Revver Erfahrungen

Better Than Others With Room for Improvement

Kommentare: eFileCabinet support has been quick and resolved any questions/concerns that I have. The price is higher than others but you get more features than lower-priced programs.

Vorteile:

The ability to customize sharing so much; granting access without individual having to have separate account for program; preview pane; branding ability; multiple viewing panes at once; audit trail easily accessible; folder templates; e-signature in program

Nachteile:

Invitation email 24 hour timeout; inability to select multiple files that aren't listed consecutively; drop down for filing is visually a little difficult to differentiate between; works better in certain internet browsers; Gmail will not allow as third-party app because level of security not high enough (for pulling in emails)

eFileCabinet

Kommentare: Fantastic. Simple. Not afraid to use it as it is not overwhelming and almost no learning curve.

Vorteile:

A platform that provides an intuitive, simple and common filing system that mimics what one would utilize if using paper. There is very little set-up and also provides the ability to accommodate/configure each company's needs. The accessible customer service is based in USA and everyone has been extremely helpful without hold times. They will train you more than once, if needed, as it is a very simple means of going paperless. They are not trying to reinvent the wheel in filing but are continuously upgrading and improving its capabilities.

Nachteile:

The only thing for me, since my application is cloud based and not desktop, is integration with other vendors. On the other hand, i am not sure if I would ever need to integrate with my other vendors.

eFile didn't meet our business goals

Kommentare: 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.

Vorteile:

It's simple to install, easy to understand and work with.

Nachteile:

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.

Alfresco Enterprise Alternative

Kommentare: We needed a modern, robust, cloud-based document management system for long term digital archiving. Overall eFileCabinet has served our needs very well.

Vorteile:

The conversion team saved us from an aging system that we needed to abandon. The Cloud Server being the same cost as an on premises server was a great incentive for choosing eFileCabinet. The Cabinet -> Folder structure is easy to understand and navigate. The ability to share large files with users outside of our organization easily has also been a boon.

Nachteile:

Search is powerful, but due to the Alfresco Enterprise system we imported from relying on metadata tags for search, very particular steps are needed to use the search in eFileCabinet's Rubex properly. It's confusing for our core users sometimes. I'm not sure if I would feel differently about Rubex's search functions had we started our digital archive in Rubex, but as it is this is a function that is mildly frustrating.

Worth it!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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!

eFile Cabinet and SecureDrawer

Kommentare: I am able to share files with my clients in accordance with IRS guidelines.

Vorteile:

My clients and I are able to share files securely.

Nachteile:

I need a workflow management solution which is not included with eFile Cabinet.

Good electronic document storage

Kommentare: Overall, eFileCabinet has been a great solution for our small business to be able to securely store all of our company documents. It is great that we can share our information with all of our employees and even restrict certain access. It has been a good, economical solution for us!

Vorteile:

It is very helpful to be able to drag and drop documents/attachments from email into eFileCabinet. It is also very helpful to be able to print documents directly into eFileCabinet.

Nachteile:

It would be helpful if it was easier to select and email certain documents directly from eFileCabinet.

EfileCabinet Document Management System

Kommentare: No issues. We are very happy.

Vorteile:

Very easy to use. Always works. Competitive Pricing.

Nachteile:

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.

eFileCabinet

Vorteile:

Being able to organize and store electronic documents.

Nachteile:

The fact that indexing documents is not automated. Integration is week.

Great and Easy to Use

Kommentare: It was great it was real easy to teach to use

Vorteile:

Easiness to use and understand how to navigate

Nachteile:

Nothing really. We didn’t have any issues

**Supreme** (online) Document Management Storage Software!

Kommentare: In the business world today, there are mountains and mountains of paperwork. Being able to limit and severly reduce our paper file storage has amounted to savings of thousands of hours and dollars. The ability for our PM's to be able to search for a document their smart phone or tablet while on the job and find the document/invoice/proposal/bid/change order, etc. is invaluable and hard to put a dollar amount on! There are many DMS software programs out there, but eFileCabinet is perfect for our enterprise!

