eFileCabinet Features

eFileCabinet

Cloud based electronic document management

4.47/5 (203 reviews)

eFileCabinet Feature Summary

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

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Competitor Feature Comparison

Mobile apps

iOS App


23 reviews

See all iOS Apps

Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

See all Android Apps

eFileCabinet Feature Reviews

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

Steve Surya

Salesforce integration helps with data Sync.

2016-10-21

Users cna easily manage drag and drop functionality to manage the content files and other related items.

Pros

The functionality to manage documents and backups helps a lot. Third-party integrations adds a lot of value.

Cons

The user interface seems busy and can be improved.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10

Recommendations to others considering eFileCabinet

Great tool to manage your online version of files. if you work with SalesForce, files can be easily manage within both of these system due to the integrations provided.

Source: Software Advice
Helpful?   Yes   No
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Steve P

Helps manage my documents on the Cloud with 1 click

2018-01-18

Helps with collaborating with others files and easy access to the application on the web.

Pros

I can save my documents easily and collaborate on the documents from others.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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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
Amanda Rodgers

Great software solution!

2016-12-09

But it's very easy to drop files into the folders and the customization is excellent.

Pros

Ease of use - drag & drop function is excellent.

Cons

OCR queue takes forever and then search function doesn't seem to work.

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
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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
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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
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Gayle Wenzel

Glad I'm using it!

2016-12-09

Instead of renting additional office space and purchasing more file cabinets, I am keeping a hard copy of all of my client returns in EFC.

Pros

I can drag and drop files.

Cons

I have to "check out" and "check in " files

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Edward Beaudoin

Overall good experience

2016-12-09

Love the integration with RightSignature and security. Would like to see issues addressed sooner, e.g., for the longest time we could not access securedrawer through Google Chrome - this put a rather large burden on my clients and took far too long to be addressed.

Pros

Allows for secure file sharing and storage.

Cons

Previous issues logging in with specific browsers (Google Chrome) took a very long time to resolve.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering eFileCabinet

Would like to see additional options for electronic signature, ability to email or notify other users from within the product. Would also like the ability to make changes to and save changes from within the software without downloading and uploading.

Source: Capterra
Helpful?   Yes   No
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Matt Dale

Great integration with Salesforce

2016-03-11

Pros

Integration with Salesforce has provided this software good value.

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
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James Whittaker

eFileCabinet

2016-12-16

Secure docs that I can access on my mobile phone is amazing.

Cons

user interface

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Nicole Pitchard

Great customizable software

2016-04-19

Pros

It can be integrated with a few third pat applications and is easy to use

Cons

Interface is busy. It could be because of a number of features available in the application.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Likelihood to recommend

7/10

Recommendations to others considering eFileCabinet

Good software to be used. Has number of features which are important for many users.

Source: Software Advice
Helpful?   Yes   No
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Jill Woolcock

Should have started sooner!!!

2016-12-09

It is always at your fingertips and is no different than copying files to a folder on your computer!

Pros

The drag and drop feature...how simple it is to organize and re-organize the files that have been uploaded.

Cons

I don't know of any cons so far!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jennifer Shulman

Great way to safely store documents and still allow all team members to access them.

2017-09-15

Pros

I like the balance of security and the access to documents.

Cons

I do not like you cannot access the documents to attach to emails or other software programs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
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
Bill Roland

Great solution for your document management needs

2016-12-20

Active Directory integration is awesome, permissions are extremely granular.

Pros

Easy to use, flexible, comprehensive, stable, secure.

Cons

Release cadence is slow, has not been ported to 64 bit, "Cloud View" backup can be fickle.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rick Steinau

Buyer Beware!

2016-03-22

Pros

I like the drag and drop feature.

Cons

If you go with the on-line version you need to be prepared to wait hours or days for their OCR system to process your queued files. Terrible!

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

1/10

Recommendations to others considering eFileCabinet

Be careful! They oversell their on-line version. They claim it is not in Beta, but I beg to differ. This program has more bugs than a flea-bag hotel.

Source: Software Advice
Helpful?   Yes   No
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Cassidy Carter

Excellent People to People but Not a Good Fit for Our Firm

2016-12-20

If someone is looking for a DMS that provides software encryption, controls around data and permissions, this is a pretty good tool and should be considered.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Amber Torres

eFileCabinet is the BEST

2016-12-16

It is so easy to find and access my files.

Pros

How easy it is to find your folders

Cons

Permissions can take a while to set up

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 51-200 employees)

No more paper and file cabinests

2018-07-12

no paper storage after underwriting is completed.

Pros

In second year savings were substantial due to not having printing, storage costs of original files plus need for duplicate files.

Cons

If have no internet access cannot access.

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
Arthur Walsh

Never had a problem. Very efficient.

2018-04-17

Pros

Uploading files is easy as drop and drag. Frees up room on my hard drive as I can delete.

Cons

I do not have many cons to report. Many thanks for your service.

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
Stephan Slota

EFile online

2016-12-08

Great cloud-based platform for client files. Security and sharing ease are great for documents with personal information that needs to get completed remotely.

Pros

Great storage platform for client information and filing.

Cons

Building drawers, files etc. might be a bit easier, especially when having to upload lots of documents. Going into ant completely out of files takes a bit more time than desired.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering eFileCabinet

Strong recommendation for minimizing paperwork flying around. Cloud-based system great for green offices, and availability of electronic information sharing on a secured platform.

Source: Capterra
Helpful?   Yes   No
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Cyndi Roberts

Best Document Management software out there!

2014-08-06

I found that if my users could play solitaire they could use this software. With drag and drop and the ability to scan or print directly to the software I was impressed.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Yvonne Thompson

Five years plus and still happy

2016-07-10

Pros

Which means they are backed-up and available in any event. The mobile app is great.

Cons

We are unable to insert documents in anywhere in a document; Currently, limit to inserting neither the beginnings or end of a document.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering eFileCabinet

Great system and very flexible. Support is very responsives.

Source: Software Advice
Helpful?   Yes   No
Read more
Taffy Rigsby

Once you have this you will not want to be without it.

2018-03-29

Faster access to files much easier to search and find what you are looking for.

Pros

Organizing and finding files much faster and easier.

Cons

The yearly fee. Would like to pay only a one time fee for the product and have the option to pay annually for support and upgrades.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Julie Bell

Julie's Review

2016-12-12

One function that could be better is sometimes when I save a lot of files, it goes to "please select a file to store it in" even though I already did and need to restart the program.

Pros

Ease of use with clicks of the mouse

Cons

have to restart it sometimes when I have a lot of work to do and the drag feature doesn't always work

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more