eFileCabinet Reviews in April 2025: User Ratings, Pros & Cons

Very good so far

What do you like best? Support has been great, they really went out of their way to make sure we migrated over well and know how to use the system What do you dislike? Nothing yet, everything has worked as promised What problems are you solving with the product? What benefits have you realized? The ability to quickly pull up documents

Wonderful Software

What do you like best? The ease and access on the website makes it easy for us to get to our information fast. What do you dislike? I would like to have some kind of notification set up to alert us when a rotating document is due Recommendations to others considering the product: If you want something that is easy to use and effective, this is it! What problems are you solving with the product? What benefits have you realized? I have realized many benefits like saving money on paper.

Great Way to Keep Organized!

What do you like best? eFileCabinet is very easy to maneuver around! Its pretty straight forward and there are a lot of personalizing you can do as well when it comes to details. Being able to create templates is very time efficient as well. Being able to add a retention to a cabinet helps ensure we are remaining compliant with some of our recordkeeping policies. You can also add additional notes to anything uploaded into efile for other users to view. What do you dislike? The only thing ...

great!

What do you like best? The best thing i like its that i have access to files anytime anywhere What do you dislike? Sometimes it takes me a long time to log in but that is just my fault, What problems are you solving with the product? What benefits have you realized? I don't loose paperwork everything is more organized. and i dont have to worry about misplacing anythign.

Love it

What do you like best? Easiness and i like how simple it is to email PDFs. What do you dislike? sometimes had problems "check in" went I am done with a file. Recommendations to others considering the product: I like the easiness and especially the emailing process. So simple. What problems are you solving with the product? What benefits have you realized? They have corrected any software glitches

Great storage solution, not so great for integration

What do you like best? The ease of use and workflows. It is simpler than most comparative solutions. What do you dislike? Integration with newer software and tax preparation programs. Recommendations to others considering the product: If you are looking for a great file storage solution with built in work flows, this is a great solution. Do not expect great integrations with current software however. What problems are you solving with the product? What benefits have you realized? In the ...

Essential safe maintaining of client information

What do you like best? Customer service oriented superior company that allows for client management success. What do you dislike? Nothing, where there have been small glitches, the e-file cabinet team are easy to call and walk us through to solve the concerns What problems are you solving with the product? What benefits have you realized? Paperless practice that allows us to be more efficient in our management of files

Been supporting eFileCabinet for over a decade.

What do you like best? The product rarely needs and support, have never had an update of functionality issue. What do you dislike? Company is not MSP friendly, if I am going to recommend and support their product I expect a better relationship. Recommendations to others considering the product: No recommendations What problems are you solving with the product? What benefits have you realized? Eliminated the storage of physical paper and the self storage locker.

Okay

What do you like best? It’s easy to search things and it makes it very easy for our company to go back and show receipts to clients. What do you dislike? I wish it made documents into smart documents. It just takes forever to type everything in. What problems are you solving with the product? What benefits have you realized? I can find files more easily.

eFilecabinet is a valuable tool

What do you like best? It is easy to use the system; It makes my practice much more comfortable to navigate with the organization it provides. The color pattern is nice as well. My company logo is blue so we like that.If I was part of an organizaion with different logo colors, I would want a different color. I like the meter of this survey. It say A+. However, it still wants me to write more. What do you dislike? I wish the search functions were better. I wish it offered a way to sync my ...