eFileCabinet for Desktop offers you uncompromising security for all your documents and data by storing them directly to your on-premise server—but the security is the only thing that’s rigid. Our Desktop platform is simple and easy to use, and integrates seamlessly with other software for an even better experience.
Features That Customers Love
Ease of Use
With a simple, user-friendly interface, you can eliminate the learning curve and get to work quickly.
Add value to your business with improved customer service and less wasted time, all for a competitive yearly subscription.
The benefit of automatic file backup to the Cloud while remaining an on-premise/desktop user. Backup happens on a regular basis, requires no additional internal server space, and can be viewed at any time from any device with internet access.
Web Portal Capabilities with SecureDrawer
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.
Capture, Manage, Share
With easy scanning, capturing and management of client information, users find the interface simple to use from day one.
An easy, user-friendly way to export all of your profile data into one simple-to-access Excel spreadsheet.
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.
Compliance and Regulatory Tools
eFileCabinet provides document controls that support compliance with regulatory requirements. Such as, HIPAA, SEC, FINRA and various industry specific standards and specifications.
"Our profitability and efficiency has skyrocketed since we implemented eFileCabinet. I can’t imagine anybody functioning in this day and age not being paperless."
"We have found many measurable benefits, including saving about $4600 a year. We love how light this is making us feel as we get rid of the mounds of paperwork."
New York Life
"The primary reason we switched to eFileCabinet was ease-of-use. There is little training cost and a short learning curve associated with using it. We are thrilled with eFileCabinet and always recommend it."
"I can find a file so fast it’s ridiculous. It takes me 10 seconds to find a document, 12 if I need to print. eFileCabinet makes our processes simple and streamlined."
"We are already realizing measurable results in the targeted areas of our business. eFileCabinet will directly influence how we meet the needs of our customers in the future."
"The biggest benefit is that instead of carrying 50 pounds of paperwork we only have to carry a laptop to client homes. Without it my business would be very vulnerable and non-HIPAA compliant."
"As a small CPA firm who has made the switch to paperless, using eFileCabinet has yielded unexpected benefits."
"We were filling up about 25, 5-drawer file cabinets per year. Now, all of our information is in one spot. We’re not constantly running around looking for stuff."