eFileCabinet

eFileCabinet

4.5 / 5 196 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

196 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!


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)

Exceptional Document Management System Software!

Dec 05, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The biggest thing that I like about the software is the ability to do my own cabinets and not allow others to see them. I like having everything organized so that it's easier in the long run. EFC allows me to have that organization and I am grateful for it.

Cons: Again, as I've stated before, the only issue with the software is that not all file extensions are included. You have your typical Microsoft Office file types, but it would be nice to have an add-on for extensions like .pcb, .dxf, and others that when associated with a particular software, that software's insignia is used in EFC.

Overall: The company that I worked for is like most companies in America right now. They didn't seem to have a genuine way of organizing their documentation. There was the issue of multiple people having copies, but all of them had different revisions. You could only imagine a headache that it caused. Well, that was when I set out to find a DMS for the company. When I began to look deeper into eFileCabinet, it literally blew me away. The ease of use and the ability to send people documents with the correct revisions was a blessing. No more having to worry about people not having the correct documentation. This goes for internal as well as external customers as well. The ability to search for documents became a breeze one everything was populated. The only downfall that I have about the software is that it doesn't support all of our file extensions. Maybe those are just buyer need instead of overall need, but we deal with printed circuit boards so that files associated with them don't resonate with the software. Other than that, it is probably the biggest blessing that we could have found for the company. The drag and drop style of putting in files, being able to do version control on the fly, and sending documents through Secure Drawer is an added bonus. You will be thankful for this purchase once you get on board. It's easy to use and quickly becoming my favorite software.

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

One of my Most Valuable Tools

Aug 27, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software has so many features and offers far more than what I ever expected - including the ability to preserve all items in the cloud automatically, the app to be able to retrieve, alter and transmit documents from anywhere with ease and the Secure Drawer option that allows me to share files with my clients back and forth. There are many training videos available, so I'm able to get answers to my questions easily and when I can't figure something out, the tech support is readily available to me. In short, this software is one of the most important tools I use in my office.

Cons: I wish the software had a direct connection to my tax prep software so I could print tax returns directly to client folders, but that's more a function of the tax software than Efile Cabinet, so I can't really hold it against them. It's really the only thing that I don't like, and it's a small thing relative to all the good things.

Overall: I stumbled upon this software while searching for a better paperless solution in my office when I learned that my tax software would no longer support their own document management system. They recommended another system, which I found wholly inadequate, both from the standpoint of transitioning and customer care, both of which were less than adequate. When I discovered Efile Cabinet, I found a solution that offered more than I was even looking for and included a level of customer support that I have found to be extremely responsive, considerate and very helpful. I also had an experience where my hard drive crashed and the tech support at Efile Cabinet helped me to restore everything from Cloud view on to my desktop, so I was up and running again in very little time.

Great storage option!

Dec 09, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Love the sync with SecureDrawer!

Cons: Trying to use some of the features - Templates is a big one, I set up a couple of templates awhile ago, but I remember it was not the easiest thing. I now need to edit those templates and don't have the time to dig in to see how to do that. Also, I do not understand how to CHECK OUT something, edit it and put it back. I am always having to save it on my desktop and re-import. Also, it would be nice if you could put notes right on the document or at least make the notes more visible. Right now with the notes being on a separate tab they do not stand out that there are even notes there so that is a bit frustrating. Also, I have an old client that has now come back and started working with me. I set their file to purge and cannot seem to get the purge off of the file, so I am going to have to manually pull all the documents out and create another file. Also, it is getting quite expensive for a small business like mine. I am going to have to, unfortunately, look into other alternatives.

Overall: I do love the integration between other software and eFileCabinet so that you can easily bring in the documents. Over the years that I have had eFileCabinet, I have really liked it, however, the pricing is getting a lot more expensive. Also some of the features, I have had a bit of trouble figuring out how to use. Some are features that I only use once in awhile as so I forget hour to use them - like purge, unpurged, and templates. But overall the software is great, just getting a bit pricey.

