eFileCabinet Features

eFileCabinet

Cloud based electronic document management

4.41/5 (818 reviews)

eFileCabinet Feature Summary

  • 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

Competitor Feature Comparison

API
Access Control
Accounting Integration
Active Directory Integration
Alerts / Escalation
Audit Trail
Auditing
Authentication
Automatic Backup
Automatic Notifications
Client Portal
Compliance Management
Configurable Workflow
Customizable Templates
Data Recovery
Data Synchronization
Digital Signature
Document Imaging
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Full Text Search
HIPAA Compliance
Metadata Management
Mobile Integration
Permission Management
QuickBooks Integration
Remote File Access
Retention Management
Role-Based Permissions
SSL Security
Search Functionality
Secure Data Storage
Tagging
Template Management
Third Party Integration
Two-Factor Authentication
Version Control
Workflow Management
Visit WebsiteCompare App
API
Access Control
Accounting Integration
Active Directory Integration
Alerts / Escalation
Audit Trail
Auditing
Authentication
Automatic Backup
Automatic Notifications
Client Portal
Compliance Management
Configurable Workflow
Customizable Templates
Data Recovery
Data Synchronization
Digital Signature
Document Imaging
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Full Text Search
HIPAA Compliance
Metadata Management
Mobile Integration
Permission Management
QuickBooks Integration
Remote File Access
Retention Management
Role-Based Permissions
SSL Security
Search Functionality
Secure Data Storage
Tagging
Template Management
Third Party Integration
Two-Factor Authentication
Version Control
Workflow Management
Visit WebsiteCompare App
API
Access Control
Accounting Integration
Active Directory Integration
Alerts / Escalation
Audit Trail
Auditing
Authentication
Automatic Backup
Automatic Notifications
Client Portal
Compliance Management
Configurable Workflow
Customizable Templates
Data Recovery
Data Synchronization
Digital Signature
Document Imaging
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Full Text Search
HIPAA Compliance
Metadata Management
Mobile Integration
Permission Management
QuickBooks Integration
Remote File Access
Retention Management
Role-Based Permissions
SSL Security
Search Functionality
Secure Data Storage
Tagging
Template Management
Third Party Integration
Two-Factor Authentication
Version Control
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


1 review

Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


34 reviews

eFileCabinet Feature Reviews

25 reviewers had the following to say about eFileCabinet's features:

Brad Kuehll

Great way to share files!

2018-03-15

eFileCabinet, Inc. offers a suite of document management software (DMS) products and services that help businesses and individuals work quicker, smarter and more collaboratively.

Pros

You can drop a file from anywhere all you have to do is put it into a cabinet and it will move automatically.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Phil Schwartz

Does exaclty what we need it to do

2019-08-07

It is very intuitive software to use and very robust revision control on the files stored in it.

Pros

Could start importing file immediately.

Cons

There are not any workflow actions in the Toolbox that address our unique use of this software so we need to have a process outside of eFile Cabinet to manage the approval process of making a change to a document.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


It's great to hear that you find the eFileCabinet platform intuitive! We're excited for some new features coming soon that are going to improve the user experience even more, and we can't wait to help support the future success of your business. Thanks for taking the time to leave us this review!

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Don Delson

eFileCabinet (EFC) Is Superb for Accounting and Tax Preparation Practices

2019-06-07

Currently we have 115GB of data made up of 143K+ files in 425K+ folders and 6.7K+ drawers.

Pros

Excellent search capability allows misfiled/"lost" documents to be quickly located.

Cons

Despite our repeated requests over the last 5 years, Intuit, owner of Lacerte, has not provided the needed API (interface) that third parties like EFC require to integrate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Wow, what a wonderful review! Thank you for taking the time to leave us your feedback, it's great to hear how eFileCabinet has been able to faithfully improve the efficiency of your business. Thank you for being our customer, we look forward to providing your business with continued support!

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Jeremy Allen

Top Notch Reliable Document Management Solution

2016-10-28

The securedrawer and rightsignature integrations are have worked flawlessly.

Pros

The document management solution.

Cons

none

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering eFileCabinet

the securedrawer and rightsignature integrations work great.

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 1-10 employees)

Gets the Job Done

2019-03-09

Pros

Fairly simple solution for secure document storage and management.

Cons

Depending on your organizations needs and compliance requirements you made not find all

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Thanks so much for taking the time to leave us a review. We're glad to hear that we've been able to help your business with a solution for managing documents.

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Anonymous
(Law Practice company, 51-200 employees)

Not What I Was Looking For

2019-07-23

A few colleagues had recommended I give it a try, my practice doesn't require such large volumes of data so as to require a unique tool for its management. I see the appeal, but it wasn't for me.

Pros

I have not had the need to test it, but I imagine this tool would be very useful in heavy discovery matters.

Cons

Limited ability to control permissions beyond document access.

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Thank you so much for your feedback. We wish you the best in your business endeavors and hope to be part of a solution that works well for your business at some point in the future as we adapt and grow.

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Matt K

The mobile app helps managing documents on the fly!

2018-01-27

Pros

It helps managing documents easily and sync with the Mobile apps as well.

Cons

eFileCabinet helps with managing the user permissions when we need to assign documents to several people.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Matt Dale

Great integration with Salesforce

2016-03-11

Pros

I used it along with Salesforce and I can easily integrate and manage data in between of these 2 tools.

Cons

This is more than just a document management system.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Likelihood to recommend

9/10

Recommendations to others considering eFileCabinet

If you are a salesforce user, then trying this one is good. You would be able to manage your data and files really well.

Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Accounting company, myself only employees)

eFile Cabinet and SecureDrawer

2019-11-07

I am able to share files with my clients in accordance with IRS guidelines.

