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Vorteile:

EFile's Rubex integration makes it incredibly easy to import large numbers of work-related documents, and with the correct pathing set up, will even title them appropriately for filing purposes.

Nachteile:

Sometimes the check in/out feature fails and the software has to be reloaded on desktop. Also, the email feature worked in the beginning but no longer does.

Bewertungen zu Revver

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,2
Kundenservice
4,4
Funktionen
4,2
Preis-Leistungs-Verhältnis
4,2

Weiterempfehlungsquote

8,1/10

Revver hat eine Gesamtbewertung von 4,4 von 5 Sternen basierend auf 895 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (895)

Kathryn F.
Kathryn F.
Attorney in USA
Verifizierter Nutzer auf LinkedIn
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Better Than Others With Room for Improvement

5,0 vor 4 Jahren

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)

Antwort von Revver

vor 3 Jahren

It's great to learn more about how eFileCabinet is helpful for your business, thank you so much for taking the time to leave us with this review and your feedback!

Adam
IT Coordinator in USA
Hochschulbildung, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Alfresco Enterprise Alternative

4,0 vor 3 Jahren

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.

Michael
Senior Manager in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Please contact me to explain if your software will improve

1,0 vor 7 Jahren

Kommentare: Our investment into eFileCabinetOnline has not produced what we had expected and what we had discussed when the product was pitched to us. The functionality lags way far behind our predecessor ShareFile. The linking between EFCO and SecureDrawer is great except there are so many limitations and issues with the new version of SecureDrawer that many of our professionals and many of our clients at times dread using your product (which affects our business). The fact that versioning still gets displayed in England time in EFCO is a joke. When we called it was said this will hopefully be worked on but not likely in the old Out of Browser EFCO. I understand upgrading to the newest versions because we did that immediately with SecureDrawer due to the catastrophic issues with your products and Silverlight which cost our firm a lot of money trying to use the product and dealing with our client's issues accessing files. Anyways, we switched over to the new SecureDrawer and permissions all changed for our administrative staff, there are fewer options to be able to customize who has access to what, and we can't even use the filter search to find drawers unless we have already scrolled down to that area of the alphabet both on the left and middle panes of the product. When I called support, I was told it was "on the list" but likely wouldn't be addressed soon because of all the issues with the rollout of the new version (this was in mid-June 2016 and there's still no improved functionality....) Other items you may want to consider when I compare you to ShareFile. Your notifications no longer provide much detail that is helpful. It would be helpful to know what folder of a drawer a file was uploaded to or downloaded from. Another area ShareFile has a leg up on you is that you could send an email to a guest user along with a link to the specific folder in their drawer that you would like them to upload files to (it helps greatly with administration). Their batch uploads were much more efficient and worked more often than yours do. On the eFileCabinet side, I will investigate the newer version along with sidekick to hopefully see that resolution to issues in the old version was addressed but based on our experience with your products that's unlikely. I apologize for the tone of this experience, but I have lost numerous hours and our firm has lost money related to dealing with issues related to your software. I would greatly appreciate a call from anyone from EFCO.

Vorteile:

You can link SecureDrawer to eFileCabinet. And you can access from virtually anywhere

Nachteile:

Our investment into eFileCabinetOnline has not produced what we had expected and what we had discussed when the product was pitched to us. The functionality lags way far behind our predecessor ShareFile. Versioning doesn't work in eFileCabinet. Filtering doesn't work in SecureDrawer, you cannot download multiple files or sometimes upload multiple files at once without issues or errors. Permissions in SecureDrawer do not have many options. Notifications are in general not helpful. SecureDrawer itself is not as good as Citrix's ShareFile for example wherein ShareFile you can direct a guest user to a specific folder with a direct link. When they click the link they can log in and find themselves in the exact folder or subfolder in which to upload. You also could have different permissions for different subfolders instead of only being able to change permissions at the drawer level. Overall the cons definitely outweigh any pros we have experienced.

Ahmad Farhad
Vice President in USA
Unternehmensberatung, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Manage Employee Documents!

