About eFileCabinet

Empower your team to work more efficiently with eFileCabinet. Our cloud-based document management solution gives you access to your important documents from anywhere—protected with encrypted, bank-level security that makes maintaining compliance easy. Experience the power of document management like never before with innovative features like:

Advanced full-text search
Automated workflows
Form-fill
eSignature
Secure sharing

eFileCabinet solutions are fully compliant with HIPAA, SEC, FINRA and NASD regulations. It employs SSL/TLS encryption on data transmission between data servers and users computer to maximize the security of data. Some of the key clients of eFileCabinet are Coca-Cola, H&R Block, Comcast, JPL, and more.

Pricing starting from:

US$699,00/year

  • Free Version
  • Free Trial
  • Subscription

Key benefits of eFileCabinet

  • eFileCabinet allows users to create digital files that can be securely stored, transferred and searched to browse & quickly view the data.

  • For the secure transmission of files through the eFileCabinet, the solution allows users to collect digital signatures of clients and coworkers.

  • eFileCabinet supports automated workflow management that allows documents to be automatically routed for approval, evaluation, revision or collaboration.

  • The solution offers multiple security features such as role-based security, document retention, audit trials and SSL security that makes it fully compliant with HIPAA laws.

  • eFileCabinet allows users to create configurable dashboards, set automatic reminders and pull reports related to the specific data points.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Canada, United States

    Supported Languages

    English

    Pricing starting from:

    US$699,00/year

    • Free Version
    • Free Trial
    • Subscription

    Images

    eFileCabinet Software - Workflow
    eFileCabinet Software - Zonal OCR
    eFileCabinet Software - Governance
    eFileCabinet Software - File Requests
    eFileCabinet Software - File Sharing
    eFileCabinet Software - Templates
    eFileCabinet Software - Dashboards
    View 9 more
    eFileCabinet video
    eFileCabinet video
    eFileCabinet Software - Workflow
    eFileCabinet Software - Zonal OCR
    eFileCabinet Software - Governance
    eFileCabinet Software - File Requests
    eFileCabinet Software - File Sharing
    eFileCabinet Software - Templates
    eFileCabinet Software - Dashboards

    Features

    Total features of eFileCabinet: 68

    • API
    • Access Controls/Permissions
    • Active Directory Integration
    • Activity Dashboard
    • Alerts/Notifications
    • Approval Process Control
    • Archiving & Retention
    • Audit Management
    • Audit Trail
    • Authentication
    • Automatic Backup
    • Collaboration Tools
    • Compliance Management
    • Compliance Tracking
    • Configurable Workflow
    • Content Library
    • Content Management
    • Contract/License Management
    • Customizable Branding
    • Customizable Templates
    • Data Security
    • Data Synchronization
    • Digital Asset Management
    • Digital Signature
    • Document Analytics
    • Document Automation
    • Document Capture
    • Document Classification
    • Document Generation
    • Document Management
    • Document Review
    • Document Storage
    • Document Templates
    • Drag & Drop
    • Electronic Signature
    • Encryption
    • File Conversion
    • File Management
    • File Recovery
    • File Sharing
    • File Transfer
    • Forms Management
    • Full Text Search
    • HIPAA Compliant
    • Information Governance
    • Messaging
    • Metadata Management
    • Mobile Access
    • Mobile Signature Capture
    • Multi-Party Signing
    • Offline Access
    • Optical Character Recognition
    • Reminders
    • Remote Access/Control
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • SSL Security
    • Search/Filter
    • Secure Data Storage
    • Single Sign On
    • Tagging
    • Task Progress Tracking
    • Template Management
    • Third Party Integrations
    • Two-Factor Authentication
    • Version Control
    • Workflow Management

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    Reviews

    Overall rating

    4,4 /5
    (887)
    Value for Money
    4,2/5
    Features
    4,2/5
    Ease of Use
    4,3/5
    Customer Support
    4,4/5

    Already have eFileCabinet?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 887
    Ifeoma
    Overall rating
    • Company size: 1 001–5 000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    We are contributing to a green environment and saving trees.

    Reviewed on 2018/07/09

    Pros

    Efilecabinet provides my organization with a remote location where we can easily save company files securely ,and make it accessible to all of the right people within the organization.
    Since adopting efilecabinet , there has been less and less use for paper within my office environment or the need to manage hard copies of our documents.Overall ,we are helping our environment stay green by greatly reducing our paper consumption.
    File upload speed and scan on eFileCabinet is very fast and dependable.

    Cons

    User interface can be more intuitive than it has been for the past two upgrades.On two occasions ,we experience server outtages and weren't able to use this application for a few hours. That was back in 2016 and we haven't experienced such since then.

