MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

eFileCabinet Review

eFileCabinet
Our score: 9.0 User satisfaction: 100%

What is eFileCabinet?

eFileCabinet is one of today’s most secure document management systems with an impressive capacity to help companies get rid of paperwork, and please customers with faster and more reliable service. It won our Expert’s Choice Award for 2019 and it’s currently one of the best document management systems in our review base.

The primary target group for this product is small and developing businesses, while big enterprises can still make great use of it with the special enterprise plan, which gives you 5 TB data storage and a wide range of other useful features. Because of the flexible pricing model and excellent management capabilities, eFileCabinet is definitely a tool most businesses can benefit from.

What can eFileCabinet do for your company?

eFileCabinet is one of the most reasonable investments companies can make to get rid of paperwork and save both time and maintenance resources. It is a one-stop-shop document management solution which covers a variety of delivery modules, allows for easy and fast upload, and simplifies data migration thanks to its numerous integrations. Manual labor is driven to the lowest possible level, which makes it possible to minimize the risk of human error and losing valuable corporate data. Together with its friendly interface, eFileCabinet offers out-of-the-box security coverage, meaning that files are encrypted and permissions are managed according to your own rules.

What makes eFileCabinet so popular?

eFileCabinet offers a rare and very flexible deployment scenario where companies get to choose whether they want to use it in the cloud or on-premise. All of eFileCabinet’s plans are billed annually. Meanwhile, users can purchase a 3-month short-term license as add-ons to a full-year license. Both the cloud-based and on-premise deployments have a three-user minimum requirement. Other reasons why so many firms choose to operate with this software are the open APIs, thanks to which they can connect their document manager to literally every third-party system or application.

Why choose eFileCabinet?

In scenarios where deployment is not such an important criterion, the question of why choosing eFileCabinet simply imposes itself: the market is full of document management solutions, and the difference between some of them is almost irrelevant. So, why exactly eFileCabinet?

If our experts were to answer this question, they’d emphasize the role of eFileCabinet in remote workforce teams. This system simply stands out from the pool of functional document managers with its universal data access and robust feature suite.

eFileCabinet is one of the rare systems to be tapped in any device without compromising its functionality. It doesn’t require configuration, and it uses an open API technology to connect with all apps and systems you’re currently using or are about to use. For remote teams that need uncompromising mobile functionality, this is just the right system to save time and resources.

Together with the essential features expected from a classic document manager, eFileCabinet allows you to photograph documents, mark and tag files for improved searching, or save searches in a classic and HTML 5 view. At the same time, it preserves the traditional cabinet structure which ensures even the least savvy members of the team will be able to use it.

Overview of eFileCabinet Benefits

There are many benefits to consider when it comes to eFileCabinet, and diverse deployment is only one of them. Let’s see what this software can do for you:

In-Cloud and On-Premise Deployment

You can choose to download eFileCabinet and configure it to your needs, or simply use it in-cloud and preserve the same functionality without handling any updates and maintenance. There is also no difference in pricing, hence, users can confidently choose which deployment suits their needs best.

User-Friendly Interface

What users love the most about eFileCabinet is that it is easy to use, and doesn’t require the team to surpass cumbersome learning curves in order to manage documents online. Using the system in the cloud, you will narrow administrative processes to minimal configuration, and skip all technical difficulties that burdened your IT team. The way this system is designed, it categorizes files in a traditional folder-based library, from where you can research them easily, or save the ones you’re using the most.

Mobile Optimization

As we mentioned, eFileCabinet is a mobile-friendly system, designed to let you access your data from literally every device you’re using. Unlike many products that offer such capacity but fail to deliver the same output, eFileCabinet has an impeccable uptime record, and a list of users to confirm there is no difference between desktop and mobile usage quality. This year, the company released a new HTML 5 view which makes sure the system fits every screen where it is being displayed.

Unique Features

In terms of features, eFileCabinet has small and medium businesses completely covered: the admin, manager, or the team sets up the permissions for accessing and editing files, and the journey begins. The most important thing to remember in this aspect is that eFileCabinet doesn’t only let you share and manage existent files, but also create your own using a pre-made template containing all necessary company information. Another valuable feature is the Zonal OCR tool, thanks to which the system can recognize recently used files, route them to the recipient, and then save them into the most appropriate cabinet/drawer without requiring any human interaction. At the same time, we advise you to check their SideKick feature. This is an instant access icon that eliminates the need for toggling between different programs. Instead, you can drag-and-drop files conveniently right from the computer into the system.

