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Cloud based, dynamic document-work management system

(29)

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Revver Features

Features Summary

Functionality

4.2

/5

896

Total features

67

9 categories

Revver features

API
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Approval Process Control
Archiving & Retention
Audit Management
Audit Trail

Common features of Document Management software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Audit Trail

Price starts from

ic-pricetag

No pricing info

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.2

/5

896

Price starts from

ic-pricetag

No pricing info

Total Features

67

Unique features

  • Content Management

  • Multi-Party Signing

  • Approval Process Control

  • Contract/License Management

Functionality

4.6

/5

27.4K

Price starts from

6

/user

Per month

Total Features

29

Features in Common

23

Unique features

  • Email Management

  • Multi-Device Support

  • Real Time Synchronization

  • Content Publishing Options

Functionality

4.5

/5

28.1K

Price starts from

6

/user

Per month

Total Features

17

Features in Common

10

Unique features

  • Chat/Messaging

  • Commenting/Notes

  • Project Management

  • Data Import/Export

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Reviewers who mentioned features said:

DB
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Decha B.

Health, Wellness and Fitness, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Inexpensive & Efficient

Reviewed 4 years ago

EFileCabinet allows my organization to easily and securely keep all files in one place. Due to my role, I am constantly traveling and being able to access the site remotely is essential.

Pros

Easy to navigate, user friendly, clean-looking system, plenty of storage, allows for remote login.

Cons

Can be cumbersome to get the appropriate access to certain individuals.

Vendor response

It's great to hear that you love the ability to access the system remotely and that you're able to stay organized and keep your files secure! We look forward to providing you with continued support for the success of your business. Thank you so much for taking the time to leave us this review.

MC
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Michael C.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Please contact me to explain if your software will improve

Reviewed 8 years ago

Our investment into eFileCabinetOnline has not produced what we had expected and what we had discussed when the product was pitched to us. The functionality lags way far behind our predecessor ShareFile. The linking between EFCO and SecureDrawer is great except there are so many limitations and issues with the new version of SecureDrawer that many of our professionals and many of our clients at times...

Pros

You can link SecureDrawer to eFileCabinet. And you can access from virtually anywhere

Cons

Our investment into eFileCabinetOnline has not produced what we had expected and what we had discussed when the product was pitched to us. The functionality lags way far behind our predecessor ShareFile. Versioning doesn't work in eFileCabinet. Filtering doesn't work in SecureDrawer, you cannot download multiple files or sometimes upload multiple files at once without issues or errors. Permissions...

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Haszilah A.

Telecommunications, 10,001+ employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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dFileCabinet user review

Reviewed 3 years ago
Pros

The application is quite simple to explore and operate. Our industry necessitates massive volumes of documentation, stringent compliance requirements, and excellent management skills. Having e-FileCabinet makes it easier to maintain track of documents and discard hard copies of outdated documents from previous projects. Another feature of the application is that it allows anybody to have unrestricted access to the necessary papers. Logging into our account and finding what we need is a breeze. Another feature that I like is the option to specify which drawers are included in each directory when it is built. This makes it much easier for us to arrange our operations.

Cons

What I dislike the most about the service is that a few times, the PDF file format did not upload correctly and would not download when retrieved at a later time. However, we haven't encountered any problems with the application other than this one.

SL
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Sherry L.

Building Materials, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great product for the cost.

Reviewed 5 years ago

It has been very good. We have had it for over 10 years now.

Pros

The ease of set up and storing documents. It is very manageable and you don't need to be in IT to do it.

Cons

Adding file folders for the new year seems cumbersome.

Vendor response

Thanks so much for the great review! It's great to here that you find eFileCabinet easy to set up and that we're able to organize and store your documents. To help with adding file folders, we might have a template that will help you with that! Our support team can guide you through using templates to make your work even more efficient. Thank you for being a customer for more than 10 years, we look forward to providing you with continued support for the success of your business!

CD
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Christina D.

