eFileCabinet

eFileCabinet

4.1
(73 reviews)
Optimized for quick response

eFileCabinet provides over 155,000 users worldwide work smarter and more efficiently with eFileCabinet.

Work for eFileCabinet?

Learning about eFileCabinet?

We can help you find the solution that fits you best.

eFileCabinet Reviews

Ask eFileCabinet a Question
Write a Review
Filter Reviews
Filter Reviews
  • Ratings
  • Company Size
  • User Role
  • For Category
  • Industry
Ratings
Company Size
User Role
For Category
Industry
Showing 73 eFileCabinet reviews
LinkedIn Connections
eFileCabinet review by Amanda A.
Amanda A.
Validated Reviewer
Verified Current User
Review Source

"Saved our Business"

What do you like best?

eFileCabinet has been an absolute lifesaver to our business. We started using it about 2 years ago and by using it, we have finally dug ourselves out of all our paper! We are in the health care business which means that paper is our best friend. By utilizing eFileCabinet we can easily store, monitor and maintain our records. Once that form is uploaded, I know its safe and it will be easy to find again.

What do you dislike?

There is nothing I dislike about this program. It was definitely daunting to think about all the paperwork that needed to be uploaded, but once we started it was an easy process.

Recommendations to others considering the product

Don't be afraid of the startup process--you can do it! You will thank yourself in the end!

What business problems are you solving with the product? What benefits have you realized?

We are solving our "drowning in paperwork" problem! We used to have to file paperwork and hope it was there when we needed it again, now we know it is there and easy to find!

Sign in to G2 Crowd to see what your connections have to say about eFileCabinet
eFileCabinet review by Oisin R.
Oisin R.
Validated Reviewer
Verified Current User
Review Source

"eFileCabinet - Efficient, Organized, and Large"

What do you like best?

eFileCabinet has given our Bookkeeping business the ability to store, scan, and easily retrieve tax and bookkeeping documents for future retrieval and printing needs. it has reduced physical document storage substantially and has never let us down when retrieving client documents. Never crashes, is affordable, and the solution for the financial services market.

What do you dislike?

I don't however like the inability to merge PDF documents together within eFile Cabinet. It would be extremely beneficial to be able to merge documents already scanned in. The append feature while scanning is amazing, but not so great after documents have been saved.

Recommendations to others considering the product

Investing in EFileCabinet will propel your storage issues, archiving needs, and drive client reliance on your business to do and save what it needs to. EFileCabinet is the solution your office needs.

What business problems are you solving with the product? What benefits have you realized?

We are solving major storage issues of hard copy documentation that we need to keep 5 to 7 years for legal purposes. This management solution allows us to digitally store documents permanently in efficient space, retrieval basis, and reliability for our clients needs. It has saved us thousands of man hours and valuable storage space.

What File Storage and Sharing solution do you use?

Thanks for letting us know!
eFileCabinet review by Michael J.
Michael J.
Validated Reviewer
Verified Current User
Review Source

"Fast, easy access to important documents."

What do you like best?

I own a financial advisory firm. While I have an excellent CRM system eFile Cabinet lets me organize and store important client and personal documents. They're secure and accessible from any online device. I also store reference material (own Financial Advisory Firm) media article, etc. Went paperless four years ago. I wanted to eliminate my clients' personal information which I have acquired over the last thrirty years.

What do you dislike?

Nothing really. Does what I want and the few times I needed support I received it immediately. Very pleased with this product.

Recommendations to others considering the product

Great for storing any digital file in a secure environment. Easy access from any internet connected device. Easy to use. Very pleased with this product after four years.

What business problems are you solving with the product? What benefits have you realized?

Easy access to business and personal information.

eFileCabinet review by Arian P.
Arian P.
Validated Reviewer
Verified Current User
Review Source

"Fantastic tool for the office"

What do you like best?

the ease of access and the unlimited space is exactly what our office needs. the system allows us to share and store client documents with ease. we are able to more quickly locate client documents from any location that we have access to internet. our time is better spent working more and searching the office less for physical files.

What do you dislike?

there are a few personalized options that we would find useful that just are not available yet. i have asked tech support to put it into suggestion for future updates. for example, adding a password to a file or folder, and mass deleting certain folders.

Recommendations to others considering the product

definitely consider digitizing your documents. it saves space and increases efficiency. just take your time uploading everything properly. i just wish we had hired a professional team to handle the bulk of the initial digitizing process.

What business problems are you solving with the product? What benefits have you realized?

we have digitized 75% of our files, we will be finishing the other 25% this summer. it has allowed us to access client files from any location with internet, we can take more work home, we are not wasting time searching for files, we will be able to open up a second location once we are 100% digital. it has also allowed us to expand our current workforce and continue to accept new clients.

eFileCabinet review by Ranae H.
Ranae H.
Validated Reviewer
Verified Current User
Review Source

"Secure Document Storage with Extra Features"

What do you like best?

