Effortless file collaboration, anytime, anywhere.
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Starts from $55/User/Month
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MR
MURRAY R. N
08/27/19
excellent service on support line
What do you like best? Support handled update problems in 20 minutes and accessed my server to make all changes needed. What do you dislike? at first the learning curve to sort folders was challenging. What problems are you solving with the product? What benefits have you realized? paper flow and storage retrieval
MM
Michelle M
08/27/19
Makes having a paperless office a breeze
What do you like best? Ease of use, secure, compliant with regulatory agencies What do you dislike? Cannot scan from my scanner directly to program Recommendations to others considering the product: Buy it! What problems are you solving with the product? What benefits have you realized? Paperless office
RC
Ron C
08/27/19
Amazing product backup by superior support
What do you like best? Easy to find documents. Everything can be sorted and indexed to make it simple to find what your looking for. Plus, multiple people can access documents, unlike paper files. Automatic recognition and sorting of customer documents is a huge benefit. What do you dislike? At first, the document recognition is a little tedious to configure. Once completed ti works quite well. Recommendations to others considering the product: Purchase good quality scanners. Plan ...
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AI
Administrator in Financial Services
08/27/19
Peace of mind" product!
What do you like best? I find eFileCabinet easy to navigate. I can find everything I need. The screens are clear and easy to understand. I also like the security features where different people can access different cabinets. What do you dislike? I can't think of anything I don't like about it. Recommendations to others considering the product: Seriously consider this product. We are very happy with the outcome. What problems are you solving with the product? What benefits have ...
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SS
Sameer S
08/27/19
ECF Saves the Day
What do you like best? We've been using EfileCabinet for years now. We recently moved to Online and its been really easy and helpful. I like the intuitive layout and the quick response of the software. What do you dislike? A of downsides is the notes are sometimes difficult to access on the SideKick. What problems are you solving with the product? What benefits have you realized? We used to have 16 file cabinets full of client data... like literally tons of paper. Sometimes when ...
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SF
Sharon F
08/27/19
Simple and efficient to use.
What do you like best? What I love about eFile Cabinet is how easy it is to use. I often find that I have a bunch of scanning to do all at once, since I tend to save it up and do it in batches. I love that I can scan several documents, and then upload them easily to the required file. What do you dislike? There really isn't anything I dislike about EFC. What problems are you solving with the product? What benefits have you realized? eFile Cabinet has allowed us to keep the ...
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RH
Ryan H
08/27/19
Overall good, useful features
What do you like best? The search system seems to work well and they do a good job of helping to keep things organized. When you start using cabinets it can seem confusing to set up a good system but we were able to figure out a good system that our support staff can follow. What do you dislike? Because of the system we use, we move potential clients from one cabinet to another cabinet when they become clients. This causes many issues including crashing the current window and lack of ...
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LR
Lauren R
08/27/19
Fairly easy to use basic function, but requires a lot of research/training to use advanced features.
What do you like best? Very easy to organize and find documents that have already been saved. What do you dislike? Advanced functions (establishing a pre-determined workflow, templates, securedrawers, etc.) are not easy to figure out and require watching a lot of YouTube videos to attempt to figure out. Recommendations to others considering the product: Make sure you fully understand the system and how to implement it before purchasing. It looks really cool that it offers all ...
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UI
User in Non-Profit Organization Management
08/23/19
eFile
What do you like best? efile cabinet is great for organizing all of the documents that we need to have on file. It helps make locating documents an ease as well. What do you dislike? There really isn’t anything I dislike about eFile. I researched many different programs, and liked this one the best. What problems are you solving with the product? What benefits have you realized? We have switched from a paper system, to a now paperless system. I was the one to implement this in ...
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UI
User in Financial Services
08/14/19
Conforming with Compliance
What do you like best? Secure, cloud-based storage. Not much else. What do you dislike? Insufficient support for Mac. Syncing folders on my Mac & eFile would be valuable. What problems are you solving with the product? What benefits have you realized? None that I can do on my own.