eFileCabinet

eFileCabinet

Gestion des documents électroniques dans le cloud

4.4/5 (588 avis)

eFileCabinet - Présentation

eFileCabinet est une solution de gestion documentaire destinée aux PME ou aux services d'entreprises très gourmands en papier, avec une main-d'œuvre répartie sur plusieurs bureaux. La solution propose des méthodes de déploiement sur site et dans le cloud nommées eFileCabinet Online et eFileCabinet Desktop. Elle est conçue pour répondre aux besoins des entreprises de divers secteurs, dont le pétrole et le gaz, le commerce de détail, les soins de santé, les services financiers, les transports, les institutions publiques et l'éducation.

Les solutions eFileCabinet aident les utilisateurs à optimiser la productivité de leur entreprise en collectant, stockant, gérant et partageant des fichiers pour les entreprises. Le produit est accessible à partir d'applications mobiles pour tablettes et smartphones qui permettent de cliquer et de télécharger des images de documents. Il facilite également la gestion de la sécurité et de l'accès aux documents en attribuant aux utilisateurs des autorisations basées sur les rôles, qui permettent uniquement aux utilisateurs autorisés de modifier et de configurer des fichiers dans eFileCabinet Online.

eFileCabinet intègre une reconnaissance optique des caractères par zone qui permet aux utilisateurs de numériser et d'éditer des documents papier pour les convertir en fichiers numériques. eFileCabinet élimine le besoin de saisie répétitive et permet d'effectuer facilement des recherches de texte pour la récupération de documents. eFileCabinet propose également un produit SecureDrawer qui permet aux utilisateurs de partager des documents en toute sécurité avec des collègues ou des clients.

Les solutions eFileCabinet sont entièrement conformes aux réglementations HIPAA, SEC, FINRA et NASD. eFileCabinet utilise le cryptage SSL/TLS pour transmettre des données entre les serveurs de données et les ordinateurs des utilisateurs afin d'offrir une sécurité optimale. eFileCabinet compte parmi ses principaux clients Coca-Cola, H&R Block, Comcast, JPL et bien d'autres.

Prix

À partir de
15,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

eFileCabinet - Avis

Note globale
4.4/5
89% d'avis positifs
337
Excellent
185
Très bien
47
Moyen
13
Médiocre
6
Mauvais
Philip S.
Traduire avec Google Translate

Excellent way to go paperless

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 14/08/2019
Provenance de l'avis : Capterra

The tech support staff at eFile Cabinet has been great to work with when any issues have asrisen. As a CPA tech support is everything and if you can't support your product in a timely fashion the product is worhtless.

Avantages

Easy to use, secure storage of client. I wanted my data management system to be separate from my tax software should I ever want to change company's. Also from previous experiences I need a company that would stand behind their product and was large enough to be around in the future.

Inconvénients

After buying a license with annual support I was forced to switch to an annual renewal. Shades of Microsoft & Adobe with monthly/annual subscriptions. So as long as you don't mind and annual subscription . . . . . .

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Réponse de eFileCabinet

Thank you so much for taking the time to leave us this review, we very much appreciate the feedback and look forward to providing you with continued support for the success of your business!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Julie M.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 27/02/2019
Provenance de l'avis : Capterra

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!

Avantages

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**

Inconvénients

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.

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Réponse de eFileCabinet

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Michael E.
Traduire avec Google Translate

Exceptional Document Management System Software!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 05/12/2016
Provenance de l'avis : Capterra

The company that I worked for is like most companies in America right now. They didn't seem to have a genuine way of organizing their documentation. There was the issue of multiple people having copies, but all of them had different revisions. You could only imagine a headache that it caused. Well, that was when I set out to find a DMS for the company. When I began to look deeper into eFileCabinet, it literally blew me away. The ease of use and the ability to send people documents with the correct revisions was a blessing. No more having to worry about people not having the correct documentation. This goes for internal as well as external customers as well. The ability to search for documents became a breeze one everything was populated. The only downfall that I have about the software is that it doesn't support all of our file extensions. Maybe those are just buyer need instead of overall need, but we deal with printed circuit boards so that files associated with them don't resonate with the software. Other than that, it is probably the biggest blessing that we could have found for the company. The drag and drop style of putting in files, being able to do version control on the fly, and sending documents through Secure Drawer is an added bonus. You will be thankful for this purchase once you get on board. It's easy to use and quickly becoming my favorite software.

