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love the simplicity for others to use the software via Secure Drawer. Once you've figured out a few kinks, which are very few now, it is very simple to use. It is always available, never down so very reliable.

Cons: Customer Service is online only which is very frustrating when you'd like to speak to explain the issue. It is very hard to initially learn how to maneuver the system and integrate Secure Drawer.

Overall: Very reliable, easy to maintain, super easy to retrieve documents.

Vendor Response

by eFileCabinet on April 22, 2019

It's great to hear that you love the simplicity for using our software through Secure Drawer. We are excited to tell you about our Premium Support, which is available 24 hours per day, Monday through Saturday. We also have an available support team available via chat, phone, and email to assist you as quickly as possible. Your customer success manager has reached out and spoken with Heidi about this, and would love to speak with you if you have further questions. We help this provides a solution for your support needs and we look forward to providing continued support to you and for the success of your business.

eFileCabinet Review

Feb 08, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the search option. You can search for a client by first name or last. Customer service is incredible. They really know their product.

Cons: We have issues with permissions. We store a file and you can't see it listed. This is getting better. Templates are a little bit complicated to do especially since you have to apply to drawers individually. We also didn't know there could be an issues with too many clients in a drawer. We had to set up more drawers to spread them out.

Overall: We are happy with it but it has been frustrating. But for the price its a very good option.

Vendor Response

by eFileCabinet on March 19, 2019

Thank you so much for leaving your feedback in this review. It's great to hear that you enjoy the search functionality. Your customer success manager is available to assist with any further issues you may have with templates, and we hope to be able to provide a smoother process for your users going forward. We're excited to have some future updates coming that will improve the user and client experience even more, and look forward to continuing to support the success of your business.

efc review

Mar 15, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: First off the customer service is phenomenal!...Enthusiastic employees who have a comprehensive knowledge of their software. The software is very good as well. If you don't use a document manager, this software will lower your blood pressure 10 points and let you take a 2 week vacation that you couldn't take before.

Cons: the older version let you see everything date sorted, now the newer version not have that....also when you upload to the newer version the prior dates that created pdf are obliterated...that's bad!!......also older version used to have a store again feature..........would get big points if you incorporated a to do list into the program.....dm of intuit does that.

Overall: run a very good operation over there.

Vendor Response

by eFileCabinet on March 26, 2019

It's great to hear that our software lowers your blood pressure and allows you to take vacations! We strive to provide great service and value to our customers and love to support their success as individuals and as a business. Thanks for leaving this great review.

The Good & the Bad

Dec 09, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Ease of use once I figured it out.

Cons: I'm still figuring out what I can and can't do. It didn't help that apparently, I was in no man's land for most of the year. We thought we were purchasing a cloud-based product (we don't have the storage capacity), but found out quite by accident when talking to a tech rep and got our subscription changed to "online". However, in renewing negotiations, I found that we were still being billed and supported as a desktop product.

Overall: We now have all our customer records converted to efilecabinet so we're kind of married. The good news is that anytime I need a customer record when I'm taking a dog to the vet, I can quickly log on from anywhere and get that record. The bad news is that it took us a year to get to this point. Customer service is very lacking. In order to get answers, I have to make an appointment with a tech rep. Unfortunately, in my business, I do not have the luxury of setting an appointment and being able to be available for a call at a specific time. There are still issues to be ironed out, but I simply need my questions answered when I call, not in an appointment 2 days later.

Recommendations to other buyers: Get everyone in your office on the same page. Put together a tech support team who is truly responsive. When a customer has a question or problem, an appointment for a call two days later is unacceptable. I don't have time to go out looking for a replacement which is why we are renewing, but over the next year, I will be considering my options.

Efile Cabinet

Feb 08, 2019
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: E-file is used on the daily. 1,2,3 steps. Easy-ish to use. Clear instructions and great customer help with employees that are friendly and knowledgeable when a problem occurs. The software is very black and white and you are able to Create a more advanced.

