Revver Reviews

Efilecabinet provides my organization with a remote location where we can easily save company files securely ,and make it accessible to all of the right people within the organization. Since adopting efilecabinet , there has been less and less use for paper within my office environment or the need to manage hard copies of our documents.Overall ,we are helping our environment stay green by greatly reducing our paper consumption. File upload speed and scan on eFileCabinet is very fast and dependable.

User interface can be more intuitive than it has been for the past two upgrades.On two occasions ,we experience server outtages and weren't able to use this application for a few hours. That was back in 2016 and we haven't experienced such since then.

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.

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 . . . . . .

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!

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

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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We found it relatively easy to get up-to-speed on the features we needed to use, especially with the hands-on training and technical support from eFileCabinet. And as a small business, being able to scale the features and space and number of licenses down to the scale we needed, while still maintaining a robust set of features, made Rubex the clear choice for us.

At times Rubex can be a little clunky, but that was an acceptable tradeoff for a cloud-based DMS.

This is a very user friendly, intuitive system to use. I love easily being able to drag files over to upload, or send an email to the system. Sidekick makes it simple to upload and search for files. We also found this to be a low cost system compared to others that we looked into.

There is nothing that comes to mind about eFile Cabinet..

Wow, thank you so much for taking the time to leave us with this great review. It's wonderful to hear that you love the user-friendly interface. Thanks so much for your feedback.

The integration process was very easy. The functionality of the software in our everyday use is amazing and makes our jobs easier

Some of the components are not very easy to figure out, I have had to call a few times to try and figure out how to use them.

Thank you for taking the time to leave us your feedback, we appreciate your review!

The software is relatively easy to use and is a solid virtual filing cabinet. I like that it is integrated with the Secure Drawer portal and I like that you can email directly from the application.

Our company has had more than its share of headache when upgrading from one verson to another. Specifically we have had (and currently have) the programmers working on our company's upgrade. This makes it very difficult during our busy times and leads to a lack of desire to upgrade.

Thank you for leaving your honest feedback and for helping us improve the user experience. It's great to hear that you love the easy to use platform and the virtual filing cabinet set up! Thanks for taking the time to leave us this review!

I love eFileCabinet! I can find anything I am look for quickly. They even have a great app that allows me to find things when traveling. We are a family owned business and this tool allow me to run a business and see about my family.

I have noting to complain about at this time.

We love to hear that our customers love using eFileCabinet and are so happy to learn how our product has helped you find things when travelling. Thank you so much for taking the time to leave us a review. We look forward to continuing to support the success of your business.

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.

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

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!

It's easy to use and have always been able to find/search for the documents needed and store them easily as well.

It always has an error when I ask it to remember my sign on name and it is hard to get back to the file I just created. I wish that was easier.

It is a great software for document management, version control and document sharing. It has been very useful for our 5 employee team.

Customer service is so-so and since the software doesn't work very well on Mac, we've encountered many issues over the year we've used it. It is unfortunate because it works very well on PC and if they could make it as good on Mac it would be amazing. My biggest issue is that it is sold as Mac compatible, but every time we run into an issue on Mac, the help desk always struggles to help us. For example, we haven't been able to use the software properly for over a month now and the problems still haven't been fixed, which is very frustrating.

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.

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.

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.

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.

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.

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!

The "templates" feature enables you to create folder structures for each client as well as pre-defined names of documents to be stored. Every client folder is then standardized in structure. This feature enables creation of document workflow without needing to create a massive bookmarked pdf that might be susceptible to file corruption. The "Logs" feature is really helpful to locate items I may have stored in the wrong client folder.

What's not to like? I can think of two minor complaints I suppose. I am a heavy pdf bookmark user. EFC allows creation of bookmarks without having to "check out" the file but sometimes the bookmarks don't "stick." I get around this by checking out the document, bookmarking it and then checking the document back in. "Checking in" and "checking out" is a very easy process. Second minor complaint is that when I want to apply a template (I have multiple templates), the dialog box always pre-selects the first template on the list and I have to "de-select" it.