Ability to send documents with passwords, restrictions, time limits.

Encrypted storage.

Cloud Back Up.

Search tools make it easy to find documents.

Assignment abilities mean you can assign documents to coworkers.

Prepend, Append, Overwrite - these features when scanning make it easy to correct or add to current documents.

What do you dislike?

I'm not a fan of their partner program SecureDrawer - I find it confusing and difficult to use.

You can't grab a file while composing an email - you first must go to eFileCabinet and choose the file(s) you will be sending and choose the option to send in an email. Then you can only work on that email, you cannot go to Outlook or look at other emails. This was frustrating at first, but I've gotten used to it now.

Recommendations to others considering the product

Pick a naming convention that makes sense for sorting.

Example: YYYY MM DD

This will sort it by year first, then month, then day - makes it very easy to sort and view documents.

What business problems are you solving with the product? What benefits have you realized?

We needed somewhere we could store our documents that we knew would be secure but also accessible to all staff - efilecabinet solves that.

Each staff member has a login and can access the files from their computer - they can also scan/save/email based on the restrictions we put on them. That's great for keeping certain documents secure without having to use a entirely separate system.

eFileCabinet review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Easy to use, but they got me over a barrell"

What do you like best?

Efile cabinet has been fairly easy to use and easy to train my staff to use

What do you dislike?

I was using efile cabinet for several years an then, of course, the software I purchase had to be upgraded for an additional fee and then a couple years after that, they significantly raised the annual subscription. Now, I have all these documents stored in efile cabinet and it would be a project to move my documents to another program. So, they have me over a barrell with their increasing subscription costs.

Recommendations to others considering the product

This is a great system for storing and managing documents, just be prepared to be married to it for years to come.

What business problems are you solving with the product? What benefits have you realized?

I do like having a central location for all my documents that is easy to use and understand and can be backed up on a regular basis.

eFileCabinet review by Ayanna T.
Ayanna T.
Validated Reviewer
Verified Current User
Review Source

"LEADS Coordinator "

What do you like best?

I like that it is web based and user friendly.

What do you dislike?

I dislike the concept of monthly availability based on contract. When services are no longer needed, the information can no longer be accessed. I would rather not be able to edit or add additional information, but be able to access everything uploaded prior to ending services. This avoids the need to find storage for the files, which could be done oppose to obtaining the services initially.

What business problems are you solving with the product? What benefits have you realized?

The business problem is storing inactive files that need continual access. The benefit is the immediate access and availability.

eFileCabinet review by Bill J.
Bill J.
Validated Reviewer
Verified Current User
Review Source

"On-line eFileCabinet is FINRA approved and is easy to work with."

What do you like best?

I have eliminated paper and able to retain and store information that I had to keep in filing cabinets in the past. I can find records without having to get up from my desk.

What do you dislike?

There are some functions that have to be done on the main site instead of the "Side Kick" mode.

What business problems are you solving with the product? What benefits have you realized?

I have eliminated hundreds of paper files that I kept in the past. As a result, when I moved my office I didn't have to get a larger office to accommodate all of my clients records.

eFileCabinet review by User
User
Validated Reviewer
Verified Current User
Review Source

"Excellent solution to create a paperless office"

What do you like best?

I love the search-ability of documents. I can find documents based on minimal information. I can save documents with many profile fields and the fields can be edited, added, and removed depending on our company's needs. Search by date, $ amount, payment number, check number, name, etc.

What do you dislike?

The layout could be a little easier on the eyes. It seems that the layout could be improved. Maybe the font size/style and also the few graphics/images that are visible could be improved. Images that would help a first- time user be able to navigate the system a little easier.

Recommendations to others considering the product

Make sure you have enough licenses for your facility. We occasionally have issues with too many users trying to access efile and not enough licenses. We are in the process of obtaining more, and expanding so that our nursing department can also utilize efile cabinet for their needs.

What business problems are you solving with the product? What benefits have you realized?

We no longer have to keep hard copies of payment information. We are saving hundreds of pieces of paper a day. The workflow with approving documents is seamless and has greatly increased our efficiency.

eFileCabinet review by Tracy T.
Tracy T.
Validated Reviewer
Verified Current User
Review Source

"eFileCabinet"

What do you like best?

Organization, easy to build cabinets, drawers and folders. Templates are very valuable as well. Other than what I have listed in the "dislike" section, which is a major hit, everything else is great. Upload speeds are superb, scan features are excellent - regulated only by the speed and quality of your scanner & Internet connection speed for the upload. They have recently introduced a web based version of the software, the previous version - which is still very usable and available - is based on Microsoft Silverlight which does limit which browser you can use (Chrome is out, but Firefox and IE are in). I have no issue with that small nuance. Bottom line is, we would not still be using the software if it was not a quality product. We were their very FIRST cloud customer! We currently have almost 100 users, and with support being part of my responsibility, it now takes very little of my time., The company has matured, and we have been along for the ride, and it has been a pleasure.

