eFileCabinet developed into a full-fledged electronic document management solution designed to help organizations capture, manage and protect their data. While the accounting industry was the company’s main focus at formation, it has since expanded to include numerous vertical markets.
| Support | 24/7 (Live rep) Business Hours Online | Customer Type | Large Enterprises Medium Business Small Business |
| API | Location / Phone Number | Lehi, Utah / +1 877-574-5505 | |
| Deployment | SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac | Category | Cloud Content Collaboration Software |
Disclaimer: The pricing details were last updated on 31/01/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
The pricing for eFileCabinet starts at $55.00 per user per month. eFileCabinet has 3 different plans:
Learn more about eFileCabinet pricing.
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Yes, eFileCabinet provides API.
Security and ability to share Documents.
There’s not really anything about it I dislike
Encryption and sharing documents larger than can be emailed
How easy it is to save retrieve and do anything on the platform. And very easy when it's web based, I can sign on and retrieve from anywhere
App could better. I believe it needs more features
Organization and I can access it anywhere! Whenever a document is needed I can easily search for them and send to anyone from e-file.
I love the ability to file documents digitally by using the print feature. To me, this is the basis of what makes their product great. It saves so much time to be able to hit print, name the file and upload - voila! Being able to search for specific content anywhere within files is also a great help. The Zonal OCR app is wonderful for saving time when naming and storing the same type of file over and over.
Learning to use the product is pretty intuitive, and quite easy, and personalized support is available to all new customers. Additionally, I've found their product FAQs and videos to be very helpful.
I've used efile cabinet for two years, and while it was always a solid product, it had occasional glitches. Files sent to Sidekick would get stuck and have to be manually removed. Zonal was glitchy and required a good deal of trial and error to learn how to use. However, there have been constant updates and improvements to the product that and I have always found their team to provide excellent customer service.
Get this! You won't regret it.
I changed cities, and was able to keep my job with the company as a result of digitizing our processes and storage with efile cabinet.
The simplicity of creating your cabinets and storage to fit your work needs.
Haven't found anything yet that I dislike
The problem we solved was with our previous product it was slow and cumbersome and now we import all of stuff super fast!
Easy to use, easy to learn how to use, can access with my phone if needed.
Small number of users allowed. Only allows pdf files.
Have worked with eFile for many years. Support is a click away, and they answer quickly. They can also login to your computer and resolve issues quickly. Highly recommend.
Filing with paper, papers get lost. Can share all filings with other users.
We have a lot of clients that use EFC. We have a great relationship with them. The are always available to help whether it's via chat or telephone. The connect to your computer and resolve your issues fast and efficient. This company offers world class service.
Can't think of anything except I sometimes see issues with the efc scanner not finding the scanner but this is usually and easily fixed in a couple clicks.
Electronic files are fast to organize and find
The desktop software (eFileCabinet Desktop) is really good. It's one of their older products, so they put more development into it to get it the way it is.
I like that the cloud software (Rubex) is user-friendly. I like suing the Portfolios to get where I need to go quickly. I like that it's cloud and that we have access to our files no matter where we are. In addition, I like the secure sharing options built into Rubex. There's also an e-signature option that we have not used yet that is built into Rubex.
Desktop does slow down when you have a lot of data, but there are upgrade options (cloud or SQL) to make it go a bit faster.
The cloud software (Rubex) is newer, so it has some rough edges. In addition, due to it being a cloud-based software, there is a bit of a lag time and there can be issues checking out and modifying files. It's user-friendly though. If you don't have portfolios and if you have a lot of files, it can be difficult to search unless you add filters.
By moving to the cloud version, we were able to move most of our files to the cloud and we were able to have more options in secure sharing and the possibility of e-signature in our document management system.
I love the ease of scanning in and putting into drawers.
There is nothing that I dislike about it
Be patient while starting like any new product you have to learn how to use it.
going paperless has been the best thing we could of done.
Being able to scan directly into a file cabinet has been a time saver.
Sometimes the files are duplicated when they're scanned in.
Having everything saved digitally, not only is it a time saver but is also more secure than paper files.
I can click share a photo from a text message and send to eFileCabinet. I can click print on any document from my computer and choose "Send to eFileCabinet" where it loads into the sidekick app where I can choose a client folder and upload it. I can print tax return documents directly from my tax software right to eFileCabinet quickly without saving to my computer. I can also scan from my scansnap S500 directly to eFileCabinet without having to save to my computer and it will upload right to the client's folder. It's easy and allows me to bypass having to save confidential documents onto my computer before uploading to a secure place.
Right now, I am the only one who has a preview pane to see documents without downloading them within the eFileCabinet dashboard. I wish my clients also had the preview pane ability. It has not created any issues yet, but I think it would be nice.
I can keep confidential information in a secure cloud space, that can be accessed by both me and my clients whenever it is needed.
