eFileCabinet Reviews

12 Ratings
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Score 7.7 out of 100

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Reviews (1-5 of 5)

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March 04, 2020
Ann M. Frank | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our company uses eFIle both in our accounting team and also in support positions that interact with that team and other areas of the company. I specifically use it as a place to save invoices from vendors, purchase orders and all correspondence and documents related to purchasing assets for our company. It is a lifesaver as one location to find any documentation related to projects for any questions or resolution that may be needed at a later date. As a result, I save very little in my email boxes!
  • Cloud-based for access anywhere needed, including off-site and remote offices
  • Allows staff from various areas to access documentation
  • Allows various types of documents to be saved in one place
  • Means I don't need to save documentation in multiple locations and anyone can access as needed
  • Allows me to find historical information easily to resolve questions on billing and projects
  • 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.
eFile will work if you can organize prior to roll out and get a consensus on what you are saving and how. If you don't label consistently, it will not be user-friendly. If you do, it's a great resource for saving documentation of all types, especially for accounting functions. I love, as I mentioned, that I use it as my "one source" for saving documentation and save very little in email or on my company server. (YAY) If used well, it should eliminate redundant storage.
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 Ann M. Frank's full review
December 04, 2019
David J. Reali, CPA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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
July 04, 2019
Ricky Jordan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
eFilecabinet is used across our organization for our HR, Accounting, and Sales Departments. eFilecabinet gives a true digital solution that replaces a slew of physical file cabinets. eFilecabinet isn't a file sharing platform disguised as an Electronic Document storage solution, it is an easy to use to the point digital document solution.
  • eFileCabinet is a secure platform that can store sensitive documents and information.
  • eFileCabinet provides an easy to use Admin panel for user creation, permissions, settings, etc.
  • eFileCabinet provides a solid Mobile App Platform.
  • eFileCabinet provides both a browser version and desktop version of their online software.
  • eFileCabinet's sidekick app can sometimes stop working on the printer side with Windows updates. It's getting better and less problematic, but it would be nice for support to push out notices to the customers when they know they have bugs in the software.
  • The sidekick app would be nice if it had a "full size mode" and the "smaller / simple mode" so that you don't have to run the browser and sidekick together. This is confusing for our users as they might want the advanced functionality of the website browser efilecabinet instead of the minimal sidekick app.
  • Have auto refresh on sidekick and the browser so that if you make changes in the browser eFileCabinet, the sidekick will update automatically. This is very confusing for our users and should be an included feature in 2019.
  • Mac Sidekick App shouldn't be in beta after 2-3 years. This is sad to see :(
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 Ricky Jordan's full review
August 23, 2018
Ranae Hager | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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
August 23, 2018
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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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What is 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 Videos (3)

eFileCabinet Downloadables

eFileCabinet Integrations

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

eFileCabinet Competitors

eFileCabinet 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

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

eFileCabinet Support Options

 Free VersionPaid Version
Live Chat
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