    Philip
    Overall rating
    • Industry: Accounting
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Excellent way to go paperless

    Reviewed on 2019/08/14

    The tech support staff at eFile Cabinet has been great to work with when any issues have asrisen....

    The tech support staff at eFile Cabinet has been great to work with when any issues have asrisen. As a CPA tech support is everything and if you can't support your product in a timely fashion the product is worhtless.

    Pros

    Easy to use, secure storage of client. I wanted my data management system to be separate from my tax software should I ever want to change company's. Also from previous experiences I need a company that would stand behind their product and was large enough to be around in the future.

    Cons

    After buying a license with annual support I was forced to switch to an annual renewal. Shades of Microsoft & Adobe with monthly/annual subscriptions. So as long as you don't mind and annual subscription . . . . . .

    Response from eFileCabinet

    Thank you so much for taking the time to leave us this review, we very much appreciate the feedback and look forward to providing you with continued support for the success of your business!

    Samantha
    Overall rating
    • Industry: Environmental Services
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Great Idea, Needs Updates

    Reviewed on 2021/03/25

    The functionality is lacking but the basic structure of having access to your files and the...

    The functionality is lacking but the basic structure of having access to your files and the connection is very secure is the upside.

    Pros

    That I can access my files anywhere from any device. Docusign is included, or esignature. the security of the software. The way the files are organized.

    Cons

    When I upload excel documents and then try and check in with changes there have been multiple instances where my changes were not saved! Its very frustrating when I have to make the same edits over and over again.
    I have about 5 or 6 guests on the account and they seem to always have trouble with the app...opening...downloading...viewing. They also have had many issues across devices especially apple.
    Usability on the tablet is not good at all. The app is no use and I cannot check files in and out on the tablet, which is the device our whole company is moving towards to conduct business.
    There are days when the site is experiencing technical error where it will tell my coworkers and I that "There is an internal server error," and will not let us in.
    When I ask about how the app or the software talks with other software none of the customer support specialists seem to know..
    We made our own adobe forms that are editable and eFile is not compatible with editing those form within eFilecabinet. That we knew going in, but we have looked at other similar systems that do offer that feature.
    The guest access is EXTREMELY limited compared to other systems. Having a feature where you can edit a certain file inside eFile would be beneficial. similar to a google docs.

    Nicole
    Overall rating
    • Industry: Insurance
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Good electronic document storage

    Reviewed on 2021/09/07

    Overall, eFileCabinet has been a great solution for our small business to be able to securely store...

    Overall, eFileCabinet has been a great solution for our small business to be able to securely store all of our company documents. It is great that we can share our information with all of our employees and even restrict certain access. It has been a good, economical solution for us!

    Pros

    It is very helpful to be able to drag and drop documents/attachments from email into eFileCabinet. It is also very helpful to be able to print documents directly into eFileCabinet.

    Cons

    It would be helpful if it was easier to select and email certain documents directly from eFileCabinet.

    Alternatives Considered

    Salesforce Sales Cloud

    Reasons for Switching to eFileCabinet

    efileCabinet suited our needs the best and was a great economical solution for our small business.

    Response from eFileCabinet

    We love that we get to support your business and that you find the drag and drop feature so helpful! Thanks for taking the time to leave us this review!

    Mike
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Good product, WAY too expensive

    Reviewed on 2020/04/01

    Overall, I had many customers using efile, not it is down to 2, and they will not renew at the next...

    Overall, I had many customers using efile, not it is down to 2, and they will not renew at the next renewal. The cost is just too high for the service provided.

    Pros

    The searchablity and security, data can't be compromised by a virus

    Cons

    There are bugs that may or may not get fixed during an update, and they don't know why.

    Response from eFileCabinet

    Thank you for taking the time to leave us this review, we appreciate the feedback.

    Showing 5 reviews of 887 Read all reviews

    eFileCabinet FAQs

    Below are some frequently asked questions for eFileCabinet.

    eFileCabinet offers the following pricing plans:

    • Starting from: US$699,00/year
    • Pricing model: Subscription
    • Free Trial: Available

    Pricing starts at $699/user/year with flexible options.

    eFileCabinet has the following typical customers:

    51–200, 201–500, 501–1 000, 1 001–5 000

    eFileCabinet supports the following languages:

    English

    eFileCabinet supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    eFileCabinet integrates with the following applications:

    DocuSign, Microsoft 365, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, QuickBooks Online Advanced, Salesforce Sales Cloud, ShareFile

    eFileCabinet offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for eFileCabinet.