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

266 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

Vendor Details

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

About eFileCabinet

The best-of-breed document management solution (DMS), eFileCabinet accommodates your paper documents and digital data through automation, approvals, and secure sharing all in one place. Effortless on-boarding and integration with popular business software means you hit the ground running. Feel secure knowing you're compliant and covered, with all of your data just a click away. No matter where you are, what your business demands, or the speed you scale, eFileCabinet has your back.


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

eFileCabinet Reviews Recently Reviewed!


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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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
Likelihood to Recommend: 10.0/10 Not
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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
Likelihood to Recommend: 10.0/10 Not
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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.

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
Likelihood to Recommend: 10.0/10 Not
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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
Likelihood to Recommend: 10.0/10 Not
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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.

Please contact me to explain if your software will improve

Dec 09, 2016
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

2 / 5
Customer Support

1 / 5
Value for Money

Pros: You can link SecureDrawer to eFileCabinet. And you can access from virtually anywhere

Cons: Our investment into eFileCabinetOnline has not produced what we had expected and what we had discussed when the product was pitched to us. The functionality lags way far behind our predecessor ShareFile. Versioning doesn't work in eFileCabinet. Filtering doesn't work in SecureDrawer, you cannot download multiple files or sometimes upload multiple files at once without issues or errors. Permissions in SecureDrawer do not have many options. Notifications are in general not helpful. SecureDrawer itself is not as good as Citrix's ShareFile for example wherein ShareFile you can direct a guest user to a specific folder with a direct link. When they click the link they can log in and find themselves in the exact folder or subfolder in which to upload. You also could have different permissions for different subfolders instead of only being able to change permissions at the drawer level. Overall the cons definitely outweigh any pros we have experienced.

Overall: Our investment into eFileCabinetOnline has not produced what we had expected and what we had discussed when the product was pitched to us. The functionality lags way far behind our predecessor ShareFile. The linking between EFCO and SecureDrawer is great except there are so many limitations and issues with the new version of SecureDrawer that many of our professionals and many of our clients at times dread using your product (which affects our business). The fact that versioning still gets displayed in England time in EFCO is a joke. When we called it was said this will hopefully be worked on but not likely in the old Out of Browser EFCO. I understand upgrading to the newest versions because we did that immediately with SecureDrawer due to the catastrophic issues with your products and Silverlight which cost our firm a lot of money trying to use the product and dealing with our client's issues accessing files. Anyways, we switched over to the new SecureDrawer and permissions all changed for our administrative staff, there are fewer options to be able to customize who has access to what, and we can't even use the filter search to find drawers unless we have already scrolled down to that area of the alphabet both on the left and middle panes of the product. When I called support, I was told it was "on the list" but likely wouldn't be addressed soon because of all the issues with the rollout of the new version (this was in mid-June 2016 and there's still no improved functionality....) Other items you may want to consider when I compare you to ShareFile. Your notifications no longer provide much detail that is helpful. It would be helpful to know what folder of a drawer a file was uploaded to or downloaded from. Another area ShareFile has a leg up on you is that you could send an email to a guest user along with a link to the specific folder in their drawer that you would like them to upload files to (it helps greatly with administration). Their batch uploads were much more efficient and worked more often than yours do. On the eFileCabinet side, I will investigate the newer version along with sidekick to hopefully see that resolution to issues in the old version was addressed but based on our experience with your products that's unlikely. I apologize for the tone of this experience, but I have lost numerous hours and our firm has lost money related to dealing with issues related to your software. I would greatly appreciate a call from anyone from EFCO.

Recommendations to other buyers: I would appreciate a call from someone in touch with where eFileCabinet may be going so we can discuss whether our investment / future investments may pay off at some point as they definitely have not yet (not because of initial set up that we anticipated but because of software limitations)

Capterra loader

We are contributing to a green environment and saving trees.

Jul 09, 2018
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: Efilecabinet provides my organization with a remote location where we can easily save company files securely ,and make it accessible to all of the right people within the organization.

Since adopting efilecabinet , there has been less and less use for paper within my office environment or the need to manage hard copies of our documents.Overall ,we are helping our environment stay green by greatly reducing our paper consumption.

