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4,4 (898)
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Gestion des documents électroniques dans le cloud

Note globale

4,4 /5
(898)
Rapport qualité-prix
4,2/5
Fonctionnalités
4,2/5
Simplicité d'utilisation
4,2/5
Support client
4,4/5

87%
des utilisateurs recommandent cette application
Classer par

898 avis

Yanice
Note globale
  • Secteur d'activité : Vente au détail
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les mois pendant Essai gratuit
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Logiciel de gestion

Publié le 10/09/2023

Avantages

Permet de mieux organiser les tâches. Très facile à utiliser.

Inconvénients

Je le recommande, je n'ai pas une grande chose à reprocher.

Domingo Antonio
Domingo Antonio
Note globale
  • Secteur d'activité : Marketing et publicité
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé toutes les semaines pendant Essai gratuit
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

The definitive solution to manage and sign documents efficiently

Publié le 22/06/2023

The ability to request digital signatures on any document, customizing every aspect of the...

The ability to request digital signatures on any document, customizing every aspect of the transaction, has been a real plus for my business.

Avantages

What I like the most about this platform is its ease of use and comprehensive functionality. I can request digital signatures on any document and customize every aspect of the transaction.

Inconvénients

The interface should be a bit more intuitive because at first, it took me some time to get oriented and understand all the features and functionality.

Jeff
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

eFileCabinet

Publié le 09/07/2019

Avantages

Being able to organize and store electronic documents.

Inconvénients

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

Réponse de Revver

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

Ariel
Ariel
Note globale
  • Secteur d'activité : Hôtellerie
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les mois pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 3.0 /10

Outdated Document and Media Share

Publié le 05/05/2023

Avantages

In the beginning I did find it somewhat entertaining.

Inconvénients

It never really has advanced technologically to make a big difference. There are many of their apps that provide the same service and more.

Mike
Note globale
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 0.0 /10

Good product, WAY too expensive

Publié le 01/04/2020

Overall, I had many customers using efile, not it is down to 2, and they will not renew at the next...

Overall, I had many customers using efile, not it is down to 2, and they will not renew at the next renewal. The cost is just too high for the service provided.

Avantages

The searchablity and security, data can't be compromised by a virus

Inconvénients

There are bugs that may or may not get fixed during an update, and they don't know why.

Réponse de Revver

Thank you for taking the time to leave us this review, we appreciate the feedback.

Peter
Note globale
  • Secteur d'activité : Institutions religieuses
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 3.0 /10

EFilecabinet-My thoughts

Publié le 30/07/2019

I liked the concepts but unless you have structured the meta data correctly and in detail (lots of...

I liked the concepts but unless you have structured the meta data correctly and in detail (lots of it) then your ability to search for words or phrases within your document database could be restricted but it depends on what outcomes you are trying to achieve.

Avantages

Setup was easy.
Structure of Cabinets, Drawers, Folders and files easy for users to understand.

Inconvénients

No ability to search within documents when doing a search at a top level (ie from a cabinet or draw or folder.

Alternatives envisagées 

Microsoft SharePoint

Pourquoi passer à Revver

Liked the way the document library was structured for users.

Réponse de Revver

Thanks for taking the time to leave us your feedback, we really appreciate your review!

Ruchi
Note globale
  • Secteur d'activité : Pétrole et énergies
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 0.0 /10

Terrible customer service to make me never recommend this software to anyone.

Publié le 25/03/2021

Terrible enough that I tried for 2 months to cancel my subscription to which the customer service...

Terrible enough that I tried for 2 months to cancel my subscription to which the customer service agents wouldn’t let me. They kept telling me I signed a yearly contract but could never provide me with a signed contract. I was paying a monthly fee not a yearly one, if I want to cancel the subscription I should be able to since nothing in the contract stated otherwise. They kept arguing with me and eventually I just canceled my credit card because I was tired of dealing with a company that only cared about their profit.

Avantages

The software itself is like any other software in the same class. There are much cheaper alternatives that do the same exact thing though.

Inconvénients

The customer service attached to the software.

Alternatives envisagées 

Dropbox Business

Pourquoi passer à Revver

I thought it was a better software with better service. I ended up going to Dropbox and absolutely love it.
Kara
Note globale
  • Secteur d'activité : Construction
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 3.0 /10

Nice but not quite what what was promised

Publié le 04/02/2020

Avantages

I like the organization of the folders and cabinets. Like the idea of the app and being able to share... although those are awful.