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

Aug 24, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love that I can retrieve documents for my clients on a moment's notice and send confidential information with password protection. I can refer to prior year's work papers on-screen without having to retrieve physical files, which saves me time and allows me to work more efficiently and effectively. I love being able to append and/or prepend to existing documents in EFile Cabinet. I also really like how it integrates with Secure Drawer, another product offered by EFC.

Cons: I have had a little trouble with sending e-mails from EFC, where the document is attached to the e-mail but my comments in the body of the e-mail don't appear to the recipient if my e-mail is formatted in HTML format. Other than that, I have no complaints.

Overall: I have used E-file Cabinet desktop version for over 7 years. My growing CPA firm was bulging at the seams with documents from years of bookkeeping and tax return work. The EFC team was extremely helpful form day one to get me set up and answer my questions. I have been able to shred thousands of documents and manage my filing system in an efficient manner.

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

The Good & the Bad

Dec 09, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Ease of use once I figured it out.

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

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

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

What I have accomplished because of eFile Cabinet.

Dec 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is easy to use and easy to find the documents I need.

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

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

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!

Good Features and Secure but Document Sharing is Difficult.

Dec 09, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Good Features.
Secure Logins.
Good Support.
Easy to understand design.

Cons: Some features are not explained fully - so I don't know how to use them.
Secure drawer is confusing and doesn't sync well with eFileCabinet.
I find the support team to be helpful but at times they do not explain well what they are doing or what the solution is. They simply take over your computer (very occasionally without asking) and fix the problem. At times they will leave without closing the various windows they used to solve the problem. Despite those grievances, I do find it very easy to have a problem solved although we haven't needed to call or chat in months!

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

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

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

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

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

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

May 11, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the versatility. From the beginning, I could see the many opportunities of how eFc could be used by other industries/situations. I am amazed that we have the ability to create a digital filing cabinet where WE, the user, can organize each drawer however is best for our business or our purpose. Organization can be as extremely detailed or as simplified as one wishes . If a piece of information needs to be shared outside of the business then there are numerous easy ways to do that including SecureDrawer. To top it off, it is not difficult to learn. We've all dealt with software that requires us to pull out our notes to work in it. Not eFc!

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

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

Life Saver

Aug 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We save so much time, money and stay more organized with eFileCabinet. Being able to have the online version has opened the doors for us to manage our files from anywhere we have a signal.

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

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

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

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
Likelihood to Recommend: 10.0/10 Not
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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.

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.

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.

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.

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.

efilecabinet rocks!

Aug 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of Use - new hires are effectively using efilecabinet within their first hour on the job with very few questions or problems.
Productivity - files can be located & faxed or emailed directly/immediately from a workstation, rather than having an associate spend time going back and forth between filing cabinets. Not to mention the floor space previously required to store documents

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

Great solution for your document management needs

Dec 20, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, flexible, comprehensive, stable, secure.

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

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

Customized Organization at its Best!

Aug 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of implementation and the customization is so handy
Being able to email info to others so quickly from your computer or your smart phone

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

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

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

No more paper and file cabinests

Jul 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Files are accessible at my two offices, no need to have duplicates. Speed of uploading or down loading client file exceptional. Customer training and support excellent. In second year savings were substantial due to not having printing, storage costs of original files plus need for duplicate files. My Client files have to be stored for minimum of ten years

Cons: If cancel service then lose files not accessible. Annual service fee high. If have no internet access cannot access. Cannot access on iiPad at this time.

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

Perfect solution for our paperless small business

Jun 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The ease of use and functionality can't be beat. The software flows easily and makes sense to the user - there's nothing tricky to figure out. Document retention is key for our small business and this software is the best we've had (this is our 3rd company), and we plan to keep it indefinitely. Customer Service is top notch, too!

Cons: Cost effectiveness is always a concern for small businesses. It would be nice to be able to tailor the "level" of software we need (i.e. simple document retention 'only' versions). But you also get what you pay for, and this is worth every single penny.

