eFileCabinet Pricing, Features, Reviews & Comparison of Alternatives

eFileCabinet

Cloud based electronic document management

4.42/5 (724 reviews)

eFileCabinet overview

What is eFileCabinet?

eFileCabinet is a document management solution for SMBs or departments of enterprises that are highly paper intensive with distributed workforce across multiple office locations. The solution offers cloud and on-premise deployment methods that are named as eFileCabinet Online and eFileCabinet Desktop. It is designed to cater to the needs of businesses in various industries including oil & gas, retail stores, healthcare, financial services, transportation, government and education.

eFileCabinet solutions assist users in maximizing office productivity by capturing, storing, managing and sharing files for businesses. The product can be accessed by mobile apps available for tablet and smartphone users that allow them to click and upload pictures of documents. It also helps in managing the document security and access by assigning role-based permissions to users that let only specified users to edit & set-up files in eFileCabinet Online.

eFileCabinet has Zonal optical character recognition that allows individuals to convert paper documents into digital files through document scanning and editing. This eliminates the need of repetitive typing and creates easy text searches for document retrieval. eFileCabinet also offers a SecureDrawer product the allows users to securely share documents with coworkers or clients.

eFileCabinet solutions are fully compliant with HIPAA, SEC, FINRA and NASD regulations. It employs SSL/TLS encryption on data transmission between data servers and users computer to maximize the security of data. Some of the key clients of eFileCabinet are Coca-Cola, H&R Block, Comcast, JPL, and more.

Pricing

Starting from
$15/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
eFileCabinet screenshotRubex by eFileCabinet is here, are you ready?eFileCabinet screenshoteFileCabinet screenshoteFileCabinet screenshoteFileCabinet screenshoteFileCabinet screenshoteFileCabinet screenshotEscape Paper Purgatory with Paperless Document Management Software

eFileCabinet reviews

Value for money
Features
Ease of use
Customer support
  4.3
  4.2
  4.3
  4.4
Deborah Flores

EfileCabinet Document Management System

Used daily for 2+ years
Reviewed 2019-06-14
Review Source: Capterra

No issues. We are very happy.

Pros
Very easy to use. Always works. Competitive Pricing.

Cons
I wish I could pdf from lacerte into efilecabinet, but its not that big of a deal to just pdf to my desktop and then drag and drop into efilecabinet.

Response from eFileCabinet


It is excellent to hear that your business is happy with eFIleCabinet. We strive to provide the best in value and support for our customers! Thanks for taking the time to leave us this review!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Philip Shea

Excellent way to go paperless

Used daily for 2+ years
Reviewed 2019-08-14
Review Source: Capterra

The tech support staff at eFile Cabinet has been great to work with when any issues have asrisen. As a CPA tech support is everything and if you can't support your product in a timely fashion the product is worhtless.

Pros
Easy to use, secure storage of client. I wanted my data management system to be separate from my tax software should I ever want to change company's. Also from previous experiences I need a company that would stand behind their product and was large enough to be around in the future.

Cons
After buying a license with annual support I was forced to switch to an annual renewal. Shades of Microsoft & Adobe with monthly/annual subscriptions. So as long as you don't mind and annual subscription . . . . . .

Response from eFileCabinet


Thank you so much for taking the time to leave us this review, we very much appreciate the feedback and look forward to providing you with continued support for the success of your business!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Mike Feihle

Good product, WAY too expensive

Used daily for 2+ years
Reviewed 2020-04-01
Review Source: Capterra

Overall, I had many customers using efile, not it is down to 2, and they will not renew at the next renewal. The cost is just too high for the service provided.

Pros
The searchablity and security, data can't be compromised by a virus

Cons
There are bugs that may or may not get fixed during an update, and they don't know why.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Gretchen Carrasquillo

eFile didn't meet our business goals

Used daily for 6-12 months
Reviewed 2019-11-15
Review Source: Capterra

Our overall experience with eFileCabinet was not good. Software didn't meet our goals and the experience we had with Customer Support was horrible. They were really nice via chat at first though. They helped us when we had a small technical problem. But in terms of requesting a feature and clarifying what eFile can and can't do was horrible. They tried to confused us multiple times, but at the end they had to agree that eFile couldn't do what we needed. And in terms of Retention - how could you allow users with edit permission to be able to change a document retention? In summary, the mayor problem we encountered was that the EDIT permission from VOEDA is really broad. As a future recommendation please try to have better communication with your clients. If eFile can't do what we need say so! If the feature request can't be done say so! Don't let the client get all confused and making them wait and wait and wait. At the end, as a result, your client will leave.