5,0 vor 3 Monaten

Kommentare: This product is great!! We have been having our documents saved and stored for whenever we need to use them. More than that, we use this for my hiring process of new employees too, to send offers & approvals, get documents signed, and storage them. Thank you, Revver!

Vorteile:

Our business uses this tool for managing the employees' documents, storing them, and getting digital signatures if needed. We also use it for the automation of sending documents or letters at specific times with specific response actions. Our HR team gets much more time with this tool and we have been getting good results in our business.

Nachteile:

The product is wonderful, we're happy with the features it has. We haven't had any issues with using it.

Patrick
Financial Advisor in USA
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

eFileCabinet

5,0 vor 4 Jahren

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.

Antwort von Revver

vor 3 Jahren

It's awesome to learn more about you use eFileCabinet and that you love the customer service and support. We're grateful for you as a customer and we really appreciate your time to leave this review!

Lisa
Senior Director, HR in USA
Non-Profit-Organisation Management, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Worth it!

5,0 vor 4 Jahren

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!

Antwort von Revver

vor 4 Jahren

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!

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

eFile Cabinet and SecureDrawer

5,0 vor 4 Jahren

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.

Antwort von Revver

vor 4 Jahren

Thank you for taking the time to leave us this review, it's great to hear your feedback!

Nicole
Principal in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Good electronic document storage

4,0 vor 2 Jahren

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.

Antwort von Revver

vor 2 Jahren

We love that we get to support your business and that you find the drag and drop feature so helpful! Thanks for taking the time to leave us this review!

Deborah
Deborah
Firm & System Administrator in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

EfileCabinet Document Management System

5,0 vor 5 Jahren

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.

Antwort von Revver

vor 5 Jahren

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!

Jeff
CPA in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

eFileCabinet

5,0 vor 5 Jahren

Vorteile:

Being able to organize and store electronic documents.

Nachteile:

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

Antwort von Revver

vor 5 Jahren

Thanks so much for taking the time to leave us this review!

Julie
Accounting Manager in USA
Bau, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

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

5,0 vor 5 Jahren

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.

Antwort von Revver

vor 5 Jahren

Wow, thank you so much for leaving this glowing review. We really appreciate your feedback and are excited to hear that we've been able to support your construction business with being able to go to a digital storage system with our document management software. We very much look forward to continuing to support the success of McGuirk Sand-Gravel, Inc.

Chelsie
Billing Corrdinator in USA
Bau, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Saving Space and Saving Time

5,0 vor 3 Jahren

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.

Antwort von Revver

vor 3 Jahren

Wow, thank you so much for sharing this glowing review with us about your experience! We love that we get to support your business and thank you for being our customer!

Kara
Office Manager in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

eFileCabinet Review

5,0 vor 5 Jahren

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.

Antwort von Revver

vor 5 Jahren

It's great to hear that you love how easy eFC is to use. We're excited to announce that we have some big changes launching soon that will improve the user experience even more and we would love to tell you more about how these changes can assist in your frustrations with Secure Drawer. We are hosting a free webinar on April 25 to discuss these changes, if you are interested you can register here: https://go.efilecabinet.com/webinar/whats-new-efc Our customer support team is also available via chat, phone, and through email to assist you as quickly as possible, and we also have our new Premium Support available for easy access 24 hours per day, 6 days per week. We hope providing these options for support will assist you in getting the support you need quickly and efficiently. Thanks for taking the time to leave us your feedback!

Rocky
Enrolled Agent in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Multiple Locations

5,0 vor 4 Jahren

Kommentare: This helped us mange our files better and more efficiently. It assured with the accessibility of files for everyone in the organization. Opening over multiple states this is a must.

Vorteile:

What we like most about the software is the accessibility from multiple locations and ease of use.

Nachteile:

It is a little hard to mange on your phone. Not impossible but takes some getting used to for old eyes.

Antwort von Revver

vor 4 Jahren

It's awesome to hear that you love the ability to use eFileCabinet in multiple locations across multiple states! We strive to help your business be more efficient! Thanks for leaving us your feedback, we truly value you as a customer and are grateful for the review!

