eFileCabinet Reviews

12 Ratings
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Score 7.6 out of 100

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March 04, 2020
Ann M. Frank | TrustRadius Reviewer
Score 10 out of 10
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10
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 Ann M. Frank's full review

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

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