Pros
It's simple to install, easy to understand and work with.

Cons
Before starting on what we didn't like, we would like to point out that we are using the on-prem software (not the online version). Stating that, the software didn't meet our business goals. We needed a software that allowed us to assign security permissions to users, and even though eFile has some predefined ones, they didn't had what we were looking for even though they said it did when selling us the product. For example, we needed users to be able to download, edit the document inside and upload new documents inside drawers and/or folders. But we didn't want them to have permission to also edit/change the drawer/folder name and/or add subfolders. That would mean that my users can change ALL my folder structure. We were in talk with Customer Support and they asked us to create a feature request which we did. After that they promised us they would send a schedule -which they never did-. We kept writing to them and nothing. We also called and nothing. They didn't follow up with the request as promised. The software didn't also meet our requirement on retention which is really important for our business. Note: Any user can edit the retention of an item if they have "edit permission". We also requested for the retention settings to be only controlled by a system administrator. Nothing. No response. We are still waiting after two months on the "schedule" they were supposed to send us and nothing. We wrote to them a lot and still no response.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Lisa Cardinal

Worth it!

Used daily for 6-12 months
Reviewed 2020-03-11
Review Source: Capterra

We have had an excellent experience with eFileCabinet. The customer service team is very responsive, our sales person is well informed on the product and can easily direct you to the team member who will be able to assist you with a problem. The trainers are patient and are willing to advise on the set up of your files. Our trainer, Kevin, knows EVERYTHING about the product, and is willing to do multiple sessions for us to make sure that we understand how to use the product.

Pros
eFile Cabinet and the associated Rubex software make moving from paper files to digital files easy. The various add-ins provide access to the system from your email, PDF, MSExcel, and MSWord. Once uploaded, the files (and their contents) are easy to search. An additional feature that is particularly useful for our team is the ability to allow a "guest user" to access files for a limited time. This is a lifesaver for managing audits and allowing employees to access and view documents in their file. 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.

Cons
This software can be used be a team that does not have a "plan" for moving to a digital platform, but that is very unwise. It is easy to begin using it right away; the biggest challenge comes in the set up and administration. There is a definite learning curve, and the training that is offered should be readily accepted -- it will be needed, and it is very helpful!

Response from eFileCabinet


Wow, this is amazing feedback to hear and we're so grateful to be supporting your business and look forward to helping you with future successes. Thanks for taking the time to leave us this review!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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eFileCabinet pricing

Starting from
$15/month
Pricing options
Free trial
Subscription
View Pricing Plans

Basic: $15/month/user

Advantage: $30/month/user

Business: $55/month/user

All plans billed annually.

Enterprise: contact eFileCabinet

eFileCabinet features

API
Access Control
Automatic Notifications
Document Management
Document Storage
Drag & Drop Interface
Permission Management
Search Functionality
Third Party Integration
Workflow Management

Activity Dashboard (176 other apps)
Activity Tracking (135 other apps)
Chat (156 other apps)
Collaboration Tools (330 other apps)
Collaborative Workspace (215 other apps)
Commenting (196 other apps)
Customizable Branding (163 other apps)
File Management (137 other apps)
Projections (145 other apps)
Reporting & Statistics (131 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for eFileCabinet

Key features of eFileCabinet

  • SideKick
  • SecureDrawer web portal
  • Zonal OCR
  • Mobile app for iOS and Android
  • Role based permissions
  • Workflow management
  • HTML 5
  • Active directory
  • Audit trail
  • Online backup service
  • Client sharing portal
  • Synchronizes data
  • Store documents
  • MS Office integration
  • QuickBooks integration
  • Search documents
  • Workflow management
  • Automated alerts
  • Drag & drop file storage
  • Document retention
  • Full API access
  • Role-based security
  • Full-text indexes
  • eSignature integration
  • Guest auditor access
  • Systematic file versioning
View All Features

Benefits

eFileCabinet allows users to create digital files that can be securely stored, transferred and searched to browse & quickly view the data.

For the secure transmission of files through the eFileCabinet SecureDrawer, the solution allows users to collect digital signatures of clients and coworkers.

eFileCabinet supports automated workflow management that allows documents to be automatically routed for approval, evaluation, revision or collaboration.

The solution offers multiple security features such as role-based security, document retention, audit trials and SSL security that makes it fully compliant with HIPAA laws.

eFileCabinet allows users to create configurable dashboards, set automatic reminders and pull reports related to the specific data points.