File upload speed and scan on eFileCabinet is very fast and dependable.

Cons: User interface can be more intuitive than it has been for the past two upgrades.On two occasions ,we experience server outtages and weren't able to use this application for a few hours. That was back in 2016 and we haven't experienced such since then.

Ten Years With EFC

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: 9.0/10 Not
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Pros: Quick and easy to use.

Overall: In 2006 I decided that I did not want to continue to pay for physical space to store client and company files. My practice was growing, and every year I was purchasing more metal file cabinets. I had seen e-file cabinet demonstration at a seminar and decided I would attend another that Fall primarily to see and acquire the software. I did just that. We then proceeded to set up files in efc for each client and vendor and started immediately scanning source documents and returns and work papers for all current work. At the same time, we hired a temp worker to scan contents of our hard copy files for the previous three years.

We have never looked back. I am retiring after this coming tax season, and we have electronic files for all clients for each year including 2004 forward.

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!

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.

Your virtual filing cabinet

Aug 25, 2016
4/5
Overall

5 / 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: Load up your stuff and it is wherever you are. If your co-worker or boss is out of the office and needs to look at something right away, you can drop it into the system and they can view it, download, print it, whatever they need to do from where they are.

Cons: Wish the interface with outlook email system was quicker. It seems to take forever for an email to "appear" in the file.

Overall: I have worked for other companies that have gone paperless and this system has more to offer and more practical applications than any other system I have used. The versatility this product offers in naming your files as if they are in your filing cabinet sitting in your office is unsurpassed. Yes it is virtual office filing cabinet, because you have accessibility no matter where you are, you are not limited to running back to the office to "grab that file".

Recommendations to other buyers: It is worth the $$, just do it already.

Really great product at a reasonable price

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 really enjoy the easy-of-use. New users quickly adapt to the online interface because it works like a standard Windows/MAC file explorer. Any current computer user can master the eFileCabinet interface very quickly.

Cons: This is difficult as I can't think of a single thing we don't like. I'm sure there are nit-pick level items that each of our users would like to change, but they're so minor.

Overall: We used a different product for several years before converting to eFileCabinet. This was a great decision! The product is solid, the support good and overall the company is great to work with.

Recommendations to other buyers: Try out the demo. You really will like the product and the company.

Streamlined my business

Aug 25, 2016
5/5
Overall

5 / 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: Reduces the clutter, easier to find needed documents while in the office or out of the office. Reduced copy costs, allowed for better access remotely to documents.

Cons: Needs to have longer log in windows to allow for multiple uses throughout the day. Tends to log you out too early.

Overall: This product has streamlined my business! No more clutter, documents are easy to find and I managed to rid myself of 7 file cabinets. Going to a paperless platform was the best thing I ever did. My cost of copies annualized compared to efilecabinet justified the whole program. I am actually saving money with this software

Recommendations to other buyers: Create a faster way to the login screen from our local computers to speed up access.

Less paper is more

Sep 01, 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 online/cloud storage capability. I love being able to access our stored documents anywhere, on my smart phone, tablet, notebook computer, at home, on vacation, etc.

Cons: I do not have any specific cons about this software.

Overall: Our construction based business in mid Michigan implemented eFileCabinet in 2014. Since then we have significantly reduced the amount of paper we print and archive. We have recommended this product often, when approached about our document storage solution. The 2016 update has been amazing. We love all the new features.

Recommendations to other buyers: We use eFileCabinet all day, every day, with multiple users. The software meets and exceeds our needs. We are a very satisfied customer.

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.

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.

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.

eFile Cabinet Review

Feb 02, 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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Extremely
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Pros: The software is easy to use and it is great to have all your information in one place. I like that you can make unlimited folders and the drag and drop method to add things to File cabinet is great

Cons: I do not think the print function from the software works, at least I have never been able to print a document straight from efilecabinet. I usually have to download the document and then print it. I wish the ability to update a document was a little bit easier.

Overall: Overall it has been a great program and I use it all the time for our businesses.

Excellent!