Cons: Creating a more advanced and complex filing system when scanning multiple files is more on the challenging side to correct. If you mess up and want to delete a mistake it is near impossible. I look at efile as more as the finale draft for a project and there are not many editing options to play around with. It would also be nice to have a button where you and individually select pages in the file to scan.

Overall: Efile is a 1,2,3, step in system organizing. If you are trying to convert from paperless.. efile has some challenges. There are not many editing so if you want to change the direction of the organization you can not easily do that using this software. So far with the storage space it is working great! It would also be nice to have a button where you and individually select pages in the file to scan.

Vendor Response

by eFileCabinet on March 19, 2019

We're happy to hear that you find eFileCabinet as easy as 1,2,3 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 support for your business. Thank you for taking the time to leave us a review!

Great Software, Excellent Value

Feb 01, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The price just can't be beat. Our small-midsize business had needs for confidential electronic employee record-keeping, and efilecabinet was a perfect fit for us.

Cons: Not all the functionality is there. For instance, I can upload Outlook Mail messages directly to the file, which is great; however, I can't view these messages from within the online software - it must be downloaded. This kind of defeats the perfect of keeping the files stored within the efilecabinet and nowhere else. Additionally, sometimes load times to view files is a bit slow. Wish it were a bit smoother.

Overall: We have already spoken the praises of eFileCabinet and referred business. We love the product, it does precisely what we need.

Vendor Response

by eFileCabinet on April 01, 2019

It's great to hear that we are able to support your business with exactly what you need. We strive to provide great value for all of our customers and we're excited for some future updates that will be improving the user experience even more. Thanks for leaving us a review!

Can't Imagine My Business Without It

Feb 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: eFileCabinet allows my business to have every client document, marketing file, and expense worksheet right at our fingertips. I love how easy it is to use and how we can have our files so well organized. We have avoided many customer issues and definitely increased our sales by the organization that eFileCabinet has provided us.

Cons: The price is nothing to balk at and at first I was hesitant since there are other, cheaper, options out there. But let me tell you the ease of use, quality of the product and fantastic customer support make it worth every penny we spend.

Overall: eFileCabinet has so changed the way my business runs that I will forever be thankful I stumbled upon it. We can now operate in a smaller footprint, print WAY less documents, and have everything we need for a great customer transaction right in front of us. We have saved and made way more money from using eFileCabinet than the software costs. 10/10 would recommend to any size business.

Vendor Response

by eFileCabinet on March 19, 2019

Wow, thank you so much for taking the time to leave us a glowing review! We're happy to have taken part in supporting the success of your business and are excited to continue that effort moving forward.

What I have accomplished because of eFile Cabinet.

Dec 09, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is easy to use and easy to find the documents I need.

Cons: It is so expensive that we can't afford more than one user. We are a small city and the numbers are hard to justify on paper for another user.

Overall: Three years ago, our office decided that we needed to step into the digital age and start making digital copies of documents. The reasons were for storage space capacity and for the ability to find documents when we needed them. Recently I have been asked about events that happened in Beaver City in the last three years and been able to find these documents with ease. Yesterday, I was asked about some very important easements and ownership that I could not find and have no way to know where these documents would be. This is the most expensive loss I have encountered in my time with Beaver City. It will take many days and maybe weeks to search for these documents and may never find them. That will not happen again to anyone in our office because they will be able to find important documents from this time forward. I love using eFile and being able to find answers to valuable and important questions.

I love eFc! I've never worked with anything like eFc and it wasn't difficult to learn.

May 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the versatility. From the beginning, I could see the many opportunities of how eFc could be used by other industries/situations. I am amazed that we have the ability to create a digital filing cabinet where WE, the user, can organize each drawer however is best for our business or our purpose. Organization can be as extremely detailed or as simplified as one wishes . If a piece of information needs to be shared outside of the business then there are numerous easy ways to do that including SecureDrawer. To top it off, it is not difficult to learn. We've all dealt with software that requires us to pull out our notes to work in it. Not eFc!

