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eFileCabinet Review

Best Mobile Document Management System

A Business News Daily Review

Product and service reviews are conducted independently by our editorial team, but we sometimes make money when you click on links. Learn more.

Editor’s Note: This best pick is from our 2018 review of document management systems. For a more up-to-date review, in which we selected eFileCabinet as our best pick for low cost document management systems, read our current review here.

Our 2018 research and analysis of document management systems leads us to again recommend eFileCabinet as the best document management system for businesses with a remote workforce. 

We chose eFileCabinet from the dozens of document management systems we considered. To read our full methodology and a more comprehensive list of document management systems, visit our best picks roundup page.

eFileCabinet allows users to log in to the system from any computer or mobile device connected to the internet. In addition, the system offers nearly all the features small businesses want from a document management system.

What makes eFileCabinet an ideal document management solution for small businesses with a remote workforce is that you can access it from anywhere. Unlike on-premises systems that need to be specially configured for you to log in to them from outside the office, this cloud-based solution is easy to tap into from any computer or mobile device with an internet connection. This gives employees full access to the system, whether they're working from your office, home or any other location.

Remote employees have total use of the system, not just pieces of it. While most of the other systems we analyzed offer remote access, not all of them provide full functionality outside the office. This system works the same regardless of where you're working.

Editor's note: Looking for a document management system for your business? To help you choose the one that's right for you, use the questionnaire below to have our sister site, BuyerZone, provide you with information from a variety of vendors for free:

This system also has an impressive mobile app for iOS or Android devices. With the app, you can preview files before downloading them, download and open documents in other apps, upload documents from other apps, share files via email, print documents, and view the file size for each downloaded item. You can also photograph documents with a mobile camera and upload them directly to the system. This is a tool most of the other document management systems' mobile apps we analyzed don't offer.

We also found the mobile app very easy to use. It's fast and provides quick access to the documents you use most. The homepage shows you the files you have recently worked on and those you have marked as favorites. In addition, there is a menu tab that includes a search bar to quickly locate any document in the system and a link that allows you to view all your cabinets, drawers and folders.

Since this is a cloud-based system, eFileCabinet takes several security precautions to ensure files are protected at all times. All documents are stored in the company's security-certified data centers that are Level 1 PCI-compliant. For maximum protection, documents are encrypted while being transmitted.

eFileCabinet Online offers several plans for small businesses, which differ in storage and features and are billed annually. Full details can be found on the company's pricing page.

  • Storage: 25GB
  • Features: Secure file sharing
  • Price: $15 per month, per user
  • Storage: 1TB
  • Features: Secure file sharing plus eFileCabinet DMS, SideKick, retention, custom and ready-made templates, two-factor authentication, software integrations, mobile access and more.
  • Price: $30 per month, per user (requires minimum of 3 users)
  • Storage: 5TB
  • Features: All Advantage plan features, plus business process automation, zoned OCR capture, automation libraries, onboarding tools, approvals, data-specific file routing and more.
  • Price: $55 per month, per user, billed annually

For larger businesses, there is an Enterprise plan that includes a site license and more than 5TB of storage depending on your needs. Pricing is customized for each business and requires a quote from eFileCabinet.

One of the most valuable features eFileCabinet offers is the permission function, which lets you restrict who can view and edit certain files. Permissions can be assigned by individual employees or groups of users, such as managers or sales teams. This allows you to ensure that only those workers with permission can access certain documents.

This system also allows you to create templates within the system. These templates serve as a frame for documents you commonly use, such as invoices or letterhead. The templates can be generated with some information already filled in, such as your business's name and address, while leaving the body of the document empty.

Other features include a zonal optical character recognition (OCR tool), which is used when you scan documents into the system; the Sidekick desktop app, which offers fast access to your files; SecureDrawer, which allows you to electronically send confidential files as large as 1GB to co-workers or clients; and eSignature, which lets you send documents to others to be digitally signed and stores all your digitally signed files in one secure location.

eFileCabinet integrates with Microsoft Office, QuickBooks, Salesforce, Sage and Foxit, and offers API integration at Advantage level and higher.

We were very pleased with the customer service we received from eFileCabinet. During our initial call, we spoke to a representative who took the time to make sure we had a clear understanding of the system. We discussed pricing, how the cloud solution is accessed, its features, how the mobile app works, the amount of included storage and the data center's security measures.

Users of the system can contact the support team via live chat, phone or email from 7:30 a.m. to 6 p.m. (MST) Monday through Friday. A built-in user guide answers questions such as how to create file cabinets and folders as well as how to share and store documents. In addition, the website features several videos on how to use the system and an extensive FAQs section.

While eFileCabinet includes nearly everything you could want from a document management system, it does come with a relatively high price tag. This cloud-based system is also one of only a few we found that charges a setup fee. If eFileCabinet is too expensive for you, we encourage you to consider our pick for the best low-cost document management system, which is also a cloud-based solution. While it's significantly cheaper, it doesn't have nearly as many features and tools as eFileCabinet does.

Ready to choose a document management system? Here's a breakdown of our complete coverage:

Additional reporting by Chad Brooks. 

Editor's note: Looking for a document management system for your business? To help you choose the one that's right for you, use the questionnaire below to have our sister site, BuyerZone, provide you with information from a variety of vendors for free:

Andreas Rivera

Andreas Rivera graduated from the University of Utah with a B.A. in Mass Communication and is now a staff writer for Business.com and Business News Daily. His background in journalism brings a critical eye to his reviews and features, helping business leaders make the best decisions for their companies.