eFileCabinet Reviews in June 2025: User Ratings, Pros & Cons

Great!

What do you like best? How easy to navigate through the program What do you dislike? When the program freezes up constantly after being on it a certain amount of time and having to log out and log back in What business problems are you solving with the product? What benefits have you realized? Keeping track of files scanned

very user friendly

What do you like best? dragging info into screen or file. Very easy to learn. What do you dislike? It's all really good. No problems occurring, Recommendations to others considering the product Very easy What business problems are you solving with the product? What benefits have you realized? easy to look up things & copy out of

Great Software for Most People's Document Imaging

What do you like best? eFilecabinet uses the same methodology as a regular filing cabinet uses. This makes it incredibly easy for the end users to use. Very little training to let people find the software. Apps for IOS and Android is nice so users can access the files from wherever they are. What do you dislike? The cloud version is nice but at times it can run slow even with good internet. Single sign-on using either Google Apps or OAuth would be preferred. Recommendations to others ...

Great Organizational Tool

What do you like best? I know right were to look to find my documents. What do you dislike? Can be slow at times and sometimes previews are not available. What business problems are you solving with the product? What benefits have you realized? Every person in our office can store and locate the documents they need. It saves time to complete other tasks..

Very easy data storing software

What do you like best? The best thing I like about E-File is that the software is user friendly. I have a virtual file cabinet on my desk and can access information with a few clicks. What do you dislike? The thing I dislike is creating templates can be pretty confusing. And sometimes the user moves information without realizing they did it. What business problems are you solving with the product? What benefits have you realized? E-file provides our company with accessing documents with ...

Fast, easy access to important documents.

What do you like best? I own a financial advisory firm. While I have an excellent CRM system eFile Cabinet lets me organize and store important client and personal documents. They're secure and accessible from any online device. I also store reference material (own Financial Advisory Firm media article, etc. Went paperless four years ago. I wanted to eliminate my clients' personal information which I have acquired over the last thrirty years. What do you dislike? Nothing really. Does what ...

eFileCabinet - Efficient, Organized, and Large

What do you like best? eFileCabinet has given our Bookkeeping business the ability to store, scan, and easily retrieve tax and bookkeeping documents for future retrieval and printing needs. it has reduced physical document storage substantially and has never let us down when retrieving client documents. Never crashes, is affordable, and the solution for the financial services market. What do you dislike? I don't however like the inability to merge PDF documents together within eFile ...

Great for tracking - eliminates having other email boxes

What do you like best? I can save any type of correspondence including invoices in one place and easily retrieve and download if needed What do you dislike? I had a hard time thinking of anything I dislike, but sometimes it's a bit slow uploading and saving files that are large. Recommendations to others considering the product Be organized and save files with names that make sense so you can find easily when needed. What business problems are you solving with the product? What ...

Easy Secure Filing System

What do you like best? Easy to set up new clients and great volume of storage space per subscription What do you dislike? Recent price increases were not appreciated. Frequent and often unannounced upgrades make it difficult for clients we share this with to get a consistent experience. Recommendations to others considering the product Good product, a touch less intuitive with the most recent update than it used to be, but still fairly easy to use for those that are computer savvy ...

Great tiered system

What do you like best? The ability to easily apply templates amongst several clients. Permissions also protect sensative docs from being changed. What do you dislike? No internal method for users to annotate documents. Must have seperate software What business problems are you solving with the product? What benefits have you realized? Storing client files in an easy to find and save tiered system