About eFileCabinet

eFileCabinet is a document management solution for SMBs or departments of enterprises that are highly paper intensive with distributed workforce across multiple office locations. The solution offers cloud and on-premise deployment methods that are named as eFileCabinet Online and eFileCabinet Desktop. It is designed to cater to the needs of businesses in various industries including oil & gas, retail stores, healthcare, financial services, transportation, government and education.

eFileCabinet solutions assist users in maximizing office productivity by capturing, storing, managing and sharing files for businesses. The product can be accessed by mobile apps available for tablet and smartphone users that allow them to click and upload pictures of documents. It also helps in managing the document security and access by assigning role-based permissions to users that let only specified users to edit & set-up files in eFileCabinet Online.

eFileCabinet has Zonal optical character recognition that allows individuals to convert paper documents into digital files through document scanning and editing. This eliminates the need of repetitive typing and creates easy text searches for document retrieval. eFileCabinet also offers a SecureDrawer product the allows users to securely share documents with coworkers or clients.

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$1 200,00/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 SecureDrawer, 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.

  • Devices

    Business size

    S M L

    Markets

    Canada, United States

    Supported Languages

    English

    Pricing starting from:

    US$1 200,00/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: 59

    • API
    • Access Controls/Permissions
    • Active Directory Integration
    • Alerts/Notifications
    • 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 Capture
    • Document Classification
    • Document Generation
    • Document Management
    • Document Review
    • Document Storage
    • Document Templates
    • Drag & Drop
    • Electronic Signature
    • Encryption
    • File Conversion
    • File Recovery
    • File Sharing
    • 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
    • Role-Based Permissions
    • SSL Security
    • Search/Filter
    • Secure Data Storage
    • Tagging
    • Task Progress Tracking
    • Template Management
    • Third Party Integrations
    • Two-Factor Authentication
    • Version Control
    • Workflow Management

    Alternatives

    Dropbox Business

    4,5
    #1 Alternative to eFileCabinet
    Dropbox Business is an off-site server for file syncing, storage and sharing which allows teams of all sizes to save...

    SmartVault

    4,5
    #2 Alternative to eFileCabinet
    SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified...

    Microsoft SharePoint

    4,3
    #3 Alternative to eFileCabinet
    SharePoint is a collaboration & content management platform which can be used to build portals, collaboration sites, &...

    Salesforce Sales Cloud

    4,4
    #4 Alternative to eFileCabinet
    Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

    Reviews

    Overall rating

    4,4 /5
    (862)
    Value for Money
    4,3/5
    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.

    Write a Review!
    Showing 5 reviews of 862
    Kathryn f. B.
    Overall rating
    • Industry: Law Practice
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Better Than Others With Room for Improvement

    Reviewed on 2020/07/23

    eFileCabinet support has been quick and resolved any questions/concerns that I have. The price is...

    eFileCabinet support has been quick and resolved any questions/concerns that I have. The price is higher than others but you get more features than lower-priced programs.

    Pros

    The ability to customize sharing so much; granting access without individual having to have separate account for program; preview pane; branding ability; multiple viewing panes at once; audit trail easily accessible; folder templates; e-signature in program

    Cons

    Invitation email 24 hour timeout; inability to select multiple files that aren't listed consecutively; drop down for filing is visually a little difficult to differentiate between; works better in certain internet browsers; Gmail will not allow as third-party app because level of security not high enough (for pulling in emails)

    Alternatives Considered

    Smokeball

    Reasons for Choosing eFileCabinet

    Needed more security; tired of switching between views (folder/document list vs preview of doc); couldn't as easily control internal and external access; no templates; no ability to e-sign within

    Switched From

    Dropbox Business

    Reasons for Switching to eFileCabinet

    Smokeball was desktop based (no option for cloud) and only runs on PCs.

    Response from eFileCabinet

    It's great to learn more about how eFileCabinet is helpful for your business, thank you so much for taking the time to leave us with this review and your feedback!

    Adam Y.
    Overall rating
    • Industry: Higher Education
    • Company size: 11-50 Employees
    • Used Monthly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Alfresco Enterprise Alternative

    Reviewed on 2021/03/16

    We needed a modern, robust, cloud-based document management system for long term digital archiving....

    We needed a modern, robust, cloud-based document management system for long term digital archiving. Overall eFileCabinet has served our needs very well.

    Pros

    The conversion team saved us from an aging system that we needed to abandon. The Cloud Server being the same cost as an on premises server was a great incentive for choosing eFileCabinet. The Cabinet -> Folder structure is easy to understand and navigate. The ability to share large files with users outside of our organization easily has also been a boon.

    Cons

    Search is powerful, but due to the Alfresco Enterprise system we imported from relying on metadata tags for search, very particular steps are needed to use the search in eFileCabinet's Rubex properly. It's confusing for our core users sometimes. I'm not sure if I would feel differently about Rubex's search functions had we started our digital archive in Rubex, but as it is this is a function that is mildly frustrating.

