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eFileCabinet Reviews & Overview

What is eFileCabinet?

Through its two distinct document management systems, eFile Cabinet helps businesses increase their productivity and bottom line by helping them stay more organized and streamline their workflows. This is achieved through an entirely electronic document management system that can be accessed either through eFile Cabinet’s web-based DMS, or through on-site software that users can keep secure on their own devices. Both options offer plenty of features to help banish disorganization for good.

Businesses that use eFile Cabinet include financial institutions, HR departments, medical offices, insurance providers, dental offices, car dealerships, city government departments, accountants, educational establishments, and any other manufacturing or product-based business that has a lot of record keeping to do. All of eFile Cabinet’s tools are set up to manage documents so that they comply with various regulations, including HIPAA, NASD, FINRA, and SEC.

Features of eFile Cabinet include the ability to create editable digital files from scans, drag and drop for organization, convert files into different formats, search for files and browse through data easily, and use passwords and SecureDrawer to share documents safely. Additionally, eFile Cabinet accounts can be fully accessed from mobile devices, and can be integrated with SalesForce to make more of your team cohesive and organized. Integrations with Office and QuickBooks keep everything ready to use in one workspace, and you can even setup guest access for audits or freelancers who need short-term permissions to access files.

There are multiple pricing tiers with eFile Cabinet, so that businesses of all sizes and budgets can utilize these tools. At the highest pricing tier, eFile Cabinet assigns all customers a Best Practice Advisor, who can help train employees using the document management service, and help develop a workflow procedure that keeps your business productive. You also get free data migration and other consulting services with this package.


eFileCabinet Pricing

eFileCabinet CMS
per user / per month
eFileCabinet Pricing Details

eFileCabinet Key Features

  • OneDrive
  • Google Workspace
Document Management
  • Document Preview
  • File annotations
  • Document collaboration
  • Change notifications
  • Electronic signature
  • Custom tags
  • Multiple view settings
  • Side-by-side comparison of different assets
File Sharing
  • Link-based sharing
  • File transfer
  • File expiration
Document Scanning and Imaging
  • Optical Character Recognition (OCR)
Search Tools
  • Search by metadata
  • Search by keyword
  • Search unstructured data sources
Workflow Management
  • Create custom processes
  • Assignment management
  • Workflow automation
Core Specialization
  • Document Management
  • Granular access permissions
eFileCabinet Features Details

eFileCabinet Media


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