May 18, 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: I have used this software since 2005 & it has never failed me, it's easy to use & saves me tons of paper & time. I keep all of my important docs & my clients docs on Efile Cabinet. Best software

I have ever purchased!

Cons: Absolutely none!

Overall: Saves time, paper & money.

Tax preparer review

Feb 01, 2019
4/5
Overall

5 / 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: I like the ease to customize the software to your specific industry. I also like the ease of creating new cabinets as I'm saving a document and realize I need a new cabinet.

Cons: The annual maintenance fee seems a bit high for the initial investment in the software purchase.

Overall: I've always received quick customer service when issues have arisen. I love that support is reliable and no matter which person, the issue is resolved quickly. In my industry, time is money so prompt resolution of problems is a must.

My Efile Cabinet Experience

Dec 20, 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 ease of learning the software and sending documents securely.

Cons: The copy feature of copying and pasting documents in and out of the program.

Overall: I've been a user of the software now for over two years and my experience has been great. What I most love about the software is that I can easily store my documents and have the ability to send them in a easy to use secure platform. We have been able to reduce our paper filing by over 70% since using eFile Cabinet and that has allowed my staff to focus on more important duties. Now after two years I don't think we can function without E-File Cabinet.

Recommendations to other buyers: I have two different logins for Securer Drawer that were created accidentally and I cant seem to delete one of them. It would be nice if I can just merge and get rid of one of the logins.

A great asset for going paperless and dealing with FINRA.

Dec 16, 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: Easy to use for security purposes with FINRA

Cons: I have to remember that there time zone is 2 hours earlier than mine.

Overall: I use to use Filing Cabinet Solutions with Thomson Reuters and when I became an HD Vest adviser, I asked if they were acceptable for security purposes with matters and determined that they were not and there were not plans to be in the future. That was in 2008 and to this day they still are not. They were great for accounting and bookkeeping records, though. So I took on eFileCabinet and found them to be very easy and secure for FINRA purposes.

Great record-keeping

Feb 01, 2019
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Classic view is very easy to maneuver in. All the different settings are great to personalize each cabinet. Templates make for a quick creation. Also love the retention.

Cons: Do not like the most recent view. I switched back to the classic as I feel it is more user friendly. Also, sometimes when trying to view documents it won't display anything.

Overall: Overall I think eFileCabinet is a great program to use. It makes record-keeping very functional and easy.

EFC Speeds up you File-saves..

Dec 20, 2016
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ease of saving documents

Cons: Slow when handling large pdf-documents.

Overall: What i like most, is the ease of saving documents from Internet. We Save a lot of Tax-forms and other related documents, and the process of saving a document, Into, an existing one, is the for us, the main benefit. Its easy to "Apend" or ""Prepend" to an existing document. Very nice. Sometimes the program feels a bit slow, when revisiting, large pdf-documents. But overall, great product.

Recommendations to other buyers: The software, should be able to load "maybe" maximum 10-pages, then continou the download in the background. Also, if a file has been clicked, an "view". We have to wait until it has finished loading, until we can Check-it-Out. Thats a bit anoying. Like waiting for the file to load twice..before opening it.

Straightforward, uncomplicated, versatile and affordable.

Aug 26, 2018
5/5
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: eFileCabinet is a data storage system that can store hundreds of different electronic data, such as PDFs, Microsoft Word files, jpegs, and others. It is simple to setup and easy to use. The availability of eFileCabinet in mobile, both android and iOs, makes carrying hundreds of files and data possible. A lock screen feature for mobile is also present making your files available just for you.

Cons: The inability to upload multiple files at times is a great downside but so far, that is the only problem I have faced with eFileCabinet. Everything is working as how it should be.

Great solution for cloud storage.

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: I like that the files are all stored in the cloud and can be accessed when out of the office meeting with clients.

Cons: Occasionally the server is down so files cannot be viewed or added.

Overall: It is easy to store the files. It is nice to have all of our files at my fingers instead of going to the file room. The files can be accessed when I am out of the office, unlike our paper files.

Recommendations to other buyers: Develop a way to name the files so they are easy to find. Do not forget that you can add folders for each client name to keep files organized.

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
Likelihood to Recommend: 10.0/10 Not
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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.

