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https://dudodiprj2sv7.cloudfront.net/product-logos/9A/tO/KKA0MGKPU648.JPEGeFileCabinet makes our files feel safe and secureeFileCabinet is currently used by our entire company, including one outside contractor. With our previous document storage system, we were happy but concerned about security. eFileCabinet solves the security concerns for us, it allows us to send documents with special limitations and passwords. Its search features and organization structure also allows us to quickly find the documents we need. We can also hide certain drawers, or cabinets for select users in our company. With their SecureDrawer program, we can share documents with our clients or allow them to share with us while still applying restrictions and limitations when needed.,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.,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.,10,eFileCabinet is an integral part of our system, it's return on investment is intangible.,SmartVaultEfileCabinet is a bargain for its abilities!We use eFileCabinet as a document storage program. With its ease of "drag and drop" documents can easily be added exactly where you want them.,Drag & Drop feature accurately and quickly loads any document where you want it in the files. Easy search mechanism lets you find a document that you may have titled differently in a previous year.,Applying multiple templates across the program to any new file must be done in multiple steps. After several phonecalls with tech support, I realized there is no way to integrate several templates into an automatic add function.,10,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.,,QuickBooks Pro, QuickBooks OnlineGreat way to declutter!We utilize eFileCabinet across our whole organization (about 8 people). We use it to eliminate physical document storage, and to simplify user workflow in editing documents. We also utilize e-signature for clients, which has been greatly appreciated both by our staff and our clients!,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.,The automatic filing structure has been helpful, but has taken a bit of our time to straighten out. Scanned in docs don't always end up where we want them to. Pricing has increased over time, and we would love to see it return to the original level.,9,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.,,Adobe Acrobat DC
Windows, Mac
eFileCabinet
9 Ratings
Score 8.9 out of 101
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eFileCabinet Reviews

eFileCabinet
9 Ratings
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Score 8.9 out of 101
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Ranae Hager profile photo
August 23, 2018

Review: "eFileCabinet makes our files feel safe and secure"

Score 10 out of 10
Vetted Review
Verified User
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eFileCabinet is currently used by our entire company, including one outside contractor. With our previous document storage system, we were happy but concerned about security. eFileCabinet solves the security concerns for us, it allows us to send documents with special limitations and passwords.

Its search features and organization structure also allows us to quickly find the documents we need. We can also hide certain drawers, or cabinets for select users in our company.

With their SecureDrawer program, we can share documents with our clients or allow them to share with us while still applying restrictions and limitations when needed.
  • 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.
  • 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.
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.
Read Ranae Hager's full review
David J. Reali, CPA profile photo
July 02, 2018

Review: "EfileCabinet is a bargain for its abilities!"

Score 10 out of 10
Vetted Review
Verified User
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We use eFileCabinet as a document storage program. With its ease of "drag and drop" documents can easily be added exactly where you want them.
  • Drag & Drop feature accurately and quickly loads any document where you want it in the files.
  • Easy search mechanism lets you find a document that you may have titled differently in a previous year.
  • Applying multiple templates across the program to any new file must be done in multiple steps. After several phonecalls with tech support, I realized there is no way to integrate several templates into an automatic add function.
eFileCabinet is great for the smaller CPA office for document storage. It is priced well within the means of a small firms budget.
Read David J. Reali, CPA's full review
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August 23, 2018

eFileCabinet Review: "Great way to declutter!"

Score 9 out of 10
Vetted Review
Verified User
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We utilize eFileCabinet across our whole organization (about 8 people). We use it to eliminate physical document storage, and to simplify user workflow in editing documents. We also utilize e-signature for clients, which has been greatly appreciated both by our staff and our clients!
  • 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.
  • The automatic filing structure has been helpful, but has taken a bit of our time to straighten out. Scanned in docs don't always end up where we want them to.
  • Pricing has increased over time, and we would love to see it return to the original level.
Great if your field requires copious amounts of paperwork, and you want to get rid of the clutter and stress of dealing with physical paperwork. With the size of our organization (about 8 people), we were borderline on whether the cost would be worthwhile, but even for our group we've found the enhanced workflow and eSignature function to be very valuable. I would think for groups smaller than ours the cost would likely not be worth it.
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eFileCabinet Scorecard Summary

About eFileCabinet

eFileCabinet aims to help businesses reduce their dependency on paper and enable them to manage all files and paperwork electronically. The vendor says they help their customers set up document management systems that are fully compliant with all FINRA, HIPAA, SEC and NASD regulations. The vendor’s clients are typically companies that have frequent customer interaction, require high levels of documentation, and have offices in which compliance and regulation demand thorough record keeping. The vendor also says their electronic filing system works well with accountants, financial planners, HR departments, insurance offices, health and medical offices, manufacturing companies (with heavy concentrations of record keeping), dental and medical offices, schools and colleges, real estate offices, community banks and credit unions, car dealerships, transportation companies, and small government city offices.

eFileCabinet Features

Has featureSecureDrawer
Has featureSideKick
Has featureMobile App
Has featureRole Based Permissions
Has featureMacOS Compatibility
Has featureCompliance Tools
Has featureeSignature
Has featureZonal OCR
Has featureCloud or On-Premise

eFileCabinet Screenshots

eFileCabinet Integrations

Salesforce.com, Citrix ShareFile, DocuSign, RightSignature, Microsoft Office, Sage, QuickBooks

eFileCabinet Competitors

Pricing

Does not have featureFree Trial Available?No
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Optional
On-premise EditionPricing DetailsTerms
eFileCabinet On-Premise Performance Package$50per user
eFileCabinet On-Premise Professional Package$65per user
eFileCabinet On-Premise Enterprise PackageCall for pricingper user
SaaS EditionPricing DetailsTerms
eFileCabinet Online Professional Package$65per user
eFileCabinet Online Performance Package$50per user
eFileCabinet Online Enterprise PackageCall for pricingper user

One time implementation fee starts at $500 up to 3 users, $100 each additional user

eFileCabinet Customer Size Distribution

Consumers
5%
Small Businesses (1-50 employees)
50%
Mid-Size Companies (51-500 employees)
25%
Enterprises (> 500 employees)Enterprises (> 500 employees)
20%

eFileCabinet Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar
In-App Support

eFileCabinet Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Mac
Mobile Application:Apple iOS, Android, Mobile Web, 8775745505
Supported Countries:United States, Canada
Supported Languages: English