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

Extremely easy to use

What do you like best? the easy integration and ease of use. Nice UX as well. What do you dislike? I've been using it for 2 years now and have no complaitns What business problems are you solving with the product? What benefits have you realized? allowing a safe way to pass sensitive information to a client

E-File Cabinet - Big company service for the smaller firm

What do you like best? Ability to search for client or documents. Flexibility to change templates as needed. What do you dislike? Their mobile app needs updating as it doesn't work with the latest releases. This would have been a good thing for them to have completed BEFORE tax season. Recommendations to others considering the product Make sure you set everything up ahead of time - makes the transition and continued usage less quirky What business problems are you solving with the ...

Robust overall functionality.

What do you like best? Ease of use and setup for implementing in our work setting. What do you dislike? Limited to one user sign on at a time. Must purchase multiple licenses to allow more than one assistant use at a time. What business problems are you solving with the product? What benefits have you realized? File retention. Quick access to archived documents.

Great way to get organized

What do you like best? I like the convenience of having all my documents in one place and easily accessible. In addition, I am able to access my client information and documents from anywhere. What do you dislike? There have been times where we had documents disappear because the program was unstable and the document was not able to be checked in or our properly. What business problems are you solving with the product? What benefits have you realized? In our move to being a paperless ...

Best file cabinet software I used for my clients

What do you like best? The way it integrates with other 3rd party software What do you dislike? ++++++++++++++++++++++++++++++++++++++++++++++++ Recommendations to others considering the product Integration with 3rd party software What business problems are you solving with the product? What benefits have you realized? Getting things organized on the network level

Did not use often

What do you like best? The interface was easy to use. I like that it was iOS friendly. What do you dislike? It was not a product I used often. Nothing bad to say. What business problems are you solving with the product? What benefits have you realized? Converting the documents into pdf for efilecabinet was long and tedious.

Great experience, great customer service support

What do you like best? Customer service is fabulous, the online chat feature is great and a very short wait time.. The ease of use once your cabinets are setup. What do you dislike? Not being able to search within a file for a specific name or number. The templates are difficult to use and attached to cabinets. Recommendations to others considering the product Eliminating paper was easy using eFileCabinet What business problems are you solving with the product? What benefits have you ...

Income Tax Documents

What do you like best? Speed and convenience. The product saved me the trouble of visiting my account's office with documents during a snow storm. On another occasion I was unable to get to my CPA's office. eFile Cabinet saved the day! What do you dislike? Initially, I had some technical problems getting started. But the staff at e-File got me through the brief start-up process. Recommendations to others considering the product It's great, convenient, use it! What business problems ...

Great Product

What do you like best? The ease to scan and use pdf save and find the saved documents What do you dislike? nothing it is a great product and we very much like it Recommendations to others considering the product none What business problems are you solving with the product? What benefits have you realized? none.

Don't know what we'd do without it

What do you like best? The biggest benefit for our office is the ability to share files between different users in different locations in a secure way. Sure, you can transmit stuff through email, but that is not as secure and does not meet the regulations we are required to uphold. What do you dislike? Backing up the files can take a long time and needs to be coordinated after hours etc. Recommendations to others considering the product The biggest benefit for our office is the ability ...