Solid Small Business Document Management System

Feb 01, 2019
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This is easy to use, setup, install, and support. This is perfect for a small business that needs to go digital and have some document management options.

Cons: Some of the features are lacking in the document management that make work flows so nice, but I believe a new version just came out with it being completely updated.

Overall: The product is great value for the money and they have great tech support. Do not need to use it often which is great!

Fantastic document management software.

May 07, 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: Ability to store documents in pdf format with quick & precise retrieval. Search function enables you to find documents very fast from all drawers and folders established.

Cons: To date there is nothing that I least like about the software. It performs flawlessly. Will keep for a very long time.

Overall: Ability to keep copies of tax returns and related tax information documents in pdf format and the ability to retrieve them very quickly and without any problems.

Great CPA Tool

Dec 12, 2016
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The ability to have a desktop version and the ability to print directly to the cabinet.

Cons: There are fields in the drawer setup for emails, but when you try to email a document from EFC, it doesn't pull those fields to fill in the email address.

Overall: This has turned into a great tool for our CPA office. The option of having a non-cloud base document management system was important to our firm. We have used eFile Cabinet to convert our office to a more paperless system when preparing tax returns.

EFile for multiple locations

Feb 19, 2019
5/5
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: Multiple stores access same cabinets but you can divide each into groups for different access.

Flexible

Easy to import/ move

Create own forms

Cons: Not a ton but our IT department had a bit of a learning curve

Overall: As a business with multiple stores it helps us stay on the same page. We use it at every level of our business and can restrict what each can see or not see. Its much better than our shared drives on our computer network,

eFile great storage

Feb 04, 2019
4/5
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: This software is easy to use when storing files. It syncs well with other programs such as Adobe, Word, and excel files.

Cons: It would be nice to be able to search by typing on the keyboard rather than using the search box in eFile. For example, clicking on the cabinet tree and typing "h" and the cursor would take you to the folders starting with h.

Overall: Great customer service. Easy to get a hold of.

Cost and Time Saver!

Aug 24, 2016
5/5
Overall

5 / 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: Easy to set up, easy to use.

Cons: Not all functionality works across all eFileCabinet platforms. Most all functions are file based only and having them function with folders also would be helpful.

Overall: Our file cabinets were full and after much research, I found eFileCabinet. Since we went paperless with eFileCabinet, productivity has gone up. Our processes are much improved since we have access to our files virtually anywhere.

Recommendations to other buyers: I'm glad I made this investment!

eFile Cabinet Meets our Expectations

Feb 19, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We have used eFile Cabinet since 2011 and have been very pleased with the software. It's functionality allows us to scan documents very quickly...

Cons: The integration between eFile and Secure Drawer hasn't been as strong as what we would have liked - but part of that could be a training issue.

Overall: Overall - we have been very pleased with the software.

Julie's Review

Dec 12, 2016
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: Ease of use with clicks of the mouse

Cons: have to restart it sometimes when I have a lot of work to do and the drag feature doesn't always work

Overall: The employees are very helpful and friendly. I find it easy to use, but I don't need a lot of the functions. One function that could be better is sometimes when I save a lot of files, it goes to "please select a file to store it in" even though I already did and need to restart the program.

We use eFile Cabinet for all our important documents

Mar 06, 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: Easy to use. We have multiple people using eFile Cabinet - A-pay, Administration, Medical Records, Training, etc. It is the easiest way to keep up with all the documents our business generates.

Overall: It saves us from having filing cabinets. We only have 8 instead of the twenty we were using. We train employees to retrieve the documents they need.

I have a small CPA firm and have used e-file cabinet since 2001. It is wonderful!

Jun 07, 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: It is easy to used and very well priced. We used to misplace hard copies of files. This has made our lives so simple to open anything up instantly. Scanning is so reliable and fast.

Cons: I have no complaints! This program has features I don't take the time to learn more than I use and need to operate.

Great Software!

Sep 12, 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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Extremely
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Pros: Ease of use and great customer / tech support. Integrations with Microsoft Office, QuickBooks, and SecureDrawer.

