eFileCabinet Document Management Software
Customer Testimonials
Countless eFileCabinet users have put our software to the test and have experienced incredible benefits. Check out the case studies below and see how these businesses found success in their industries using the eFileCabinet suite of products. These customers represent businesses in several industries, proving just how versatile our document management software can be.
If you want to see how eFileCabinet can improve your own business and help you reap the same kind of success these users found, let’s talk.
G2 Crowd Rating
Customer Case Studies
HR | Reliance Aerotech Services, Inc
Basically, we were running out of storage space. As a provider of temporary labor we had acquired an enormous amount of employee and customer documents in 16 years of doing business. Not only was space a concern, but document retrieval was also. As the Program Manager I’ve seen a large decrease in the amount of time it takes to store and retrieve required documents since using eFileCabinet. I would guess I save an hour or more during the day by not having to visit the file room and manually search for documents. The time HR spends to conduct employment verifications are cut in half, allowing the department to focus on more pressing issues. The integration into MS Office is awesome. I love the ability to send a document directly to eFileCabinet from whatever program I’m working in. Everyone in the office likes the fact that the program works just like a file cabinet, simple and intuitive. The learning curve was really short and everyone using eFileCabinet was up and running really quick.
Darrell Mooney
Reliance Aerotech Services, Inc
15+ Years in Business
Nashville, Tennessee
Accounting | Dennis Bounds, CPA
I hate paper! It piles up and it is completely in the way. I wanted to rid myself of paper to the greatest extent possible while greatly enhancing my ability to find data and information in a short time and in a well-organized way. With eFileCabinet, my office is better organized. I am still in the process of cleaning up the piles and clearing out file cabinets of papers that are being scanned and organized into eFileCabinet, but the difference is already awesome. I have found that I am saving an average of about 5 hours per week in time I was spending searching for documents. More importantly, when I save that time, my clients are happy because they get their answers more quickly and my credibility is greatly improved because the clients feel more secure when I can give quick answers and reproduce documents quickly. I expect this will become more significant as I get more of my data digitized. Saving 5 hours per week may not seem lik a lot, but it equates to over $45,000 per year of billable hours!
Dennis Bounds, CPA PC
Accounting
15+ Years in Business
Spring, Texas
Accounting | Norris Harstad, CPA
I was prompted to switch from the Lacerte’s DMS. They support an alternative but they had to rewrite the software to accommodate the Lacerte market. In addition, the conversion of the old data was not scheduled until December. I needed to make a decision in time to learn the software. In addition, the Lacerte alternative was only available for cloud storage. I prefer storage on my local server. I might eventually go to the cloud once I am assured that the data cannot be compromised. The speed of eFileCabinet is much better than Lacerte’s DMS. My next phase in the conversion to eFileCabinet is to learn the secure portal and develop templates for all my existing drawers. —
Norris C. Harstad, CPA
Accounting
30+ Years in Business
Grayslake, Illinois
Accounting | Gable Tax Service
We had a file room full of file cabinets that were full of paper, paper, and more paper. We never seemed to have enough file cabinet space. Every few years we would be faced with disposing of enough old paper files to accommodate the new paperwork we were producing. We wore out many paper shredders. We started to hear from other accountants about paperless document storage, and eFileCabinet was often mentioned in the same breath. In 2008, we made the switch to paperless filing with eFileCabinet. We have never looked back. We do not keep any paper in our files. Everything is now stored electronically in eFileCabinet. Many documents, such as the accountant’s copy of the tax return, can be generated electronically and stored directly into eFileCabinet. Paperwork that clients bring in is scanned into eFileCabinet and the originals returned to the client. Besides saving on printer costs (paper, toner, and upkeep), we soon realized a time savings by having all historical documents at our fingertips, electronically. No more running to the file room to sort through paper files to find what we need. No more sending piles of paper through a fax machine to furnish an extra copy of a tax return to a client on hold until, after calling them back afterwards, we have time to locate their information in the file room in a metal filing cabinet. In fact, we disposed of nearly all of the metal filing cabinets and enjoy new-found spaciousness in our office. Investing in eFileCabinet was one of the best strategic moves our business ever made. It was money very well spent!
Kevin Gable, EA
Gable Tax Service
30+ Years in Business
Perrysivlle, Ohio
Manufacturing | Gulfeagle Supply
Having a document management system is a great way to keep personnel files, payroll data, OSHA 300, I-9’s and anything else you can possibility think of to scan. It is so nice to have a personnel file at your fingertips at your desk. It is easy to email information to managers or legal inquiries. We don’t have to have multiple file cabinets to store files. We save money by not having to purchase more cabinets and having a place to put the cabinets. There are fewer misfiled documents. Multiple people can look at the same file if necessary. There is not a year-end purge to store terminated employee files away in some warehouse. Files are secured.
Sherry Lightfield
Gulfeagle Supply
Distribution
40+ Years in Business
Tampa, Florida
Healthcare | Healthstrides, Inc.
Due to all the laws and regulations regarding “protected information,” we were being overrun with paperwork and physical storage space was becoming a real issue. Also, new laws require a more secure and paperless method of keeping PI documents so we needed to look for options that meet requirements of industry. Being a small business, our resources are much more limited than the larger healthcare providers and many of the options were too far out of our price range to be viable. Our IT consultant recommended eFileCabinet and worked to make sure that it could be adapted for our industry. The most fantastic part of eFileCabinet so far is getting rid of all the hard copies of documents and thus clearing out tons of stuff that has taken up so much physical space! Secondly, since eFileCabinet is already in compliance with federal and state guidelines for storing protected information, I did not have to create our own separate procedures for this. The documentation that eFileCabinet provides in terms of compliance was greatly helpful! We are now able to scan our documents into the system in a very timely manner and provide customers with a much more efficient turn-around time for the data summary. We have probably scanned in more than 10,000 pages so you can imagine the physical space all those docs were taking up! I think the biggest economic impact for us will be in maintaining current customers and attracting new customers because we are in total compliance with all new laws and regulations.
Therese Lentz
Healthstrides, Inc.
Healthcare
15+ Years in Business
Westerville, Ohio