FileInvite automates the process of collecting information and documents from your clients. The vendor says the process is simple, and the interface is secure. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. FileInvite also allows you to set up reminders, templates and sync with your cloud storage like Google…
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Revver
Score9.9 out of 10
Small Businesses (1-50 employees)
Revver (formerly eFileCabinet) aims to help businesses reduce their dependency on paper and efficiently complete their document work. Revver does this by helping customers store and organize documents, quickly find information and files, collaborate on document work, automate business processes, and be secure and compliant. The vendor’s clients are typically companies that have frequent customer interaction, require high levels of documentation, and have offices in which compliance and…
Our forms for summer camper parents vary depending on the needs of the camper (i.e. allergies, nutrition requirements, & program desirability such as horseback riding or preferred cabin mates). This situational form allowance is a breeze with fileinvite, and the setup process is intuitive and very easy to manage as a collaboration across our entire team
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
eFilecabinet is the best bang for the buck Digital Document Storage Solution that will replace your Physical File Cabinets in your office and lead you down the paperless digital path. With this price point comes some hiccups and speed bumps that you need to be aware of (broken software due to updates from time to time, missing features, confusing interface due to multiple ways to access your data, etc), but once you find work arounds to these items, you will see how powerful efilecabinet is.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
eSignature integration has been a game changer four our organization. The simplification of obtaining client signature on necessary documents through this system has virtually eliminated our need for physically mailing documents to clients.
With our documents hosted by eFileCabinet, our team has increased capability to work from home/while on the road without needing to take along physically paperwork.
The search function that allows for on-page searching has been extremely useful when we're looking for older documents that we can't quite recall the title of.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We do not have any issues with eFile Cabinet. It has become just part of our daily life - finish files and projects and save all the documentation here. Need to research? Find it in eFile. I personally cannot imagine my job without it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
eFileCabinet gets the job done and is fairly easy to use once you find a few workarounds and understand how the software works. Using the browser interface next to the desktop sidekick app is needed when it should all be included in a single app. Users always wonder "why do I have to open both the browser and the sidekick interfaces to do a simple task". Basically one does what the other doesn't do and Sidekick is needing to be open regardless for the printer/scanner upload functions, but is limited on what you can do compared to the browser interface. The mac Sidekick is still in beta and makes me wonder how much longer it will be supported or updated...
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The software loads very quickly, their servers are great. The software can be a tad buggy or quirky at times but it gets the job done which is why it's an 8 out of 10 rating. Their desktop printer and scanner software could use an update so that windows updates don't break it from time to time too.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It makes workflow so much easier, including the ability to save in the cloud makes it accessible from anywhere. I save very little on our server now which means this also makes filing more secure. I literally save and research via the platform several times a day.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
FileInvite has a lot of nice features, but the overall cost is the company's downfall. We were able to get a lot of the same features that we need for a lot less with other companies and providers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We find eFileCabinet to be more secure than the alternative products we were using at the time, around 5 years ago. The system is far more robust and better suited the large number of files we needed to store, plus the amount of security and restrictions we needed to be able to provide for our clients
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Pay only for the number of users you need. I needed 2, so I pay for 2. Other DMS programs come with up to 5 users and charge accordingly. This gives me the flexibility to grow my business at my rate - not someone else's.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