Cons: As with all software, there are little things that happen every once in a while. For example, 2% of the time when I type in a search word (that I know is there), nothing will come up. As I said, it's just a little thing.

Overall: Retention of important data (sent from outside the firm or created by the firm); ability to organize data as I wish, ability to share files with clients

Good Features and Secure but Document Sharing is Difficult.

Dec 09, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Good Features.

Secure Logins.

Good Support.

Easy to understand design.

Cons: Some features are not explained fully - so I don't know how to use them.

Secure drawer is confusing and doesn't sync well with eFileCabinet.

I find the support team to be helpful but at times they do not explain well what they are doing or what the solution is. They simply take over your computer (very occasionally without asking) and fix the problem. At times they will leave without closing the various windows they used to solve the problem. Despite those grievances, I do find it very easy to have a problem solved although we haven't needed to call or chat in months!

Overall: We've been using eFileCabinet for a year now after previously using SmartVault.

I like the many features, including the ability to create templates, tag documents and assign documents to employees but what really got us hooked are the emailing features.

We love that you can email out sensitive documents with a password and specific restrictions.

We find that having a document sharing system with our clients is difficult. I find SecureDrawer to be confusing to set up and use. Therefore, we don't use SecureDrawer as much and we can longer offer document sharing to our clients.

Overall, we are satisfied with the product and how secure our system feels. I would recommend it to other small-medium businesses.

Capterra loader

Great Platform for Date Keeping

Feb 08, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We love the ease of the software. The employees and I are able to maneuver easily through the program and locate everything we need to find. We like that it alerts us to check the files back in if we happen to leave them open while working on another project. Additionally, we enjoy the scanning features to be able to speed up the process of data entry.

Cons: It took awhile for us to get our efile scanner setup. We were not able to set it up ourselves, we had to contact the support desk, however, in the end we got it set up, and have no issues.

Vendor Response

by eFileCabinet on March 19, 2019

Thank you so much for leaving this review. It's great to hear that you enjoy the scanning features and that our services have been able to help speed up data entry for your company. Our customer success team is always here to support your needs if you have any further questions or need further assistance. We're excited to continue support for the success of your business.

Saved Our Business

Feb 13, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: This software has been a lifesaver for our business. We are a small/local/rural health care organization that has a lot of records. We are required by our state to house those records for a long period of time even after the individual is no longer being cared for. We were overrun by paper. We made the switch to eFileCabinet about 2 years ago and haven't looked back. Once a file is scanned, I feel confident that it is safe and secure and uploaded exactly how I expect it to be. I have no problem shredding a document after it is uploaded because I know it is safe.

Cons: The initial start up was difficult with all our backlog, but the software made it easy to achieve.

Vendor Response

by eFileCabinet on March 19, 2019

It's great to hear that our product has been a lifesaver for your business! We're happy to be able to support your success. Thank you so much for taking the time to leave us a great review!

Life Saver

Aug 24, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We save so much time, money and stay more organized with eFileCabinet. Being able to have the online version has opened the doors for us to manage our files from anywhere we have a signal.

Cons: There truly are little to no cons to this software if you are looking for ways to improve you productivity and manageability of your organization.

Overall: When I was introduced to eFileCabinet three years ago we were using the desktop version, which I learned very quickly so I can say it is very user friendly. Last year we decided to switch to the online version and have loved every minute of it. The team at eFileCabinet are truly amazing and we can't speak enough good about them. We save so much time, money and stay more organized with eFileCabinet. Being able to have the online version has opened the doors for us to manage our files from anywhere we have a signal.

Recommendations to other buyers: You are wasting time and money if you don't take a closer look at eFileCabinet in any format you so choose that fits your organization best.

EfileCabinet for Rep Payee use

Apr 30, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the ease of use the most. The software allows us to easily set up and manage hundreds of client accounts with ease. Many of our clients have special requirements and this system allows us to customize each clients account record with ease.