Legal Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Review of efilecabinet

Reviewed 5 years ago
Pros

I like being able to store all or our clients data in efilecabinet. It's simple and a great product.

Cons

Sometimes when I print to pdf and try to upload a document, efilecabinet will shut down and I will have to re-open it. This happens several times a day to me.

Vendor response

Thank you so much for taking the time to leave us a review. The issue you mention with printing a pdf sounds like something our customer success and support team would be happy to help with. We are excited to have some future updates coming that will improve the user and client experience even more, and look forward to continuing support for your business

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Celese S.

Accounting, self-employed

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Safe and Secure

Reviewed 5 years ago
Pros

I love that this software protects my client information and gives me access to it. I love the filing system. It helps me keep things organized. The Secure Drawer aspect is wonderful too because it allows my clients to easily get me the documents I need to work. The desktop app is wonderful as well -- it allows me to upload dozens of documents easily right to where I need them.

Cons

The price is difficult for me since I am a smaller business.

Vendor response

We appreciate you taking the time to leave us a review. It's great to hear that you love the filing system and that our services have helped you keep client information safe and secure. We are excited to have some future updates coming that will improve the user experience and hope you will find it provides even more value to your business. Thank you for leaving your feedback!

ME
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Michael E.

Consumer Electronics, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Exceptional Document Management System Software!

Reviewed 8 years ago

The company that I worked for is like most companies in America right now. They didn't seem to have a genuine way of organizing their documentation. There was the issue of multiple people having copies, but all of them had different revisions. You could only imagine a headache that it caused. Well, that was when I set out to find a DMS for the company. When I began to look deeper into eFileCabinet,...

Pros

The biggest thing that I like about the software is the ability to do my own cabinets and not allow others to see them. I like having everything organized so that it's easier in the long run. EFC allows me to have that organization and I am grateful for it.

Cons

Again, as I've stated before, the only issue with the software is that not all file extensions are included. You have your typical Microsoft Office file types, but it would be nice to have an add-on for extensions like .pcb, .dxf, and others that when associated with a particular software, that software's insignia is used in EFC.

Vendor response

Thank you so much for taking the time to leave your feedback in this review. It's great to hear that eFileCabinet has been able to provide you with an organization solution and that you've found it easy to use. We are excited to have some future updates coming that will improve the user and client experience even more, and look forward to continuing to provide support for the success of your business.

JY
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Jessica Y.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Good for the price but, be wary of version updates.

Reviewed 4 years ago
Pros

The ability to create a template and mass apply said template to multiple clients eliminated much of the tedium of having to do so one-by-one. I also liked the ease in which we were able to sync to the Secure File exchange portal online from within the desktop application as well.

Cons

Despite numerous updates, we were never able to drag/drop documents from the software to our desktop or to emails. The searching of text in the software, while it worked initially, stopped working for us after new versions were released and installed. We stopped being able to search anything (such an important feature) not long after purchase in the search bar. The workflow feature would also have been nice to use but, proved to be very basic. Next, even though I set up naming conventions, when these were available to use depended on how you saved the document instead of being available all the time.

Vendor response

Thank you so much for this feedback, it's great to learn more about how you use eFileCabinet. We want to provide you with the best possible support to help you with some of the search issues you have experienced and will have your account manager reach out to you to discuss this in further detail. Thank you for taking the time to leave us this review!

DD
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Don D.

Accounting, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 5 years ago

We are a 12-person accounting and tax preparation practice that has used the locally installed of EFC for 5+ years. Currently we have 115GB of data made up of 143K+ files in 425K+ folders and 6.7K+ drawers. EFC has performed faithfully with only very occasional minor issues (usually user error) during the entire time we've had it. In 30+ years in IT/Business I can't recall any other software that has been this reliable. This is one of the few pieces of software I can recommend without hesitation.

Pros

Allows us to save scans of our clients paper and electronic documents as well as digital copies of their tax returns in a fast, secure, dependable and easy to use document repository. Excellent search capability allows misfiled/"lost" documents to be quickly located.