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

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
Likely
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.

Capterra-loader

We are contributing to a green environment and saving trees.

Jul 09, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Efilecabinet provides my organization with a remote location where we can easily save company files securely ,and make it accessible to all of the right people within the organization.
Since adopting efilecabinet , there has been less and less use for paper within my office environment or the need to manage hard copies of our documents.Overall ,we are helping our environment stay green by greatly reducing our paper consumption.
File upload speed and scan on eFileCabinet is very fast and dependable.

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

Decent Software, but expensive and not very reliable support

Nov 04, 2016
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
Likely
Extremely
Likely

Pros: The document retention feature and the templates

Cons: Lack of innovation of the software. Crashes sometimes. Don't like that it is in an encrypted database.

Overall: I have been an eFileCabinet user for sometime now. They have had some great software over the years, but it seems that they have been lacking in innovation over the last few years. I have also noticed that there has been a constant change in our reps as they have people either leaving or being let go. It is sad, as we have had some great account reps that have been of great help to us as we used the software, but we haven't felt they have cared as much about us as customers as of late. We still use the software, but have also started using other solutions. When it comes with their support, it can be hit and miss. Sometimes you get great support and sometimes you get people that are in a hurry to get you off of the phone. We have also received notice that the price of the software to maintain it has gone up to a monthly recurring model, not too happy abou that.

Some of the things we love about eFileCabinet, is the document retention feature. It has been a great life saver in the past and helps us stay efficient there. We like the templates too.

Your virtual filing cabinet

Aug 25, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Load up your stuff and it is wherever you are. If your co-worker or boss is out of the office and needs to look at something right away, you can drop it into the system and they can view it, download, print it, whatever they need to do from where they are.

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

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

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

Really great product at a reasonable price

Aug 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: We really enjoy the easy-of-use. New users quickly adapt to the online interface because it works like a standard Windows/MAC file explorer. Any current computer user can master the eFileCabinet interface very quickly.

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

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

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

Streamlined my business

Aug 25, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Reduces the clutter, easier to find needed documents while in the office or out of the office. Reduced copy costs, allowed for better access remotely to documents.

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

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

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

Less paper is more

Sep 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: The online/cloud storage capability. I love being able to access our stored documents anywhere, on my smart phone, tablet, notebook computer, at home, on vacation, etc.

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

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

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

Excellent!

May 18, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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

Cons: Absolutely none!

Overall: Saves time, paper & money.

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
Likely
Extremely
Likely

Pros: The ease of learning the software and sending documents securely.

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

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

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

A great asset for going paperless and dealing with FINRA.

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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
Likely
Extremely
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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.

Great solution for cloud storage.

Dec 05, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: I like that the files are all stored in the cloud and can be accessed when out of the office meeting with clients.

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

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

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

Fantastic document management software.

May 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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

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

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

Great CPA Tool

Dec 12, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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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.

Cost and Time Saver!

Aug 24, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Easy to set up, easy to use.

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

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

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

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
Likely
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.

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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Extremely
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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.

Great Software!

Sep 12, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Ease of use and great customer / tech support. Integrations with Microsoft Office, QuickBooks, and SecureDrawer.

Cons: None

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

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

Jun 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: It is easy to used and very well priced. We used to misplace hard copies of files. This has made our lives so simple to open anything up instantly. Scanning is so reliable and fast.

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

Great 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
Extremely
Likely

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

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

Never had a problem. Very efficient.

Apr 17, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Capterra-loader

Eliminates the need for other filing systems - paper and electronically

Jul 18, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: SUPER easy to learn and use. I don't save emails, receipts, invoices, or other "paperwork" anywhere else anymore as I can save it all here and find easily anytime I need it. A lifesaver.

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

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

eFileCabinet 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
Likely
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.

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
Likely
Extremely
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Pros: good quality, long-lasting product

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

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

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

Helps with overall efficiency

Feb 10, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

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.

Top Notch Reliable Document Management Solution

Oct 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: The document management solution.

