Most popular features of all Collaboration apps
Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about eFileCabinet's features:
eFileCabinet, Inc. offers a suite of document management software (DMS) products and services that help businesses and individuals work quicker, smarter and more collaboratively.
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
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
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!
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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!
The securedrawer and rightsignature integrations are have worked flawlessly.
Pros
The document management solution.
Cons
none
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering eFileCabinet
the securedrawer and rightsignature integrations work great.
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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.
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
Time used: Free Trial
Frequency of use: Occasionally
Likelihood to recommend
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.
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
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
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
Time used: 6-12 months
Likelihood to recommend
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.
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Thank you for taking the time to leave us this review, it's great to hear your feedback!
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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.
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
Time used: 2+ years
Frequency of use: Monthly
Likelihood to recommend
Thank you so much for leaving us with this feedback, we appreciate your review.
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
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
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!
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.
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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!
Great!
Pros
Great document management system!
Cons
I have not run across anything I dislike
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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.
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
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
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!
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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.
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
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.
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
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
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!
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
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
The main task eFileCabinet performs is the efficient organization of client information.
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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.
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
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
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.