Cons

Integration with Lacerte, our professional tax prep software (which has ~85% of the market) is limited. NOTE: This is NOT the fault of EFC. 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. EFC has said they stand ready to develop this integration once Intuit delivers. We are hopeful this will occur in 2019.

Vendor response

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!

WB
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Will B.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Thoughts after using EFC

Reviewed 5 years ago

We switched from SmartVault to EFC. First off, their tech support people are really helpful and so far we have been extremely satisfied with them. Upon getting our EFC database set up on our server we were hit with a slew of problems. First was an issue with the way the SmartVault data was transferred. When going through the purchasing process of EFC the sales person made it sound like EFC tech people...

Pros

I like that the software is available to be hosted on our dedicated in-house server because we don't trust our client's data in the cloud.

Cons

I don't like how you cannot edit pdf's within the program. For example, you cannot permanently rotate or delete a page within a pdf document without having to pay for a 3rd party pdf editing program. Our employees don't particularly enjoy the user interface that shows the folder and document structure. It was a big change from Smartvault where the client list is on the left-hand side of the screen and then the rest of the screen contained the drawer folder structure and the documents within those folders. In EFC you are forced to select a folder to view the documents within that folder, but you are unable to view documents in two separate folders at the same time.

Vendor response

Thanks so much for taking the time to leave us this feedback. We appreciate your patience and trust in us as we resolve some of the issues you have had and are excited about some future updates that will create an even better, smoother user experience.

AR
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Verified reviewer

Accounting, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Decent software and features but support is lacking

Reviewed 5 years ago

The software makes it easy to share client files between departments and simple to send files to the client when requested. Overall it is a good product.

Pros

We also use the SecureDrawer product to integrate sending and receiving files with our clients. I prefer e-file cabinet as it works better and seems like a better user experience. Overall I like the simple way to add files, categorize and use templates and search functionality. All work very naturally and are easy to remember when I need to perform an action.

Cons

We run it on a local server and it often forgets or gets confused when doing the indexing. I add new clients so sometimes we cannot find the new folders and have to search for them manually. This is only an issue periodically but in my 4 years working with the software seems to happen more than any other product I have used in the past.

Vendor response

Thanks so much for your feedback. It's great to hear that we've been able to help your business with keeping things simple and organized. We are excited about some of the new updates being released soon that will improve the user experience even more to assist with some of the issues you mention here. We also have a support team that is available through phone, chat, and email that is ready and willing to help with any additional questions you have. We look forward to providing continued support for the success of your business!

DO
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David O.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great storage for a small CPA firm

Reviewed 5 years ago

After the collapse of DMS from Lacerte we tried one other program (a disaster) before we found Efile Cabinet.

Pros

Easy to organize and standardize your file cabinet can look like you want it to. With standardized naming conventions, folder structure and retention features you can automate your files. We love the open, edit and save features of the program. Search the entire cabinet for lost files by name and date. Encrypted for your clients protection and big enough to store over 5,000 clients with almost 20 years of records.

Cons

The search function has slowed down with the latest software update. I cannot drag emails from out look to the cabinet. I have to drag them to the desktop first. Sometimes when you create a new folder for a client it creates 2 with the same name. The secure drawer portal is difficult to work with. (my client who is a computer programmer complained about it) So we switched to Secure File Pro for a portal.

Vendor response

We're happy to hear that you have enjoyed the security features of our system and that it's helped to provide protection for your clients. We are excited to have some future updates coming that will improve the user and client experience even more, and look forward to continuing support for your business. Thank you for taking the time to leave us a review!

LW
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Larry W.

Transportation/Trucking/Railroad, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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EFC review

Reviewed 5 years ago

When we purchased Efile Cabinet we went from standard filing to nearly 90% paper free retention. Some items have to be retained in original form and others do not. Any items that have a legal retention period such as driver logs are set to shred at the appropriate time so that eliminates the need to go in and do it manually. We probably save enough storage time to be the equivalent of another employee.