Cons: none

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

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

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
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Pros: eFileCabinet is a popular and great document management application. It helps managing documents easily and sync with the Mobile apps as well. It let me easily update documents from my mobile devices anytime.

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

Very poor experience

Aug 08, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: Horrible product experience. I worked to setup files with efilecabinet and it went horribly wrong. They sent out invites to my clients 8 times in a row and sent out my personal email even though we waited for about a week to tech support to change it so that would not happen. Some clients who got he invite could not access the accounts. They could also only set up about 1/5th of my clients due to tech issues. It has been over a week and I am still responding to clients who got emails. They will not issue a refund as it was beyond 30 days since the start of the product. It took about that long just to get tech support to work on it, but part of that was my fault as I was still dealing with tax client volume. The only way to cancel is to contact the sales person and he took over 5 days to respond. The only response was no refund. They did give the option to have the 2nd year for free, but if it does not work, how is that a value.

Cons: Functionality is great if it worked. The have pricing option that is better than others and they allow for cloud based hosting of files. I don't like anything to be on my desktop anymore just in case of computer issues which I have experienced.

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
Likely
Extremely
Likely

Pros: Security

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

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

Great way to pass information to our other offices

Dec 12, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Have used it many years

Mar 28, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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

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

Apr 05, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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.

Great product

Aug 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use.

Cons: Nothing major

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

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

We Love E File Cabinet

Dec 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: User friendly

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

Excellent Software for document management!

Dec 09, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use

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

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

Very Satisfied

Aug 24, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
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Pros: The layout and operation of the program is nicely thought out. Customer support is excellent.

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

Get rid of paper

Dec 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: ease of use

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

efile cabinet review

Aug 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of using the program. Support staff wonderful. Tutorials and annual training a big plus.

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

Great Product

Dec 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I have been using efilecabinet for well over 10 years and am glad I made the switch from paper. The ease of finding files and storing new items makes it well worth the money. It is nice to always have the cabinets available to me.

Great program

Dec 09, 2016
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Everything is stored in one place.

Cons: None

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

Solved a problem

Dec 09, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Can easily store clients documents, in one location just like a real file cabinet

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

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

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

My first year with eFileCabinet

Dec 09, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Security and layout.

Cons: Sidekick is irritating.

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

Our experience as a company has been great!

Feb 22, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use has allowed new hires to pick up the software right from day one. It seamlessly transfers files from our local onto eFile.

Review of efile Cabinet

Dec 12, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use in using the program

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

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.

Efile made simple

Aug 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ease of use. we all use it and love it

Overall: Efile has helped clean up all of our paper customer files, making more room in the office and the feeling of less clutter

Recommendations to other buyers: uses are endless!

Great software solution!

Dec 09, 2016
3/5
Overall
4 / 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 - drag & drop function is excellent.

Cons: OCR queue takes forever and then search function doesn't seem to work.

Overall: This is a great and easy to use system that has replaced our paper files almost completely. We've had some glitches in functionality - the Sidekick software conflicted with our existing version of Adobe and so we cannot use it, and the OCR and search functions are spotty at best. But it's very easy to drop files into the folders and the customization is excellent. We're very happy with the service overall.

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!

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!

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.

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.

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
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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.

efile cabinet review

Dec 09, 2016
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: ease of moving things around.

Cons: not being able to append. Checking in documents doesn't work sometimes.

Overall: I have used the desktop version previously and decided on the web version. The web version has some limitations that I wasn't expecting. For example, the option to append pages to a document already stored is not available in the web version.

All in all, it's not a bad product and does mostly what it's supposed to but is quirky sometimes and doesn't do everything the desktop version does.

Recommendations to other buyers: no

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.

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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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.

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!

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

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
Likelihood to Recommend: 10.0/10 Not
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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.

If a Hurricane or Tornado wiped out your facility could your business survive?

Jul 26, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Comments: I would highly recommend the product to any size business, especially small business owners with fragmented components that are costing them money. This product saves money and improves productivity.

