eFileCabinet

eFileCabinet

4.5 / 5 184 reviews

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

184 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $9.95/year/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 automated organization, approvals, and sharingall from one dashboard. Effortless onboarding and integration with popular business software means you hit the ground running. Feel secure knowing youre 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 scaleeFileCabinet has your back.


eFileCabinet Features

  • Audit Trail
  • Chat / Messaging
  • Collaboration
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • File Synchronization
  • Search
  • User Management
  • Version Control
  • Workflow Management

eFileCabinet Reviews Recently Reviewed!


Simple, easy way to store all documents and files in one location.

May 14, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The mobile and desktop versions are almost same, which is great because it doesn't restrict use just to a computer. It is also very easier to navigate the app and website.

Cons: One big issue is the lack of tutorial programs on the website/app. It also was only designed for small businesses, not so much larger enterprises.

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
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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

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
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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 product

May 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Really good electronic document solution for growing businesses. It is helping us to go paperless and that is our goal.

Cons: The product is great, the only thing i would say is a slight con is a few ease of use, it can feel a little clunky at first.

Lets my business grown while my overhead doesn't

Apr 30, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: eFileCabinet has allowed my business to become more organized, reduce the amount of paper files we have, reduce the amount of paper we print, and helped streamline our operations. The fact that we can easily scan, enter and organize documents has made record keeping a breeze. The ability to access those documents wherever I have access to a computer has already made my business way more money than the program costs. I know other programs out there are cheaper but the quality, service and organization you get with eFileCabinet is well worth the price. I wish I would have found this years ago.

Cons: Price is definitely my least favorite aspect of the software but as a business owner I know that you get what you pay for. The quality and level of organization my business now has is well worth the investment. Before eFileCabinet my business was unorganized and slow. Now we have actually downsized our office to save money while increasing our profits due to a more streamlined service.

Overall: Organization, access to documents wherever I am and the ability to downsize our office due to not having so much paperwork and clutter to file.

The software is Great!

Apr 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to use, love the unlimited space. I enjoy using the software on a daily basis. Good Customer Service.

Cons: I do not like that if moving a file from email to efile online it couldn't be done only through the sidekick

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
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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.

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
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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.

Great product with excellent customer service reps

Apr 05, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Great electronic document solution for our growing business. It's helping to move us from physical filing to paperless storage.

Cons: There's room for improvement as it relates to ease of use. Feels a little clunky at first when learning how to use the system.

Capterra-loader

My experience has been smooth and enjoyable. The platform has little to no technical issues.

Apr 03, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: It is extremely user friendly. Uploading via the eFileScanner is simple and customizing the platform is quick and intuitive especially do to eFileCabinet's ability to mass apply templates to entire cabinets.

Cons: Occasionally, people will forget to follow up with you after a phone call in which no solution was reached. The new update for storing documents via the eFileScanner is slower than the previous version.

Once you have this you will not want to be without it.

Mar 29, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: Ease of use and great software support team. Organizing and finding files much faster and easier. Love the fact that you can email directly out of e-file.

Cons: The yearly fee. Would like to pay only a one time fee for the product and have the option to pay annually for support and upgrades.

Overall: Ease of use. Faster access to files much easier to search and find what you are looking for.

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
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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

Easy to use and seems secure. Also the tabs are easy to identify and to look for the documents when

Mar 23, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: Easy access and ready to navigate. Also, it easy easy to create folders and drawers as copy an paste.

Cons: Audit trail is not very easy to navigate through. I tried couple of times but I do not think o will use it any time soon.

Marginally boost your productivity.

Mar 22, 2018
5/5
Overall
5 / 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: Easy of use. Plenty of small details taken into consideration such as documents of different types are referenced to their respected drawer types so any body can get any type of document very easily without having to search for a single pdf file among hundreds of word documents.

Cons: Learning curve might be tricky for some people but when you get it, you are ready to go with ease. Sometimes slows down while dealing with large files.

