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eFileCabinet vs SecureDocs Data Room Comparison

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Overview

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

Category Leaders

An easy-to-use virtual data room with 10-min set up, flat-rate pricing, and 24/7 support SecureDocs is trusted by businesses around the world.

  • 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

Video & Screenshots

Pricing

Starting from

699

/user

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

400

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

875

5

4

3

2

1

498

264

81

19

13

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

4.9

143

5

4

3

2

1

132

11

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

It has been a positive experience and have so appreciated the great customer service.
The ease in which to drag and drop files is convenient. I love the ability to organize the files to my needs as well as the ability to locate files.
We have had a great experience. I like that I can access my documents from anywhere.

Pros

I have been using SecureDocs to share information with potential partners and have found both great customer service and seamless ease of use.
Great product, excellent data transparency & warm service.
Given the huge volume of data the software work great and would highly recommend.

Cons

I had a desktop version before moving to the cloud and had several major problems with that version as it corrupted on my computer several times and did not automatically index to a cloud backup.
Terrible enough that I tried for 2 months to cancel my subscription to which the customer service agents wouldn’t let me.
Everything is all jumbled up in the customers folder making almost impossible to find what you are looking for without wasting time and causing more stress to the day.

Cons

You can't view mail attachments through the software. This does not let you to restrict access to 'view only.
Nothing that I would consider a real negative.
When we needed to choose VDR solution the main problem was that most competitors does not publish pricing on their websites.
  • Vendor responds to reviews
  • Last review20 days ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features68
  • API
  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Bulk Uploading
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Library
  • Content Management
  • Contract/License Management
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Digital Asset Management
  • Digital Signature
  • Digital Watermarking
  • Document Analytics
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • File Upload by Email
  • Forms Management
  • Full Text Search
  • HIPAA Compliant
  • Indexing
  • Information Governance
  • Messaging
  • Metadata Management
  • Mobile Access
  • Mobile Signature Capture
  • Monitoring
  • Multi-Factor Authentication
  • Multi-Party Signing
  • Offline Access
  • Optical Character Recognition
  • Q&A Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure File Viewer
  • Secure Login
  • Single Sign On
  • Tagging
  • Task Progress Tracking
  • Template Management
  • Third Party Integrations
  • Two-Factor Authentication
  • User Management
  • Version Control
  • Watermarking
  • Workflow Management
  • Total features40
  • API
  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Bulk Uploading
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Library
  • Content Management
  • Contract/License Management
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Digital Asset Management
  • Digital Signature
  • Digital Watermarking
  • Document Analytics
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • File Upload by Email
  • Forms Management
  • Full Text Search
  • HIPAA Compliant
  • Indexing
  • Information Governance
  • Messaging
  • Metadata Management
  • Mobile Access
  • Mobile Signature Capture
  • Monitoring
  • Multi-Factor Authentication
  • Multi-Party Signing
  • Offline Access
  • Optical Character Recognition
  • Q&A Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure File Viewer
  • Secure Login
  • Single Sign On
  • Tagging
  • Task Progress Tracking
  • Template Management
  • Third Party Integrations
  • Two-Factor Authentication
  • User Management
  • Version Control
  • Watermarking
  • Workflow Management

Integrations

  • Total integrations14
  • Asana
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Workspace
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Teams
  • OneDrive
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Zapier
  • Zendesk Suite
  • Total integrationsN/A
  • Asana
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Workspace
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Teams
  • OneDrive
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

DF
AvatarImg

Dee F.

Education Management, 201-500 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

eFileCabinet logo

eFileCabinet

eFile is Great

Reviewed 3 years ago

Everyone has quick access to documents without leaving their room.

Pros

Easy to find data stored. I do not have the time to discuss anymore.

Cons

Error that pops up constantly. You have to be on-line to move folders from active to inactive.

Vendor response

It is great to hear how your business uses eFileCabinet. Thank you for leaving us this great review!

AH
AvatarImg

Alicia H.

Banking, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

eFileCabinet logo

eFileCabinet

eFile Pros and Cons

Reviewed 3 years ago

I am satisfied overall- but I think there is room for enhancements to make this operate quicker.

Pros

I like the layout and the ability to print documents directly into eFile.

Cons

The eFile sidekick is very, very slow and has frequent glitches. Sometimes it closes down for no reason at all and I have to reopen it.

Vendor response

Thank you so much for leaving us with your feedback, it's great to hear that you love the layout and ability to print documents directly to eFileCabinet. Thanks for leaving us a review!

RH
AvatarImg

Rachel H.

Insurance, 1-10 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

eFileCabinet logo

eFileCabinet

No more paper!

Reviewed 3 years ago

Overall, I would say E-file cabinet met my expectations. It does just as intended and has allowed us to go paper free for the most part.