Karen
Owner in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

eFileCabinet User for Many Years

4,0 vor 5 Jahren

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.

Antwort von Revver

vor 5 Jahren

Thank you for your feedback and taking the time to leave us this review. We are excited about some new features that will be launching soon that are going to improve the user experience even more. We would love to tell you more about them and are hosting a free webinar on April 25 where you can learn more. You can register here: https://go.efilecabinet.com/webinar/whats-new-efc Our customer support team is also available to discuss some of these new features and can show you how they can improve your processes. We hope this helps and look forward to providing you with continued support for the success of your business.

Karen
tax preparer in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Does the Job!

4,0 vor 5 Jahren

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.

Antwort von Revver

vor 5 Jahren

It's great to heart that we're able to help your business store documents for your clients securely. We're excited to be launching some new features that will work even more efficiently and seamlessly with other tax software platforms and hope this will really help your business. Thanks for taking the time to leave us this review.

Samantha
Support Coordinator in USA
Umweltdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great Idea, Needs Updates

3,0 vor 3 Jahren

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.

Pushkar
Senior Technology Officer in USA
Kapitalmärkte, 10.000+ Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

efilecabinet review

4,0 vor 5 Jahren

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

Antwort von Revver

vor 5 Jahren

It's great to hear that eFileCabinet is able to help your business by making your documents easy to access with user controls and with little training required! We love to be able to support your business and look forward to providing you with continued support. Thank you for taking the time to leave us with this feedback.

Tina
Principal Tax Advisor in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

This is an awesome Data Manangement

5,0 vor 4 Jahren

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.

Antwort von Revver

vor 4 Jahren

It's so great that you feel the customer service is superb, thank you so much for sharing! We have also started providing Premium Support available 24 hours per day Mon-Sat and we will have your account manager contact you to discuss how we can support your needs as an accountant with a very busy schedule. Thank you so much for taking the time to leave us this great review.

Julie
Lead Loan Processor in USA
Bankwesen, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Efile, can't live without it.

5,0 vor 5 Jahren

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.

Antwort von Revver

vor 5 Jahren

Thank you so much for taking the time to leave us this review. It's great to hear that you love the ease-of-use our features provide and that you haven't experienced any cons. We love to support your business and are excited to continue to provide support for your success.

Linda
Registrar in USA
Bildungsmanagement, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

eFileCabinet is a great answer to document storage!

4,0 vor 4 Jahren

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!

Antwort von Revver

vor 4 Jahren

It's great to hear how you have been able to set up eFileCabinet to work exactly the way you need it to for your business, thanks for taking the time to leave us this review!

Troy D. O'Dell
Owner in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

E-filecabinet

4,0 vor 4 Jahren

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.

Antwort von Revver

vor 4 Jahren

We love to hear that the cloud version of eFileCabinet has been so successful with helping your business and providing you with the flexibility you need for protection and having employees work offsite. Thanks so much for taking the time to leave us this review.

David
Owner in Kanada
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Stable and speedy application that keeps us organized

5,0 vor 5 Jahren

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.

Antwort von Revver

vor 5 Jahren

It is great to hear that you love how speedy and easy to use the eFileCabinet software is! We love to support our customers in running their businesses more efficiently. We are also excited about some upcoming features that will improve the user experience even more and will allow for some custom settings that will address some of the issues you mentioned. We will have your account manager contact you to discuss these solutions further. Thanks for leaving us this review!

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

What I Like and Don't Like About eFile Cabinet

4,0 vor 5 Jahren

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.

Antwort von Revver

vor 5 Jahren

Thank you for taking the time to leave us a review with your feedback. It is great to hear that our support team is good to work with and that they've been able to help you with technical issues. We look forward to providing continued support for your business.

ira
cpa in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

efc review

4,0 vor 5 Jahren

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.

Antwort von Revver

vor 5 Jahren

It's great to hear that our software lowers your blood pressure and allows you to take vacations! We strive to provide great service and value to our customers and love to support their success as individuals and as a business. Thanks for leaving this great review.