What do you dislike?

As mentioned in the previous section, I am the Admin of our eFileCabinet subscription, We have 18 offices throughout the state, and while it allows for that type of volume, I regularly have to remedy permissions that change - literally on their own. For example, on any given Tuesday afternoon everything is fine. However, I come in Wednesday & overnight Office 1 can now see Office 4's data, and Office 6 can see Office 10's data, and so forth. The only permission that gets modified is the "View" permission. No editing, moving or deletion allowed, but we are mandated to stay in compliance with HIPAA regulations and this is a big issue for us to deal with. Other than that, which is a major hit, everything else is great. When that problem gets resolved, and if history holds, it will, I would recommend it to anybody and everybody.

Recommendations to others considering the product

Try them and you will like them....long term user

What business problems are you solving with the product? What benefits have you realized?

Increasing organization while reducing paperwork. Easy to train users. Although nobody likes to be audited, it is part of our industry. So now an auditor can come to one location, the corporate office, and audit any or all of our offices. In the past, we would have to get a listing of what the auditor needed from one of our offices, then that office would have to gather the data and FedEx it to us. Now I just create a login for the auditor, copy the requested records from their static location in eFileCabinet, to the auditors cabinet/drawer and everyone does their job.

eFileCabinet review by Ricky J.
Ricky J.
Validated Reviewer
Verified Current User
Review Source

"eFilecabinet has a great vision but needs work to become an industry standard."

What do you like best?

Their software support is great. The basic vision of the software and layout of the software (especially the latest version) is done very well.

What do you dislike?

Our company has 7 efilecabinet online users and we all dislike the new changes for "storing and saving as" for imported documents (print, scan, upload). All imported documents have to default to one folder instead of letting you choose "save as" where you would like to store the document(s). This option used to be available and now it isn't with their new sidekick and 2.0 software. I have spoken with their support teams for over a year now and get the run around that this will be brought back in a future version yet isn't. It seems unnecessary to change the workflow that worked efficiently for many. Especially for the price that is charged for this software.

Other items that are disliked are the install and configuration process of the desktop client(s) of the legacy software and for the new 2.0 software (sidekick, etc). Many times, things don't install correctly and you have to go on google to find out why, or contact their support, or a new windows update breaks the efilecabinet scanner or printer. It's very disappointing to have to allocate our IT resources to these items for the price that is charged for this software.

Recommendations to others considering the product

They have a good vision but the software isn't quite there yet. The installation is a hit or miss, and juggling back and forth between the desktop sidekick software and the web browser and having to hit refresh is very confusing to the users.

Not being able to choose where an imported document is stored and being forced for all imported documents to be stored in ONE folder is very disappointing and annoying too. So please consider these items before purchasing this software which comes at a pretty high price which should include the above instead of exclude them.

What business problems are you solving with the product? What benefits have you realized?

We have gone paperless using this software which is a huge benefit. We can search documents, search for documents, etc instead of having to file through a file cabinet.

eFileCabinet review by Lauri P.
Lauri P.
Validated Reviewer
Verified Current User
Review Source

"I had a terrible experience with this software and I would not recommend it. "

What do you like best?

I do not like this software at all. I had nothing but issues with it from the very beginning, literally spent entire days working with their tech support people and it still didn't work. I switched to another solution even though I'm paid up with eFileCabinet through April - it was costing us too much money in time and productivity.

What do you dislike?

The sync tool didn't work, it crashed my computer constantly and I spent days with tech support and it still wasn't fixed. My remote workers couldn't access files because they never syned.

Recommendations to others considering the product

I would not recommend this product at all.

What business problems are you solving with the product? What benefits have you realized?

None - I thoroughly detested this software. Also, by their own admission - they messed up my monthly billing, and did not bill be for several months in a row, then when they tried to bill me a huge amount at one time it didn't go through on my credit card and they shut me down without any notice, again causing me huge amounts of lost time in productivity. When I finally managed to talk to the Accounting Manager he admitted that it was their mistake.

eFileCabinet review by Michael E.
Michael E.
Validated Reviewer
Verified Current User
Review Source

"Excellent Document Management System"

What do you like best?

The ease of moving files from one location to another. No matter where the file is you can drop it into a cabinet and it will move automatically. I like the fact that I can control what cabinets, drawers, and files my co-workers and customers can see. I have total control over all of my documentation. Also, if a customer requests a certain document, EFC makes it simple with SecureDrawer. Excellent software and so thankful for it.

