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Colleen M.
Accounting, 1-10 employees
Used daily for 2+ years
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We are a CPA firm, concentrating on tax preparation, consulting and planning. With eFC, there is no more time consuming hunting for the right folder, no more cumbersome paper files to manage and store. We converted several years ago and have never looked back with nostalgia to the old days! Now we can wow our clients with easy, quick access to their information and that impresses them and makes our days happier and less stressful.
eFileCabinet has made our lives so much easier and our client service much more efficient. Any staff member can look up a client's info. When a client stops by with an additional document or sends something to us by email, it is a quick and simple process to file the new doc.
Much as we love the simplicity and ease of using eFileCabinet, it sometimes feels as if the programming is not quite keeping up. Files will lock up occasionally. There has always been a simple work-around to any of the little annoying problems that arise but who wants problems ever?
Thank you so much for taking the time to leave us a review. We are excited to hear that eFileCabinet has helped make your lives easier and your client service more efficient. We look forward to continuing to support the success of your business in the future with some new updates that will improve the user and client experience even more.
Tina B.
Accounting, 1-10 employees
Used daily for 2+ years
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9.99 sometimes they are not on Accountant's schedule (4/15 9/15 and 10/15) so they have so special instructions for us during our peak season. This needs to be improved.
It's easy to use and the customer service is superb.
It takes some hand holding to get use to the software. The video Library isn't searchable so I constantly have to ask for guidance on training I desire. it can be more client-friendly.
It's so great that you feel the customer service is superb, thank you so much for sharing! We have also started providing Premium Support available 24 hours per day Mon-Sat and we will have your account manager contact you to discuss how we can support your needs as an accountant with a very busy schedule. Thank you so much for taking the time to leave us this great review.