    Alternatives Considered

    Alfresco Content Services

    Reasons for Choosing eFileCabinet

    The conversion team at eFileCabinet REALLY bailed us out of a jam. Our 160 year old higher education institution relied on an ancient Alfresco Enterprise server for archiving old scans of digital transcripts and the like. With a long expired support contract, getting any assistance with the very finicky and old Alfresco software that relies on Flash Player was next to impossible. Renewing the contract was several times more costly than moving all of our archives to eFileCabinet.

    Reasons for Switching to eFileCabinet

    Alfresco support contracts cost tens of thousands of dollars and it felt like we were a nuisance to both their sales and support teams. Every other competitive product to eFileCabinet I found was either more affordable but did not meet our needs or was exceptionally more expensive and offered far more than we need. If you need to store thousands of scanned digital documents with the ability to search through them all, eFileCabinet delivers what you need. Its capabilities go beyond that and perhaps one day we will explore using it for other purposes, but for right now we are satisfied.
    Verified Reviewer
    Overall rating
    • Industry: Accounting
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 3.0 /10

    If you need support, forget it. RUBEX doesn't work.

    Reviewed on 2021/12/20

    Very disappointed in this company. Cannot manage expectations or client experience. I would pass on...

    Very disappointed in this company. Cannot manage expectations or client experience. I would pass on this, save yourself the headache.

    Pros

    Software design is actually pretty solid. Has a lot of features I wish we could get working.

    Cons

    No support, no training. You definitely get what you pay for. They offer at a great price, but abandon you after purchase. Worse, upgrading is a trainwreck, even less support. Technical support is rushed, rude and very unhelpful. Most techs are low-level and cannot or will not escalate issues.

    Janice L.
    Overall rating
    • Industry: Construction
    • Company size: 51-200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 1.0 /10

    Zonal OCR - eFile Cabinet's best feature that we can't use

    Reviewed on 2021/10/07

    Great support from the SALES people in terms of getting you set up with basic access to your...

    Great support from the SALES people in terms of getting you set up with basic access to your account. Nothing special after that. The software is WAY overpriced if all you need to do is provide online access to documents. The only reason we would consider renewing is if we were provided the cooperation and adequate assistance from tech support to properly train users on Zonal OCR, rather than being made to feel like you're the last person they feel like talking to. Or, FIX the software so that you don't have to spend so much time teaching non programmers how to use it.

    Pros

    The software has a lot of great features, such as easily being able to manage user access to documents, ease of creating files, uploading, downloading, etc. I really like the Rubex icon which can easily be added to the "ribbon" dashboard in MS Outlook, Word, Excel, etc.

    Cons

    There are several different choices available to businesses today that offer the same basic features and functions offered by eFile Cabinet for a fraction of the cost. The cabinet structure is extremely limited, and the icons for cabinets and drawers (ugly gray block looking thing) look way too much alike, causing confusion for new users. E-File Cabinet's Zonal OCR is what could potentially separate them from their competitors, and is in my opinion, the BEST and most AMAZING tech tool available for those who need to file mass amounts of documents (Invoices from hundreds of vendors in our situation). I used the word potentially because, unless you are a programmer, trying to set up templates for Zonal OCR is beyond challenging. And though the sales staff will taught that their tech staff is supportive, my experience has been that they are less than thrilled at having to spend time on the phone tutoring non techies on how to set up templates. In a nutshell, don't offer or advertise a feature of your software that can't be used by non programmers. This could EASILY be fixed by adding simple user friendly radio buttons (steps) that non programmers could follow through and understand.

    Verified Reviewer
    Overall rating
    • Industry: Accounting
    • Company size: Self Employed
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    eFile Cabinet and SecureDrawer

    Reviewed on 2019/11/07

    I am able to share files with my clients in accordance with IRS guidelines.

    I am able to share files with my clients in accordance with IRS guidelines.

    Pros

    My clients and I are able to share files securely.

    Cons

    I need a workflow management solution which is not included with eFile Cabinet.

    Alternatives Considered

    Google Docs

    Reasons for Choosing eFileCabinet

    DropBox is not as secure.

    Switched From

    Dropbox Business

    Reasons for Switching to eFileCabinet

    EFileCabinet is easier to use than any of the products I tried. It is also more cost effective.

    Response from eFileCabinet

    Thank you for taking the time to leave us this review, it's great to hear your feedback!

    Showing 5 reviews of 862 Read all reviews

    eFileCabinet FAQs

    Below are some frequently asked questions for eFileCabinet.

    eFileCabinet offers the following pricing plans:

    • Starting from: US$1 200,00/year
    • Pricing model: Subscription
    • Free Trial: Available

    Packages start at $1200 per year.

    eFileCabinet has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    eFileCabinet supports the following languages:

    English

    eFileCabinet supports the following devices:

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

    eFileCabinet integrates with the following applications:

    Citrix ShareFile, DocuSign, HubSpot Sales Hub, Microsoft 365, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, QuickBooks Online Advanced, RightSignature, Salesforce Sales Cloud

    eFileCabinet offers the following support options:

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

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