Pros

E-File cabinet has been really helpful in decluttering our office of all of the paper files that literally used to take up an entire room in our office space. It is convenient to have all of our files right there at our fingertips. No more running back and forth to the file room!

Cons

It would be nice if there was a feature to merge documents into an existing document which is already filed in the system. It is a bit inconvenient that documents have to be checked out to merge in the Adobe software, then added back to the E-file cabinet.

Vendor response

Wow, it is so great to hear how eFileCabinet has been able to help you reclaim your office space and that there is no more running back and for the between the file room! Thanks so much for taking the time to leave us with this feedback, we look forward to providing you with continued support for the success of your business.

BF
AvatarImg

Bridget F.

Health, Wellness and Fitness, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

eFileCabinet logo

eFileCabinet

EASY!!

Reviewed 4 years ago

It solved our space issues. Now that we don't have to have 10 file cabinets we have a whole new room for business.

Pros

The ease of use is what I like the most.

Cons

There isn't anything that I disliked about the software.

Vendor response

Thank you so much for leaving us a review! It's great to hear that our services have been able to solve your space issues and that we've been able to add value to your business.

TC
AvatarImg

Tonya C.

Utilities, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

eFileCabinet logo

eFileCabinet

Efile made simple

Reviewed 6 years ago

Efile has helped clean up all of our paper customer files, making more room in the office and the feeling of less clutter

Pros

ease of use. we all use it and love it

Cons

No cons were added to this review

SF
AvatarImg

Stephanie F.

Banking, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

eFileCabinet logo

eFileCabinet

Best way to store your electronic docs!

Reviewed 4 years ago

Having the capability to electronically store our documents has created an office in our work space as we no longer need a file room!

Pros

Our entire staff uses eFile daily. We save every business document in the eFile system. It is easy to set up, easy to use and we absolutely love the functionality. We have never had a glitch or bug or any issue whatsoever. We love it!

Cons

I can't think of anything I would change.

Vendor response

It is so great to hear that you have loved getting rid of the file room and that we've been successful in helping your business manage the electronic storage for your files. Thanks for leaving us this great review!

AM
AvatarImg

Angelene M.

Real Estate, self-employed

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

eFileCabinet logo

eFileCabinet

Great Software

Reviewed 3 years ago

Love It!

Pros

I like the ease of use about this software. It's easy to understand and navigate throughout the site. Easy to upload documents, files, and photos.

Cons

There's always room for improvement, but I enjoy everything that I've needed Efile Cabinet for so no complaints here.

Vendor response

It's wonderful to hear that you have loved using eFileCabinet. Thanks so much for leaving us this review!

HK
AvatarImg

Hannah K.

Law Practice, 51-200 employees

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

eFileCabinet logo

eFileCabinet

Great software that is improving!

Reviewed 4 years ago

It was a great product to use in order to convert piles of paper documents into a single backed-up electronic space.

Pros

What I liked the most about this product is its various customization options.

Cons

On the other hand, I also think that there are some room for improvement in adding more options to customization.

Vendor response

It's great to hear that you like some of the options eFileCabinet has for customization, and we're excited to announce that we have some upcoming updates that will improve our customization options even further. We look forward to providing continued support for your business. Thanks for your review!

AW
AvatarImg

Arthur W.

Insurance, 10,001+ employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

eFileCabinet logo

eFileCabinet

Never had a problem. Very efficient.

Reviewed 5 years ago
Pros

The software is very easy to learn and use. Uploading files is easy as drop and drag. Frees up room on my hard drive as I can delete. Thank you.

Cons

Downloads could be faster but overall the service is fine. I do not have many cons to report. Many thanks for your service.

TG
AvatarImg

Tamera G.

Security and Investigations, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

eFileCabinet logo

eFileCabinet

Info at my Fingertips

Reviewed 3 years ago

Everyone can access a room full of file cabinets from their desktop. We used to take the customer's phone number and then go pull the file, look through 20 years of papers to find the one we were looking for, then call the customer back. Now while on the phone we can look up the information which is filed in each client's folder by category and then date, and relay the info all within seconds.

Pros

Information for over 10,000 client's accessed instantly. I don't have to leave my desk to hunt down a folder. No more hours of standing in the file cabinet room to file each week.

Cons

Some of the actual software is hard to use on the administrative side. Making templates or customizing is not so easy and is time consuming.

Vendor response

It's so great to hear how eFileCabinet is able to help your business support over 10,000 clients! We're excited to be a part of your team and look forward to providing you with continued support for the success of your business. Thanks for taking the time to leave us this review!

EW
AvatarImg

Erin W.

Used daily for less than 6 months

Review source

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

Share this review:

eFileCabinet logo

eFileCabinet

Great product with excellent customer service reps

Reviewed 5 years ago
Pros

Great electronic document solution for our growing business. It's helping to move us from physical filing to paperless storage.