Open API

eFileCabinet is another follower of the smartest software integration approach: instead of selecting needed integrations, the developers of this system decided to make APIs publicly accessible, so that users themselves can connect it to whatever software architecture they’re using at the moment. eFileCabinet is agnostic, hence, any program with a ‘print to’ function can upload directly to the platform as if it’s a printer.

Moderate Pricing

eFileCabinet offers four scalable pricing plans: Basic, Advantage, Business, and Enterprise. The plans are priced per user and billed annually. Users can conveniently choose a plan that suits their needs best based on deployment, storage, and included features. There is also a free demo that you can use to see how the software works.

Customer Support

Using eFileCabinet, you will have access to an experienced team of document management experts which you can contact either by phone, email, ticket, or use the live chat support option on the product’s website. According to customers, the team is knowledgeable and very responsive and will be there to assist you with whatever you need. Other types of support offered are daily live training upon request, on-demand training webinars, live onboarding, in-software support as well as online documentation.

Overview of eFileCabinet Features

  • Robust delivery models
  • In-Cloud deployment
  • On-Premise deployment
  • Mobile optimization
  • Intuitive software integrations
  • Drag-and-Drop
  • Digital signature integration
  • SideKick
  • Simplified data migration
  • Fast retrieval of files
  • Default and favorites content pinning
  • Rapid uploading (50 Files at once)
  • Built-in security 
  • Recurring 24-hour backup 
  • 256-bit, bank-grade encryption 
  • SecureDrawer for file-sharing
  • Role-Based user permissions
  • File versioning
  • Digital cabinets
  • Audit trails

What Problems Will eFileCabinet Solve?

Problem # 1: Steep Operating Expenses

Small to mid-sized businesses need to streamline operations and reduce OPEX to stay afloat and compete with larger players in their respective industries. Going paperless helps companies accomplish this by eliminating the time spent searching for files in physical filing cabinets, walking to the printer and walking to the fax machine, and re-creating “lost” documents that just couldn’t be found. For instance, Lori Wurzel of NC Financial Group/Straxclinic Inc. saves $19,875 in operating expenses annually by relying on eFileCabinet, and Carlene Patterson of Ascension Financial Group saves $4,600 each year on reduced operating expenses.

Features used: Workflow, file versioning, SecureDrawer, role-based user permissions, automated retention scheduling

Problem # 2:  Storage Space Costs

Going paperless with eFileCabinet’s document management software helps small to mid-sized organizations, or even departments within larger organizations, reduce the storage space (and therefore money) they would have otherwise spent on filing cabinets. For instance, the reduced clutter eFileCabinet gave Corey Kendall of DON Services Inc. resulted in regaining 700 square feet in workspace. Additionally, Patrick Ballard of Ballard & Company was able to eliminate 17 filing cabinets from his office, and Larry Boyd of Oak Bridge Financial estimates that he saves $10,000 annually in freed up storage space within his office.

Features used: File versioning, digital cabinets, digital drawers, DocuSign integration, automated retention scheduling

Problem # 3: Limited Manpower

Going paperless through eFileCabinet document management software removes the manual labor from office and clinic work in the insurance, healthcare, manufacturing, accounting, and financial services industries—optimizing the profitability of small to mid-sized organization’s labor. For instance, Deanna Hancock, a contract nurse, subtracted 20 steps from her workflow process. Jonathan Felt of UST Manufacturing LLC saves 80 hours of paid labor per week with eFileCabinet, and Ryan Utecht of New York Life Insurance Company spends under 20 minutes per week finding and filing appropriate items, whereas it used to take him hours.

Features used: Workflow, DocuSign integration, SecureDrawer, Automated data backup

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.

eFileCabinet Position In Our Categories

Because companies have specific business-related demands, it is only rational that they avoid going for an all-encompassing, ideal business program. Still, it would be futile to pinpoint such a software solution even among sought-after software systems.
The rational thing to undertake should be to set down the varied chief factors that need research such as essential features, costing, skill ability of staff members, company size, etc. Then, you must follow through the research thoroughly. Have a look at some eFileCabinet analyses and scrutinize each of the software options in your list in detail. Such well-rounded research makes sure you take out unsuitable applications and subscribe to the system which has all the features your company requires to realize efficiency.

