Opiniones de Revver

Gestiona tus documentos con eFileCabinet

Comentarios: buena experiencia, ayudó en la organización a gestionar la documentación en línea.

Puntos a favor:

La interacción que se puede tener con otros usuarios de la aplicación

Puntos en contra:

Puede se rmejorada la interface de la aplicación, para que sea más interactiva

Powerful document management and collaboration

Comentarios: This is a solid and functional platform for document management and team collaboration. Its versatility and useful features make it a valuable tool for any office manager. It would be useful to further explore its capabilities and consider implementing it in project management and internal workflows.

Puntos a favor:

I have been impressed by its wide range of collaboration and document management tools. Its ability to assign access permissions at different levels and version tracking makes it easy for me to maintain control over shared information. Real-time editing features allow team members to work together on a single document, which streamlines communication and improves productivity. The built-in chat function is also useful for real-time discussions. The option of predefined, customizable templates saves time in document creation.

Puntos en contra:

The user interface design and experience could be improved, as some menus and options can be confusing for new users.

Excellent way to go paperless

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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 . . . . . .

Please contact me to explain if your software will improve

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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.

Good product, WAY too expensive

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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

EFilecabinet-My thoughts

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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

Using eFileCabinet

Comentarios: I am very happy with the use of this product. It is easy to use.

Puntos a favor:

I like to ability to share files with co-workers, especially since we are working at home instead of the office do to COVID-19. It is very easy to use.

Puntos en contra:

The only issue I have is the sidekick feature. It does not recognize my password and I have just given up using that feature.

Super easy system

Puntos a favor:

This is a very user friendly, intuitive system to use. I love easily being able to drag files over to upload, or send an email to the system. Sidekick makes it simple to upload and search for files. We also found this to be a low cost system compared to others that we looked into.

Puntos en contra:

There is nothing that comes to mind about eFile Cabinet..

Accounting firm use

Comentarios: Our filing and saving of documents is no longer an issue, for the most part our clients have been able to upload documents without issues.

Puntos a favor:

The integration process was very easy. The functionality of the software in our everyday use is amazing and makes our jobs easier

Puntos en contra:

Some of the components are not very easy to figure out, I have had to call a few times to try and figure out how to use them.

Great Platform for Date Keeping

Puntos a favor:

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.

Puntos en contra:

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.

Manage Employee Documents!

Comentarios: This product is great!! We have been having our documents saved and stored for whenever we need to use them. More than that, we use this for my hiring process of new employees too, to send offers & approvals, get documents signed, and storage them. Thank you, Revver!

Puntos a favor:

Our business uses this tool for managing the employees' documents, storing them, and getting digital signatures if needed. We also use it for the automation of sending documents or letters at specific times with specific response actions. Our HR team gets much more time with this tool and we have been getting good results in our business.

Puntos en contra:

The product is wonderful, we're happy with the features it has. We haven't had any issues with using it.

Ok software with so-so customer support.

Comentarios: I like the software, it has a ton of potential, just still a lot of bugs and glitches that are frustrating and counter productive, especially on Mac.

Puntos a favor:

It is a great software for document management, version control and document sharing. It has been very useful for our 5 employee team.

Puntos en contra:

Customer service is so-so and since the software doesn't work very well on Mac, we've encountered many issues over the year we've used it. It is unfortunate because it works very well on PC and if they could make it as good on Mac it would be amazing. My biggest issue is that it is sold as Mac compatible, but every time we run into an issue on Mac, the help desk always struggles to help us. For example, we haven't been able to use the software properly for over a month now and the problems still haven't been fixed, which is very frustrating.

One of my Most Valuable Tools

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

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

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

A Great Solution for Your Paperless Business

Comentarios: Really helpful with productivity in establishing workflow. Extremely quick to enable answering factual client questions without having to call them back. Technical support has been great over about 5 years of using the software.

