Desktop Features Capture, Manage and Share eFileCabinet represents a virtual cabinet, with cabinets, drawers, folders and files. With easy scanning, capturing and management of client information, users find the interface simple to use from day one. Search for documents quickly, forward it with a click, and know that business-critical files are in a secure database at all times. Files are organized with templates, with systematic file versioning. Document level indexing and full text search (OCR) makes searching fast and accurate. Third-Party Software Integration With a robust API for internal integration or for partnerships, eFileCabinet enables organizations to focus on improving office productivity and profits with ease. Store files created inside Microsoft Word, Excel, Outlook and PowerPoint (or any file) directly into eFileCabinet with a click of a button. QuickBooks integration enables customers, vendors, invoices, bills and other relevant documentation to be electronically stored and managed in eFileCabinet. Easy one click integration with digital signatures (powered by RightSignature) and Foxit PDF creator facilitates easier workflow at the office . Compliance and Regulatory Tools Many industries require proper documentation and security to adhere to their respective regulatory compliance needs. eFileCabinet provides features that makes complying easy with key features and tools that can be customized. Role-based permissions, audit tracking and advanced compliance modules zero in on making your regulatory compliance a breeze . With document retention policies to manage how long you keep your files, and a sophisticated work flow module to help make decisions quicker, eFileCabinet focuses on making your business more efficient and profitable while helping compliance standards be met. Advanced Workflow Integration eFileCabinet’s Workflow module enables you to efficiently create a process for individuals and departments to make decisions quickly. Get approvals and decisions without moving out of your chair. Automatic routing requires the right people to make decisions, all while tracking the process online. Control policy compliance at a greater level – route documents based on document properties in a predefined order. Save cost and time. eSignature Integration Just click on the eSignature button on the menu within eFileCabinet to initiate a digital signature request. Not only are signatures easy to request, signed files and documents are then automatically received and filed within the folder you designate. Provide legally binding digital signatures with bank-level security. Easily send documents for signature online and collect signatures within the designated folders. Enable customers to sign where ever and on whatever device – computer, tablet or smart phone. Web Portal Capabilities with SecureDrawer With a button on the menu bar for SecureDrawer, send documents and files out of eFileCabinet to any customer or partner via a secure web portal. Utilize the simplified integration sharing service and upload files and folders to your SecureDrawer account right from eFileCabinet, and receive files back from customers through the same service. Secure and fast file sharing without postage, faxes or driving. Go straight from eFileCabinet to your customer using the integrated SecureDrawer button. Side step file size and security limitations of email attachments. Send large video files, pictures, document easily. Desktop Plans & Pricing Call 877.574.5505 We understand that each organization has unique needs when it comes to selecting a document management solution. While we have several packages available, we can also customize a solution that best fits the needs of your organization. Please contact our Sales Department at 877.574.5505 for pricing information or to purchase any of our eFileCabinet Desktop packages. Basic Professional Premium Enterprise Intuitive Program Interface Unlimited Cabinets, Drawers & Folders Document Level Indexing Full Text Search Drag & Drop to Desktop Systematic File Versioning Pre-Defined Templates & Profile Libraries Seamless Microsoft Integration Role-Based Security Audit Tracking Advanced Security Document Retention OCR 10k Pages OCR 25k Pages Active Directory Workflow 5 Users The following are available for an additional cost: *QuickBooks Integration *Foxit PDF Editor *Windows Active Directory Integration *SecureDrawer Integration *Alerts * Add on available for all versions Customers Are More Profitable Many of our small-to-medium businesses, and departments of large companies, consistently find they can do more work, with higher quality and less resources with eFileCabinet. This translates into better business and profits. Customers are experiencing signficiant labor savings averaging around 10-20% – talk to some of them by clicking here. “We purchased this product to save time – period. We search for files often and now we can do that without leaving our desks. This cuts the searching time down tremendously. The fact that we’re saving money on supplies, saving maintenance on printers and have more room because of less files is just icing on the cake! In one department alone we’ve experienced approximately a 35% savings in time. ” Dustin Smith, OTR Wheel Engineering. “The program itself has already saved us 4 to 5 man hours in two days. We are able to find the file we need quickly and save time printing. Now a two person job can be done with one person. What used to take a whole day takes an hour at the most.” Full Story. George Encinosa, Coos County Airport “By not having to spend time accessing 30 or so files daily by hand, it is going to save me around $5,000 dollars in labor every year.” Full Story. Ed Mullis, Allstate Agencies Read MORE ROI Calculator – See For Yourself Sometimes, it’s easier to just crunch your own numbers to see the possibilities. Use our friendly ROI calculator to see how going paperless can help you too. Launch ROI calculator. Multiple Awards It isn’t every day that peers, industry experts and trade journals recognize the value publicly. Originally started by a CPA, eFileCabinet now provides a wide variety of industries with superior document management software that is adopted so easily.