Position of eFileCabinet in our main categories:

TOP 3

eFileCabinet is one of the top 3 File Sharing Software products

TOP 10

eFileCabinet is one of the 10 Virtual Data Room Software products

eFileCabinet is also listed in the following subcategories:

It's important to keep in mind that virtually no app in the Document Management Software category is a perfect solution that can fulfill all the goals of different business types, sizes and industries. It may be a good idea to read a few eFileCabinet Document Management Software reviews first as specific software may excel only in a really small group of applications or be prepared with a really specific industry in mind. Others may operate with a goal of being simple and intuitive and as a result lack complicated functionalities welcomed by more experienced users. You can also come across services that support a wide group of users and give you a rich feature toolbox, but that usually comes at a more significant price of such a solution. Make sure you're aware of your needs so that you choose a service that provides exactly the features you look for.

How Much Does eFileCabinet Cost?

eFileCabinet Pricing Plans:

Free Trial

Basic

$15/month/user

Advantage

$30/month/user

Business

$55/month/user

Enterprise

Contact vendor

eFileCabinet offers four enterprise pricing plans. In addition to its free product demo, you can sign up for a 14-day free trial after demo completion. Here’s an overview of eFileCabinet’s plans:

Basic – $15/month/user (billed annually)

  • Priced per user
  • 25 GB storage
  • Secure file sharing

Advantage – $30/month/user (billed annually)

  • Minimum 3 users
  • 1 TB storage
  • eFileCabinet DMS
  • Secure file sharing
  • SideKick
  • Retention (governance)
  • Custom & ready-made templates
  • Check-in/out
  • Profile tagging
  • 2-Factor authentication
  • Individualized security settings
  • Compliance tools
  • Store any file-type
  • e-Signature Integration
  • MS Office integration
  • API integration access
  • Audit trail
  • Support service
  • Mobile access

Business – $55/month/user (billed annually)

  • Priced per usage
  • 5TB storage
  • eFileCabinet DMS
  • Secure file sharing
  • SideKick
  • Retention (governance)
  • Custom & ready-made templates
  • Check-in/out
  • Full text search/OCR
  • Profile tagging
  • 2-Factor authentication
  • Individualized security settings
  • Compliance tools
  • Store any file-type
  • e-Signature Integration
  • MS Office integration
  • API integration access
  • Audit trail
  • Support service
  • Mobile access
  • Business process automation
  • Zoned OCR capture
  • WorkFlow automation (Beta)
  • WorkFlow designer (Beta)
  • Automation libraries
  • Onboarding tools
  • Approvals
  • Timeframe process
  • Priority process auto escalation
  • Data specific file routing
  • Auto file naming/storing

Enterprise – by quote

  • Site license
  • 5TB+ storage
  • eFileCabinet DMS
  • Secure file sharing
  • SideKick
  • Retention (governance)
  • Custom & ready-made templates
  • Check-in/out
  • Full text search/OCR
  • Profile tagging
  • 2-Factor authentication
  • Individualized security settings
  • Compliance tools
  • Store any file-type
  • e-Signature Integration
  • MS Office integration
  • API integration access
  • Audit trail
  • Support service
  • Mobile access
  • Business process automation
  • Zoned OCR capture
  • WorkFlow automation (Beta)
  • WorkFlow designer (Beta)
  • Automation libraries
  • Onboarding tools
  • Approvals
  • Timeframe process
  • Priority process auto escalation
  • Data specific file routing
  • Auto file naming/storing

User Satisfaction

Positive Social Media Mentions 41
Negative Social Media Mentions 0

We realize that when you make a decision to buy Document Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and eFileCabinet reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with eFileCabinet. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Screenshots

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • On Premise
  • Open API

Language Support

  • English

Pricing Model

  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

Popular eFileCabinet Alternatives

Top Competitors To eFileCabinet By Price

Trending Document Management Software Reviews

Product name:
Score:
Satisfaction:
8.3
100%
8.0
96%
8.0
94%

eFileCabinet Comparisons

eFileCabinet user reviews

Documents are accessible from anywhere but not you cannot edit from their site.