Cons: I wish there was a way to file the clients information more easily. We have over 400 clients that we scan documentation into files for and this system can be a bit cumbersome with so much documentation that needs to be filed.

Overall: Overall our experience with EfileCabinet has been positive. We have eliminated the need for 9 - 10 filing cabinets.

Vendor Response

by eFileCabinet on May 01, 2019

Thank you so much for taking the time to leave us this review. It's awesome to hear that our software is able to assist your business in managing client accounts with ease. We're excited to be launching some new features that will help provide you a solution to file client's information even easier, if you contact your customer success manager, they will be able to give you more information. Thanks for your feedback! We look forward to providing you with continued support for your business.

HMFG eFile Review

May 08, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The ability to have embedded folders that act as a filing service for all our client documents is key. Having the option to preview documents helps speed up anything the firm is doing to reduce how many open files are sitting on the computer. The support staff is also great with any needs that we have.

Cons: It is sometimes slow and archaic as we have not seen a lot of new updates or new features since the time we have started using the software. We are hoping that more services will come out that would help with our normal day to day activities.

Vendor Response

by eFileCabinet on May 09, 2019

It's great to hear that you love some of the features and functionality our system provides for your business. We are excited to announce some new updates coming out that will improve the user experience even more and look forward to helping grow the success of your business through continued support.

Review

May 01, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Keeps everything organized and is pretty easy to use.

Cons: The app is HORRIBLE. Needs significant revamping. It is very difficult to understand the symbols to click on in order to open things in the app. Also, the software on a laptop sometimes malfunctions when uploading documents to storage and the only way to get E-file working again is to restart the entire computer which is frustrating.

Overall: Overall I love the service but the app needs a refresh. I also wish that the new payment policy included myself and my husband for a lower price as it just doubled since we are two users and we have been using this service since we began our business.

Vendor Response

by eFileCabinet on May 06, 2019

Thanks so much for your feedback. We're excited to announce that we have some new updates coming that will make the app and overall user experience more user-friendly and look forward to providing your business with continued support. Thanks for leaving us a review!

eFileCabinet Excellent Digital Filing and File Sharing System

Feb 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: All my files are digitally organized in one central system, easily available, searchable, and sharable with clients. Easy to use, fairly priced, and excellent technical support.

Cons: The inability to directly file an e-mail attachment in e-file cabinet. it has to be "parked" some place and transferred to EFC. It's an annoyance.

Overall: I work remotely a great deal and essentially have access to my entire office from my lap top. I can share documents with clients securely and easily. For most uses in my business, It's a legal violation to share documents by e-mail attachments. EFC and secure drawer are the easiest way to transfer documents back and forth. My clients love it.

Vendor Response

by eFileCabinet on March 19, 2019

Thanks so much for sharing your experience with us in this review! It's great to hear that your clients love our system and that we're able to provide both the security and functionality that your business needs to be successful and compliant.

N.E. Agri-Service Review

Feb 23, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of finding and storing documents, the options of security when sending an email. the scanning feature is very easy to use.

Cons: That there is not an automatic print feature to store tax returns.

Overall: Overall eFileCabinet has been a good experience. Support is very good and it is easy to get a hold of them.

I do like the ease of being able to send documents to Secure Drawer. Some of our clients use that function to send us documents and they like the security of it and the ease of it. A lot of our clients are elderly farmers and they are really not into using computerzied equipment or software, but the ones that do, do like it.

Vendor Response

by eFileCabinet on March 19, 2019

Thank you so much for leaving this review, we really appreciate your feedback. We're excited to hear that you've found our system helpful and easy to use with our clients, and that you've enjoyed working with our support team. We look forward to continuing to support the success of your business!

Efile Cabinet

Sep 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

Overall: 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!

Vendor Response

by eFileCabinet on April 01, 2019

It is great to hear we have been able to help your business save time and space! We strive to provide our customers with the best possible value and service. Thanks for leaving this great review!

Insurance & Financial practice

Dec 16, 2016
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Fairly easy to set up and use

Cons: Log-in process can be slow.

