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Financial Services, 51-200 employees
Used daily for 2+ years
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no paper storage after underwriting is completed. No need for duplicate paper files. Easier to access client file rather than cumbersome paper files.
Files are accessible at my two offices, no need to have duplicates. Speed of uploading or down loading client file exceptional. Customer training and support excellent. In second year savings were substantial due to not having printing, storage costs of original files plus need for duplicate files. My Client files have to be stored for minimum of ten years
If cancel service then lose files not accessible. Annual service fee high. If have no internet access cannot access. Cannot access on iiPad at this time.
Kathy U.
Veterinary, 11-50 employees
Used daily for 6-12 months
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We now have all our customer records converted to efilecabinet so we're kind of married. The good news is that anytime I need a customer record when I'm taking a dog to the vet, I can quickly log on from anywhere and get that record. The bad news is that it took us a year to get to this point. Customer service is very lacking. In order to get answers, I have to make an appointment with a tech rep. Unfortunately, in my business, I do not have the luxury of setting an appointment and being able to be available for a call at a specific time. There are still issues to be ironed out, but I simply need my questions answered when I call, not in an appointment 2 days later.
Ease of use once I figured it out.
I'm still figuring out what I can and can't do. It didn't help that apparently, I was in no man's land for most of the year. We thought we were purchasing a cloud-based product (we don't have the storage capacity), but found out quite by accident when talking to a tech rep and got our subscription changed to "online". However, in renewing negotiations, I found that we were still being billed and supported as a desktop product.