Inconvénients

The app is HORRIBLE. The premise was that I could access files when on job sites.. but the app crashes and has yet to be of use.. instead I end up digging through email quicker than the app will work. Being able to share files with subcontractors is noce but it's a shame they can't view the file like you can with dropbox when sharing. Also the Sidekick is glitchy with Mac so I end up scanning to a file then uploading to eFile Cabinet....

Alternatives envisagées 

Dropbox Business

Pourquoi passer à Revver

I thought (and was told) that it woudl give me some of the functions I liked about Dropbox but better organized. However I'm still using Dropbox to share files with subcontractors. If it doesn't get better I'll be switching to another service.
Decha
Note globale
  • Secteur d'activité : Santé, bien-être et fitness
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Inexpensive & Efficient

Publié le 25/02/2020

EFileCabinet allows my organization to easily and securely keep all files in one place. Due to my...

EFileCabinet allows my organization to easily and securely keep all files in one place. Due to my role, I am constantly traveling and being able to access the site remotely is essential.

Avantages

Easy to navigate, user friendly, clean-looking system, plenty of storage, allows for remote login.

Inconvénients

Can be cumbersome to get the appropriate access to certain individuals.

Réponse de Revver

It's great to hear that you love the ability to access the system remotely and that you're able to stay organized and keep your files secure! We look forward to providing you with continued support for the success of your business. Thank you so much for taking the time to leave us this review.

Jennifer
Note globale
  • Secteur d'activité : Cabinets médicaux
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Great HR Documentation Solution

Publié le 22/03/2021

Avantages

The efile scanner and the sidekick app set this software apart from others.

Inconvénients

I feel like the user licenses are pretty pricey.

Amber
Note globale
  • Secteur d'activité : Gestion de l'enseignement
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Excellent system for HR

Publié le 22/03/2021

So far we have really enjoyed using the system and working with everyone.

So far we have really enjoyed using the system and working with everyone.

Avantages

I really love the retention and how you can set the governances for documents.

Inconvénients

That everything isn't included in the price there are add-ons that I would love to have to use but it's a bit pricey for us.

Alternatives envisagées 

M-Files et BambooHR

Pourquoi passer à Revver

We selected eFileCabinet because it did what we needed it to do. It was simple and not so complex and we didn't need the extra added-on things the other systems had included with it. The setup cost alone was one big thing of why we didn't go with others.
Mark
Mark
Note globale
  • Secteur d'activité : Matériaux de construction
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Just what I needed!

Publié le 09/02/2023

Avantages

When I first started looking for a system to keep our data secure and in order that was needed I was highly skeptical on finding what exactly I needed. Well with Efile I can download my files amd store them with ease and able to have my employees digitally sigh and edit files needed and how easy it was I was extremely happy with Efile

Inconvénients

There could be another meeting option possibly like Skype integration amd Facebook business.

Michael
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 0.0 /10

Please contact me to explain if your software will improve

Publié le 09/12/2016

Our investment into eFileCabinetOnline has not produced what we had expected and what we had...

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.

Avantages

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

Inconvénients

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.

Janice
Note globale
  • Secteur d'activité : Construction
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 1.0 /10

Zonal OCR - eFile Cabinet's best feature that we can't use

Publié le 07/10/2021

Great support from the SALES people in terms of getting you set up with basic access to your...

Great support from the SALES people in terms of getting you set up with basic access to your account. Nothing special after that. The software is WAY overpriced if all you need to do is provide online access to documents. The only reason we would consider renewing is if we were provided the cooperation and adequate assistance from tech support to properly train users on Zonal OCR, rather than being made to feel like you're the last person they feel like talking to. Or, FIX the software so that you don't have to spend so much time teaching non programmers how to use it.

Avantages

The software has a lot of great features, such as easily being able to manage user access to documents, ease of creating files, uploading, downloading, etc. I really like the Rubex icon which can easily be added to the "ribbon" dashboard in MS Outlook, Word, Excel, etc.

Inconvénients

There are several different choices available to businesses today that offer the same basic features and functions offered by eFile Cabinet for a fraction of the cost. The cabinet structure is extremely limited, and the icons for cabinets and drawers (ugly gray block looking thing) look way too much alike, causing confusion for new users. E-File Cabinet's Zonal OCR is what could potentially separate them from their competitors, and is in my opinion, the BEST and most AMAZING tech tool available for those who need to file mass amounts of documents (Invoices from hundreds of vendors in our situation). I used the word potentially because, unless you are a programmer, trying to set up templates for Zonal OCR is beyond challenging. And though the sales staff will taught that their tech staff is supportive, my experience has been that they are less than thrilled at having to spend time on the phone tutoring non techies on how to set up templates. In a nutshell, don't offer or advertise a feature of your software that can't be used by non programmers. This could EASILY be fixed by adding simple user friendly radio buttons (steps) that non programmers could follow through and understand.

