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

Extremely easy to use

What do you like best? the easy integration and ease of use. Nice UX as well. What do you dislike? I've been using it for 2 years now and have no complaitns What business problems are you solving with the product? What benefits have you realized? allowing a safe way to pass sensitive information to a client

Robust overall functionality.

What do you like best? Ease of use and setup for implementing in our work setting. What do you dislike? Limited to one user sign on at a time. Must purchase multiple licenses to allow more than one assistant use at a time. What business problems are you solving with the product? What benefits have you realized? File retention. Quick access to archived documents.

E-File Cabinet - Big company service for the smaller firm

What do you like best? Ability to search for client or documents. Flexibility to change templates as needed. What do you dislike? Their mobile app needs updating as it doesn't work with the latest releases. This would have been a good thing for them to have completed BEFORE tax season. Recommendations to others considering the product Make sure you set everything up ahead of time - makes the transition and continued usage less quirky What business problems are you solving with the ...

Great way to get organized

What do you like best? I like the convenience of having all my documents in one place and easily accessible. In addition, I am able to access my client information and documents from anywhere. What do you dislike? There have been times where we had documents disappear because the program was unstable and the document was not able to be checked in or our properly. What business problems are you solving with the product? What benefits have you realized? In our move to being a paperless ...

Did not use often

What do you like best? The interface was easy to use. I like that it was iOS friendly. What do you dislike? It was not a product I used often. Nothing bad to say. What business problems are you solving with the product? What benefits have you realized? Converting the documents into pdf for efilecabinet was long and tedious.

Best file cabinet software I used for my clients

What do you like best? The way it integrates with other 3rd party software What do you dislike? ++++++++++++++++++++++++++++++++++++++++++++++++ Recommendations to others considering the product Integration with 3rd party software What business problems are you solving with the product? What benefits have you realized? Getting things organized on the network level

Income Tax Documents

What do you like best? Speed and convenience. The product saved me the trouble of visiting my account's office with documents during a snow storm. On another occasion I was unable to get to my CPA's office. eFile Cabinet saved the day! What do you dislike? Initially, I had some technical problems getting started. But the staff at e-File got me through the brief start-up process. Recommendations to others considering the product It's great, convenient, use it! What business problems ...

Very Happy with EfileCabinet

What do you like best? It's very user friendly and easy to implement in our office. What do you dislike? We are on desktop version now. I would like to move to cloud soon, but the price is too high for our volume. Recommendations to others considering the product The move is easy and goes smoothly, which is something I normally dread. What business problems are you solving with the product? What benefits have you realized? Less paper in the files, which means less space is taken up.

Easy to learn, keeps the office organized

What do you like best? We love the ability the quickly create new client folders based on templates, as well as knowing who created content. The security of only allowing information on a need-to-know basis is fantastic. What do you dislike? We don't like that we can't attach documents to an email when starting from Outlook. The email has to be started from within eFileCabinet. What business problems are you solving with the product? What benefits have you realized? We use eFileCabinet ...

Neutral; it's the only file store program I've used, but that doesn't mean it's the absolute best.

What do you like best? Tech support for problems in the program, the search function. What do you dislike? SecureDrawer add-in and the various ways you can mess up a step that also generates an email to your client, Acrobat Pro DC advertisement on every single view of a pdf - so annoying!! What business problems are you solving with the product? What benefits have you realized? Paper storing documents. Since it's easier to store docs, we've increased the likelihood that we have saved ...