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…
N/A
Suralink
Score8.5 out of 10
N/A
CPAs can use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience. The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting with the goal of delivering a more efficient and organized engagement.
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
SuraLink makes perfect sense for a CPA firm that works with a number of clients. It provides easy access, and well-presented display of each client and the corresponding files provided. The security of the files is also imperative for sensitive client information. The format of the portal also allows for ease of understanding which files coordinate to what requests. This is in contrast to a something like a "drop-box" in which it is simply a list of files. This may not be the proper product for a smaller operation that only seeks secure file transfers on a non-regular basis. Additionally, for the smaller organizations, the cost may be prohibitive for little to sparing use. In those situations, a more simple secure file transfer options may be more advantageous.
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
There seems to be a number of situation in which the site is down or experiencing difficulties. This makes it difficult to work with clients and obtain documentation.
When uploading a large volume of workpapers, there are occasions in which some or all of the files will not upload properly. This creates additional back and forth and frustration with the client for re-requests or follow-ups.
The email notification alerts could be stronger in how they are displayed and how the changes/updates are utilized.
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
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
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
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
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
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