Create digital copies of paper documents, organize them and share them easily

Mar 21, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: eFileCabinet allows me to create digital copies of paper documents in different formats and to share them easily with colleagues and clients.
Security and confidentiality are also a plus.
Free demo available.

Cons: The software has a definite learning curve.
The design could be clearer, sometimes I find it hard to find a specific function.

Overall: It was time to create digital copies of my older documents and eFileCabinet is a great way to manage them.

Very pleased with the quality of not only the product but also the professionals at eFileCabinet

Mar 16, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: We needed a solution to migrate the medical records created in our former legacy electronic medical records software to and eFileCabinet was the most cost-effective solution by far and when factoring in the generous non-profit discount it had no rival. During implementation, we had an excellent experience with eFileCabinet staff who did a great job working with the imported XML files containing metadata to be associated with each of the imported medical records to allow painless searching and printing by our Medical Records department. We have had two reviews/audits since the implementation where numerous records needed to be provided that were created in our legacy EMR software and each time we had no issues searching and printing the records for the review thanks to eFileCabinet. I found both phone and chat support helpful when needing assistance. I like the feature to control which user groups have rights to edit/delete documents which can be applied to specific types of documents or more globally. I also like being able to search and tag documents to allow printing multiple documents at once. The number one feature of eFileCabinet is the people associated with the product, which includes sales, implementation and support staff I have had the opportunity to work with!

Cons: We have not experienced any negatives with the software and for the things we need it for it has performed them adequately without issue.

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!

Solid Software Helps Keep You Organized

Mar 08, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It's easy to keep your documents stored here and for everyone in the office to access it. You can also set it up so that really old documents can be removed automatically.

Cons: When errors occur when using the software, it is often hard to determine what the problem is and how to fix it. You may need to call for support or look online for solutions. Many problems need for you to actually access your server which can be annoying.

Overall: None

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.

The program does everything I want it to.

Mar 06, 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: 10.0/10 Not
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Pros: What I like most about the software is to be able to separate the document types (word, spreadsheet, photo) into their own drawers.

Cons: What I like least about the software is the online training was long and boring and sometimes difficult to navigate.

Overall: Taking 100 years of historical data and making it accessible to members online.

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.

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.

Easy to Use and understand

Feb 08, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very Intuitive and Easy to use. The software is not hard to navigate and also offers a lot of options for sharing files.

Cons: The layout of the onlineformat makes it a little tedious to navigate when you have to go page by page.

eFileCabinet does a great job of helping us manage our documents

Jan 27, 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: 9.0/10 Not
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Pros: eFileCabinet does a great job of helping us manage our documents and share them among our employees.

Cons: The interface could be made to be a little more easy to use, but everyone likes it better than the previous program we were using.

Overall: eFileCabinet does a great job of helping us manage our documents and share them among our employees.

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.

Helps manage my documents on the Cloud with 1 click

Jan 18, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Comments: Helps with document management and the backup options. Helps with collaborating with others files and easy access to the application on the web.

Pros: eFileCabinet comes with a great Document management system which helps keeping my important documents on the cloud. I can save my documents easily and collaborate on the documents from others. Helps with backup options. Documents can be accessed anytime by logging to the account.

eFileCabinet comes with easy to use Mobile app

Oct 20, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: Great too to use. The files can be managed on the fly.

Pros: eFileCabinet has been a great too to help with managing documents. With it's integrated Mobile App, I can manage my documents directly from my phone. It helps me to manage important documents from anywhere.

Organization solved!

Oct 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: LOVE this product. I know there are many companies out there but we went with this one simply on it's ease of use! We needed to get several hundred employees to use this program daily and it just needed to be simple. And this is!

eFileCabinet has been an effective tool to increase our efficiency and provide electronic file management

Oct 03, 2017
4/5
Overall
3 / 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: The best features of this product are the OCR and automatic filing. Being able to scan a document and have it filed automatically saves us from having to tediously move each document to it's correct file. Also, the automatic purging of old files by setting retention dates is very helpful.

Cons: The online platform is much slower that the local software. It negates much of the benefit of having a system to increase efficiency when it gets bogged down through a browser.

