Frequently Asked Questions

How do I set up an eFileCabinet Online Free Trial?

Click on any of the green 14 Day Free Trial buttons on the Web site or click here to sign up. Simply enter your information to get started.

How long does the Free Trial last?

The Free Trial lasts 14 days. The countdown begins that day you sign up, so make sure you starting using it right away to get the most out of your trial.

Do I need to enter a credit card to sign up for the trial?

No. Credit cards are not required to sign up for the free trial.

Am I obligated to purchase an eFileCabinet Online account at the end of my trial?

No. You are under no obligation to purchase eFileCabinet Online at the end of your free trial. If you choose not to purchase a plan, your account will be deleted.

Can I sign up for more than one Free Trial?

No. Each organization is limited to 1 Free Trial.

Is there a limit to how many users I can add to a trial accountbr/>
Yes. Each trial account is limited to 10 users.

What happens to my data if I end my trial?

We allow you 14 days after the conclusion of your trial to change your mind and purchase an account. If you choose not to purchase an account, all information stored in your account will be deleted from our databases.


Am I able to convert my trial account to a paying account?

Absolutely! At any time during your trial, click on the Buy Now button inside of eFileCabinet Online. Select the plan you wish to purchase and enter your payment information. All information stored in your account will remain intact.

How do I go about purchasing an eFileCabinet Online account?

Visit our eFileCabinet Online pricing page to select the plan that best first your organization’s needs. Once you select your plan, you will enter number of user licenses you would to purchase.

How am I charged for eFileCabinet Online?

eFileCabinet Online is a monthly subscription service. The credit card you use to purchase the plan will be charged monthly based on your plan, number of users and any additional services you choose to add to your account. To update your contact information or change your credit card, log in to My Account or contact us at 877.574.5505

Can I cancel my eFileCabinet Online account?

You may cancel your eFileCabinet Online account at any time. To cancel, log in to My Account. We offer a 30-Day Money Back Guarantee. No refunds will be given after 30 days from purchase.

System Requirements

What are the browser requirements?

eFileCabinet Online works with the following Internet browsers and their versions:

What Operating Systems are compatible with eFileCabinet Online?

eFileCabinet Online supports Windows 7, Vista, XP and Mac OSX 10.4, 10.5

What is Microsoft® Silverlight and should I install it if prompted to do so?

Silverlight is comparable to Adobe Flash. It is a browser plug-in that allows for a rich interactive user experience in both web and desktop based applications. Silverlight must be installed in order to use eFileCabinet Online.

What are the system requirements for running Microsoft Silverlight?


Mac OS


Security and Backup

What level of security is used to secure the connection between my computer and eFileCabinet Online?

For maximum security, eFileCabinet Online employs SSL/TLS encryption on data that is transmitted between your computer and the data servers. Data is encrypted with a 256-bit AES standard on the actual data servers.

Where is my data stored?

eFileCabinet Online employs a SAS 70 Type II certified data center with daily backups and redundancy. Learn more about our data centers here.

How often are my files stored inside of eFileCabinet Online backed up?

Files are backed up as soon as you store them inside of eFileCabinet and a mass backup is performed each night. Files are also redundantly stored across our storage solution in multiple geographic locations.

Are you using SSL over port 443 or a custom SSL port?

eFileCabinet Online runs SSL over port 443 so that you won’t have to open any other ports on your firewall.

What is eFileCabinet’s privacy policy?

eFileCabinet has enacted a stringent privacy policy for the protection of our subscribers.

Review the policy here.


What does included storage mean?

This is the amount of file storage that is included with your plan. Each account receives 10G of storage space and additional storage for each user. See our plan details for more information.

What if I need more file storage?

You may purchase additional storage for $1/GB per month.

What is the per file size limit?br/>

There is no per file size limit. You are only limited by the amount of storage space you have available.

What type of files can I store in eFileCabinet Online?

Any file format can be uploaded and stored to eFileCabinet Online.


How do I add eFileCabinet Online users?

When purchasing an account, you will enter the number user licenses you would like to purchase. Once inside your eFileCabinet Online administrator account, use the Admin tab to add users, assign groups and add permissions. If you find that you need additional user licenses, visit My Account to purchase.

Are eFileCabinet Online user licenses concurrent?

No. You must purchase a user license for every user that will need access to eFileCabinet Online.

Can I set different permission levels for each user?

Yes. Each user’s permissions are set up by the company eFileCabinet Online administrator.

Third Party Integrations

What version of QuickBooks does eFileCabinet Online integrate with?

Our QuickBooks Integration tool works with both 2010 and 2011 versions of the various QuickBooks software programs.

eFileCabinet Online provides a secure way to capture, manage and protect the files in your office so you can rest assured your files are safe.

Certification and Accreditations

Our data centers continue to ensure regulatory compliance and attain certifications.

They have achieved Level 1 PCI compliance and have obtained ISO 27001, SAS 70 Type II,

and HIPAA certifications.

Data Management

For maximum security, data is encrypted while being transmitted to and from all data

centers, eliminating the concern of information being intercepted during transmission.

Data cannot be accessed or tampered with by any unauthorized party.

Physical Security

Our data centers are housed in nondescript facilities. Access is strictly controlled by staff

using video surveillance, intrusion detection systems and other electronic means. All

visitors and contractors are supervised at all times and all physical access to data centers

is logged and audited routinely.

Climate and Temperature

All sites are constructed to maintain climate and atmospheric conditions at optimal levels.

Personnel and systems are in place to monitor both temperature and humidity controls.


Data center electrical power systems have been designed to be fully redundant and

maintainable without impact to operations, 24 hours a day, and seven days a week.

Uninterruptible Power Supply (UPS) units provide backup power in the event of an

electrical failure. Generators are also used as a source of backup power for all facilities.

Backups and Redundancy

Data stored in our data centers is redundantly stored in multiple physical locations.

Facilities are built in clusters in various regions around the globe in order to provide

alternative solutions in case of failure. Automated processes are in place to move traffic

away from any affected area to ensure little or no service interruption.

Fire Detection and Suppression

To reduce risk, automatic fire detection and suppression equipment have been installed

in all facilities. The fire detection system utilizes smoke detection sensors in all data

center environments, mechanical and electrical infrastructure spaces, chiller rooms

and generator equipment rooms. These areas are protected by either wet-pipe, double

interlocked pre-action, or gaseous sprinkler systems.

Third Party Integrations

What version of QuickBooks does eFileCabinet Online integrate with?

Our QuickBooks Integration tool works with both 2010 and 2011 versions of the various QuickBooks software programs.