Read full review >
Shirley G Conner
2/5

Overall Impression

3/5

Customer Support

2/5

Value for Money

2/5

Ease of Use

Published on: 05.09.2019 Company Size: 1-10 Employees Industry: Insurance

What are eFileCabinet pricing details?

eFileCabinet Pricing Plans:

Free Trial

Basic

$15/month/user

Advantage

$30/month/user

Business

$55/month/user

Enterprise

Contact vendor

eFileCabinet offers four enterprise pricing plans. In addition to its free product demo, you can sign up for a 14-day free trial after demo completion. Here’s an overview of eFileCabinet’s plans:

Basic – $15/month/user (billed annually)

  • Priced per user
  • 25 GB storage
  • Secure file sharing

Advantage – $30/month/user (billed annually)

  • Minimum 3 users
  • 1 TB storage
  • eFileCabinet DMS
  • Secure file sharing
  • SideKick
  • Retention (governance)
  • Custom & ready-made templates
  • Check-in/out
  • Profile tagging
  • 2-Factor authentication
  • Individualized security settings
  • Compliance tools
  • Store any file-type
  • e-Signature Integration
  • MS Office integration
  • API integration access
  • Audit trail
  • Support service
  • Mobile access

Business – $55/month/user (billed annually)

  • Priced per usage
  • 5TB storage
  • eFileCabinet DMS
  • Secure file sharing
  • SideKick
  • Retention (governance)
  • Custom & ready-made templates
  • Check-in/out
  • Full text search/OCR
  • Profile tagging
  • 2-Factor authentication
  • Individualized security settings
  • Compliance tools
  • Store any file-type
  • e-Signature Integration
  • MS Office integration
  • API integration access
  • Audit trail
  • Support service
  • Mobile access
  • Business process automation
  • Zoned OCR capture
  • WorkFlow automation (Beta)
  • WorkFlow designer (Beta)
  • Automation libraries
  • Onboarding tools
  • Approvals
  • Timeframe process
  • Priority process auto escalation
  • Data specific file routing
  • Auto file naming/storing

Enterprise – by quote

  • Site license
  • 5TB+ storage
  • eFileCabinet DMS
  • Secure file sharing
  • SideKick
  • Retention (governance)
  • Custom & ready-made templates
  • Check-in/out
  • Full text search/OCR
  • Profile tagging
  • 2-Factor authentication
  • Individualized security settings
  • Compliance tools
  • Store any file-type
  • e-Signature Integration
  • MS Office integration
  • API integration access
  • Audit trail
  • Support service
  • Mobile access
  • Business process automation
  • Zoned OCR capture
  • WorkFlow automation (Beta)
  • WorkFlow designer (Beta)
  • Automation libraries
  • Onboarding tools
  • Approvals
  • Timeframe process
  • Priority process auto escalation
  • Data specific file routing
  • Auto file naming/storing

What integrations are available for eFileCabinet?

eFileCabinet’s open API allows users to integrate this product with a variety of third-party apps, and help it blend with their software infrastructure for extended functionality. In addition, the company offers several pre-made integrations for business users:

  • DocuSign
  • Salesforce
  • RightSignature
  • MS Office
  • CASELLE

eFileCabinet average rating:

Average score
2.5/5 (1 user reviews)
2/5

Overall Impression

3/5

Customer Support

3/5

Value for Money

2/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Shirley G Conner

PROS: Being able to access files from anywhere is probably the best feature.

CONS: You cannot edit files within their system, so everything has to be downloaded, edited then uploaded again.

Reviewed 1 month ago

Read full review >

The least favorable review

Shirley G Conner

PROS: Being able to access files from anywhere is probably the best feature.

CONS: You cannot edit files within their system, so everything has to be downloaded, edited then uploaded again.

Reviewed 1 month ago

Read full review >

More reviews from 1 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Documents are accessible from anywhere but not you cannot edit from their site.

Read full review >
Shirley G Conner
2/5

Overall Impression

3/5

Customer Support

2/5

Value for Money

2/5

Ease of Use

Published on: 05.09.2019 Company Size: 1-10 Employees Industry: Insurance

PROS: Being able to access files from anywhere is probably the best feature.

CONS: You cannot edit files within their system, so everything has to be downloaded, edited then uploaded again.

What do you think about this review? Great Poor
Reviewed By Jenny Chang
Page last modified
Award Winner
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

TOP
women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.