What users are saying about
9 Ratings
9 Ratings
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Score 9 out of 101

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Likelihood to Recommend

eFileCabinet

eFileCabinet is well suited for companies with lots of clients and documents to store for each client. Users can scan using a scanner, or "print" from a PDF file. You can also drag and drop, or send straight from office products such as Excel or Outlook. eFileCabinet may not be well suited for those who do not have a large number of files to store. If you are looking for a storage system just for your company, and you don't frequently need to look up or send documents - this may be too robust for you.
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Pros

  • The ability to set restrictions on documents sent out or stored in the system is one great strong suit of eFileCabinet.
  • It gives us the confidence that our documents are safe.
  • eFileCabinet has excellent technical support. When needed, I can call or email them and the problem is usually solved in that moment or that day. They have also worked directly with our IT Support Service to get things set up on our server.
  • The search features are frequently used by me. You can limit where the search takes place, and even search within a search to narrow down your results. The side panel lets you preview the documents as well so most often I don't even need to fully open a document to get the information I need.
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Cons

  • SecureDrawer could use improvement, it doesn't feel completely intuitive to the user, sometimes I find myself confused or irritated while trying to set up someone, or re-map folders.
Ranae Hager profile photo

Alternatives Considered

We have not utilized any eFileCabinet competitiors, and we selected eFileCabinet as it was a preferred product of our broker dealer
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Return on Investment

  • ROI has been generally positive. The software is costly, but the ability to remove several file cabinets from our office, as well as the workflow increase and simplification for our employees has made it worthwhile.
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Pricing Details

eFileCabinet

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$50*
1.  per user
eFileCabinet Editions & Modules
eFileCabinet
On-premise Edition
eFileCabinet On-Premise Performance Package
$501
eFileCabinet On-Premise Professional Package
$651
eFileCabinet On-Premise Enterprise Package
Call for pricing1
1. per user
SaaS Edition
eFileCabinet Online Professional Package
$651
eFileCabinet Online Performance Package
$501
eFileCabinet Online Enterprise Package
Call for pricing1
1. per user
Additional Pricing Details
One time implementation fee starts at $500 up to 3 users, $100 each additional user