Cons: None

Overall: We have been enjoying the benefits of this software for about 10 years. Not only is it a great product but we love the integrations with Microsoft Office and QuickBooks. Sending our clients sensitive files is a breeze with the integrated portal - SecureDrawer.

Capterra loader

Great Tool

Feb 15, 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: I love eFileCabinet! I can find anything I am look for quickly. They even have a great app that allows me to find things when traveling. We are a family owned business and this tool allow me to run a business and see about my family.

Cons: I have noting to complain about at this time.

eXcellent Product

Feb 15, 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: 9.0/10 Not
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Pros: This product makes life much easier, having files online and being able to send them electronically rather than having to fax documents. We often have to share or transfer documents, and this has made it so much easier and is such a time saver!!

Cons: It would be nice if you could just change the "from" name when you email documents, and not have to set up a connection to your home email server. That hasn't worked for us, with our filters and firewalls and all the restrictions we have, so we have to do a few extra steps to email documents. But it is still easier than how we had to do it before. Just wish we could fully use the functionality that is available.

Overall: Our overall experience with eFileCabinet has been very positive. It is easy to set up a file organization system, move files, rename them, and send them. It is also freeing up a lot of space in our already overcrowded offices by allowing us to remove some filing cabinets. It allows us to share files quicker and easier among people in different buildings.

Efilecabinet online

Dec 09, 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: Use from anywhere. Looks just like desktop version. Short learning curve.

Cons: Setting up and using scanner is more difficult.

Overall: Easy conversion from Efilecabinet desktop to Efilecabinet on line. The technician was very professional and competent. Efilecabinet online is easy to use from anywhere

Recommendations to other buyers: I have used it for years and it does an outstanding job

Great Program

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: 9.0/10 Not
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Pros: Ease of Use

Cons: Have trouble encrypting documents to email from program get constant error messages. And the program seem to update a lot

Overall: We have been using Efilecabinet for many years now and it is awesome with the ease of use and the Secure Drawer Feature is a life saver in communicating with clients and transferring sensitive information back and forth

Never had a problem. Very efficient.

Apr 17, 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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Extremely
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Pros: The software is very easy to learn and use. Uploading files is easy as drop and drag. Frees up room on my hard drive as I can delete. Thank you.

Cons: Downloads could be faster but overall the service is fine. I do not have many cons to report. Many thanks for your service.

Review of efilecabinet

Feb 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: I like being able to store all or our clients data in efilecabinet. It's simple and a great product.

Cons: Sometimes when I print to pdf and try to upload a document, efilecabinet will shut down and I will have to re-open it. This happens several times a day to me.

Efile - WSB

Feb 12, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very Easy to use.

Files can be shared with multipile users.

Paperless

Cons: Secure drawer can be cumbersome.

Takes a long time to download large files

Overall: My department is able to work remotely and access all information in customer files.

Efile allows us to share the same file with multipile users.

Capterra loader

Eliminates the need for other filing systems - paper and electronically

Jul 18, 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: SUPER easy to learn and use. I don't save emails, receipts, invoices, or other "paperwork" anywhere else anymore as I can save it all here and find easily anytime I need it. A lifesaver.

Cons: I honestly have not found one thing that I don't like or use - it's that simple, effective and easy to train others on.

Overall: Steamlines my work process and eliminates saving anything anywhere else - whether that's paper, emails, receipts and invoices. LOVE IT!

eFileCabinet

Feb 01, 2019
4/5
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: I like the overall document storage setup - cabinets/drawers/files etc.

Cons: SecureDrawer - not that I don't like SecureDrawer - the concept is great! The ease of use, not so great. We need it at our firm. I wish it was more user accessible and friendly.

eFileCabinet delivers!

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: The ease of use.

Overall: I have been using eFileCabinet for the past 3 years in my tax and financial business and it is very easy to use and fulfills the requirements set forth by the SEC and Finra, which over's I used like Thomson Reuters File Cabinet Solutions does not.

Recommendations to other buyers: You will like the results and the ability to see your clients files even on your iPhone.

Best Value for our Budget

Jan 08, 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: The ease of setup, the friendly and helpful implementation staff, and the quickness in which I was able to get working on loading up my files. Additionally, I do not have to train my colleagues on the system! They have free trainers available to meet our schedules. And, should we not want personal trainer, we can utilize the online help or chat.