Vorteile:

Our (big) small construction business has been using eFileCabinet for almost 5 years now. We have 8 users who interact with the software on a daily basis. The flexibility of searches, profiles (tags), ease of organization, templates and such make this such a great program for our office. The ability to see documents on our smart devices or using a web browser (online version) is crucial to our project mgrs and even office staff when we are working remotely. I am a huge fan of this software and every update that comes out just improves the program even more. We are very happy with the tech support (hardly need it) on the rare occasion we encounter an issue. **Highly recommended**

Nachteile:

I pondered this question for a good length of time. I honestly cannot complain about anything at this juncture. I am the "admin" for our account and so I do all the setup, permissions, user groups, profile setups, etc. I am the most knowledgable of the software at our office and can say with certainty that we are extremely happy with our use of eFileCabinet.

Saving Space and Saving Time

Kommentare: Keeping up with paperwork for at least seven years per project can be absolutely overwhelming. It takes up physical space, it is difficult to navigate and find items from years ago. Not to mention the dust bunnies that build up! Our company absolutely adores this product because it really gives us a space to keep all of our documents organized, stored in a safe place, and dust free! You cannot ask for more when it comes to keeping up with documents!

Vorteile:

The software is incredibly easy to navigate and to use. The sector our company is involved requires tremendous amounts of paperwork, high compliance standards, and impeccable organizational aspects. Having e-FileCabinet simplifies keeping up with the paperwork and gives us the option to discard physical copies of old paperwork from old projects. Another aspect of the software is the ability for anyone in the company to have unlimited access to the paperwork needed. It's very simple to log onto our account and find what we need. One other aspect that is one of my favorites is the ability to customize what drawers are within each folder when created. This makes the ability to really organize our work effortless.

Nachteile:

What I like least about the product is I have found on a couple of occasions where the PDF file did not upload properly and when accessed at a later date, the file would not download. Other than this issue, we have had no issues with the software.

eFileCabinet Review

Kommentare: We love e-file cabinet, and we love the IDEA of secure drawer. But it is just so difficult for our clients and us to use.

Vorteile:

I like how easy it is to use. I like how it is laid out. I like the function of emailing encrypted documents.

Nachteile:

Secure drawer is HORRIBLE. Our clients and us are ALWAYS having issues with it. We love the idea. We love having a secure way to send docs, however it needs to more simple. And when we are able to speak with customer service they're fantastic and always tremendous help. However sometimes the wait times to get ahold of CS is difficult. Most of the year I can sit on hold for 40+ mins and it is not a problem. But during Tax Season Feb-Mid April, I do not have time to sit on hold for that long. I just cannot. So that is a very small downfall, however it very normal with any system and any customer service team.

Great storage option!

Kommentare: I do love the integration between other software and eFileCabinet so that you can easily bring in the documents. Over the years that I have had eFileCabinet, I have really liked it, however, the pricing is getting a lot more expensive. Also some of the features, I have had a bit of trouble figuring out how to use. Some are features that I only use once in awhile as so I forget hour to use them - like purge, unpurged, and templates. But overall the software is great, just getting a bit pricey.

Vorteile:

Love the sync with SecureDrawer!

Nachteile:

Trying to use some of the features - Templates is a big one, I set up a couple of templates awhile ago, but I remember it was not the easiest thing. I now need to edit those templates and don't have the time to dig in to see how to do that. Also, I do not understand how to CHECK OUT something, edit it and put it back. I am always having to save it on my desktop and re-import. Also, it would be nice if you could put notes right on the document or at least make the notes more visible. Right now with the notes being on a separate tab they do not stand out that there are even notes there so that is a bit frustrating. Also, I have an old client that has now come back and started working with me. I set their file to purge and cannot seem to get the purge off of the file, so I am going to have to manually pull all the documents out and create another file. Also, it is getting quite expensive for a small business like mine. I am going to have to, unfortunately, look into other alternatives.

eFileCabinet User for Many Years

Kommentare: I have a tax and accounting practice, and eFileCabinet allows me to have very little filing space. Everything is returned to the clients, and I scan everything and have access to whatever I need or want from there.