Great way to safely store documents and still allow all team members to access them.

Sep 15, 2017
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: I like the balance of security and the access to documents. I also like the secure drawer feature for clients.

Cons: I do not like you cannot access the documents to attach to emails or other software programs. There is a work easy around.

eFileCabinet

Aug 08, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: eFileCabinet has unlimited storage capabilities, and they ability to save and archive expired documents

Cons: It almost has too many options. Unless you really know exactly what you are trying to do.... this doesn't give a lot of guidance. It's like going to Cheesecake Factory, the menu is too big

E-file Cabinet - User and wallet friendly

Jul 20, 2017
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: E-File cabinet was fantastic with their conversion support. Friendly, professional, and rapid response time to any and ALL of my questions.

Pros: Ease of use, compatibility with Microsoft Office, very limited learning curve, great search ability for files, very simple to setup and expand as needed.

Cons: Sometimes is slow checking out files, depending on the size (file of about 2 GB took 5 minutes to download for corrections.

Great program

Apr 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 10 years experience in Document control field as a senior D.C in many companies and I love system online because I know ut make it the cycle get better to saving time.

E file Review

Mar 20, 2017
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: I really like efile and I need to spend some time with you all updating ours. I think it is great and I love the support I receive. Alex and Sky are great!

eFileCabinet at number 1 again this year.

Jan 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We rely on this for our tax clients. It's always reliable. Year to year we take the struggle out of having to dig through clients files and paperwork to obtain information that we need to help them in getting into compliance. A real time saver!

eFileCabinet Review Jan 2017

Jan 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We love eFileCabinet. It helps keep us in order. It has saved us money and space by helping us reduce paper copies. It also is efficient because we can find documents quickly.

great product

Dec 26, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: i have always received a prompt response from Customer Service and Technical support when i have a problem. Excellent at showing me how to do things.

Installation of Fox It

Dec 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: They were knowledgeable about what they could and could not do. They directed me to how to fix my problem which was done promptly.

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.

EfileCabinet Review

Dec 20, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Comments: This product has helped us tremendously in running multiple offices and going paperless. Our communication has improved vastly.

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.

Been using E-File Cabinet for years. Super Happy

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I have used e-file cabinet for many years and it has streamlined our practice and has made us much more efficient. No more filing cabinets in our office.

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.

Excellent Product

Dec 20, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: It has been an overall positive experience. We have run into some small issues and have tried to work them out with customer service.

12.20.2016 review

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Great product and customer service.
I was familiar with Thomson Reuters product FileCabinet and this is a great comparison for industry specific.
Training was helpful.
Added licenses took a bit longer that I would've expected, but overall great product.

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
Likely
Extremely
Likely

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.

EFILECABINET IS A USEFUL QUALITY TOOL FOR OUR ACCOUNTING OFFICE, WITH EXCELLENT TECH SUPPORT, TOO!

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have had Efilecabinet for about 5 years now, and it is very important in keeping all our client's data in one location. Anyone here can reproduce what is needed quickly and efficiently. As it is upgraded on a regular basis Efilecabinet keeps up to date with industry and security changes needed. We are happy to have this software and its ability to help us perform our job better.

Easy to set up - Easy to use - Easy to adapt as needed

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Our firm had a great experience with Efile Cabinet. We had used other similar programs on a trial basis but did not find them to suit our needs. As soon as we began using Efile Cabinet we knew this was the program we'd been looking for. The easy to set-up and user friendly interface make it easy for all staff to use. The ability to customize templates has fit all of our needs. We have had great success adding and adapting our templates and formats as necessary. The customer support has always been friendly and helpful and able to answer any questions we have had. EFile Cabinet has exceeded all our expectations for an electronic document management/storage system.

E-File Cabinet: Just what you need!

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Our office depends on our E-File Cabinet account. We are a Tax Preparation business as well as a Tax Resolution Company and being able to access clients information to reprint or review older information is essential. E-File Cabinet lets us set up files for each and everyone. We have thousands of clients protected information at our fingertips.