What do you dislike?

The only dislike I have is that when you move a file, it doesn't ask if you would like to delete the previous location of that file. You are moving a copy of the file, not the entire file which I think would be beneficial.

Recommendations to others considering the product

Once you have it installed and you begin to work with the features, you will be amazed at the ease of use the software really is. You will find that you are spending less time looking for documents and actually doing more work if that's really possible. It's a great document manager and I am thrilled with it as well as my co-workers and upper management. I believe you will be too.

What business problems are you solving with the product? What benefits have you realized?

We had a really big problem with version control of our documents. That no longer exists since we instituted EFC. Also, it is so much easier in searching for documents instead of going through all the folders and locations on a personal computer.

eFileCabinet review by Richard C.
Richard C.
Validated Reviewer
Verified Current User
Review Source

"Easy to use and flexible"

What do you like best?

The flexibility for the solution to handle multiple different department needs in one product is amazing. It is easy to setup, train, and manage. We were able to satisfy the needs of multiple departments and organizational leaders needs. Teams are now working in the way they want with the security management wants.

What do you dislike?

The product could evolve to handle a greater level of complexity with template file creation and workflow management. It is strong in this area. However, we have run into a few situations where our needs were more complex than it could handle.

What business problems are you solving with the product? What benefits have you realized?

We were trying to unify the entire organization into a single electronic filing solution. It was able to handle those needs well. It also gives us a way to securely share information with outside sources, so it eliminated the need for Dropbox/FTP type file sharing.

eFileCabinet review by Administrator in Food Production
Administrator in Food Production
Validated Reviewer
Verified Current User
Review Source

"eFile is great for keeping everything organized in one place"

What do you like best?

Easy to navigate and create different categories and folders to keep organized

What do you dislike?

Not the easiest to combine folders, sometimes has issues loading and it is kind of slow, which is likely due to the amount of information we have in it.

Recommendations to others considering the product

Make sure to keep things organized and don't accidently create duplicate files that you will have to clean up later.

What business problems are you solving with the product? What benefits have you realized?

We keep all employee documents here as well as paper copies. This is much easier and quicker to reference a specific document for a specific employee than it would be to go find their paper file and look through it.

eFileCabinet review by Rebecca N.
Rebecca N.
Validated Reviewer
Verified Current User
Review Source

"Ultimate Electronic File Cabinet"

What do you like best?

I can store all the files i need right in eFileCabinet and find them with ease.. The files can be PDF, e-mails and so much more. Works well with my bookkeeping and tax cleints. Plus it is secure so both my clients and I can access 24/7 in the cloud.

What do you dislike?

Haven't found anything to dislike yet.

Recommendations to others considering the product

If you are looking for a secure and safe electronic filing system, this is the one to choose. Reliability and support are excellent. They offer live and recorded webinars to make it easy to train staff. You can also print materials for in house manuals. Works well for all types of files and allows your to customize the types of filing system you want, but with an easy to use search feature for all types of documents.

What business problems are you solving with the product? What benefits have you realized?

Allowing my tax and bookkeeping clients 24/7 access to documents that they need. Protection of my files in case of natural disaster.

eFileCabinet review by Dan C.
Dan C.
Validated Reviewer
Verified Current User
Review Source

"Utilized in a tax and financial services business"

What do you like best?

It is easy to store items from anywhere without scanning. I can also add commentary on the document that I am scanning to help me later remember what I did. It is preferred by my broker, HDVest Investments, and has a level of security.

What do you dislike?

I do not do templates very often (once a year sometimes) so it is hard to maintain functionality and I need to call support usually for help. There is so much in it that I do not use it to its fullest capabilities.

Recommendations to others considering the product

It takes a little time to work it into your own company needs and wants but it is very easy to use.

What business problems are you solving with the product? What benefits have you realized?

Storage of old documents requires a lot of space which I can now eliminate.

eFileCabinet review by Administrator in Legal Services
Administrator in Legal Services
Validated Reviewer
Verified Current User
Review Source

"Great Product for Document Retention and Privacy"

What do you like best?

I like that you can like drawers and only give access to specific users. This really helps us with HR documents that need to be kept confidential.

What do you dislike?

I don't like that the look is very outdated.

Recommendations to others considering the product

I highly recommend eFile. It is essential for HR and Legal departments.

What business problems are you solving with the product? What benefits have you realized?

We solved the issue of confidentiality with HR documents. I didn't realize how organized it would help me become. Keeping everything in drawers, then folders underneath really helps me to be able to separate and label everything down to the smallest detail.

eFileCabinet review by User
User
Validated Reviewer
Verified Current User
Review Source

"I love the concept of auto filing documents using the zonal OCR"

What do you like best?