Scanning to upload process - separate eFile online scanner needs to be used since the "scan file" option in the main web application often misses pages or incorrectly uploads files.

Overall: I have been using eFile for almost 2 years and consider myself fairly tech savvy. With eFile, any technical issue is usually resolved very quickly as their Tech support is top notch, but the actual web-based portal can occasionally be bothersome. File uploading is not as streamlined as I believe it could be. I must say that Recent improvement to the platform addressed some issues I had in the past with the original web-based version. I also find that I prefer some feature of the original version and some from the new version. The new version has a cleaner look to it, but unfortunately, I haven't figured out how to get the best of both versions.

Regardless, I prefer this over paper files and my staff likes not digging through paper files also.

I'm confident that the system will continue to be refined and should suit the needs of the majority of users.

eFileCabinet review

Apr 30, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The preview function to see documents without having to download them. Easy to upload documents.

Cons: Occasionally the software will be very slow to open drawers and files. Other times we get the "oops something went wrong" notice and all we can do is log out of the platform and try again later. We are never sure what went wrong and usually any work we uploaded will not be saved.

Vendor Response

by eFileCabinet on May 01, 2019

Thank you for leaving us your feedback! It's great to hear that you love the preview function. When you happen to have the "oops something went wrong," message, please feel encouraged to reach out to our amazing support team. They are available via chat, email, and phone and strive to assist customers with the best possible solution. Thanks again for leaving us a review, we look forward to providing continued support for your business!

eFileCabinet Review 2-9-19

Feb 09, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: It is easy to use and understand and organize our records. There are also various ways to find any documents in your cabinet without having to remember which year or title you named it.

Cons: It is somewhat difficult to set up new templates. Once they are setup, they are easy to apply to your drawers but cumbersome to setup.

Overall: We are required to keep records for clients for 10 years so it has really made it easier to find information in old files without digging thru various old paper files. It has saved us in time and costs by not have any paper storage costs and maintenance anymore.

Vendor Response

by eFileCabinet on March 19, 2019

Thank you so much for taking the time to leave us your feedback. It's great to hear that we've been able to provide a solution for your business to store documents for the required length of time, and we're happy you find the system easy to use.

Great way to share files!

Mar 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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!

How I use it

Apr 25, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is a good way to store everything about a job or client, especially all of the source and backup data.

Cons: Never been trained "hands on". Usually have to wait for a callback for tech support. (I try to only deal with firms that pick up on the first or second ring).

Overall: Haven't bought a metal file cabinet it 15 years. I haven't seen any competition that can do what I need for the price.

Vendor Response

by eFileCabinet on April 29, 2019

It's great to hear that you haven't had to purchase a metal file cabinet in 15 years, thank you for letting us help you with that solution! We're excited to let you know that we now have support available through chat, phone, and email, and we also have new premium support services available for customers to have access to support when they need it, 24 hours per day, Monday through Saturday. Thanks for taking the time to leave us this review!

Using eFile

May 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: eFile is set up logically, just like a filing cabinet.

It is so easy to file and fast--as fast as you can scan, you can file.

Finding files is easier than going through paper files and no paper cuts!

Cons: I still can't figure out how to get the email function to work, but that's on me.

Overall: Coworkers in other cities have access to everything I file and because it's so logical, they can find everything easily.

Vendor Response

by eFileCabinet on May 09, 2019

It's great to hear that you love our file cabinet-like interface! We strive to provide the best value and product to our customers, and we love that we've been able to help you avoid those pesky paper cuts! We would be happy to help you learn about the email function, our support team is ready and willing to help you via phone, chat, or email. Thanks so much for leaving us this great review!

efile review

May 14, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: It truly is just like a filing cabinet. You can store everything in its native format and retrieve quickly with date or word searches. Storing emails in native format is particularly useful because you can always review to see what attachments are with the email. Drag and dropping files from one screen into efile which we locate on a second screen is intuitive because it is just like taking a piece of paper or document and placing it in a file. Efile has reduced the amount of paper and filing

Cons: I wish efile had a arrow back button that would take you back to the previous screen.