Cons: I haven't found anything I didn't like about the software yet. I am still in the loading process.

Overall: Our twenty-year NPO was not structured to provide access to Marketing Assets, Financial Reports, Historical Correspondences, or basic Corporate documents needed to make application for funding. Employees and volunteers are located in various geographical locations and information was difficult to access. Now, no matter where the Board of Directors, Development Specialists or Operational Staff may be located or what they are working on, needed information will be accessible! This will save us time, money and enable us to provide the proper responses to our donors.

Satisfied User

Feb 08, 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: We have been using this software for 15 plus year and it works great. Never had any problems and the service is great

Cons: No complaints It works as they say it will

Overall: It works just like a real file cabinet and once stored there is no proble retrieving a need document

great secure way to store data

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 quality, long-lasting product

Cons: customer service on maintenance & upgrades left a little to be desired

Overall: We've used eFile Cabinet for years. Features we like: easy to customize files & subfolders, standardized way for everyone in the office to file and quality of software.

Recommendations to other buyers: It's the best alternative to safely store data

Helps with overall efficiency

Feb 10, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Electronic copies to save money from printing costs and for easy accessibility and to locate. eFileCabinet has been a great resource and has helped with efficiency.

Cons: Price a little higher than what was expected. Could be a learning curve for someone new to navigate with the numerous features. Sometimes file downloading speed is a bit slow. Probably due to a larger file size along with internet connection.

Perfectly suited secure client management tool for independent financial advisory firms

Feb 09, 2019
5/5
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: The format of the software is easy to use, once you learn it and become familiar with it. I really like the icon on the desktop for ease in retrieval.

Cons: When Microsoft releases an update, it commonly contains some script that blocks EfileCabinet from being able to scan/save documents . This is very frustrating for the user as it eats up precious time and often I find myself doing this type of work on weekends when I can't get c/s help until Monday. Not the fault of EFileCabinet.

Overall: Compliance, safety of office files, and necessity of hanging on to files for 6 years+ to comply with FINRA and B-D requirements.

The System used to work great, but.......

Aug 24, 2018
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: There is no predesigned formatting or folders so I am able to set up my files exactly as I wanted them to appear.

Cons: Continual document corruptions and being given the runaround by customer service and tech support.

Overall: I have used this system for three years and until June of this year it worked well. There was the occasional hiccup but it was always addressed and addressed quickly by tech support. In early June files would randomly become corrupt and unusable. Although I have contacted tech support again and again it is now the end of August and this has not been resolved. Initially I was told that I was the only user experiencing the problem. I was later told that many users were having the issue and that I am now the only one still experiencing it. I have been told multiple times that the issue has been 'escalated' to some department or other and then I get an email asking for some piece of information or two and then nothing. No follow up, no correction. I am losing data on a daily basis and this is costing me untold $$$ in billable hours while my staff spends time recreating files and data instead of supporting my clients!!

Top Notch Reliable Document Management Solution

Oct 27, 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 document management solution.

Cons: none

Overall: We have been using the desktop solution at our office and have found it has made a huge difference in organization and overall reduction in paper! The securedrawer and rightsignature integrations are have worked flawlessly.

Recommendations to other buyers: the securedrawer and rightsignature integrations work great.

Document storage made mostly simple

Feb 08, 2019
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: Fairly simple use and management

Update process is truly point and click

Storage schema is easy to understand

Cons: Advanced automation is gated behind a larger license

As far as I know Storage location cannot be automated by meta tag

Excellent Product!

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: Ease of setup and use.

Excellent tech support.

Overall: I've been introduced to several document storage programs, and have been forced to use two. EFile Cabinet is the best I've seen, and hands down, the best I've used. Easy to set up the file structure. A pleasure to use!

Recommendations to other buyers: Buy...the best I've looked at and used.

Great Customer Service, Software needs some work

Feb 06, 2019
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The customer service is great! I love that you can automatically add folder structures and subfolders without having to manually add the same folder over and over. The different profile features are great for metadata and workflow and stamping system is great for productivity.

