eFileCabinet Features

eFileCabinet

Cloud based electronic document management

4.41/5 (589 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

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Commenting (165 other apps)
Customizable Branding (129 other apps)
Document Management (135 other apps)
Document Storage (166 other apps)
Drag & Drop Interface (143 other apps)
File Management (119 other apps)
Permission Management (166 other apps)
Projections (122 other apps)
SSL Security (119 other apps)
Search Functionality (215 other apps)
Third Party Integration (161 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


49 reviews

See all iPhone Apps

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

Android App


24 reviews

See all Android Apps

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
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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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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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
craig mulgrum

EFileCabinet - Best in class

2019-02-22

No complaints.

Pros

Retention settings. Security. Can't go wrong.

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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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 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
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.

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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

We use it as an engineering document management system to store revision controlled engineering documents and it does a great job.

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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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
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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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.

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Julie Fausett

Efile, can't live without it.

2019-04-17

I can then lookup my question with answer to resolve or chat with a rep. in a timely manner.

Pros

PDF received we can move and drop directly to efile.

Cons

Haven't experienced any cons and we've used this for years now.

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 so much for taking the time to leave us this review. It's great to hear that you love the ease-of-use our features provide and that you haven't experienced any cons. We love to support your business and are excited to continue to provide support for your success.

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.

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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
Read more
Anonymous
(Utilities company, 1-10 employees)

Midvalley Improvement Distric

2019-02-12

We use eFileCabinet to keep track of District resolutions, connection information, easements, etc.

Pros

This is the easiest file management software I've use.

Cons

The only thing is possibly that it needs to be upgraded every year.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Thank you so much for taking the time to leave us a review! We look forward to supporting the continued success of your business.

Read more
Joseph Maloney

Why we like Efile Cabinet

2019-06-18

The security of our documents has been greatly improved.

Pros

I like have all our documents in one spot with easy access. It allows standardize how we retain document.

Cons

There is problem from sending documents from two or more separate files.

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


It is wonderful to hear how eFIleCabinet has been able to improve the security and accessibility of your documents. Thanks for taking the time to leave us this review!

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
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
PATRICIA CREEL

Great Program

2019-08-12

There was a short time that we tried other programs; however, we returned to eFileCabinet because it is the best document storage program for our needs.

Pros

Allows us to scan, store and organize files logically and conveniently.

Cons

Since implementation of permission, privacy, and tracking, the software is slower than before.

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


We love that we're able to help your business with your needs and look forward to providing your company with continued support! Thank you for taking the time to leave us this review!

Read more
Brit Hefty

Document storage made mostly simple

2019-02-08

Pros

Fairly simple use and management Update process is truly point and click Storage schema is easy to understand

Cons

Advanced automation is gated behind a larger license As far as I know Storage location cannot be automated by meta tag

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from eFileCabinet


Thank you so much for taking the time to leave us this review. We are honored to be supporting your business.

Read more
Anonymous
(Accounting company, 5001-10000 employees)

eFileCabinet Review

2019-11-05

I never have to worry that my coworkers are using the older files of what I've worked on and information is always correct.

Pros

What I like most about this software is the ease for document managing and organizing.

Cons

What I like least about this software is that not file extensions are offered when you'd like to download a document.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more