Pros

The system was relatively easy to set up and get into operation. Each user has the ability to set their own retention period for every drawer and accessing our files has never been easier. When there is that rare problem the online help system has been able to remote in and fix it right away. We use it for everything from DOT compliance paperwork to Bill of Lading retention as well as filing our maintenance records.

Cons

I know it is necessary but it seems like there is a new release every year.

Vendor response

Wow, it is so great to read this wonderful review and learn more about your experience using eFileCabinet and how you use it within your business! We look forward to providing you with continued support for the success of your business!

BJ
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Bill J.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Began with eFileCabinet when I began Financial Planning

Reviewed 4 years ago

It was acceptable to FINRA & SEC, where as the Thompson Reuters File Cabinet Solutions was not and I had used FCS for many years before going to eFileCabinet. I went on-line as soon as I could and have enjoyed the use ever since and upgraded to Rubex and that is working fine as well.

Pros

It was acceptable to FINRA & SEC, where as the Thompson Reuters File Cabinet Solutions was not and I had used FCS for many years before going to eFileCabinet. I went on-line as soon as I could and have enjoyed the use ever since and upgraded to Rubex and that is working fine as well.

Cons

There were some functions of the Desktop version that I wished worked on the On-line version. I use to be able to drag a PDF file over to the Rubex but now I have to drag it over to the desktop first then drag it into Rubex. Please bring that back.

Vendor response

It's great to hear more about how you use eFileCabinet for your business, thank you for sharing your experience with us and leaving us this review!

AR
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Verified reviewer

Education Management, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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It is Ok but can be much better...

Reviewed 5 years ago

Since we have transferred so many of our client files it's hard to leave because we would have to start over. I would have left long time ago. So the program is just ok. I can't say it's awesome because it's not. Plus they don't give you much training or help.

Pros

I like the cabinet visual where you can create cabinets for each client and save documents.

Cons

The desktop version requires you to always put a password. The visual and interface is not that good because each time you want to review a file, the side bars to view the document is small, you always have to drag the side bars to get the document you are viewing to increase, and many times the quick view of a document doesn't work so you have to open the entire document, which requires you to wait 5 seconds or more to get the pdf file to open up on your computer. The program is really slow when you click around.

Vendor response

Thanks for taking the time to leave us this feedback. We have some upcoming updates that will improve the user experience and hope these will improve your experience using our software. Our customer success team is also available for additional questions and to provide you with support to use our service as efficiently as possible.

TG
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Tamera G.

Security and Investigations, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Info at my Fingertips

Reviewed 5 years ago

Everyone can access a room full of file cabinets from their desktop. We used to take the customer's phone number and then go pull the file, look through 20 years of papers to find the one we were looking for, then call the customer back. Now while on the phone we can look up the information which is filed in each client's folder by category and then date, and relay the info all within seconds.

Pros

Information for over 10,000 client's accessed instantly. I don't have to leave my desk to hunt down a folder. No more hours of standing in the file cabinet room to file each week.

Cons

Some of the actual software is hard to use on the administrative side. Making templates or customizing is not so easy and is time consuming.

Vendor response

It's so great to hear how eFileCabinet is able to help your business support over 10,000 clients! We're excited to be a part of your team and look forward to providing you with continued support for the success of your business. Thanks for taking the time to leave us this review!

WS
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Walter S.

Accounting, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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w. shaw

Reviewed 5 years ago
Pros

It provides an excellent backup and allows me to reduce the use of paper .I scan W-2s, 1099's, escrow papers and worksheets into it. It allows easy access to these items for emailing to my clients and, in case of audit, I have the worksheets to go by.

Cons

Whereas it backs up to the cloud, it doesn't back up everything every time. I called for support on this and they had no answer. The other item that I find difficult is emailing direct from the software. It won't use any of my email addresses and you can't email more than one file at a time.

