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Docassist vs eFileCabinet Comparison

Overview

Uplevl’s on-demand, fully integrated suite of content, document and workflow management tools provide organizations with...

eFileCabinet is a paperless office and document management solution designed to meet the needs of multiple industries through...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$25
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$1200/yr.year
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

5

4

3

2

1

485

255

73

17

12

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

Pros

Not enoughreviews yet

Pros

The best feature in this software is the "help" automations that literally walk you through the different activities you may want to accomplish in the software.
Great place to store all personal and private files. Clients appreciate my ability to help them with storing their trusts, wills and special needs.
I love the fact that we have been able to get rid of a lot of paper in the files and use e-file, which has been so amazing. We can just log in and get any information we need for our clients.

Cons

Not enoughreviews yet

Cons

The inability to add to something already filed and the inability to delete unwanted items. Example I made a new profile and never used it, now I cannot delete that profile and it is very annoying.
Hate the checking in and out of documents and often I get error codes trying to check something back in. I have no doubt it has far more capabilities than I utilize as a small firm.
The inability to delete accidentally uploaded files is completely unacceptable.
  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last review4 days ago

Key features

  • Total features15
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Active Directory Integration
  • Alerts / Escalation
  • Alerts/Notifications
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Management
  • Contract/License Management
  • Customizable Branding
  • Customizable Templates
  • Data Recovery
  • Data Security
  • Data Synchronization
  • Digital Asset Management
  • Digital Signature
  • Document Analytics
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • File Conversion
  • File Recovery
  • File Sharing
  • Full Text Search
  • HIPAA Compliant
  • Information Governance
  • Messaging
  • Metadata Management
  • Mobile Access
  • Mobile Signature Capture
  • Multi-Party Signing
  • Offline Access
  • Optical Character Recognition
  • QuickBooks Integration
  • Reminders
  • Remote Access/Control
  • Retention Management
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Tagging
  • Task Progress Tracking
  • Template Management
  • Third Party Integrations
  • Two-Factor Authentication
  • Version Control
  • Workflow Management
  • Total features65
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Active Directory Integration
  • Alerts / Escalation
  • Alerts/Notifications
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Management
  • Contract/License Management
  • Customizable Branding
  • Customizable Templates
  • Data Recovery
  • Data Security
  • Data Synchronization
  • Digital Asset Management
  • Digital Signature
  • Document Analytics
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • File Conversion
  • File Recovery
  • File Sharing
  • Full Text Search
  • HIPAA Compliant
  • Information Governance
  • Messaging
  • Metadata Management
  • Mobile Access
  • Mobile Signature Capture
  • Multi-Party Signing
  • Offline Access
  • Optical Character Recognition
  • QuickBooks Integration
  • Reminders
  • Remote Access/Control
  • Retention Management
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Tagging
  • Task Progress Tracking
  • Template Management
  • Third Party Integrations
  • Two-Factor Authentication
  • Version Control
  • Workflow Management

Integrations

  • Total integrations4
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Workspace
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Teams
  • Salesforce Sales Cloud
  • SharePoint
  • Slack
  • Trello
  • Twitter
  • Zapier
  • Zendesk
  • Total integrations12
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Workspace
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Teams
  • Salesforce Sales Cloud
  • SharePoint
  • Slack
  • Trello
  • Twitter
  • Zapier
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Docassist vs. eFileCabinet

See how Docassist and eFileCabinet stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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