Pros: Top the line data protection, very user-friendly, seamless integration, provides peace of mind knowing that you can continue your operations from anywhere there is internet service.

Cons: Training not geared to small business and startups that are not tech savvy. Customized training may help the implementation go smoother and not frighten the nontech owner away.

Glad I'm using it!

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: 7.0/10 Not
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Pros: I can drag and drop files.

Cons: I have to "check out" and "check in " files

Overall: Instead of renting additional office space and purchasing more file cabinets, I am keeping a hard copy of all of my client returns in EFC. So much easier to access quickly than looking for that darn file!

Easy, Thorough, Affordable- Can't live without it.

Nov 12, 2015
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Efilecabinet has completely changed the way i do business in my home, my personally owned businesses, my employer's business-Lets just say efilecabinet has become a permanent fixture in my life. The program is easy to use-and if you have a question, just take a peek at one of their online training videos. They have taken every possible opportunity to make this program work for any industry, size of organization, compliance needs, and scope of use inside the program.

Cons: there is quite a bit to learn about the functionality of the software. It isn't complicated and confusing, just need to spend some time getting familiar which is worth the investment.

Recommendations to other buyers: Make sure that you take the time to look at all the special features of this program. If you spend 30 minutes inside it, you'll be hooked.

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.

Efile Cabinet is great!

Aug 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is very easy to use.

Overall: We have been using Efile Cabinet to keep documentation in one place, rather than having to track down a file in the office. Everyone knows where to find what they're looking for. It's been great!

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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Extremely
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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!

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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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.

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
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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

EFile online

Dec 08, 2016
4/5
Overall
4 / 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: Great storage platform for client information and filing. Ease of upload is good, filing cabinets are relatively intuitive. Strong recommendation for financial services professionals looking to be rid of big filing cabinets.

Cons: Building drawers, files etc. might be a bit easier, especially when having to upload lots of documents. Going into ant completely out of files takes a bit more time than desired.

Overall: Great cloud-based platform for client files. Security and sharing ease are great for documents with personal information that needs to get completed remotely.

Recommendations to other buyers: Strong recommendation for minimizing paperwork flying around. Cloud-based system great for green offices, and availability of electronic information sharing on a secured platform.

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

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.

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.

I love being free from all that paper!

Aug 24, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: User friendly - saves lots of time - makes us more efficient and effective!

Overall: I love this software - It has made my life so much easier. I use the online version and everything is available from anywhere. I completely have eliminated many file cabinets and office space and the operation is more efficient and professional. I love the support I have received as I went through the conversion process.

Recommendations to other buyers: The sooner you start - the better!!!

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
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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!

Five years plus and still happy

Jul 10, 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 yo use. We having access to our files from anywhere. Which means they are backed-up and available in any event. The mobile app is great.

Cons: We are unable to insert documents in anywhere in a document; Currently, limit to inserting neither the beginnings or end of a document.

Recommendations to other buyers: Great system and very flexible. Support is very responsives.

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.

Should have started sooner!!!

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 drag and drop feature...how simple it is to organize and re-organize the files that have been uploaded.

Cons: I don't know of any cons so far!

Overall: I have to retain documents for 10 years on a project I am responsible for. I just started scanning and uploading to eFile Cabinet. It is the easiest solution to use!! I am very impressed with it, and now I am sorry I didn't start doing this sooner. It is always at your fingertips and is no different than copying files to a folder on your computer! I highly recommend it!!!

eFileCabinet has saved so many trees!

Nov 12, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: eFileCabinet has enabled my firm to cut paper cost in half. We no longer have to buy more file cabinets to store records. I have peace of mind knowing that if my building is destroyed by an act of God, my clients records are secure. It has cut my clerical cost considerable as well.

Cons: Really nothing. There are so many great features to the program, I can't learn them fast enough.

Recommendations to other buyers: Inquire about the future technology. eFileCabinet is consistently improving & moving forward in the technology world.