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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.

Product Details

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

Contact Details

eFileCabinet

http://www.efilecabinet.com/

Founded in 2001

Located in United States

Governance
Simple File Requests
Secure File Sharing
Templates
Workflow

Starting Price

  • $15.00/month/user
  • Billed Annually

Free Demo

Platform

  • 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

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 574 reviews
Overall
4.4/5
Ease of Use
4.3/5
Customer Service
4.5/5
Philip S.
Owner
Accounting, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
August 14, 2019

“Excellent way to go paperless”

OverallThe 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.
ProsEasy 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.
ConsAfter 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 . . . . . .

Vendor Response

By eFileCabinet on August 16, 2019
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!
Reviewer Source 
Source: Capterra
August 14, 2019
Julie M.
Accounting Manager
Construction, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 27, 2019

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

OverallIn 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!
ProsOur (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**
ConsI 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.

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.
Reviewer Source 
Source: Capterra
February 27, 2019
Michael E.
Design and Applications Engineer
Consumer Electronics, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
December 5, 2016

“Exceptional Document Management System Software!”

OverallThe 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.
ProsThe 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.
ConsAgain, 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.
Recommendations to other buyersI 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.
Source: Capterra
December 5, 2016
stephen b.
Owner
Accounting, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
August 27, 2016

“One of my Most Valuable Tools”

OverallI 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.
ProsThis 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.
ConsI 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.

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.
Source: Capterra
August 27, 2016
Patrick C.
Financial Advisor
Financial Services, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
August 6, 2019

“My eFileCabinet Experience”

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

Vendor Response

By eFileCabinet on August 7, 2019
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!
Reviewer Source 
Source: Capterra
August 6, 2019