Vendor response

It is great to hear how eFIleCabient is able to support your business with excellent backup and by reducing your need for paper. We are excited about some new updates being released shortly that will improve the user experience even more, and will hopefully help the issue with backing up to the cloud that you have experienced. Someone from our support team will also be in contact with you to discuss this further so we can ensure eFileCabinet is working the best that it can to support your business. Thanks for leaving us this review!

BA
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Bonnie A.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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eFileCabinet Review

Reviewed 5 years ago

We are happy with it but it has been frustrating. But for the price its a very good option.

Pros

I like the search option. You can search for a client by first name or last. Customer service is incredible. They really know their product.

Cons

We have issues with permissions. We store a file and you can't see it listed. This is getting better. Templates are a little bit complicated to do especially since you have to apply to drawers individually. We also didn't know there could be an issues with too many clients in a drawer. We had to set up more drawers to spread them out.

Vendor response

Thank you so much for leaving your feedback in this review. It's great to hear that you enjoy the search functionality. Your customer success manager is available to assist with any further issues you may have with templates, and we hope to be able to provide a smoother process for your users going forward. We're excited to have some future updates coming that will improve the user and client experience even more, and look forward to continuing to support the success of your business.

RS
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Richard S.

Civil Engineering, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Long Time User

Reviewed 9 months ago

We have been using Revver (formerly efilecabinet) for 9 years. The prior software (we used desktop, on premises) was actually very stable and usable. Search was instantaneous. It was easy to view your files, profiles and store things. When you drag something into your cabinet, the profile bar would pop right up and allow you to input any data you wanted to store with the file. ALL of that...

Pros

The setup and interface is still very simple. Document folders are easy to navigate

Cons

Web based interface just seems cheap. For an expensive product, it just feels like corners are cut. Search is unbearably slow. This is the killer for us. Interface windows/displays are not customizable. You can no longer see a preview and a profile at once.

JL
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Janice L.

Construction, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Zonal OCR - eFile Cabinet's best feature that we can't use

Reviewed 3 years ago

Great support from the SALES people in terms of getting you set up with basic access to your account. Nothing special after that. The software is WAY overpriced if all you need to do is provide online access to documents. The only reason we would consider renewing is if we were provided the cooperation and adequate assistance from tech support to properly train users on Zonal OCR, rather than being made to feel like you're the last person they feel like talking to. Or, FIX the software so that you don't have to spend so much time teaching non programmers how to use it.

Pros

The software has a lot of great features, such as easily being able to manage user access to documents, ease of creating files, uploading, downloading, etc. I really like the Rubex icon which can easily be added to the "ribbon" dashboard in MS Outlook, Word, Excel, etc.

Cons

There are several different choices available to businesses today that offer the same basic features and functions offered by eFile Cabinet for a fraction of the cost. The cabinet structure is extremely limited, and the icons for cabinets and drawers (ugly gray block looking thing) look way too much alike, causing confusion for new users. E-File Cabinet's Zonal OCR is what could potentially separate...

AY
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Adam Y.

Higher Education, 11-50 employees

Used monthly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Alfresco Enterprise Alternative

Reviewed 3 years ago

We needed a modern, robust, cloud-based document management system for long term digital archiving. Overall eFileCabinet has served our needs very well.

Pros

The conversion team saved us from an aging system that we needed to abandon. The Cloud Server being the same cost as an on premises server was a great incentive for choosing eFileCabinet. The Cabinet -> Folder structure is easy to understand and navigate. The ability to share large files with users outside of our organization easily has also been a boon.

Cons

Search is powerful, but due to the Alfresco Enterprise system we imported from relying on metadata tags for search, very particular steps are needed to use the search in eFileCabinet's Rubex properly. It's confusing for our core users sometimes. I'm not sure if I would feel differently about Rubex's search functions had we started our digital archive in Rubex, but as it is this is a function that is mildly frustrating.

CW
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Chelsie W.

