EfileCabinet is a bargain for its abilities!
Updated December 04, 2019

EfileCabinet is a bargain for its abilities!

David J. Reali, CPA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with eFileCabinet

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.
  • 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.
The only other program which is remotely similar is Go File Room. This was great when I worked for a large firm (50 + employees) but very cost inefficient for when I went out on my own.
eFileCabinet is great for the smaller CPA office for document storage. It is priced well within the means of a small firms budget.