eFileCabinet

4.5 / 5 152 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

152 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

eFileCabinet, Inc. offers a suite of document management software (DMS) products and services that help businesses and individuals work quicker, smarter and more collaboratively. With more than 15 years in the document management industry, eFileCabinet is the trusted choice for nearly 200,000 users worldwide to store, share and protect their valuable and confidential data.


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!

Disappointing

Oct 16, 2017
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Cons: Regardless of what their website says all of the plans that are offered are cloud based. There are no desktop only options. I see from the review that Capterra have not picked up on this and therefore still highlight the use as a client only service. Not true: to use this product all documents MUST be shared with eFile and client side only encryption is not provided.

Overall: None since I did not just want a product that moved 1's and 0' around

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
Likelihood to Recommend: 10.0/10 Not
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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.

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
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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.

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.

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
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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
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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
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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
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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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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
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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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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
Likely
Extremely
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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.

eFile is a great tool

Dec 13, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: I use this in managing our practice's client information. It is a great tool for our paperless office, and easy to utilize

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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Extremely
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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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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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Extremely
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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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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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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.

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
Likely
Extremely
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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

Easy to access!

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: 8.0/10 Not
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Comments: I like being able to access my files as needed from anywhere. When I am traveling, it is imperative that I have accessibility.

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
Likely
Extremely
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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.

Great Place to Store Tax Returns!

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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Extremely
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Pros: Well Organized.

Cons: Upgrades are costly.

Overall: eFileCabinet makes a great place to organize client files for multiple years and categories. Secure Drawer then works great to correspond with clients securely.

Hopeful about the New Secure Drawer

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: Secure way to exchange information.

Cons: Clients don't like having to learn how to use another app to send info, so getting them to use it is a challenge.

Overall: I received quite a bit of push back from clients last year who couldn't make Secure Drawer work with Windows 10. The new Secure Drawer is supposed to have addressed that issue, so I am hoping more clients will adopt it. I greatly prefer exchanging email via Secure Drawer over trying to find a safe way to encrypt emailed items.

Overall good experience

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: 8.0/10 Not
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Pros: Allows for secure file sharing and storage.

Cons: Previous issues logging in with specific browsers (Google Chrome) took a very long time to resolve.

Overall: Product works as it should, which these days is saying something. I would like to see more functionality and options put into securedrawer. Love the integration with RightSignature and security. Would like to see issues addressed sooner, e.g., for the longest time we could not access securedrawer through Google Chrome - this put a rather large burden on my clients and took far too long to be addressed. Overall, I'm quite satisfied with the products, particularly with the ability to contact Customer support through chat and phone.

Recommendations to other buyers: Would like to see additional options for electronic signature, ability to email or notify other users from within the product. Would also like the ability to make changes to and save changes from within the software without downloading and uploading.

Not user friendly, major errors and problems and Customer Service could not fix the problem

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

Pros: It had a great concept to reduce paper files.

Cons: Program was not easy to use and had a lot of problems which made it impossible to get out scanning done.

Overall: In April 2016 we were unable to scan our documents. We called the IT people at E-File and the guy told us to look on line for an answer to fix it as he didn't know how. We couldn't fix the problem and could not scan anything. We never did get it working and had to change to Drop Box.

Effective document manager

Dec 09, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Despite small glitches, the Efile Cabinet Online Product handles all of the needs of a small accounting practice.

Renewal after one year

Dec 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: Convenient and saves paper

Cons: Costs

Overall: Renewing after my first year, it was a good experience, my request for paying for a longer contract was declined, wish I could lock in the price for 2-3 yrs

Recommendations to other buyers: Offer longer term billing

What your are told is what you get!

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
Likely
Extremely
Likely

Pros: Ease of use.

Overall: As we enter at least our sixth month of using eFileCabinet we are thankful for the relationship we have not only with the sales department but also the training and tech departments. They delivered exactly the product that they advertised with the support "after the sale" that we appreciate. Owning a pre-owned car dealership and servicing the customer after delivery of a vehicle is important and I'm glad to report that eFileCabinet does the same!

Carl Houser
Carl's Auto Inc.
Blountville, Tennessee U.S.A.

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
Likely
Extremely
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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.

We Love eFileCabinet!

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
Likely
Extremely
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Pros: Easy to use.

Overall: We are loving it! Every thing you need is just a click away. It has made our office workflow so much more productive!

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
Likely
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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

Fair product, good tech support

Dec 09, 2016
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Value for Money

Comments: Easy to use and modify fields to tailor to your needs. Multiple ways to migrate data in for different types of users and records. A little bit clunky on some of the functionality as in you have to make multiple actions to achieve certain results. Tech support is the best feature as they are quick to respond and can usually find solutions within a few minutes.

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)

Great software to have but room for improvement!

Dec 09, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to use and ability to quickly upload documents

Cons: Sidekick needs improvements on speed. Software sometimes gets stuck

Overall: We decided to go with eFileCabinet out of a few vendors due their great price and easy to use software. So far all has been going great with transferring our hard copy records to eFileCabinet. One thing I would insist on improving is the speed of the software. Sometimes when using the Sidekick, the program would lag or close on its own. Other than that, I would rate the product an 8.5 out of 10!

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.

Overall product Review!

Dec 09, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I think this is a great document management system, large enough to handle various sizes of companies. The customer service has always been well above average. I would and have recommended this product.

Recommendations to other buyers: The programmers still need to add built-in annotation capabilities (a feature their competitor has).

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.

Good not great

Dec 09, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: Efilecabinet has been a good place to store documents for encryptio and instant access. My experience with efilecabinet has been good not great. The software is functional but the main issue is that I have not been able to change login information.

Very well put together program. Easy to use and understand.

Dec 09, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Been using E-file for over a year and I love it. Tech support is always friendly and eager to help. They just log on to my computer and do everything for me when there is a problem. Scanning and storing is so simple a caveman can do it.

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.

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.

Great online filing cabinet

Dec 09, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: We switched over from Lacerte DMS and were pleased with the change. EFC is easy to use and makes storing documents online easy!

eFilecabinet - perfect for the virtual office

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: Speed and accessibility from anywhere

Overall: My assistant and I recently left a larger firm and have created a virtual office (both working from our respective homes) to service tax and investment clients. The online eFilecabinet product allows us to both of us to access our client files at any time from anyplace. I recently went on a 2 week trip to the east coast and was able to work for a few hours each day. Access to my client files was quick and easy as if I was sitting in my home office. eFilecabinet allows me total flexibility. Using the product is intuitive and took very little time to learn and use most of the functions with it. We couldn't be happier with the product.

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

Just what we needed

Dec 09, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We used to keep paper files for all of our customer, which ended up being a lot of files and taking up a lot of space. With eFileCabinet, we were able to scan all our documents and clear out some space. It is a little time consuming in the beginning with trying to get all of our existing files scanned in. But we now have an employee that is designated for keeping everything up to date and organized. The customer service, when needed has been helpful. The only thing that is a little bit of a pain, is when you have to update the system which requires you to uninstall and reinstall the program. For some reason, it always seems to be a hassle, especially since we have to do it on 4 computers every time there is an update. Overall, it's very easy to use and was just about everything we needed in an electronic filing system.