eFileCabinet is a document management solution focused on helping businesses of any size to improve their profitability and productivity by reducing paper within their operations and streamlining their work processes. eFileCabinet’s premier software, Rubex, is accessible via web browser and a desktop app.
Offering both cloud and on-premise platforms, eFileCabinet is document management software that provides businesses with intelligent organization and automation tools. Workflow, OCR, secure file-sharing, email importing, and eSignature requests, are all available on one platform.
With document management, businesses can overhaul their traditional document processes which will help them reduce overhead, simplify compliance, and eliminate inefficient tasks involved in business operation— all with the goal of allowing those businesses to focus on the work that really matters.
Deborah F. Branche: Buchhaltung Mitarbeiteranzahl: 13-50 Mitarbeiter
No issues. We are very happy.
Very easy to use. Always works. Competitive Pricing.
I wish I could pdf from lacerte into efilecabinet, but its not that big of a deal to just pdf to my desktop and then drag and drop into efilecabinet.
Antwort: eFileCabinet 20.6.2019
It is excellent to hear that your business is happy with eFIleCabinet. We strive to provide the best in value and support for our customers! Thanks for taking the time to leave us this review!
Philip S. Branche: Buchhaltung Mitarbeiteranzahl: 2-10 Mitarbeiter
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.
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.
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 . . . . . .
Antwort: eFileCabinet 16.8.2019
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!
Mike F. Branche: Informationstechnologie & -dienste Mitarbeiteranzahl: 2-10 Mitarbeiter
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.
The searchablity and security, data can't be compromised by a virus
There are bugs that may or may not get fixed during an update, and they don't know why.
Gretchen C. Branche: Versicherung Mitarbeiteranzahl: 13-50 Mitarbeiter
Our overall experience with eFileCabinet was not good. Software didn't meet our goals and the experience we had with Customer Support was horrible. They were really nice via chat at first though. They helped us when we had a small technical problem. But in terms of requesting a feature and clarifying what eFile can and can't do was horrible. They tried to confused us multiple times, but at the end they had to agree that eFile couldn't do what we needed. And in terms of Retention - how could you allow users with edit permission to be able to change a document retention? In summary, the mayor problem we encountered was that the EDIT permission from VOEDA is really broad.
As a future recommendation please try to have better communication with your clients. If eFile can't do what we need say so! If the feature request can't be done say so! Don't let the client get all confused and making them wait and wait and wait. At the end, as a result, your client will leave.
It's simple to install, easy to understand and work with.
Before starting on what we didn't like, we would like to point out that we are using the on-prem software (not the online version). Stating that, the software didn't meet our business goals. We needed a software that allowed us to assign security permissions to users, and even though eFile has some predefined ones, they didn't had what we were looking for even though they said it did when selling us the product.
For example, we needed users to be able to download, edit the document inside and upload new documents inside drawers and/or folders. But we didn't want them to have permission to also edit/change the drawer/folder name and/or add subfolders. That would mean that my users can change ALL my folder structure. We were in talk with Customer Support and they asked us to create a feature request which we did. After that they promised us they would send a schedule -which they never did-. We kept writing to them and nothing. We also called and nothing. They didn't follow up with the request as promised.
The software didn't also meet our requirement on retention which is really important for our business. Note: Any user can edit the retention of an item if they have "edit permission". We also requested for the retention settings to be only controlled by a system administrator. Nothing. No response. We are still waiting after two months on the "schedule" they were supposed to send us and nothing. We wrote to them a lot and still no response.
Lisa C. Branche: Non-Profit-Organisation Management Mitarbeiteranzahl: 51-200 Mitarbeiter
We have had an excellent experience with eFileCabinet. The customer service team is very responsive, our sales person is well informed on the product and can easily direct you to the team member who will be able to assist you with a problem. The trainers are patient and are willing to advise on the set up of your files. Our trainer, Kevin, knows EVERYTHING about the product, and is willing to do multiple sessions for us to make sure that we understand how to use the product.
eFile Cabinet and the associated Rubex software make moving from paper files to digital files easy. The various add-ins provide access to the system from your email, PDF, MSExcel, and MSWord. Once uploaded, the files (and their contents) are easy to search. An additional feature that is particularly useful for our team is the ability to allow a "guest user" to access files for a limited time. This is a lifesaver for managing audits and allowing employees to access and view documents in their file. The best feature in this software is the "help" automations that literally walk you through the different activities you may want to accomplish in the software.
This software can be used be a team that does not have a "plan" for moving to a digital platform, but that is very unwise. It is easy to begin using it right away; the biggest challenge comes in the set up and administration. There is a definite learning curve, and the training that is offered should be readily accepted -- it will be needed, and it is very helpful!
Antwort: eFileCabinet 12.3.2020
Wow, this is amazing feedback to hear and we're so grateful to be supporting your business and look forward to helping you with future successes. Thanks for taking the time to leave us this review!