Haszilah
Haszilah
Note globale
  • Secteur d'activité : Télécommunications
  • Taille de l'entreprise : 10 000+ employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

dFileCabinet user review

Publié le 15/06/2021

Avantages

The application is quite simple to explore and operate. Our industry necessitates massive volumes of documentation, stringent compliance requirements, and excellent management skills. Having e-FileCabinet makes it easier to maintain track of documents and discard hard copies of outdated documents from previous projects. Another feature of the application is that it allows anybody to have unrestricted access to the necessary papers. Logging into our account and finding what we need is a breeze. Another feature that I like is the option to specify which drawers are included in each directory when it is built. This makes it much easier for us to arrange our operations.

Inconvénients

What I dislike the most about the service is that a few times, the PDF file format did not upload correctly and would not download when retrieved at a later time. However, we haven't encountered any problems with the application other than this one.

Joshin
Note globale
  • Secteur d'activité : Construction
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 5.0 /10

Fully Customized Secure Data Bank

Publié le 19/07/2022

It was a good experience, however, due to difficulty in viewing the shared files we discontinued...

It was a good experience, however, due to difficulty in viewing the shared files we discontinued their service very recently and moved to google workspace.

Avantages

I like the option to build a folder tree template, which can be applied to any main folder.

Inconvénients

I am not happy with the sharing option, where the other person needs to download the files to view the content.

stephen
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

One of my Most Valuable Tools

Publié le 27/08/2016

I stumbled upon this software while searching for a better paperless solution in my office when I...

I stumbled upon this software while searching for a better paperless solution in my office when I learned that my tax software would no longer support their own document management system. They recommended another system, which I found wholly inadequate, both from the standpoint of transitioning and customer care, both of which were less than adequate. When I discovered Efile Cabinet, I found a solution that offered more than I was even looking for and included a level of customer support that I have found to be extremely responsive, considerate and very helpful. I also had an experience where my hard drive crashed and the tech support at Efile Cabinet helped me to restore everything from Cloud view on to my desktop, so I was up and running again in very little time.

Avantages

This software has so many features and offers far more than what I ever expected - including the ability to preserve all items in the cloud automatically, the app to be able to retrieve, alter and transmit documents from anywhere with ease and the Secure Drawer option that allows me to share files with my clients back and forth. There are many training videos available, so I'm able to get answers to my questions easily and when I can't figure something out, the tech support is readily available to me. In short, this software is one of the most important tools I use in my office.

Inconvénients

I wish the software had a direct connection to my tax prep software so I could print tax returns directly to client folders, but that's more a function of the tax software than Efile Cabinet, so I can't really hold it against them. It's really the only thing that I don't like, and it's a small thing relative to all the good things.

Réponse de Revver

We're excited to hear that eFileCabinet is one of the most valuable tools around your office. We strive to provide strong support for eFileCabinet users and look forward to continuing to provide support for the success of your business.

Emily
Note globale
  • Secteur d'activité : Produits alimentaires
  • Taille de l'entreprise : 10 000+ employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

eFile review

Publié le 19/04/2019

Our overall experience with eFile is becoming more positive. We started out on a rough patch with...

Our overall experience with eFile is becoming more positive. We started out on a rough patch with the system. Our initial training wasn't the greatest and didn't focus on what we would actually benefit from in the system so we basically had to teach ourselves how to use it. Our company uses Sidekick more than online which has really helped our productivity in our company as we used to spend tons of time trying to get documents into employee drawers.

Avantages

What I like most about this software is how easy it is to use eFile Sidekick. We have found that using that saves us much more time than using the online version and pulling documents from our email is much quicker than using the eFile scanner.

Inconvénients

What I least like about this software is how the online version lags so much. We are also a company of 30,000+ so we have many drawers out there for our employees. We've had to create multiple cabinets to continue adding employees into. We've had to find a work around in searching for employees since our one cabinet is so full, we can't click on it without freezing and getting booted out of sidekick. I do wish that eFile was able to really handle the amount of documents we put into the system and that it would run smoother for us.

Réponse de Revver

Thank you so much for your feedback. We appreciate your business and for your trust in us to provide support for your business. We're excited about some new upcoming features that are launching soon that will improve the user experience even more. We look forward to providing continued support for your business. Thanks for taking the time to leave us a review.