Vorteile:

eFileCabinet allows you to print straight to the program from every other program I have ever tried - Microsoft suite programs, accounting software, QuickBooks, tax software, everything! This feature along with the ability to quickly scan and store items make a paper-free office a reality, not just a goal.

Nachteile:

I have my eFileCabinet set up very detailed. I would like to be able to click on where I want the file saved or printed to and then just scan or print it straight in there. Most times I have to click as many as six different things to save the document where I want it. That has been a complaint of mine since I started using the software.

Does the Job!

Kommentare: We have to use eFileCabinet for our financial and tax business. Our tax software doesn't support eFileCabinet so it takes us extra steps to save completed pdf files of tax returns into the software. For our financial clients, we are required to have this software so we have . But, overall, the software does what it is supposed to - to keep your documents safe and secure in one easy to search place. Customer service is reachable and they will answer your questions when they are able to.

Vorteile:

This software will make it easy for you to keep important documents for your clients and for other aspects of your business in one place, safely and securely. It is fairly flexible in that you can organize the client "files" and "filing cabinets" how you like. You can search for the client name which makes it easy to find what you are looking for with only a few keystrokes.

Nachteile:

The software can be a little confusing to use and a bit finicky if you double-click on your pdf files that you want to "check out". I've lost items that I had scanned into the software because the pdf file gets locked up and can't be recovered. I called support for help, but they either didn't understand what my issue was or couldn't recreate it to fix it. I just try to be careful when viewing or "checking out" documents. You can also scan documents directly into the software, but this software does not have the ability to manipulate the saved scans - like, if you decide that you want to add or delete or even change the orientation of an already saved document you will need to purchase a full version of adobe pdf software.

Great Idea, Needs Updates

Kommentare: The functionality is lacking but the basic structure of having access to your files and the connection is very secure is the upside.

Vorteile:

That I can access my files anywhere from any device. Docusign is included, or esignature. the security of the software. The way the files are organized.

Nachteile:

When I upload excel documents and then try and check in with changes there have been multiple instances where my changes were not saved! Its very frustrating when I have to make the same edits over and over again. I have about 5 or 6 guests on the account and they seem to always have trouble with the app...opening...downloading...viewing. They also have had many issues across devices especially apple. Usability on the tablet is not good at all. The app is no use and I cannot check files in and out on the tablet, which is the device our whole company is moving towards to conduct business. There are days when the site is experiencing technical error where it will tell my coworkers and I that "There is an internal server error," and will not let us in. When I ask about how the app or the software talks with other software none of the customer support specialists seem to know.. We made our own adobe forms that are editable and eFile is not compatible with editing those form within eFilecabinet. That we knew going in, but we have looked at other similar systems that do offer that feature. The guest access is EXTREMELY limited compared to other systems. Having a feature where you can edit a certain file inside eFile would be beneficial. similar to a google docs.

efilecabinet review

Kommentare: Despite some glitches, I found efilecabinet as very robust product

Vorteile:

1) Ease of use - It was so much easier to setup efilecabinet for loading and retrieving document 2) Very easy to control user access to the Cabinet, Drawer and folders 3) With Sidekick on desktop, using efilecabinet is like using file explorer. No user training required 4) We got efilecabinet approved for 17A(4) from FINRA so were able to replace Broadridge repository

Nachteile:

1) It is not possible to generate few simple reports. For example, I wanted to send out an email listing all the documents stored in certain folders that day but that is not possible 2) Found that douments which passed retention were not automaticall moving to Expired folder

This is an awesome Data Manangement

Kommentare: 9.99 sometimes they are not on Accountant's schedule (4/15 9/15 and 10/15) so they have so special instructions for us during our peak season. This needs to be improved.

Vorteile:

It's easy to use and the customer service is superb.

Nachteile:

It takes some hand holding to get use to the software. The video Library isn't searchable so I constantly have to ask for guidance on training I desire. it can be more client-friendly.

Efile, can't live without it.

Kommentare: Time saver, no more running around to locate files. Can send documents password secured by email. You can design how you want to setup and use efile with customization of templates, user and file retention. Customer service is great, love that on our desktop version help link takes me directly to the website. I can then lookup my question with answer to resolve or chat with a rep. in a timely manner.

