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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.

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.

Easy to navigate, user friendly, clean-looking system, plenty of storage, allows for remote login.

Can be cumbersome to get the appropriate access to certain individuals.

The application is quite simple to explore and operate. Our industry necessitates massive volumes of documentation, stringent compliance requirements, and excellent management skills. Having e-FileCabinet makes it easier to maintain track of documents and discard hard copies of outdated documents from previous projects. Another feature of the application is that it allows anybody to have unrestricted access to the necessary papers. Logging into our account and finding what we need is a breeze. Another feature that I like is the option to specify which drawers are included in each directory when it is built. This makes it much easier for us to arrange our operations.

What I dislike the most about the service is that a few times, the PDF file format did not upload correctly and would not download when retrieved at a later time. However, we haven't encountered any problems with the application other than this one.

The ease of use. Once you learn how to use eFileCabinet, the everyday use is easy. All of the scanned items are readily available. Making changes to each cabinet is easy and quick. The yearly update to all of the cabinets is very convenient.

There isn't anything I don't like about eFileCabinet.

The ease of set up and storing documents. It is very manageable and you don't need to be in IT to do it.

Adding file folders for the new year seems cumbersome.

I love eFileCabinet! I can find anything I am look for quickly. They even have a great app that allows me to find things when traveling. We are a family owned business and this tool allow me to run a business and see about my family.

I have noting to complain about at this time.

I love that this software protects my client information and gives me access to it. I love the filing system. It helps me keep things organized. The Secure Drawer aspect is wonderful too because it allows my clients to easily get me the documents I need to work. The desktop app is wonderful as well -- it allows me to upload dozens of documents easily right to where I need them.

The price is difficult for me since I am a smaller business.

What I like most about this software is the level of support I got from the eFileCabinet team. I know I drove them crazy with questions but they always helped me. Getting support was just one phone call away or just going to their site and using the handy chat box, and I always dealt with the same people. I can't say that about any other company's support team that I've dealt with.

I'd say I liked the online "Cloud" version the least. Just because for a company of our size, running the server/client software made more sense and was much faster.

SUPER easy to learn and use. I don't save emails, receipts, invoices, or other "paperwork" anywhere else anymore as I can save it all here and find easily anytime I need it. A lifesaver.

I honestly have not found one thing that I don't like or use - it's that simple, effective and easy to train others on.

The ability to create a template and mass apply said template to multiple clients eliminated much of the tedium of having to do so one-by-one. I also liked the ease in which we were able to sync to the Secure File exchange portal online from within the desktop application as well.

Despite numerous updates, we were never able to drag/drop documents from the software to our desktop or to emails. The searching of text in the software, while it worked initially, stopped working for us after new versions were released and installed. We stopped being able to search anything (such an important feature) not long after purchase in the search bar. The workflow feature would also have been nice to use but, proved to be very basic. Next, even though I set up naming conventions, when these were available to use depended on how you saved the document instead of being available all the time.

We also use the SecureDrawer product to integrate sending and receiving files with our clients. I prefer e-file cabinet as it works better and seems like a better user experience. Overall I like the simple way to add files, categorize and use templates and search functionality. All work very naturally and are easy to remember when I need to perform an action.

We run it on a local server and it often forgets or gets confused when doing the indexing. I add new clients so sometimes we cannot find the new folders and have to search for them manually. This is only an issue periodically but in my 4 years working with the software seems to happen more than any other product I have used in the past.

Easy to organize and standardize your file cabinet can look like you want it to. With standardized naming conventions, folder structure and retention features you can automate your files.

We love the open, edit and save features of the program. Search the entire cabinet for lost files by name and date. Encrypted for your clients protection and big enough to store over 5,000 clients with almost 20 years of records.

The search function has slowed down with the latest software update.
I cannot drag emails from out look to the cabinet. I have to drag them to the desktop first.
Sometimes when you create a new folder for a client it creates 2 with the same name.
The secure drawer portal is difficult to work with. (my client who is a computer programmer complained about it) So we switched to Secure File Pro for a portal.

The easiness of the usability and the relationship of RightSignature.

1) I do not like the easiness of the delete function, without securing the delete key
2) I want the ability to upload folders into the client accounts
3) I would like an easy function to resend an expired link to a client. Often times, when clients are purchasing or refinancing their homes, they need the tax return from a year prior.
4) I would like the ability to send a link to an isolated item in the efilecabinet ( i.e. a specific W2 or a certain receipt that the client requests. ). I would like the option to right-click and send a link for the specific item
5) I would like the ability to upload electronic folders into a client name in efilecabinet.

It provides an excellent backup and allows me to reduce the use of paper .I scan W-2s, 1099's, escrow papers and worksheets into it. It allows easy access to these items for emailing to my clients and, in case of audit, I have the worksheets to go by.

Whereas it backs up to the cloud, it doesn't back up everything every time. I called for support on this and they had no answer. The other item that I find difficult is emailing direct from the software. It won't use any of my email addresses and you can't email more than one file at a time.

I like the search option. You can search for a client by first name or last. Customer service is incredible. They really know their product.

We have issues with permissions. We store a file and you can't see it listed. This is getting better. Templates are a little bit complicated to do especially since you have to apply to drawers individually. We also didn't know there could be an issues with too many clients in a drawer. We had to set up more drawers to spread them out.