Overall: very efficient and useful. Excellent experience with this program

Vendor Response

by eFileCabinet on May 16, 2019

Thank you so much for leaving us this review. It's great to hear that our product has been able to help you reduce the amount of paper and filing your business does. We look forward to providing you continued support for the success of your business.

EFile

Feb 22, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: As we try to move to paperless, it is nice to have a system where we can utilize storage on our end and sync with the client.

Cons: The link between SecureDrawer and EFile is not as easy and simple as we would like. Especially when trying to adjust the Drawers from the EFile side. We have to login to SecureDrawer in order to make any changes.

Overall: Paperless office and single storage system for all employees to utilize even when remote.

Vendor Response

by eFileCabinet on March 19, 2019

We're happy to hear that you have found eFileCabinet helpful with moving to a paperless environment. 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!

efilecabinet rocks!

Aug 29, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Ease of Use - new hires are effectively using efilecabinet within their first hour on the job with very few questions or problems.

Productivity - files can be located & faxed or emailed directly/immediately from a workstation, rather than having an associate spend time going back and forth between filing cabinets. Not to mention the floor space previously required to store documents

Overall: We have used efilecabinet in our office for many years and appreciate how easy it is to use, how organized it helps us to be and we especially love how much less paper we use & store. We have eliminated 95% of our in-office filing cabinets and it's so much easier to find documents when all you have to do is click a couple of buttons. EFC has been great for us!

Great solution for your document management needs

Dec 20, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
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Pros: Easy to use, flexible, comprehensive, stable, secure.

Cons: Release cadence is slow, has not been ported to 64 bit, "Cloud View" backup can be fickle.

Overall: eFileCabinet Desktop software is first class, leading-edge document management software that will help you tame even the most paper addicted office environments. The Cabinet>Drawer>Folder structure makes organization a breeze, the myriad of ways to store documents into eFileCabinet (either through the dedicated eFileScanner application, send to EFC in the shell context menus, print to EFC, the EFC plugins for Microsoft Office, or just plain drag and drop into the application) make getting things in a simple affair. Likewise, checking out documents to edit or send them elsewhere is easy. Active Directory integration is awesome, permissions are extremely granular. My only gripe is the release cadence for the desktop product has slowed down considerably as I guess they have shifted development resources to their cloud product, and I prefer to keep my documents on premises.

Great Software

Feb 01, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: It is very easy to navigate, upload, manage and organize documents. Easy printing and has great features like retention, permissions, templates (include mass options) and preview options.

Cons: I do not like that it does not have a feature to send reminders when updated documents are due. For instance, an email reminder for something that expires or renews every 6 months.

Overall: I love the navigation, the website, and the customer service.

Vendor Response

by eFileCabinet on April 01, 2019

Thanks for taking the time to leave us your feedback, it's great to here that you love some of our easy features like retention and templates! We're excited about some upcoming features that will make the user experience even better and look forward to providing continued support for your business.

Customized Organization at its Best!

Aug 25, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Ease of implementation and the customization is so handy

Being able to email info to others so quickly from your computer or your smart phone

Cons: Occasional locking up on the server, but technology is never perfect and it's a quick icon reset

Overall: Our IT person suggested and installed it, from day one we were so happy with it. While attending the EFile Convention in Las Vegas we learned about the smart phone ap - it makes us even more efficient. After installing the ap, I received a request from a customer for an additional copy of an invoice, I would have had to call the office and have someone else send it. Instead I was able to email it from my phone! Complete response to the customer in under 2 minutes. It makes us look so professional and on top of things!

Recommendations to other buyers: Get it now and organize your life

No more paper and file cabinests

Jul 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: no paper storage after underwriting is completed. No need for duplicate paper files. Easier to access client file rather than cumbersome paper files.

Perfect solution for our paperless small business

Jun 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

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