eFileCabinet has long been compared to M-Files, an enterprise content management (ECM) solution. Although M-Files made it into Gartner’s Magic Quadrant for ECM, eFileCabinet consistently beats M-Files in the document management software space. For a more in-depth analysis of what differentiates document management systems from enterprise content management systems, visit the aforementioned linked post.
Below are common selling points for document management systems, each of which measures both eFileCabinet and M-Files in objective terms.
- LOW-RISK, SUBSCRIPTION-BASED USAGE MODEL (eFileCabinet yes, M-Files no)
- VOTED MOST POPULAR DMS ON CAPTERRA.COM (eFileCabinet yes, M-Files no)
- #1-RANKING DMS ON CROWDREVIEWS.COM (eFileCabinet yes, M-Files no)
- 3-TIME CPA PRACTICE ADVISOR AWARD RECIPIENT (eFileCabinet yes, M-Files no)
- FINANCES ONLINE VERIFIED QUALITY SEAL RECIPIENT (eFileCabinet yes, M-Files no)
- ADJUSTABLE (FIELD LEVEL) ZONAL OCR (eFileCabinet yes, M-Files yes)
- AUTOMATED FILE RETENTION AND DELETION (eFileCabinet yes, M-Files yes)
- SECURE CLIENT SHARING PORTAL (eFileCabinet yes, M-Files yes)
- CASELLE INTEGRATION (eFileCabinet yes, M-Files no)
- SIMPLIFILE INTEGRATION (eFileCabinet yes, M-Files no)
- SAGE INTEGRATION (eFileCabinet yes, M-Files no)
- AUTOMATIC SYNC BETWEEN LOCAL AND CLOUD FILES (eFileCabinet yes, M-Files yes)
- METADATA-DRIVEN ARCHITECTURE (eFileCabinet yes, M-Files yes)
- SHARED DRIVE REPLACEMENT FEATURE (eFileCabinet yes, M-Files no)
- HYBRID CLOUD AND ON-PREMISE(S) DELIVERY MODEL (eFileCabinet no, M-Files yes)
- AUTOMATIC, 24-HOUR RECURRING DATA BACKUP (eFileCabinet yes, M-Files no)
- SCANNING SUPPORT (eFileCabinet yes, M-Files yes)
- CSV IMPORTING AND EXPORTING (eFileCabinet yes, M-Files yes)
- CLOUD/MOBILE INTEGRATION (eFileCabinet yes, M-Files yes)
- FULL TEXT SEARCH (eFileCabinet yes, M-Files yes)
- AUTO SYNC BETWEEN LOCAL AND CLOUD FILES (eFileCabinet yes, M-Files yes)
- OPEN API (APPLICATION PROGRAM INTERFACE) eFileCabinet yes, M-Files no)
- SATELLITE/REMOTE ACCESS (eFileCabinet yes, M-Files yes)
- WORKFLOW PROCESS/ROUTING WITH EMAIL NOTIFICATIONS (eFileCabinet yes, M-Files yes)
- BUILT-IN SECURITY TO SIMPLIFY, SEC, HIPAA, FINRA COMPLIANCE (eFileCabinet yes, M-Files yes)
- CRM (SALESFORCE) INTEGRATION (eFileCabinet yes, M-Files yes)
- QUICKBOOKS INTEGRATION (eFileCabinet yes, M-Files no)
- MICROSOFT OFFICE INTEGRATION (eFileCabinet yes, M-Files yes)
- DIGITAL SIGNATURE INTEGRATION (eFileCabinet yes, M-Files yes)
- ROLE-BASED USER MANAGEMENT (eFileCabinet yes, M-Files yes)
- AUDIT TRAIL (eFileCabinet yes, M-Files yes)
- FILE VERSIONING (eFileCabinet yes, M-Files yes)
- AUDITOR ACCESS (eFileCabinet yes, M-Files yes)
- PERVASIVE TEMPLATING AND AUTOMATED FILE STRUCTURING (eFileCabinet yes, M-Files yes)
Although numerous reasons exist for M-Files losing to eFileCabinet, the above features that create the separation can be summed up in terms of usability, flexibility, and capture. When it comes to actually going paperless with a document management system, eFileCabinet beats all others in terms of capture, thanks to Zonal OCR and interface usability. Additionally, M-Files is only preferable to larger organizations with an IT team to handle the complexities of its non-intuitive metadata-driven architecture.
Furthermore, accounting professionals, financial services, insurance, healthcare (small clinics) and property managers prefer eFileCabinet to any other system. If you’re looking to completely overhaul your internal processes post-implementation, eFileCabinet also provides a simpler means of achieving this end.
“We looked at a few other options, but we went with eFileCabinet because of the customer service we were getting and because it had design aspects we liked that were similar to other programs, but at a much more reasonable price. eFileCabinet had everything we wanted.”
- Amir Khastoo, Frank Akef & Company