Vorteile:

Ease of use and security features to allow secured access to offsite users. Customer can send Financial information, Examiners can review documents cutting down on onsite visits. Option to scan in Black/White, Gray-scale or Color help with photos in our Appraisal. No need to retain hard copy file. We can print our Credit Reports and Business Searches directly to efile. Saving in both process and cost by skipping the need to print then scanning. PDF received we can move and drop directly to efile.

Nachteile:

Haven't experienced any cons and we've used this for years now.

eFileCabinet is a great answer to document storage!

Kommentare: I now have at my fingertips all the documents I could possibly need! Instead of having to go to a different office to look in a file or go downstairs to the archives to find a document - I simply go to my cabinets and quickly pull it up! This saves me a lot of time and effort!

Vorteile:

I have set up my cabinets and draws just as if they were sitting in my office. It's logical and easy to use. Since I keep student records I have one cabinet that has all the transcripts from the time the school opened until the present. Then I have individual cabinets for each graduating year with students in alpha order with the documents that we must keep forever. It's soooo easy to quickly find a student or a specific document.

Nachteile:

When it has been a few days since I went into my eFileCabinet I find that it takes a bit for it to get 'warmed up'. Navigating between cabinets, drawers or documents can be very slow. If I'm uploading a new document, it can act as though I didn't drop and drag the document and instead of immediately showing me that the document is there, I sit and wait and wait. Then, I'll try to upload again and find that now I have two of the document and must delete one. Other than that - it works great for me!

E-filecabinet

Kommentare: My biggest positive for this sofftare in general is that it is in the cloud and saves me from having local computer crashes and data loss. I can also access the database from home or anywhere I want or need to which is convenient. I also have an employee that works from their home and this works out well for this.

Vorteile:

I was forced to leave my other electronic workpaper program as they discontinued use. I liked this software because it functions similarly to what I was using before. It is easy to use.

Nachteile:

I had a desktop version before moving to the cloud and had several major problems with that version as it corrupted on my computer several times and did not automatically index to a cloud backup. That was in 2015. Since moving to the cloud after that it has been very good.

Stable and speedy application that keeps us organized

Kommentare: The overall experience with eFileCabinet has been positive. It's been a fantastic way to continue our move into the paperless world.

Vorteile:

Stable and secure; speedy searches; super easy to add new contacts; we love the auto-create folder structure; great retention settings; The ability to quickly add new folders to existing contacts; Prompt and very helpful support team

Nachteile:

We don't like that we can't attach a document from within our email application. The document attachment process must start from with eFileCabinet. Not that this is difficult fortunately. Also, when emailing a document from eFileCabinet, the application prompts you each and every time to encrypt the attachment. No way to turn this off. Finally, eFileCabinet doesn't play nicely with older versions of Fujitsu's ScanSnap software.

What I Like and Don't Like About eFile Cabinet

Kommentare: EFile Cabinet saves us from having to keep hard copies of our clients files and this, in turn, saves us from having to buy filing cabinets and finding room for them. Files are easy to access.

Vorteile:

It is super easy to scan and file documents with eFile Cabinet. Filing directly from the computer to eFile is a great way to save on paper. Restoring deleted files is a very simple process.

Nachteile:

There are glitches with the Indexing Service not running. It used to be that a message would appear on screen letting me know that the service has stopped which would then necessitate a call to eFile Cabinet. I finally had them walk me through what needed to be done to correct the problem and I now correct it myself. The eFile tech people are all wonderful to work with - they are patient and always fix the problem.

efc review

Kommentare: run a very good operation over there.

Vorteile:

First off the customer service is phenomenal!...Enthusiastic employees who have a comprehensive knowledge of their software. The software is very good as well. If you don't use a document manager, this software will lower your blood pressure 10 points and let you take a 2 week vacation that you couldn't take before.

Nachteile:

the older version let you see everything date sorted, now the newer version not have that....also when you upload to the newer version the prior dates that created pdf are obliterated...that's bad!!......also older version used to have a store again feature..........would get big points if you incorporated a to do list into the program.....dm of intuit does that.