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eFileCabinet Review

By
Adam C. Uzialko
,
business.com writer
| Updated
Feb 22, 2019
Home
> Technology
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eFileCabinet is a document management system that combines affordability with effectiveness. Its variety of pricing plans means there is an option for businesses of all sizes and needs. It is also a great starting point for very small businesses that want an option that won't break the bank but can scale with them as they grow.

eFileCabinet

eFileCabinet

The Best Document Management Software of 2019

The Verdict

eFileCabinet is solid document management software that offers a variety of pricing plans to meet the budgetary needs and feature requirements of businesses of all sizes, from basic to comprehensive versions.

See all our recommendations for document management software on our best picks page.

For businesses that are less concerned about cost and more interested in a comprehensive slate of features, eFileCabinet has higher pricing tiers that offer more of the document management features we looked for in our review, including collaboration tools that make it easy for multiple users to review and edit documents directly within the system.

Pricing and Plans

eFileCabinet's pricing plans vary in scope of service and price, making it a versatile option for businesses of different sizes and needs. All plans are billed annually.

  • Basic ($15 per user per month): eFileCabinet's Basic package is enough to digitize your documents and organize them accordingly, as well as share them securely with other team members. It includes 25GB of storage space.

  • Advantage ($30 per user per month): eFileCabinet's next option is the Advantage plan, which increases the storage space to a full terabyte. This plan also includes a workflow automation tool that can automatically assign and progress common business processes. The workflow tool includes preset templates and can also be customized to suit your team's preferences. The Advantage plan also offers a document check-in and checkout feature, an e-signature tool, an audit log, and mobile access. You must have at least three users on this plan.

  • Business ($55 per user per month): eFileCabinet's Business package includes all the features we looked for in a document management system, as well as some additional features that improve team collaboration and optimize business processes. It includes 5TB of storage space, optical character recognition (OCR), onboarding tools, manager and administrator approvals, and data-specific file routing.

  • Enterprise (requires a quote): Intended for larger businesses, the Enterprise plan includes an on-premises license and additional storage space to be determined by your specific requirements. The exact details of the Enterprise plan vary on a case-by-case basis, so the company requires buyers to obtain a specialized quote from the sales team.

Pros and Cons

eFileCabinet has enough variety in its pricing packages to suit virtually any business. It's also a good option for small businesses that want to scale. The low-cost option is extremely limited, however, so businesses that need more of the core document management features would have to purchase one of the more expensive packages.

Pro

  • Variety of pricing plans: eFileCabinet's various pricing plans means that any business, from very small to enterprise, can find what they need in a document management system. It's especially useful for very small businesses that want to start out with a basic, affordable solution and then scale up as their needs grow.

Con

  • The comprehensive package is relatively costly: While eFileCabinet offers some affordable plans for businesses on a budget, the absence of features like OCR for document imaging could be noticeable to some teams. For those features, you'll need to purchase the Business plan, which costs $55 per user per month. While this is not an excessive cost by industry standards, it's a lot for a small business that needs only one or two advanced features. Similarly, API integrations for third-party software are only available with the Advantage plan and higher tiers.

Features

eFileCabinet's Business plan offers all the features we looked for in a document management system, including collaboration and workflow tools. (Note that the Basic plan doesn't have all of these features.)

  • Document imaging and OCR: eFileCabinet works with your scanner to upload paper records into the system or transfer digital files. Zonal OCR automatically identifies and contextualizes the text on your documents, making it easier to tag and search for items stored in the system.

  • Templates: One of eFileCabinet's most useful features is templates, which you can establish for document formats that your business commonly uses, such as invoices or letterheads. The software includes preset templates and allows you to build custom ones as well.

  • User permissions: Administrators can use the permissions function to set which users can access which documents and files. Permissions can be set on a user basis as well as by predefined groups. Typical permissions can also be overridden in the event a user needs access to a document not normally included in their permissions.

  • Collaboration tools: eFileCabinet offers collaboration tools that make it easier for teams to work together. These include the SecureDrawer tool, which allows the secure sharing of files between team members. At higher pricing plans, there is also a check-in and checkout system that ensures team members don't make contradictory changes to a document by working on two different versions at the same time.

  • Integrations: eFileCabinet has built-in integrations with several popular third-party applications, including Microsoft Office, Salesforce and QuickBooks. API integrations are available at all pricing plans except for the Basic level.

Limitations

eFileCabinet's primary limitation is that most of its features are locked behind its higher-cost plans. However, the cost of those plans is roughly comparable to other leading document management systems in our review. For companies that need a lightweight option, the Basic plan offers enough to get started, but businesses with even an average level of document management needs would likely require a more expensive plan.

Editor's note: Looking for information on document management systems? Fill out the below questionnaire to be connected with vendors that can help.

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eFileCabinet

eFileCabinet

The Best Document Management Software of 2019

The Verdict

eFileCabinet is solid document management software that offers a variety of pricing plans to meet the budgetary needs and feature requirements of businesses of all sizes, from basic to comprehensive versions.

Adam C. Uzialko
Adam C. Uzialko
Adam C. Uzialko, a New Jersey native, graduated from Rutgers University in 2014 with a degree in political science and journalism and media studies. He reviews healthcare information technology, call centers, document management software and employee monitoring software. In addition to his full-time position at Business News Daily and Business.com, Adam freelances for several outlets. An indispensable ally of the feline race, Adam is owned by four lovely cats.