I obviously like the idea of having all my files stored and organized on the computer rather then in actual cabinets, it make the process so much easier, it takes a second to find any document throw their search engine, easy to share it with your boss, colleague or customer. But what I really love is the Zonal OCR engine, that files all the files for you, you tell the software what to look in the documents and how to file and it does just that, saving hours of hard work!

What do you dislike?

Talking about the Zonal that i love so much, in my opinion the software has a lot to improve still in many ways, a new version was just released and it has great improvements, but there is still a little way to go..

What business problems are you solving with the product? What benefits have you realized?

Filing tens of files everyday would never happen and you end up with 100s of files a week and so many hours to file them manually, with eFileCabinet and Zonal OCR, your just a click from letting it to happen

eFileCabinet review by User in Biotechnology
User in Biotechnology
Validated Reviewer
Verified Current User
Review Source

"Software is not working for us the way they presented that it would wokr"

What do you like best?

It appears to be a really great system for archiving and storing files.

What do you dislike?

The sales rep told us that it would work for what we needed it to do, but we have spent several months talking with various people at eFileCabinet and we are still trying to figure out if it will indeed do what we need it to do. We have had several communication issues as well, where we got different answers from different people, or people not communicating to each other at eFileCabinet. This software also does not come with a great digital approval system (need to purchase additional software).

What business problems are you solving with the product? What benefits have you realized?

We are trying to digitize the process of matching invoices, packing slips, and purchase order that come in to a variety of different locations. We are also trying to get digital approves on all invoices and purchases orders. We have not been able to even get it set up with our information because we aren't even sure this product will work for us.

eFileCabinet review by Administrator
Administrator
Validated Reviewer
Review Source

"Great Product"

What do you like best?

I like the file drawer concept. I am a very visual person and being able to see the file cabinets, drawers and files make it very easy to navigate.

What do you dislike?

So far, no dislikes regarding the product itself.

Recommendations to others considering the product

I would definitely look at this product.

What business problems are you solving with the product? What benefits have you realized?

Our previous document management program made it difficult to search for documents and any time we had a problem or needed to make a change, we would have to wait sometimes up to a week for the company to make those changes for us. eFileCabinet is very straight-forward and it is simple to find what you are looking for. We have more control in our set up and if changes need to be made. Also, the customer service is great.

eFileCabinet review by Erik S.
Erik S.
Validated Reviewer
Review Source

"Easy Secure Filing System "

What do you like best?

Easy to set up new clients and great volume of storage space per subscription

What do you dislike?

Recent price increases were not appreciated. Frequent and often unannounced upgrades make it difficult for clients we share this with to get a consistent experience.

Recommendations to others considering the product

Good product, a touch less intuitive with the most recent update than it used to be, but still fairly easy to use for those that are computer savvy

What business problems are you solving with the product? What benefits have you realized?

We can securely share documents with clients that are too large to be emailed, as well as creating a digital filing cabinet thus reducing our need for paper

eFileCabinet review by Deanna G.
Deanna G.
Validated Reviewer
Review Source

"Underwriter"

What do you like best?

I like that it's an electronic database that the company and various users within the company can use to see intake through invoice delivery and who uploaded the document

What do you dislike?

Errors do occasionally occur where something will be submitted to submission level and hard to transfer to a different location for the account. I think lack of training for efile is the culprit

Recommendations to others considering the product

It serves its purpose

What business problems are you solving with the product? What benefits have you realized?

Solves accountability and allows a submission to be thoroughly documented in the process if utilized correctly

eFileCabinet review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Great Software for Most People's Document Imaging"

What do you like best?

eFilecabinet uses the same methodology as a regular filing cabinet uses. This makes it incredibly easy for the end users to use. Very little training to let people find the software. Apps for IOS and Android is nice so users can access the files from wherever they are.

What do you dislike?

The cloud version is nice but at times it can run slow even with good internet. Single sign-on using either Google Apps or OAuth would be preferred.

Recommendations to others considering the product

I highly recommend it. Easy to use and very affordable.

What business problems are you solving with the product? What benefits have you realized?

eFileCabinet allowed us to digitize our documents and have access to them wherever we needed them. It was very cost effective and very easy for the users to get up to using. Our users love it!

eFileCabinet review by User in Public Relations and Communications
User in Public Relations and Communications
Validated Reviewer
Verified Current User
Review Source

"Great for tracking - eliminates having other email boxes"

What do you like best?

I can save any type of correspondence including invoices in one place and easily retrieve and download if needed

What do you dislike?

I had a hard time thinking of anything I dislike, but sometimes it's a bit slow uploading and saving files that are large.

Recommendations to others considering the product

Be organized and save files with names that make sense so you can find easily when needed.

What business problems are you solving with the product? What benefits have you realized?

