eFile is an easy to use and deploy one source solution for documentation
Updated March 04, 2020

eFile is an easy to use and deploy one source solution for documentation

Ann M. Frank | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with eFileCabinet

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.
  • Eliminates paper files and need for storage.
  • Eliminates the need to save some electronic documentation on a server or in other locations.
  • Saves time trying to find documentation.
  • You can find documentation created by other staff in a secure location.
I was not part of the process to select, but my understanding is we selected this instead of paper files. I don't know which other products were options.
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.

Do you think eFileCabinet delivers good value for the price?

Yes

Are you happy with eFileCabinet's feature set?

Yes

Did eFileCabinet live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of eFileCabinet go as expected?

Yes

Would you buy eFileCabinet again?

Yes

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.

Using eFileCabinet

25 - Accounting, account management, other support and admin functions
5 - Our accounting team is our support staff for training, implementation and questions as they are our "power users"
  • saving files and paperwork
  • research
  • replaces server
  • replaces email (outlook) storage
  • streamlines process and accessibility
  • rolled out to admin and support teams after accounting for seamless interaction
  • can access remotely
  • open up access to other office locations
  • encourage other staff to use instead of server
  • track production process
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.

Evaluating eFileCabinet and Competitors

  • Product Features
  • Product Usability
  • Vendor Reputation
  • Positive Sales Experience with the Vendor
Not sure as I was not involved. But if I went somewhere else, this is the only product I'd consider

eFileCabinet Implementation

I don't know as it happened before I started working here

eFileCabinet Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
No - it's so simple to use, we don't need additional support! ( that's a good thing!)

Using eFileCabinet

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Drag and drop
  • Upload goes quickly
  • ability to rename files within the system
  • Search functionality
Couldn't be simpler! I was training in under an hour and use every single day!