Cons

There's room for improvement as it relates to ease of use. Feels a little clunky at first when learning how to use the system.

CM
AvatarImg

CINDY M.

Insurance, 5,001-10,000 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

eFileCabinet logo

eFileCabinet

ACCESSIBILITY

Reviewed 3 years ago

IT HAS BEEN A GOOD STEP FOR US IN OUR BUSINESS. JUST WISH IT PROCESSED PULLING UP THE FILES A LITTLE QUICKER.

Pros

I LOVE THE FACT THAT WE NO LONGER HAVE A ROOM FULL OF PHYSICAL FILE CABINETS WITH ALL OUR CLIENTS FILES AND THAT I CAN ACCESS MY CLIENTS FILE INFO FROM ANYWHERE.

Cons

SOMETIMES WHEN I ACCESS THE CLIENT FILES ARE SLOW TO LOAD. MANY TIMES I HAVE TO LEAVE THE WEB SITE AND RESTART TO GET IT TO STOP SPINNING AND TRYING TO LOAD.

Vendor response

Thank you for taking the time to leave us with your feedback, we really appreciate your review.

VT
AvatarImg

Victor T.

Verified reviewer

Accounting, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

eFileCabinet logo

eFileCabinet

One CPA's Review of eFileCabinet

Reviewed 4 years ago

Getting rid of seven sex-drawer filing cabinets has been a life saver. I didn't have room for any more cabinets and eFileCabinet made the growth of my CPA business much easier and more efficient.

Pros

The ease of use. Once you learn how to use eFileCabinet, the everyday use is easy. All of the scanned items are readily available. Making changes to each cabinet is easy and quick. The yearly update to all of the cabinets is very convenient.

Cons

There isn't anything I don't like about eFileCabinet.

Vendor response

Wow, thank you so much for leaving us this wonderful review! It's great to hear that eFileCabinet has aided in the growth and efficiency of your business, and that you find everyday use easy. We look forward to providing continued support for the success of your business.

AR
AvatarImg

Anonymous Reviewer

Verified reviewer

Financial Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

eFileCabinet logo

eFileCabinet

What I Like and Don't Like About eFile Cabinet

Reviewed 4 years ago

EFile Cabinet saves us from having to keep hard copies of our clients files and this, in turn, saves us from having to buy filing cabinets and finding room for them. Files are easy to access.

Pros

It is super easy to scan and file documents with eFile Cabinet. Filing directly from the computer to eFile is a great way to save on paper. Restoring deleted files is a very simple process.

Cons

There are glitches with the Indexing Service not running. It used to be that a message would appear on screen letting me know that the service has stopped which would then necessitate a call to eFile Cabinet. I finally had them walk me through what needed to be done to correct the problem and I now correct it myself. The eFile tech people are all wonderful to work with - they are patient and always fix the problem.

Vendor response

Thank you for taking the time to leave us a review with your feedback. It is great to hear that our support team is good to work with and that they've been able to help you with technical issues. We look forward to providing continued support for your business.

JM
AvatarImg

Jessica M.

Primary/Secondary Education, 1-10 employees

Used monthly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

eFileCabinet logo

eFileCabinet

E-File Cabinet

Reviewed 6 years ago

My office was searching for new software when we received information about using EFile Cabinet. This software is simple to use, install, and they provided great customer service to any questions that we had. Our office has a considerably small budget, but EFile Cabinet was able to give us a quote that would have worked for us. However, we lost some funding this year as we do not have a significant budget, so we were unable to purchase the software for use to store our data. We report trends to the university and this product would be helpful for us to export data for our reports. If we ever have the funding in the future, this would be a great product to keep our data collection in.

Pros

Simple, economical

Cons

Inputting all the previous data we collected

AR
AvatarImg

Anonymous Reviewer

Verified reviewer

Medical Practice, 1-10 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

eFileCabinet logo

eFileCabinet

FUTURE NEUROSPINE

Reviewed 4 years ago
Pros

1. Easy to access 2. Easy data entry 3. Scanner access incorporated 4. Easy to download data 5. Reliable with few updates 6. Security for data

Cons

1. No complaints 2. Problem free for 6 years

Vendor response

It is great to hear that you find so many aspects of our product easy to use. We strive to provide great support and convenience for our customers. Thank you so much for taking the time to leave us this great review, and for being our customer for the last 6 years!

JC
AvatarImg

Josh C.

Accounting, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

eFileCabinet logo

eFileCabinet

Good But Not Great

Reviewed 4 years ago

Once we transitioned over to the full SQL version everything ran much faster and the program was quite pleasant to use. Overall Efile Cabinet gets the job done, but there is definitely room for improvement with functionality and being user-friendly.