Using eFileCabinet with Right Signature and iPads for our loan packets

Dec 20, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: We have been using eFileCabinet with Right Signature and iPads for our clients to sign all of our loan documents for about 13 months. The clients love it and so do we! We have reduced out copier paper and toner usage by approx. 40% and we now have a disaster recovery plan for all of our HR, Accounts Payable and Client files.

Not bad software

Dec 20, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Comments: It does the job of file storage and is easy to find things if you know their name. The folder system can be not useful if it's not setup completely right.

Great Document Retention System for a New Healthcare Valuation Firm

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We started BuckheadFMV, a healthcare valuation firm, this year and were busy right out of the gate. Before we knew it, we needed a document retention system for all our consulting and appraisal projects. Coming from a larger consulting firm environment, I was expecting a difficult implementation and a very costly solution. eFileCabinet was extremely affordable and was very easy to use. Their customer service department was also very helpful, the few times we couldn't figure out something on our own. Within a couple of months our templates and client documents were in order and properly filed. A huge weight is lifted knowing that our work is secure. The data is also easily accessible with a mobile app that allows you to access documents in the cloud and send files to clients directly from your phone. I would highly recommend to new businesses with document retention needs like our firm.

eFileCabinet evaluation

Dec 20, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Hi
For us we think that the product is very helpful to be a paperless compagny and help users to find their files easly
many thanks

Excellent People to People but Not a Good Fit for Our Firm

Dec 20, 2016
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: The EFC folks are second to none. They have excellent customer service and are very easy to work with. Support wait times are virtually non-existent and the people are very professional. As for the product, it is a good document management system overall. If someone is looking for a DMS that provides software encryption, controls around data and permissions, this is a pretty good tool and should be considered. In my opinion, it works best for smaller firms.

Great Product

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We selected this product after an extensive search and we are using it in an organization with multiple subsidiaries. The product works well and is very easy to use. I think there could be some additional functionality built in for systems administrators in large organizations but overall it is a very user-friendly product for end users.

Very Useful Software with Few Limitations

Dec 19, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: I would like to be able to see in one place what each user sees (has access to). I currently go into each cabinet to see who has access, rather than the other way around. I have found the tutorials and customer service to be extremely helpful, however.
EFile is used by many in our office on a daily basis, so I do not know what we would do without it.

Damn near perfect

Dec 16, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Customer support and the software is awesome. The easy use of the software and great customer support makes eFile Cabinet damn near perfect.

Better than it used to be

Dec 16, 2016
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Comments: The fact that we no longer have to remove and then update eFile cabinet is a plus. If we needed to call customer service for help updating our system we felt that they were annoyed that we were calling. I believe the rep who sold the product to us should have been better at explaining things to us.There is a lot to know before you can really use the system efficiently.

I like eFile Cabinet but still some major flaws

Dec 16, 2016
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money

Comments: Good platform unless you have a Mac then it makes it more difficult. I understand there is the beta version out there. I was using Secure Drawer for all my scanning which I didn't realize that should only be 'temporary' and it doesn't communicate 100% accurately to eFile Cabinet Online. To make matters worse, as of this week (12-12-16) the eFile team has absolutely zero records of my Secure Drawer account. It was mysteriously disappeared and has no record that it ever existed. I could have potentially lost hundreds of confidential client files because there is 'no email on record.' I am waiting for a phone call from the service team for an update but haven't heard from them in the last 72 hours.

Efile cabinet review

Dec 16, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I have enjoyed using eFile cabinet for many years now. It's user-friendly and interacts with my scanner and email service which makes transferring files simple.

Great storage - needs better sharing

Dec 16, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: We've been using eFileCabinet in our business for a year now.
Accessing our data is easy and it feels very organized and secure.
Sharing files with clients is difficult and we very rarely do so because of that.
Customer service is good and handles problems quickly.

ATSi Review

Dec 16, 2016
4/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We like the capability of having digital storage in-house. We do not like the need to save to our desktop then drag and drop items from the internet. The second handling is inconvenient regardless of the "encryption" standard prohibiting direct parking.