Construction, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Saving Space and Saving Time

Reviewed 4 years ago

Keeping up with paperwork for at least seven years per project can be absolutely overwhelming. It takes up physical space, it is difficult to navigate and find items from years ago. Not to mention the dust bunnies that build up! Our company absolutely adores this product because it really gives us a space to keep all of our documents organized, stored in a safe place, and dust free! You cannot ask for more when it comes to keeping up with documents!

Pros

The software is incredibly easy to navigate and to use. The sector our company is involved requires tremendous amounts of paperwork, high compliance standards, and impeccable organizational aspects. Having e-FileCabinet simplifies keeping up with the paperwork and gives us the option to discard physical copies of old paperwork from old projects. Another aspect of the software is the ability for anyone in the company to have unlimited access to the paperwork needed. It's very simple to log onto our account and find what we need. One other aspect that is one of my favorites is the ability to customize what drawers are within each folder when created. This makes the ability to really organize our work effortless.

Cons

What I like least about the product is I have found on a couple of occasions where the PDF file did not upload properly and when accessed at a later date, the file would not download. Other than this issue, we have had no issues with the software.

Vendor response

Wow, thank you so much for sharing this glowing review with us about your experience! We love that we get to support your business and thank you for being our customer!

LC
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Lisa C.

Nonprofit Organization Management, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Worth it!

Reviewed 4 years ago

We have had an excellent experience with eFileCabinet. The customer service team is very responsive, our sales person is well informed on the product and can easily direct you to the team member who will be able to assist you with a problem. The trainers are patient and are willing to advise on the set up of your files. Our trainer, Kevin, knows EVERYTHING about the product, and is willing to do multiple sessions for us to make sure that we understand how to use the product.

Pros

eFile Cabinet and the associated Rubex software make moving from paper files to digital files easy. The various add-ins provide access to the system from your email, PDF, MSExcel, and MSWord. Once uploaded, the files (and their contents) are easy to search. An additional feature that is particularly useful for our team is the ability to allow a "guest user" to access files for a limited time. This is a lifesaver for managing audits and allowing employees to access and view documents in their file. The best feature in this software is the "help" automations that literally walk you through the different activities you may want to accomplish in the software.

Cons

This software can be used be a team that does not have a "plan" for moving to a digital platform, but that is very unwise. It is easy to begin using it right away; the biggest challenge comes in the set up and administration. There is a definite learning curve, and the training that is offered should be readily accepted -- it will be needed, and it is very helpful!

Vendor response

Wow, this is amazing feedback to hear and we're so grateful to be supporting your business and look forward to helping you with future successes. Thanks for taking the time to leave us this review!

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Gretchen C.

Insurance, 11-50 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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eFile didn't meet our business goals

Reviewed 5 years ago

Our overall experience with eFileCabinet was not good. Software didn't meet our goals and the experience we had with Customer Support was horrible. They were really nice via chat at first though. They helped us when we had a small technical problem. But in terms of requesting a feature and clarifying what eFile can and can't do was horrible. They tried to confused us multiple times, but at the end...

Pros

It's simple to install, easy to understand and work with.

Cons

Before starting on what we didn't like, we would like to point out that we are using the on-prem software (not the online version). Stating that, the software didn't meet our business goals. We needed a software that allowed us to assign security permissions to users, and even though eFile has some predefined ones, they didn't had what we were looking for even though they said it did when selling us...

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Philip S.

Accounting, 1-10 employees

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Excellent way to go paperless

Reviewed 5 years ago

The tech support staff at eFile Cabinet has been great to work with when any issues have asrisen. As a CPA tech support is everything and if you can't support your product in a timely fashion the product is worhtless.

Pros

Easy to use, secure storage of client. I wanted my data management system to be separate from my tax software should I ever want to change company's. Also from previous experiences I need a company that would stand behind their product and was large enough to be around in the future.

Cons

After buying a license with annual support I was forced to switch to an annual renewal. Shades of Microsoft & Adobe with monthly/annual subscriptions. So as long as you don't mind and annual subscription . . . . . .

Vendor response

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