Pros

The ability to restrict and allow certain users to see certain folders and access specific features.

Cons

Office ad-ins can be glichy. The ability to email documents directly from efile cabinet is not user friendly.

Vendor response

Thanks for taking the time to leave us this review. We're excited about some new features that will improve the user experience even more and we look forward to providing continued support to your business.

RR
AvatarImg

Robert R.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

eFileCabinet logo

eFileCabinet

Great solution for cloud storage.

Reviewed 6 years ago

It is easy to store the files. It is nice to have all of our files at my fingers instead of going to the file room. The files can be accessed when I am out of the office, unlike our paper files.

Pros

I like that the files are all stored in the cloud and can be accessed when out of the office meeting with clients.

Cons

Occasionally the server is down so files cannot be viewed or added.

SW
AvatarImg

Stephen W.

Financial Services, 1,001-5,000 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

eFileCabinet logo

eFileCabinet

eFileCabinet Review

Reviewed 3 years ago

As a whole, experience has been 3/5 stars. Customer service is terrible. Terrible implies customer service has actually followed up with an unsatisfactory resolution. There has been no follow up from customer service whatsoever. What is positive though is the functionality and features of the software.

Pros

Ease of use and data sharing with our compliance department Access of data/documents from anywhere

Cons

GUI is a little antiquated and clunky. But, that also makes it easier to navigate as there aren't too many high tech features.

Vendor response

Thank you so much for your feedback, we really appreciate the review. We want to ensure the best experience possible for your business and will have your account manager reach out to you regarding some of the issues you have mentioned. Thanks for taking the time to leave us this review!

FD
AvatarImg

Frank D.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

eFileCabinet logo

eFileCabinet

Benefits & problems of the software

Reviewed 3 years ago

Storage capacity and finding data is very easy.

Pros

The support is excellent and the cabinets are well designed.

Cons

The client portal are very hard for most our clients to use. As a result, most of our clients are not using the client portal.

Vendor response

It's great to hear that your business loves the support from eFileCabinet. Thank you for taking the time to leave us with your feedback in this review!

KB
AvatarImg

Kimberly B.

Food Production, 501-1,000 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

eFileCabinet logo

eFileCabinet

Efile review

Reviewed 3 years ago

Great

Pros

Easy to use, resources are good, my rep [SENSITIVE CONTENT HIDDEN] is always available

Cons

Sometimes have to push data from one user to anothet

Vendor response

Thank you so much for taking the time to leave us your feedback, we really appreciate the review!

EW
AvatarImg

Erin W.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

eFileCabinet logo

eFileCabinet

I love eFc! I've never worked with anything like eFc and it wasn't difficult to learn.

Reviewed 5 years ago

Retention of important data (sent from outside the firm or created by the firm); ability to organize data as I wish, ability to share files with clients

Pros

I like the versatility. From the beginning, I could see the many opportunities of how eFc could be used by other industries/situations. I am amazed that we have the ability to create a digital filing cabinet where WE, the user, can organize each drawer however is best for our business or our purpose. Organization can be as extremely detailed or as simplified as one wishes . If a piece of information needs to be shared outside of the business then there are numerous easy ways to do that including SecureDrawer. To top it off, it is not difficult to learn. We've all dealt with software that requires us to pull out our notes to work in it. Not eFc!

Cons

As with all software, there are little things that happen every once in a while. For example, 2% of the time when I type in a search word (that I know is there), nothing will come up. As I said, it's just a little thing.

RJ
AvatarImg

RAHN J. S.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

eFileCabinet logo

eFileCabinet

CPA Practice

Reviewed 3 years ago

We are not 100% Paperless...but we are getting there!!

Pros

Ease of use and GREAT customer support!!

Cons

Would like an easier back up of data to office server.

Vendor response

It's great to hear that you are well on your journey to being a paperless office, and we're excited to be helping you! Thanks for taking the time to leave us this feedback!

em
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elliot m.

Accounting, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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eFileCabinet

cpa review

Reviewed 3 years ago
Pros

Easy to set up client files and desktop program

Cons

cannot back up data as it is imbedded into the program file.

Vendor response

Thank you for taking the time to leave us this review, we appreciate your feedback!

TJ
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Tawny J.

Accounting, 1-10 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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eFileCabinet

Easy to use data management software

Reviewed 3 years ago

We have 400 clients we store data for - it can be overwhelming!

Pros

Efile cabinet is very user friendly, easy to use and I have had great customer support when I can’t figure something out.

Cons

All software has a learning curve and it can be challenging for me to find the time.

Vendor response

It's so great to learn more about how you use eFileCabinet and how we're able to help you support over 400 clients. Thanks so much for taking the time to leave us this review!