Puntos a favor:

The "templates" feature enables you to create folder structures for each client as well as pre-defined names of documents to be stored. Every client folder is then standardized in structure. This feature enables creation of document workflow without needing to create a massive bookmarked pdf that might be susceptible to file corruption. The "Logs" feature is really helpful to locate items I may have stored in the wrong client folder.

Puntos en contra:

What's not to like? I can think of two minor complaints I suppose. I am a heavy pdf bookmark user. EFC allows creation of bookmarks without having to "check out" the file but sometimes the bookmarks don't "stick." I get around this by checking out the document, bookmarking it and then checking the document back in. "Checking in" and "checking out" is a very easy process. Second minor complaint is that when I want to apply a template (I have multiple templates), the dialog box always pre-selects the first template on the list and I have to "de-select" it.

Multiple Locations

Comentarios: This helped us mange our files better and more efficiently. It assured with the accessibility of files for everyone in the organization. Opening over multiple states this is a must.

Puntos a favor:

What we like most about the software is the accessibility from multiple locations and ease of use.

Puntos en contra:

It is a little hard to mange on your phone. Not impossible but takes some getting used to for old eyes.

Finding documents

Comentarios: Ease of retrieval, ease of filing, quick review of documents in a file. We have a client portal as part of our web site so we don't use the secure drawer feature.

Puntos a favor:

I love the OCR feature. If I know I've written an article or written a letter to IRS on a subject and I don't remember who the client was or when the article was written, putting in the key words brings up the appropriate documents. It is easy to re-title documents and storage is easy. We have e-file cabinet icons on excel, word and e-mail. Just click on the icon when you want to file something and it brings you to e-file cabinet, select the correct file and click save and your done. I am from the paper filing era and the time savings on not having to locate misfiled documents is a cost savings for the firm. We scan all documents as they arrive and because we have a standardized naming convention, everyone knows what is available. It is also easy to drag and drop if you receive a pdf.

Puntos en contra:

We have a file structure that uses cabinets for current clients and former clients and it is not as easy as some of the other operations to move drawers.

Original user

Puntos a favor:

I purchased E file cabinet when it was first developed. I have used the original version because I do not use Microsoft office. The later versions require Microsoft Office to age maximum benefit and data encryption from the product. As a single practitioner I do not need encryption. So if you are considering purchasing the product be aware that the technical service is wonderful. The assistance they provide me with annual setting up new year universal templates is worth the reasonable annual maintenance cost for the service. The people are helpful and the phone support from Mountain time to Eastern time is convenient.

Puntos en contra:

The current versions require Microsoft email if you want to attach a file to an email. I use Chrome so if I want to attach a file I have to print it to the desktop then attach it to the email. Then I have to delete it from the desktop.

Keep it simple and convenient

Comentarios: We are a CPA firm, concentrating on tax preparation, consulting and planning. With eFC, there is no more
time consuming hunting for the right folder, no more cumbersome paper files to manage and store. We converted several years ago and have never looked back with nostalgia to the old days! Now we can wow our clients with easy, quick access to their information and that impresses them and makes our days happier and less stressful.

Puntos a favor:

eFileCabinet has made our lives so much easier and our client service much more efficient. Any staff member can look up a client's info. When a client stops by with an additional document or sends something to us by email, it is a quick and simple process to file the new doc.

Puntos en contra:

Much as we love the simplicity and ease of using eFileCabinet, it sometimes feels as if the programming is not quite keeping up. Files will lock up occasionally. There has always been a simple work-around to any of the little annoying problems that arise but who wants problems ever?

Functionality & Ease of Use is the Name of the Game

Comentarios: We can easily access, analyze, and print out any needed document at any workstation as needed. This functionality makes Efilecabinet very valuable to our company. I have had very good experiences getting technicians when needed except on a few occasions when demand is very high. Each tech is knowledgeable and does a quick and efficient job of getting us back on track. We have been using your software for 6 or 7 years with little downtime or problem.