Archiving documents and correspondence. I don't have to save anywhere else, and can retrieve when needed. Our team can also fine if I am not available.

eFileCabinet review by Valeria  S.
Valeria S.
Validated Reviewer
Verified Current User
Review Source

"eFileCabinet On-premise "

What do you like best?

That is an innovating system and the suport they provide is excellent.

What do you dislike?

Maybe the capacitation plan they have, all by documents and videos. Maybe we could have live sessions with other companies. On the other hand, all the documentation, videos and even the software aren only available in English, eFileCabinet is a company that should be thinking on selling their products around the world. We are in Nicaragua and not everyone know english.

What business problems are you solving with the product? What benefits have you realized?

As a financial company, client documentation is really important. Now we are having more control on documents, we have streamlined our procesess.

eFileCabinet review by Amanda E.
Amanda E.
Validated Reviewer
Verified Current User
Review Source

"Great system, room for improvement"

What do you like best?

Customer service is fantastic. Platform is simple and easy to navigate.

What do you dislike?

MAC Compatibility, Zonal OCR is more work than its worth

What business problems are you solving with the product? What benefits have you realized?

Improved communication and easy in file sharing, as well as easy-to-organize company files in a secure location

eFileCabinet review by User in Oil & Energy
User in Oil & Energy
Validated Reviewer
Verified Current User
Review Source

"Very easy data storing software"

What do you like best?

The best thing I like about E-File is that the software is user friendly. I have a virtual file cabinet on my desk and can access information with a few clicks.

What do you dislike?

The thing I dislike is creating templates can be pretty confusing. And sometimes the user moves information without realizing they did it.

What business problems are you solving with the product? What benefits have you realized?

E-file provides our company with accessing documents with a few clicks. We no longer have to keep hard copies of files in the office.

eFileCabinet review by Erin M.
Erin M.
Validated Reviewer
Review Source

"Effective"

What do you like best?

eFilecabinet has truly been a life saving software for our office. It brings smiles to our faces and a peace of mind to our souls. If someone is looking for ways to maximize time and efficiency while being organized then this is you key to success. We could not process the large amount of paperwork that comes through our office and be effective without eFile.

What do you dislike?

We really do not have many negatives things to say about eFile software, we use it on a daily basis about 7.5 hrs of our day. It is very seamless, and beyond easy to use.

Recommendations to others considering the product

You can't go wrong with your decision to team up with eFileCabinet, their staff is fantastic and it is a seamless process to get started and be able to manage.

What business problems are you solving with the product? What benefits have you realized?

Efficiency profitability, space, and organization skills.

eFileCabinet review by chad a.
chad a.
Validated Reviewer
Review Source

"EfileCabinet is the best filing system for any business"

What do you like best?

I love that you can easily access all your files and that is it easy to organize all your files

What do you dislike?

so far i havent come across anything about this software that i disk like

Recommendations to others considering the product

This is a great system for any business looking to use less paper and to easily access all your important files

What business problems are you solving with the product? What benefits have you realized?

It has made of small business a whole lot greener, the benefits

eFileCabinet review by Administrator in Higher Education
Administrator in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Great software design to replace physical filing cabinet"

What do you like best?

I love the simple design, modeling it after a filing cabinet so everyone can understand it. Drawers > Folders > Files. Drag and drop feature allows you to move files easily from different folders, programs, your desktop and file manager.

Folder templates allow you to easily set up standard folder structures to use for all drawers, or only the ones you choose to apply it. Makes everything look very uniform and familiar, no matter who is using it.

What do you dislike?

The few faults I have found with eFileCabinet are minor, but sometimes disrupt the flow of my day. For example, I have yet to find a way to scan documents and have them applied to the folder I am currently in. When I scan them and click Store, it always brings up the search box, and then I have to search for the drawer/file I want to store them in.

Another fault I have found that is quirky is that I am not able to drag files attached to Outlook emails into eFileCabinet. I have to save them, then drag or import them into eFileCabinet. This isn't a deal breaker, but would be nice if it allowed me to drag them, as most other programs do.

What business problems are you solving with the product? What benefits have you realized?

- Easy access to files without needing to dig through drawers or unfamiliar/unorganized folders.

- Less paper, if used properly, as many things don't need printed, but just stored under a client's folder.

- Easier, quicker access to files/documents if a client requests them. No longer need to pull physical file, scan and then email.

eFileCabinet review by Menno B.
Menno B.
Validated Reviewer
Verified Current User
Review Source

"Have been using for a few years now"

What do you like best?

Central control, we also had tried some other ones that you had to make settings on each work station.

What do you dislike?

It is very expensive to expand, also I get a lot of crashes.

Doing an on document search also is very cumbersome.

Recommendations to others considering the product

Think about pricing, this is very expensive for a lot of users

What business problems are you solving with the product? What benefits have you realized?