Don
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

eFileCabinet (EFC) Is Superb for Accounting and Tax Preparation Practices

Publié le 07/06/2019

We are a 12-person accounting and tax preparation practice that has used the locally installed of...

We are a 12-person accounting and tax preparation practice that has used the locally installed of EFC for 5+ years. Currently we have 115GB of data made up of 143K+ files in 425K+ folders and 6.7K+ drawers. EFC has performed faithfully with only very occasional minor issues (usually user error) during the entire time we've had it. In 30+ years in IT/Business I can't recall any other software that has been this reliable. This is one of the few pieces of software I can recommend without hesitation.

Avantages

Allows us to save scans of our clients paper and electronic documents as well as digital copies of their tax returns in a fast, secure, dependable and easy to use document repository. Excellent search capability allows misfiled/"lost" documents to be quickly located.

Inconvénients

Integration with Lacerte, our professional tax prep software (which has ~85% of the market) is limited. NOTE: This is NOT the fault of EFC. Despite our repeated requests over the last 5 years, Intuit, owner of Lacerte, has not provided the needed API (interface) that third parties like EFC require to integrate. EFC has said they stand ready to develop this integration once Intuit delivers. We are hopeful this will occur in 2019.

Réponse de Revver

Wow, what a wonderful review! Thank you for taking the time to leave us your feedback, it's great to hear how eFileCabinet has been able to faithfully improve the efficiency of your business. Thank you for being our customer, we look forward to providing your business with continued support!

Karen
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Does the Job!

Publié le 19/04/2019

We have to use eFileCabinet for our financial and tax business. Our tax software doesn't support...

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.

Avantages

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.

Inconvénients

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.

Réponse de Revver

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.

Becky
Becky
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Overall good product, but has some kinks

Publié le 06/02/2020

Efile cabinet has allowed us to eliminate paper copies of client files!
My biggest suggestion...

Efile cabinet has allowed us to eliminate paper copies of client files!
My biggest suggestion would be to make sure the set-up is correct from the beginning. We are still left with a file/document naming structure that is less than optimal.

Avantages

The software is relatively easy to use and is a solid virtual filing cabinet. I like that it is integrated with the Secure Drawer portal and I like that you can email directly from the application.

Inconvénients

Our company has had more than its share of headache when upgrading from one verson to another. Specifically we have had (and currently have) the programmers working on our company's upgrade. This makes it very difficult during our busy times and leads to a lack of desire to upgrade.

Réponse de Revver

Thank you for leaving your honest feedback and for helping us improve the user experience. It's great to hear that you love the easy to use platform and the virtual filing cabinet set up! Thanks for taking the time to leave us this review!

Stephen
Note globale
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les mois pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Superb solution for HR Teams in particular

Publié le 11/01/2023

This solution impressed me so much that I became a reseller

This solution impressed me so much that I became a reseller

Avantages

The ability to populate folders for new users with all of the files they need for starting with a company for example.

Inconvénients

There is nothing to not like - it is great

Adam
Adam
Note globale
  • Secteur d'activité : Gestion d'organisme à but non lucratif
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Great Platform for Date Keeping

Publié le 08/02/2019

Avantages

We love the ease of the software. The employees and I are able to maneuver easily through the program and locate everything we need to find. We like that it alerts us to check the files back in if we happen to leave them open while working on another project. Additionally, we enjoy the scanning features to be able to speed up the process of data entry.

Inconvénients

It took awhile for us to get our efile scanner setup. We were not able to set it up ourselves, we had to contact the support desk, however, in the end we got it set up, and have no issues.

Réponse de Revver

Thank you so much for leaving this review. It's great to hear that you enjoy the scanning features and that our services have been able to help speed up data entry for your company. Our customer success team is always here to support your needs if you have any further questions or need further assistance. We're excited to continue support for the success of your business.

Utilisateur vérifié
Note globale
  • Secteur d'activité : Animation
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 6.0 /10

after using this software i like more of his feature as document management and sharing

Publié le 01/11/2022

Avantages

the sharing feature and the encryption one are very importante in this software

Inconvénients

the subscription this more expensive than similar software

Julie
Note globale
  • Secteur d'activité : Banque
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Efile, can't live without it.

Publié le 17/04/2019

Time saver, no more running around to locate files. Can send documents password secured by email. ...

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.

Avantages

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.

Inconvénients

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

Réponse de Revver

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.