Great tool for HR

Dec 16, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: Being the only person offering HR support to my current employer, implementing eFileCabinet definitely made my role more efficient. I am able to quickly file documents from my computer as they come in from field staff and quickly retrieve files when needed. I would recommend this to any HR person serving as a stand-alone HR department or HR departments.

Very Satisfied User

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have been using eFileCabinet since 2006 and are very happy with the software. It is user-friendly software with excellent customer support.

Efile great start

Dec 16, 2016
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Comments: This program is helping to my practice and has solved the problem of storage for paper files. I've enjoyed the simplicity.

Great Software!

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Easy to use. Makes work day a breeze saving files. Training is available and help is always there while using. Would recommend to anyone.

Overall Happiness

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've been using the service for several years after finally taking my department electronic. It was the best decision I could have made.

Works great for what I need

Dec 16, 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: 8.0/10 Not
Likely
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Pros: The security

Cons: It is probably great for other people, I just don't use all of the features.

Overall: I don't use all of the program's features, mostly, the secure drawer. The ease of use and security of the product is perfect for my business needs.

Good solution to keeping documents electronically.

Dec 16, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Works ok.

Cons: Hard to maintain the software itself. Also, wish there was a way to edit the scanned documents through this software.

Overall: This is pretty good software and does it's job well. Make sure you have access to your server, though, because you will have to access it often to maintain this software. It can be really annoying when your software stops working for whatever reason, but fortunately, the help areas and customer service can usually get you going if you are having trouble.

eFile renewal of contract

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
Likely
Extremely
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Pros: Very ease to use and very efficent

Cons: I like it

Overall: Worked out great, after one year of service, I was able to renew my contract with ease, no problems, Customer support was great.

Recommendations to other buyers: Liked the hands on training

Great product

Dec 16, 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: 10.0/10 Not
Likely
Extremely
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Pros: Ease of use

Cons: So many features that I don't have time to learn

Overall: efilecabinet has been a huge time saver. We have eliminated our paper files completely. What used to take an offsite storage unit is now at our fingertips.

eFileCabinet is the BEST

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
Likely
Extremely
Likely

Pros: How easy it is to find your folders

Cons: Permissions can take a while to set up

Overall: eFileCabinet is Awesome! It is so easy to find and access my files. Access to your important information is literally at your fingertips!

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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Extremely
Likely

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.

Insurance Agent

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support

Comments: Great, easy and efficient.
I recommend to my colleagues. Because we received a lot of important documents and we need a solution that provides secure and also easy to use.

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
Likely
Extremely
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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.

An Acceptable Alternative

Dec 16, 2016
3/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Easy to use.

Cons: Files in the program can get corrupted. The program can't always find the client using the last name due to programming problems. Data corruption seems to be a consistent problem with the software.

Overall: The EFile cabinet is a fair software product. It's relatively easy to set up, operate and understand. Learning curve is low.

On the downside, there seem to be glitches in the program. On an occasional client, you can't search based on the client's last name. You will know the client is there but you can't find it. You have to occasionally do searches on other attributes like the first name.
---When you scan the data on a certain percentage of the clients, the data file will be corrupt. This appears to be a EFile cabinet problem. The usual fix is to rescan all the documents.

The EFile cabinet is an acceptable alternative for now. Improvements are definitely needed. Trusting EFile cabinet with all my client files is a little shaky but it seems to be OK for now.

Recommendations to other buyers: Improvements to the data base abilities are required.

Good product- needs more integration with office and outlook

Dec 16, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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Extremely
Likely

Comments: Was hard to move from regular explorer to this. Users were frustrated, the email integration to outlook is missing.

E-File Cabinet Review

Dec 16, 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: 7.0/10 Not
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Extremely
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Pros: The security functions.

Cons: Not being able to print directly without having two print functions.

Overall: Overall experience is good. The only thing that I wish I could do is- send copies of a tax return directly to the e-file cabinet without having to have to print functions.