The best thing is everyone can get what they need on their screen and it allows us for people to work from home

eFileCabinet review by User
User
Validated Reviewer
Review Source

"Timesaver!"

What do you like best?

That I can work from home scanning and retrieving documents.

What do you dislike?

The redundancy of entering in the same information for repeatedly. If the system could anticipate what I was entering (as far as client names, vendor names, etc) it would be much easier. Also, a cut and paste function would be great. And a larger screen! Oh, it is easy to lose your place in scanning and entering data if you get interrupted to take a call. A "save" and go back feature would be nice. Also when actively scanning , the system won't let you look up another document until scanning is finished. As the system is now, it will let me click on a document once and a side screen appears, letting me get a preview of the document. Any document after that has be "checked out."

The main thing I dislike is the constant upgrades where I have to uninstall the software and then reinstall to update. Surely, there is a better way to update rather than having to uninstall the program!

Recommendations to others considering the product

Definitely do a trial period and consider the input is time consuming.

What business problems are you solving with the product? What benefits have you realized?

Unfortunately, I still have to file paper invoices, but instead of having to sift through files to find a document, I can retrieve it from the system.

eFileCabinet review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Helpful for keeping computer clean"

What do you like best?

I like that I am able to keep everything neat and organized on the cloud

What do you dislike?

Some of our files seem to get corrupted and erased every so often. Every time we call for service no one is able to help me. It is very frustrating having to redo reports that we have lost.

What business problems are you solving with the product? What benefits have you realized?

Keeping things organized and off my desktop

eFileCabinet review by User
User
Validated Reviewer
Verified Current User
Review Source

"Review of Efile"

What do you like best?

the ease of using. Its very user friendly.

What do you dislike?

I dont like the amount of time it takes for something to get corrected if something goes wrong on updates. The last one took months to get corrected to be able to delete in sidekick.

Recommendations to others considering the product

Its very easy to use and would recommend to others.

What business problems are you solving with the product? What benefits have you realized?

The amount of paper and sharing with the office.

eFileCabinet review by Riley P.
Riley P.
Validated Reviewer
Verified Current User
Review Source

"Minimal Use"

What do you like best?

The fact that I can store my files on the cloud and access them from anywhere if need be.

What do you dislike?

I feel like the software is clunky. It seems redundant at times and I'd like to be able to view pdf files without downloading them to my computer.

What business problems are you solving with the product? What benefits have you realized?

I have to keep legal files on hand for years. I don't want a huge file cabinet in my office.

eFileCabinet review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"eFile is Amazing"

What do you like best?

I enjoy the eFile desktop version where I can upload from desktop or I can scan directly into a folder.

What do you dislike?

I would like to be able to refine searches to just a cabinet - this might be an option now and I just haven't figured it out.

What business problems are you solving with the product? What benefits have you realized?

less time filing - we are more organized with eFile

eFileCabinet review by Jeffrey M.
Jeffrey M.
Validated Reviewer
Review Source

"eFile Cabinet - a convenient way to store HR Documentation"

What do you like best?

The 'Drawers' are a nice way to organize files, and work quite well

What do you dislike?

Permissions are a bit strange to deal with, but overall they work as expected

What business problems are you solving with the product? What benefits have you realized?

This provides a convenient way to group peoples HR, IT and other documentation in one place. This allows us to make sure everything is sorted and present.

eFileCabinet review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"USER FRIENDLY "

What do you like best?

THE PROGRAM IS USER FRIENDLY AND CAN BE ACCESSED WHEN I AM ON AND OFF SITE.

What do you dislike?

THE PROGRAM QUITE OFTEN CAN BE SLOW WITH DOWNLOADING AND CHECKING OUT DOCUMENTS.

THE PREVIEW DOESN'T ALWAYS LOAD.

Recommendations to others considering the product

USER FRIENDLY

ACCESS ANYWHERE

CABINET CUSTOMIZATION

What business problems are you solving with the product? What benefits have you realized?

THE PROGRAM IS HELPING US BECOME PAPERLESS. ACCESSIBILITY IS GREAT. NO BULKY CABINETS IN OUR OFFICE.

eFileCabinet review by Scott S.
Scott S.
Validated Reviewer
Verified Current User
Review Source

"We are extremely pleased with eFileCabinet as our electronic document storage solution!"

What do you like best?

eFileCabinet is extremely simple to use. Everyone understands it almost immediately. Their support is very helpful.

What do you dislike?

There are a few options, like default sort order, that would make it better.

Recommendations to others considering the product

This is a very good electronic document storage solution.

What business problems are you solving with the product? What benefits have you realized?

We can have any client related document that we have in our system on our screens in just a few seconds.

eFileCabinet review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"FSD product review"

What do you like best?

This system is easy to use and makes electronic file maintenance easy and secure.