Wow, thank you so much for leaving us a great review and for taking the time to give your feedback. We're glad to hear that you love our templates feature and that our product has helped your business establish a workflow. We look forward to continuing to support the success of your company.

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.

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.

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!

This software will make it easy for you to keep important documents for your clients and for other aspects of your business in one place, safely and securely. It is fairly flexible in that you can organize the client "files" and "filing cabinets" how you like. You can search for the client name which makes it easy to find what you are looking for with only a few keystrokes.

The software can be a little confusing to use and a bit finicky if you double-click on your pdf files that you want to "check out". I've lost items that I had scanned into the software because the pdf file gets locked up and can't be recovered. I called support for help, but they either didn't understand what my issue was or couldn't recreate it to fix it. I just try to be careful when viewing or "checking out" documents. You can also scan documents directly into the software, but this software does not have the ability to manipulate the saved scans - like, if you decide that you want to add or delete or even change the orientation of an already saved document you will need to purchase a full version of adobe pdf software.

It's great to heart that we're able to help your business store documents for your clients securely. We're excited to be launching some new features that will work even more efficiently and seamlessly with other tax software platforms and hope this will really help your business. Thanks for taking the time to leave us this review.

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.

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.

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.

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.

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.

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

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!

I have set up my cabinets and draws just as if they were sitting in my office. It's logical and easy to use. Since I keep student records I have one cabinet that has all the transcripts from the time the school opened until the present. Then I have individual cabinets for each graduating year with students in alpha order with the documents that we must keep forever. It's soooo easy to quickly find a student or a specific document.

When it has been a few days since I went into my eFileCabinet I find that it takes a bit for it to get 'warmed up'. Navigating between cabinets, drawers or documents can be very slow. If I'm uploading a new document, it can act as though I didn't drop and drag the document and instead of immediately showing me that the document is there, I sit and wait and wait. Then, I'll try to upload again and find that now I have two of the document and must delete one. Other than that - it works great for me!

It's great to hear how you have been able to set up eFileCabinet to work exactly the way you need it to for your business, thanks for taking the time to leave us this review!

I was forced to leave my other electronic workpaper program as they discontinued use. I liked this software because it functions similarly to what I was using before. It is easy to use.

I had a desktop version before moving to the cloud and had several major problems with that version as it corrupted on my computer several times and did not automatically index to a cloud backup. That was in 2015. Since moving to the cloud after that it has been very good.

We love to hear that the cloud version of eFileCabinet has been so successful with helping your business and providing you with the flexibility you need for protection and having employees work offsite. Thanks so much for taking the time to leave us this review.

The software is relatively easy to set up and learn. The processes are intuitive and logical.

The software development and support are poor. The development team will put out updates that are not properly tested. The updates will cause problems, create down time for the entire office and support will not be able to fix the problems timely. If you call support later in the day, they will want to schedule another time to help you with the issue. They will not work extra time to make sure your system is up and running. They either are not allowed to or don't want to work overtime to help you with software issues caused by their own development team.

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.

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.

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.

The software is easy to use, but the most important point is the high level of support when I cannot get something to work. Never had a problem and the help is super patient when I have not explained my problem. Always fix it right the first time.

Like everyone I wish it was cheaper, but I would rather pay for quality than be sorry later.

Wow, thank you for leaving us this great review. It's great to hear that you love the mobility of the system as you move between Maine and Florida, and that you've had a great experience with eFileCabinet storing your documents. We appreciate your feedback and look forward to providing you with continued support for the success of your business.

The ease to access everything immediately; this is our number one software that we use. At different shows, we have even visited with people considering this product and showed them our set up. Everyone we have talked to thru the years has been super impressed.

I can't really think of anything. Everything has been great especially you get people on the phone that you can understand.

It's incredible to hear that eFileCabinet is the number one software you use, we're proud to be able to help your business and look forward to providing you with continued support. Thank you for taking the time to leave us this great review.