Puntos a favor:

Everything! It seems that all of our employees find Efilecabinet to be very easy to use, and that the functionality of it does everything we need it to quickly and efficiently. Using the EfileScanner makes moving documents into Efilecabinet so quick and easy that even new personnel find it a joy to use. Having all our important documents so readily available and kept secure is a strong value of this software. We have over a Terabyte of documents saved in Efilecabinet and know that documentation is safe.

Puntos en contra:

It seems some Windows updates have a bad habit of destroying our scanner application files so that I have to call in every once in a while on some employee computers needing to have a technician delete and reinstall parts of the scanner operational files in the Hkey area of Windows.

eFile Review

Comentarios: For the most part efile is easy to use and is helpful in keeping our files organized. I wish that the customer service was a little more helpful in fixing the one major problem that we keep running into, but overall we will continue to use this product in the future.

Puntos a favor:

When changing over our computers a few years ago, we moved all client files and office operation files from our computers to this cloud based efile system. The move over was easy and did not take long to upload. It is easy to organize and create new drawers and files. Also, the efile buddy is helpful and easy to download onto anyone's desktop.

Puntos en contra:

We have had problems of files being deleted. When calling to efile customer service, no one has been able to help us. This has been going on for a while and no one seems to be able to give us an answer. It doesn't happen often, but when it does it is random and has deleted all kinds of files including PDFs, Word documents and Excels.

Centralizing Human Resources

Comentarios: We achieved our goals of centralizing our records for each in accessing, along with being more responsible to no longer wasting paper, wasting time filing, or off site storage costs.

Puntos a favor:

We recently centralized our overall Human Resource function, with personnel at multiple location, to one central location in California. We needed a solution that was easy to implement, provided ease in accessing and storing information and cost effective. E file cabinet provided all of this to us and more.

Puntos en contra:

Set up was a little difficult in not having a dedicated individual who really knew the software to guide us.

Consider Other Options

Comentarios: Generally the software works well if your not having to deal with the development team software bugs. The development and support on this software may lead a person to believe that this is a company that is slipping.

Puntos a favor:

The software is relatively easy to set up and learn. The processes are intuitive and logical.

Puntos en contra:

The software development and support are poor. The development team will put out updates that are not properly tested. The updates will cause problems, create down time for the entire office and support will not be able to fix the problems timely. If you call support later in the day, they will want to schedule another time to help you with the issue. They will not work extra time to make sure your system is up and running. They either are not allowed to or don't want to work overtime to help you with software issues caused by their own development team.

Getting Better

Comentarios: Very reliable, easy to maintain, super easy to retrieve documents.

Puntos a favor:

I love the simplicity for others to use the software via Secure Drawer. Once you've figured out a few kinks, which are very few now, it is very simple to use. It is always available, never down so very reliable.

Puntos en contra:

Customer Service is online only which is very frustrating when you'd like to speak to explain the issue. It is very hard to initially learn how to maneuver the system and integrate Secure Drawer.

The System used to work great, but.......

Comentarios: I have used this system for three years and until June of this year it worked well. There was the occasional hiccup but it was always addressed and addressed quickly by tech support. In early June files would randomly become corrupt and unusable. Although I have contacted tech support again and again it is now the end of August and this has not been resolved. Initially I was told that I was the only user experiencing the problem. I was later told that many users were having the issue and that I am now the only one still experiencing it. I have been told multiple times that the issue has been 'escalated' to some department or other and then I get an email asking for some piece of information or two and then nothing. No follow up, no correction. I am losing data on a daily basis and this is costing me untold $$$ in billable hours while my staff spends time recreating files and data instead of supporting my clients!!

Puntos a favor:

There is no predesigned formatting or folders so I am able to set up my files exactly as I wanted them to appear.

Puntos en contra:

Continual document corruptions and being given the runaround by customer service and tech support.