What do you dislike?

The only thing our previous system offered that this one does not is the ability to share a time sensitive link. We are unable to do so at this time.

What business problems are you solving with the product? What benefits have you realized?

This system is used for electronic personnel record keeping/tracking.

eFileCabinet review by Andrew J.
Andrew J.
Validated Reviewer
Review Source

"Our Town Review"

What do you like best?

Love the workflow and assigning of documents

What do you dislike?

From an Admin standpoint, I don't like that files often lock up for users and I have to "release" these documents in file sessions logged in as an Admin.

What business problems are you solving with the product? What benefits have you realized?

Document Management. We are still struggling with users filing their documents but we are getting there!

eFileCabinet review by Bill S.
Bill S.
Validated Reviewer
Verified Current User
Review Source

"It was a great software until the upgrade and now it is garbage----not very user friendly"

What do you like best?

The tag file tool is very useful 2222222222222222212

What do you dislike?

Everything else. You cannot drag and drop to an email when encryption is not needed. To many clicks to retrieve a file, not nearly as easy as before and time consuming.

What business problems are you solving with the product? What benefits have you realized?

The software is trying to do to much. It is supposed to be a file cabinet. The older version was much faster.

eFileCabinet review by Courtney B.
Courtney B.
Validated Reviewer
Verified Current User
Review Source

"Easy, fast, perfect for our small office. "

What do you like best?

everything! It's just so easy to use and it's all right at my fingertips! Scanning is so much easier with this. Storing documents and finding them, it saves so much time.

What do you dislike?

I really don't have anything to write here because I don't dislike it.

What business problems are you solving with the product? What benefits have you realized?

NO MORE clutter in the office or on our desks. We can get rid of the filing cabinets!

eFileCabinet review by Bob R.
Bob R.
Validated Reviewer
Review Source

"eFileCabinet is great"

What do you like best?

We like that all of the files are on the computer. No more going to the file cabinet. The files can be accessed when we are out of the office. This way we have access to the files if we meet with an unplanned client on a trip.

What do you dislike?

There are occasional server outages that mean we can't access the files

What business problems are you solving with the product? What benefits have you realized?

Everyone is able to see the files at the same time. We are saving money on paper and other copier supplies.

eFileCabinet review by Administrator
Administrator
Validated Reviewer
Review Source

"No more file cabinets in the hall"

What do you like best?

It's great to not have file cabinets lining the hall, and searching for information is much easier when it's digital. And no more worries that precious documents could get destroyed by flooding or fire.

What do you dislike?

There have been issues with the desktop app using a lot of CPU and causing laptop fans to become loud and annoying.

What business problems are you solving with the product? What benefits have you realized?

Never misplacing or losing a document, free up space. Now documents can be viewed from anywhere since they're digital and in the cloud.

eFileCabinet review by Ben P.
Ben P.
Validated Reviewer
Review Source

"Does the job but sort of clunky"

What do you like best?

Dragging files into sidekick works well and makes uploading files quick and easy.

What do you dislike?

search should be much better e.g. be able to search within cabinets and not just have to search across the entire database. also OCR capabilities.

What business problems are you solving with the product? What benefits have you realized?

cloud based doc management.

eFileCabinet review by User in Oil & Energy
User in Oil & Energy
Validated Reviewer
Verified Current User
Review Source

"Good solution"

What do you like best?

Templates are easy to apply, and the data flows from one folder to the next. It's a huge time saver. It is very easy to search for files.

What do you dislike?

When trying to export to Windows, having to deselect every drawer that is not needed is incredibly tedious.

Recommendations to others considering the product

Try it. It's streamlined and easy to use.

What business problems are you solving with the product? What benefits have you realized?

We needed a solution to make payroll and personnel files paperless. It's allowing us to be more efficient and more quickly access items we need.

eFileCabinet review by Alex F.
Alex F.
Validated Reviewer
Review Source

"Easy, Fast and intuitive"

What do you like best?

The different options to load a document. Office Add Ins, drag and drop, upload from client.

It makes life a lot easier.

What do you dislike?

The inability to merge and import files into existing drawers

What business problems are you solving with the product? What benefits have you realized?

Paper filing and data security

eFileCabinet review by Angel S.
Angel S.
Validated Reviewer
Review Source

"Best document manager i have worked with"

What do you like best?

Edit documents from the program, simple to add active directory users and seamless login.

What do you dislike?

Not able to use advanced excel sheets links to other documents

What business problems are you solving with the product? What benefits have you realized?

Document management and life cycle of deals

Learn more about eFileCabinet

eFileCabinet Videos

Kate from G2 Crowd

Learning about eFileCabinet?

I can help.
* We monitor all eFileCabinet reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.
eFileCabinet
4.1
(73 reviews)