Cons: The automated recognition of documents doesn't really work unless all of your documents are identical. We chose this software because we are scanning in 30 years of paper files. Unfortunately, the automated zonal forms are based on location of text in a document, so unless all your documents have the same type of text located in the the same place, the automation is void.

Overall: The customer service is great. If there is ever an issue, the team is right there to assist. The training is hands on, and all the techs actually want to help you learn to use the software. The actual software needs a little work, it's a bit buggy and doesn't exactly live up to how it was sold.

The mobile app helps managing documents on the fly!

Jan 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: eFileCabinet is a popular and great document management application. It helps managing documents easily and sync with the Mobile apps as well. It let me easily update documents from my mobile devices anytime.

Cons: eFileCabinet helps with managing the user permissions when we need to assign documents to several people. It helps with keeping documents secure with user based permissions.

Very affordable and user-friendly

Aug 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: I really like the looks and display of eFileCabinet, because it's very similar to my desktop file finder.

Cons: I really have no cons for this software! There are even new features that I am still exploring and learning about!

eFileCabinet

Feb 04, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: We started using eFileCabinet a year and a half ago. We were so surprised how user friendly the product was. It is do easy to use and has saved a lot of time in scanning and saving our files electronically.

Cons: We have found no cons to the software. It is so much easier to use than our last filing system.

Overall: We are very pleased with the product and plan on using it for a long time.

Works as it should

Dec 20, 2016
5/5
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: Security

Cons: Want to be able to use the software on all types of web browsers.

Overall: I've been using Securedrawer since 2013 and I have had a pretty good experience. Some technical issues seem to take a while to resolve (e.g., being able to use Google Chrome), but overall we are pleased.

Great way to pass information to our other offices

Dec 12, 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 ease of using it.

Overall: Very easy set-up. Scanning in paperwork is simple and easy to use and all pertinent data is in one place.

Recommendations to other buyers: On the rare occasion that I may have a glitch the technicians have all been friendly and fixed the problem right away. I would recommend this software to anyone.

I have used this program for two years, and I LOVE it. So convenient and time saving for our company

Apr 05, 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: Everything - ease of use, so convenient to store all records and know that I will have them when I need them. Availabilty.

Cons: There is nothing I don't like about this software. I highly recommend it to anyone. ONce you try it, you will see why this is so important to you and your company.

Overall: We are able to save everything to the efile cabinets. Ease of keeping our accurate records.

Capterra loader

Paper be gone

Feb 01, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: Picked up space in the office, not losing projects, easy to use

Cons: You need to change habits and rely on the file instead of keeping paper around

Overall: Enjoyed finding new ways to us eFile and increase office efficiency

E-File Review

Dec 09, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It's easy to transfer the files into the drawers

Cons: We have to use Internet Explorer. This creates some issues with some clients.

Overall: We are happy with the service although it would be helpful to find a way to use Google and Edge as a browser.

Recommendations to other buyers: No.

12 years and still happy

Feb 08, 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: They have the best customer service located in Utah so they also speak and understand English. The techs never make you feel dumb about your questions.

Cons: we are pretty happy overall so not sure I can put anything here.

Overall: Trying to go paperless in our office and they now also have Secure Drawer which is very encrypted and safe for an accountant to send sensitive items.

Great product

Aug 26, 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: Ease of use.

Cons: Nothing major

Overall: Have used the product since 2003. I am a sole practitioner I made the choice to go paperless and it is the best decision I have made. E-File Cabinet was the product for me.

Recommendations to other buyers: Great product that I have referred to several of my non-CPA clients

We Love E File 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: User friendly

Overall: We have lots of experience with E File Cabinet. It makes it so much easier to just pull up a file and look at it. So much faster. The support guys are very helpful also. Did I Mention WE LOVE E FILE CABINET. Best go to file system there is.

Excellent Software for document management!

Dec 09, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use

Cons: Some features I have not utilized yet because I have not figured out how or taken the time to learn.

Overall: Very user-friendly offers so much more than I am taking advantage of. Great software for our CPA business.

Very Satisfied

Aug 24, 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: The layout and operation of the program is nicely thought out. Customer support is excellent.

