eFileCabinet

Document Management Software, Built for You.

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Overview

eFileCabinet provides document management software (DMS) that helps businesses capture, manage, and protect their data. It offers features like templated folder structures, workflow automation, and secure client portals, with a strong focus on industries like accounting, finance, and HR.

✨ Key Features

  • Secure document storage
  • Zonal OCR and automated filing
  • Workflow automation
  • Secure client portal
  • Role-based permissions
  • Audit trails

🎯 Key Differentiators

  • Strong workflow automation capabilities.
  • User-friendly interface.
  • Hybrid deployment option (cloud and on-premise).

Unique Value: Combines powerful document management with intuitive workflow automation, helping firms not just store files, but improve the processes that use them.

🎯 Use Cases (4)

Accounting and financial document management HR onboarding and records management Secure client document exchange Going paperless

✅ Best For

  • Helping accounting firms and financial services manage client documents securely
  • Automating document-heavy HR processes

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Creative collaboration
  • Real-time document co-authoring

🏆 Alternatives

SmartVault ShareFile M-Files

Offers more advanced workflow and automation features than basic secure file sharing services.

💻 Platforms

Web Desktop iOS Android

✅ Offline Mode Available

🔌 Integrations

QuickBooks Salesforce Microsoft Office DocuSign

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ SSO ✓ SOC 2 Type II ✓ HIPAA ✓ FINRA ✓ SEC

💰 Pricing

$59.00/mo

✓ 14-day free trial

Visit eFileCabinet Website →