Likelihood to Recommend 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.
Read full review SmartVault sends out a cover letter with the tax returns that includes a link for them to download their tax returns, avoiding the insecurity of an email attachment. It does not include a statement retrieval feature but does work very nicely with a third-party app called FileThis. The majority of the users in the office have not been able to install the Outlook plug-in due to "a certificate error." In five years, SmartVault has not addressed this issue.
Read full review Pros 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. Read full review Easy navigation Email notifications Document previews Read full review Cons It's only as good as your system for filing. We file by job number and client, without that it would be unusable, figure that out when you implement. Sometimes it's slow to load. Read full review They have cut back on support as have many SaaS companies recently. The documentation can sometimes be a little difficult to follow. Read full review Likelihood to Renew 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.
Read full review Usability 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...
Read full review Performance 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.
Read full review Support Rating 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.
Read full review Reaching someone is more difficult than it should be. Also, they don't take possession of known issues always suggesting it is a local PC issue in initial conversations. That, of course, can be frustrating for the end-user.
Read full review Implementation Rating I don't know as it happened before I started working here
Read full review Alternatives Considered 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
Read full review Sales team was responsive, price was good, functionality was acceptable
Read full review Return on Investment Pricing is budget friendly. 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. Read full review has made sharing documents with large numbers of clients easier has forced us into using their service, or spending time to find a better alternative, in my experience. Speaking personally the product has cost us several thousand dollars over predicted budget costs for a 3-year projection Read full review ScreenShots