eFileCabinet Desktop
Your Desktop Document Management System

See how easy it is to use

What is eFileCabinet Desktop?

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.

Cloud View

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.

CSV Export

An easy, user-friendly way to export all of your profile data into one simple-to-access Excel spreadsheet.

eSignature Integration

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.

Built-in compliance

Free to Choose

eFileCabinet’s Online or Desktop product selection is made to accommodate your individual business needs. Discover which option is best for you:


  • Performance

  • $40

    per month
    Billed annually at $480/user

  • Performance Bundle
  • Drag & Drop File Storage
  • SecureDrawer Client sharing portal
  • Workflow
  • Alerts (desktop)
  • MS Office integration
  • QuickBooks integration
  • eSignature integration
  • Free Personal Account for each user
  • 250 GB free Data Storage
  • Implementation: starts at $500 up to 3 users, $100 each additional user
  • Professional

  • $55

    per month
    Billed annually at $660/user

  • Get all Performance features PLUS . . .
  • Regulatory Compliance Bundle
  • Document retention
  • Role-based security
  • Audit trail
  • Systematic file versioning
  • Guest auditor access
  • Additional Features
  • CloudView Online Backup Service (Desktop only)
  • FileSync Online only
  • Salesforce integration
  • 500 GB free Data Storage
  • Implementation: starts at $750 up to 3 users, $150 each additional user
  • Enterprise

  • Call

    for Pricing

  • Get all Professional features PLUS . . .
  • Enterprise Bundle (available options)
  • Advanced workflow
  • Active Directory
  • SQL Version
  • Enterprise Access
  • Full API access
  • Extended Hours Support
  • Fast Start - Onsite (Training, Deployment)
  • Data Migration
  • Consulting Services
  • Workflow planner
  • Best Practice Advisor
  • 1 TB free Data Storage
  • Implementation: starts at $4,000 up to 15 users, $150 each additional user


OCR plans starting at 120k ppy (call for pricing)

SQL implementations available (call for pricing)