eFileCabinet Reviews in June 2026: User Ratings, Pros & Cons

Helps to save time.

What do you like best? I can use tags aka name fields which allows me to search for specific item in seconds. Recently I found a way to use shortcuts with ribbon field, through ALT+#. I like that for each cabinet I can assign specific people, who will have access to its content. What do you dislike? I’ve noticed that design of the interface is different from pc to pc. I would love to have an access online to all our files, from the phone. In addition, I would love to receive ...

May be right for a one man shop but above that something more robust is needed

What do you like best? The system saves and files data well and gives you a decent CRM for the money. Workflow and invoicing are not features and therefore would still have to be pieced into a system making this hit only 2 of the major 4 components needed for a tax practice. What do you dislike? The server function is wonky and requires a machine on the LAN to be the server and others slaves. It's a little old fashioned in some of the ways it works. It's slightly better than using the ...

We threw out the paper!

What do you like best? We no longer need paper files for our Accounts Payable What do you dislike? Nothing. The product is great. I have no complaints What problems are you solving with the product? What benefits have you realized? We are replacing paper AP files with electronic

Excellent Storage space to keep important documents

What do you like best? That we don't use up tons of space on our office computers by using efile cabinet to store patient explanation of benefits. What do you dislike? seems to be a lot of features and we don't use or know how to use. Could be a little more user friendly. Recommendations to others considering the product: Support team is very helpful. We use it in our office to store EOB's so we don't keep the paper copies in file cabinets everywhere or using up storage on our ...

Reliable, Easy, Secure

What do you like best? Love that it uploads documents quickly and that I can sort by name or date to find something. Really love having the app for my iPhone. It’s like having my entire computer hard drive with me at all times. What do you dislike? I wish that I could search the entire database for a file. Instead it will only search the folder you have stored it in. What problems are you solving with the product? What benefits have you realized? No need for physical storage ...

Does as promised

What do you like best? Organized, love to drag and drop, love the different permissions also. Secure Drawer is a great program, our clients really respond well to the security and ease of use with Secure Drawer. This is a great program and one that we recommend frequently when asked. Between Secure Drawer and the ease of use with e-file cabinet, we are very happy to have switched from Egnyte. The customer service is good too. What do you dislike? Sometimes the carats stop working and I ...

E-file cabinet keeps me organized and compliant

What do you like best? I like that I have access to documents instantly and I'm using far less paper. I print tax returns and supporting documents directly to eFileCabinet seamlessly. Researching past work is fast and efficient because I can search for the documents and get right to what I need quickly. I can send documents securely with password protection, which is a must in my industry. What do you dislike? There is very little that I dislike about eFileCabinet. I do wish that it ...

Overall good, useful features

What do you like best? The search system seems to work well and they do a good job of helping to keep things organized. When you start using cabinets it can seem confusing to set up a good system but we were able to figure out a good system that our support staff can follow. What do you dislike? Because of the system we use, we move potential clients from one cabinet to another cabinet when they become clients. This causes many issues including crashing the current window and lack of ...

Excellent product to store your client information

What do you like best? The ability to scan and store your clients hard documents directly into the e-file cabinet system is extremely helpful in keeping track of the documentation. The data is all encrypted so even if it was to be downloaded outside of their program, the data is masked completely. What do you dislike? E-file cabinet does tend to have minor issues with the data sometimes crashing or not saving correctly on certain days. Unfortunately, there was no way to recover the ...

Great solution

What do you like best? Document storage worked great for our small office What do you dislike? Mobile app stopped working over the past year. What problems are you solving with the product? What benefits have you realized? Document storage and file backup