2014 Review of eFileCabinet

Best Firm Fit

  • Firms who need a flexible solution which can be configured to capture the metadata to index documents to meet their specific needs.
  • Practitioners who need to access data from multiple locations may be attracted to the flexibility of eFileCabinet’s cloud offering, which is accessible on Windows, Android, iOS, or in a web browser.

Strengths

  • The application can be delivered in a number of ways, including on-premises installation, via mobile apps, using a web browser, or using a client application which connects to a remote server.
  • eFileCabinet integrates tightly with QuickBooks, has a tightly integrated portal solution (Secure Drawer) and has been deployed as a production document management system inside CPA firms for over 10 years.
  • Easy to use ribbon interface and logical menu options allow users to be productive with minimal training.
  • Mobile apps for both Android and iOS allow access to documents from anywhere you and your tablet go.
  • Integration with optional SecureDrawer portals is seamless and makes sending documents to clients easier.

Potential Limitations

  • Users with slow internet connections will want to avoid the cloud offering, which stores all files in eFileCabinet’s secure hosting facility.
  • Firms who are implementing their first document management system should thoughtfully consider the index fields for their documents, as making index field changes and repopulating the existing records is time consuming and tedious.

 

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