Recommendations to other buyers: Not at this time.

Return to Version 4.1.43.56

Dec 16, 2016
3/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Version 4.1.43.56 is very good

Cons: The newer versions have a proprietary encryption that can not be deactivated.

Overall: I have used eFile Cabinet for about 7 years. The reason we choose this program is that all documents are saved in PDF format, and once saved can be accessed by Windows Explorer. If the company goes bust, nothing is lost and everything is fully accessible. With the newer versions, the documents are stored with a proprietary encryption; and can no longer be accessed using Windows Explorer.

The eFile Cabinet company has abandoned its legacy customers by allowing us to deactivate the encryption function. Until the encryption is optional, I'm sticking with Version4.1.43.56. [This is the last version without encryption.]

There are still some glitches in the program. Moving Drawers between Cabinets sometimes leaves files in the old cabinet and new cabinet. This requires me to go into the raw data using Windows Explorer and complete the Drawer/File move manually.

Breath of fresh air

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We switched over from an old software we were using and it's a breath of fresh air. It's so much easier, very user-friendly, the customer support is great. I would recommend them to anyone.

eFileCabinet

Dec 16, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Cons: user interface

Overall: Hi, as a busy New York Life agent eFileCabinet makes my life easier. Secure docs that I can access on my mobile phone is amazing. Great customer service too!

E File Cabinet

Dec 16, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Hi, as a busy New York Life agent E File cabinet makes my life easier. Secure docs that I can access on my mobile phone is amazing. Great customer service too!

Transferring Data to efilecabinet was a breeze

Dec 14, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: The experience with eFileCabinet has been very appreciative. From sales personnel to system support, everyone has been very professional and courteous. I did not have prior experience of moving data from one stored data site to another and with the expert support of eFileCabinet, I was able to accomplish the task with great ease.

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.

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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Extremely
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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.

Electronic file storage

Dec 12, 2016
5/5
Overall
5 / 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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Extremely
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Pros: Ease of use and access

Overall: I made the switch to electronic storage of my files and I can't be more happy about it. No more digging through file cabinets to look for a folder or forms.

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.

Great Filing System

Dec 12, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality

Comments: It is very easy to use. The only problem I have is when the server is slow. Overall, I like using the program.

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.

Great product!

Dec 12, 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: 9.0/10 Not
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Cons: We would like to see the product change the way the side view. When we have a file open we cannot see which client we are in.

Overall: We have used EFile Cabinet for over a year and we are very pleased with the ease of use and the speed of the program. Its organization is great too!

We need more support to be able to have client sign order on a iPad.

Dec 11, 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: 8.0/10 Not
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Pros: We are able to get rid of our paper files.

Cons: Need more knowledge about the product.

Overall: Currently, we file all our invoices with Efile along with other documents. Not using RightSignature or SecureDrawer. Need to know how these work. Has many more features which we do not know how to use.

Easily and Customizable

Dec 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: The tool has been an easy way to compliantly store myth files. I like the sidekick tool which allows quick on-demand access.

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.

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.

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.

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.

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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Extremely
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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

Dec 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Best thing out there at this price point. Couples with secure drawer perfectly. Nothing I'd really expect it to do that it doesn't do.

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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Extremely
Likely

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.

eFile Review for Small Labeled Cards

Dec 09, 2016
5/5
Overall
1 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I searched for a software solution to help us scan and store patient implant cards. eFile looked like it was among the top few software packages that would do what we needed to do. In our case we get a return card from a doctor or hospital regarding a device that was implanted in a patient. The card has a phyiscal location designated where we want them to place the label from the product, but the actual placement can vary 1 or 2 mm from the ideal location.
The eFile technician worked with us to help us set up templates to be able to scan the cards. During this process, he was very patient and understanding of what we wanted to do.

Unfortunately for us, the variability of the actual location and the extremely small size caused extraneous characters to be included and caused extra work removing that extra text and characters. If you have plenty of real estates and minor variability this software will work well for you. You should try it.