Overall: I am very comfortable using this software. Information management is very important and eFileCabinet meets my expectations.

Get rid of paper

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: ease of use

Overall: I have been using efilecabinet for over ten years. The program is easy to use and the support staff is friendly, efficient and timely. I would recommend the program to anyone who wants to eliminate paper and file cabinets.

efile cabinet review

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: Ease of using the program. Support staff wonderful. Tutorials and annual training a big plus.

Overall: Has been an asset to our organization and expanding the product into other departments within the organization.

Convenient, organized and easy to learn document managing software

Aug 31, 2018
5/5
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: eFileCabinet has helped me organize data on my desktop so that it can easily be found. This software allowed me to sort files according to my style which is a great feature. Privacy is well thought of upon creation of this software. Another feature of this software is the ability to access files anywhere through mobile.

Cons: Not all file extensions can be uploaded, which is bothersome, given that our company deals greatly with a lot of different data. Future updates might be able to fix this issue.

Great Product

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: 9.0/10 Not
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Comments: I have been using efilecabinet for well over 10 years and am glad I made the switch from paper. The ease of finding files and storing new items makes it well worth the money. It is nice to always have the cabinets available to me.

Great program

Dec 09, 2016
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Everything is stored in one place.

Cons: None

Overall: This program has changed the way I operate my practice (CPA). All of my clients e-mails, tax returns, data, bookkeeping, etc. is stored in one place. Wonderful investment.

Capterra loader

Safe and Secure

Feb 11, 2019
5/5
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 love that this software protects my client information and gives me access to it. I love the filing system. It helps me keep things organized. The Secure Drawer aspect is wonderful too because it allows my clients to easily get me the documents I need to work. The desktop app is wonderful as well -- it allows me to upload dozens of documents easily right to where I need them.

Cons: The price is difficult for me since I am a smaller business.

It is Ok but can be much better...

Feb 01, 2019
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: I like the cabinet visual where you can create cabinets for each client and save documents.

Cons: The desktop version requires you to always put a password. The visual and interface is not that good because each time you want to review a file, the side bars to view the document is small, you always have to drag the side bars to get the document you are viewing to increase, and many times the quick view of a document doesn't work so you have to open the entire document, which requires you to wait 5 seconds or more to get the pdf file to open up on your computer. The program is really slow when you click around.

Overall: Since we have transferred so many of our client files it's hard to leave because we would have to start over. I would have left long time ago. So the program is just ok. I can't say it's awesome because it's not. Plus they don't give you much training or help.

Have used it many years

Mar 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
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Pros: Easy to use, support is great, they act quickly, LogMeIn works great, polite staff, helpful, kind, courteous

Cons: Price, no options for monthly payments

Solved a problem

Dec 09, 2016
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: Can easily store clients documents, in one location just like a real file cabinet

Cons: e-mail to clients. I wish we could click on multiple items to send in one e-mail. I would like to be able to do the same templates for personal tax clients and business tax clients without having to customize it each time.

Overall: For the most party I have been happy with the software. I switched from Smart Vault to have a solution that was easier for me and my clients. For the most party eFileCabinet has done that. Still learning and wish I could send multiple attachments in one e-mail.

Recommendations to other buyers: I would like webinar training in 15-20 minute segments to show a specific function or area of the software. When learning some of the features it would make it easier to review without going thru a whole hour.

My first year with eFileCabinet

Dec 09, 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: 10.0/10 Not
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Pros: Security and layout.

Cons: Sidekick is irritating.

Overall: Love that I can put all my documents in the same place. Irritated with sidekick because 1/2 the time it won't accept items for download and I have to open, sign in and our documents in efc the old fashioned way Pretty privacy for a small office like mine but CPA I work with requires me to use it. But love the product and have confidence in the security.

Our experience as a company has been great!

Feb 22, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use has allowed new hires to pick up the software right from day one. It seamlessly transfers files from our local onto eFile.

Review of efile Cabinet

Dec 12, 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: Ease of use in using the program

Overall: Very happy and satisfied with the program. Our office has used the program since 2011 and have not had any complaints in regards to using and storing the data.