Avantages

The biggest thing that I like about the software is the ability to do my own cabinets and not allow others to see them. I like having everything organized so that it's easier in the long run. EFC allows me to have that organization and I am grateful for it.

Inconvénients

Again, as I've stated before, the only issue with the software is that not all file extensions are included. You have your typical Microsoft Office file types, but it would be nice to have an add-on for extensions like .pcb, .dxf, and others that when associated with a particular software, that software's insignia is used in EFC.

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Réponse de eFileCabinet

Thank you so much for taking the time to leave your feedback in this review. It's great to hear that eFileCabinet has been able to provide you with an organization solution and that you've found it easy to use. We are excited to have some future updates coming that will improve the user and client experience even more, and look forward to continuing to provide support for the success of your business.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Stephen B.
Traduire avec Google Translate

One of my Most Valuable Tools

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 27/08/2016
Provenance de l'avis : Capterra

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.

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Réponse de eFileCabinet

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Patrick C.
Traduire avec Google Translate

My eFileCabinet Experience

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 07/08/2019
Provenance de l'avis : Capterra

I feel confident that I made the right decision to help me contain, secure, and provide greater efficiencies with my cloud storage.

Avantages

I liked the intuitive technology that seemed to be very "user friendly" compared to its competitors. I compared this technology with others and felt this was not just an out of a box product. I can customize it but I did not need to begin customization from the ground up. I didn't want to be an expert on learning how to build my cloud storage so, i felt eFileCabinet provided the construct while i just need to customize it a little to fit my needs. There is a tremendously helpful customer implementation team and support any time i need it. The customer service is very friendly and extremely helpful and it is in the United States. No waiting for service.

Inconvénients

I have not found anything too big to complain about. There might be slight nuances that could make things better and more efficient but i found the competitors to have greater inefficiencies and work arounds that do not save time. Maybe eFileCabinet could have greater integration with the CRM's. I have Salesforce and it works well but I feel it could be better integrated.

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Réponse de eFileCabinet

It is so great to hear that you find the technology to be intuitive and user friendly! We look forward to providing continued support for your business, thank you so much for taking the time to leave us this review!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10

eFileCabinet - Prix

À partir de
15,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

eFileCabinet - Fonctionnalités

  • API
  • Contrôle d'accès
  • Fonctionnalité de recherche
  • Gestion des autorisations
  • Gestion des documents
  • Interface glisser-déposer
  • Intégration de tiers
  • Notifications automatiques
  • Stockage de documents
  • Sécurité SSL

  • Chat
  • Commentaires
  • Espace de travail collaboratif
  • Gestion des calendriers
  • Gestion des fichiers
  • Outils de collaboration
  • Projections
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Tableau de bord d'activités

eFileCabinet - FAQ

Voici quelques-unes des questions fréquentes sur eFileCabinet.

Q. Quels sont les types de licence disponibles pour eFileCabinet ?

Types de licences disponibles pour eFileCabinet :

À partir de: 15,00 $US/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel eFileCabinet ?

Nous n'avons pas d'informations sur les fonctionnalités de eFileCabinet.

Q. Qui utilise eFileCabinet ?

Utilisateurs habituels du logiciel eFileCabinet :

Grandes entreprises, Entreprises de taille moyenne, Non Profit, Administration publique, PME

Q. Dans quelles langues eFileCabinet est-il disponible ?

Langues dans lesquelles eFileCabinet est disponible :

anglais

Q. Quels sont les types de licence disponibles pour eFileCabinet ?

Types de licences disponibles pour eFileCabinet:

Abonnement

Q. eFileCabinet prend-il en charge les appareils mobiles ?

Appareils pris en charge par eFileCabinet :

Android, iPhone, iPad

Q. Avec quelles applications eFileCabinet peut-il s'intégrer ?

Applications s'intégrant à eFileCabinet :

DocuSign, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, Microsoft Word, Office 365, RightSignature, Salesforce Sales Cloud, ShareFile, iDeals Virtual Data Room

Q. Quelles sont les ressources d'aide disponibles pour eFileCabinet ?

Ressources d'aide disponibles pour eFileCabinet :

FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo

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