Pros

My clients and I are able to share files securely.

Cons

I need a workflow management solution which is not included with eFile Cabinet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Thank you for taking the time to leave us this review, it's great to hear your feedback!

Read more
Tony Romero

Great product

2019-09-18

We were able to customize eFileCabinet to be better than any package tailored for our industry.

Pros

Able to use the API to automate filling procedures.

Cons

Works like to be able to drag and drop from various email servers and file systems...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


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

Read more
Anonymous
(Financial Services company, 1-10 employees)

eFileCabinet

2020-02-14

Pros

Also it is easy to upload or drop in document into files.

Cons

Don't like the check out feature when accessing documents.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Thank you so much for leaving us with this feedback, we appreciate your review.

Read more
Pat Lowther

quirky Software

2019-12-05

pretty good; at least my remote team can access documents.

Pros

Works just like MS Documents on my computer.

Cons

goes down a lot; sometimes my file list to the left is only partially shown; have to drag and drop several times before a document gets added.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


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!

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George Daniel

Great Product, Superior Service from a small company who excels in product and Service

2016-04-08

E-File Cabinet is a great Software Company who excels in providing a document management service, You can choose a in your office system that stays indoor office, or an online version, and store all your documents in their filing system.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Brian Wendroff

Great product for a paperless CPA firm, and great!

2020-11-13

Customer support is great. Product is getting better everday. We have been using efile cabinet/Rubex for 10 years.

Pros

It is on the cloud, and customer support listened to his customers and provided a great document management system.

Cons

Customer service came through and converted for our data from another software into it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Wow, thank you for being a customer for over ten years! We are so grateful to be part of your business! Thank you for taking the time to leave us this review!

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Cris Nelson

Great for Organization

2020-11-11

Great!

Pros

Great document management system!

Cons

I have not run across anything I dislike

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Wow, thank you for being a customer since 2006! We're grateful to be supporting your business! Thank you for taking the time to leave us this review.

Read more
Nina Mota

Personnel File Management

2019-08-13

Very happy with the product and level of customer service.

Pros

File management is very easy with this software.

Cons

Sharing an employee file with authorized personnel (i.e. the employee or legal counsel) is cumbersome as there is no easy way to do so.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Thank you so much for taking the time to leave us this review, we love to connect with you and support your business, and it's great to hear you are happy with the product and customer service. We look forward to providing you with continued success for the support of your business!

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craig mulgrum

EFileCabinet - Best in class

2019-02-22

No complaints.

Pros

Easy to scan documents into the management system.

Cons

It's expensive and budget conscious customers might choke on the cost.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


We're excited to hear that you are happy with eFileCabinet and that you have found the security features helpful. Thank you so much for leaving us a review.

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Christian Christiansen

SecureDrawer interface

2019-03-01

Unfortunately, it is sometimes easier to print the files to paper before sorting 30-70 files.

Pros

The drag and drop feature to add a file works well

Cons

In order to get files from SecureDrawer I first must drag it to a folder in eFileCabinet and then onto my desktop.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Logistics and Supply Chain company, 5001-10000 employees)

File Organization

2018-12-20

The system is is able to integrate with other softwares like sales force , one can access it using mobile phones, this is an incredible feature because an employee can access files even when outside the work place.

Pros

efile cabinet organizes important documents in a very secure way and makes it is easy to retrieve any document when need arises. our company deals with so many documents which was cumbersome before getting this software, with it, the problem is solved.

Cons

it is a bit expensive considering its features and a company cannot use it alone, it has to get other softwares to perform other functions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Thanks for taking the time to leave us a review. It's great to hear that we've been able to make it easy for you to organize important documents and that you enjoy using the Salesforce integration. We look forward to providing continued support for the success of your business.

Read more
Satish Mulekar

eFileCabinet

2020-05-01

Pros

Interface is user friendly.

Cons

Cabinet export CSV file option is limited and doesn't allow you to export all or specific parts of cabinet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


It's great to hear that you love the friendly user interface and how eFileCabinet helps make your job easier! We appreciate your feedback and value your review!

Read more
Sue Rutter

Review of eFileCabinet

2021-01-25

File storage for our students so they have access to digital materials and videos.

Pros

Document storage for my students.

Cons

I think there are many features that are available, but every feature is an added cost.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Cathy Henke

Great Product

2020-10-08

Electronic filing is much quicker for payroll.

Pros

Started using zonal OCR to scan and automatically file documents such as payroll reports, franchise tax returns and asset reports

Cons

the Queue backs up; also newer version doesn't show all clients

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Donald Burney

Stability Questions

2019-06-28

The main task eFileCabinet performs is the efficient organization of client information.

Pros

When working the features are flexible enough to meet most data management needs.

Cons

The user interface changes frequently.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Brad Bilotta

Solid Small Business Document Management System

2019-02-01

The product is great value for the money and they have great tech support. Do not need to use it often which is great!

Pros

This is perfect for a small business that needs to go digital and have some document management options.

Cons

Some of the features are lacking in the document management that make work flows so nice, but I believe a new version just came out with it being completely updated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Thanks for taking the time to leave us a review. It's great to hear that our service has been a perfect solution for your business. We look forward to providing continued support to you and your team.

Read more
Cindy Duce

Office Manager

2019-03-01

I use it almost everyday and save practically every document related to our clients.

Pros

It's easy to access, save and find the files I'm looking for.

Cons

What I end up having to do is to drag items to a separate folder and send from my documents folder.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Thank you so much for leaving your feedback, we're happy to hear that you find our system helpful for storing all of your client's tax documents. We will have someone from our support team contact you to discuss some solutions for the email functionality so that we can continue to support the success of your business.

Read more