efilecabinet is a company headquartered in lehi , utah , selling proprietary software to manage and store documents , content , and records , either on-site or in the cloud .

it was founded in 2001 by james blaylock to serve clients in the accounting industry where blaylock worked before founding the company .

it has since expanded to service many other industries , including construction , banking , healthcare , insurance , law , manufacturing , retail , oil & gas , transportation , and education .

as of january 2016 , efilecabinet had over 160,000 users .

efilecabinet

overall : easy conversion from efilecabinet desktop to efilecabinet on line . the technician was very professional and competent . efilecabinet online is easy to use from anywhere
efilecabinet online provides the cloud solution , with subscription pricing , equivalent of the on - premise efilecabinet desktop solution .
efilecabinet ' s ceo , jesse wood , currently has an approval rating of 52 % . efilecabinet ' s primary competitors are
owler has collected 13 screenshots of efilecabinet ' s website since jun 2014 . the latest efilecabinet website design screenshot was captured in sep 2017 .
efilecabinet provides document management software and file - sharing products and services for businesses and individuals . efilecabinet ' s headquarters is located in lehi , utah . for every employee , efilecabinet generates $ 57 . 7k in revenue . efilecabinet has received a total of $ 22 . 9m in funding . efilecabinet ' s top competitor is doc . it , led by brock philp , who is their president & ceo . efilecabinet has 732 followers on owler .
efilecabinet currently has 7 , 074 followers on twitter . as of september 2014 efilecabinet had 810 followers . that ' s a 773 percent increase in 3 years
since efilecabinet was founded in 2001 , it has participated in 4 rounds of funding . in total efilecabinet has raised $ 22 . 9m . efilecabinet ' s last funding round was on nov 2016 for a total of $ 5 . 9m
easily view files and drawers that are stored in efilecabinet online without leaving salesforce .
the now of efilecabinet is very exciting , and its future is very bright .
efilecabinet currently has 5 , 265 fans on facebook . as of october 2014 efilecabinet had 1 , 647 fans . that ' s a 219 percent increase in 4 years
docstar is a top competitor of efilecabinet . docstar was founded in 1996 , and is headquartered in schenectady , new york . like efilecabinet , docstar also operates in the systems software industry . docstar generates $ 3 . 2m more revenue vs . efilecabinet .
smartvault is seen as one of efilecabinet ' s top competitors . smartvault is headquartered in houston , texas , and was founded in 2007 . like efilecabinet , smartvault also competes in the internet software field . smartvault generates 166 % the revenue of efilecabinet .
pros : you can link securedrawer to efilecabinet . and you can access from virtually anywhere
efilecabinet has opened the eyes of companies to imagine a different world—a world without paper .
efilecabinet provides document management software and file - sharing products and services for businesses and individuals . efilecabinet was founded in 2001 . efilecabinet ' s headquarters is located in lehi , utah , usa 84043 . it has raised 22 . 9m in 4 round . . .
overall : we ' ve been using efilecabinet for a year now after previously using smartvault .
the paperless world is closer than we think—and efilecabinet is the vanguard of a new revolution in document management .
overall : i am very comfortable using this software . information management is very important and efilecabinet meets my expectations .
it was time to create digital copies of my older documents and efilecabinet is a great way to manage them .
efilecabinet isn’t only about the products though—marketing has been integral to the electronic document management company’s progress and growth . in 2012 , efilecabinet made the transition from events - driven marketing at events like trade shows to strictly online marketing .
about efilecabinet , inc . efilecabinet , inc . offers a suite of enterprise content management ( ecm ) products and services that help businesses and individuals work quicker , smarter and more collaboratively . with more than 12 years in the document management industry , efilecabinet is the trusted choice for more than 80 , 000 users worldwide to store , share and protect their valuable and confidential data . learn more at http : / / www . efilecabinet . com .
overall : our file cabinets were full and after much research , i found efilecabinet . since we went paperless with efilecabinet , productivity has gone up . our processes are much improved since we have access to our files virtually anywhere .
you can drag and drop messages and attachments directly from your inbox into efilecabinet . doesn’t get much easier than that .
store files created inside microsoft word , excel , outlook and powerpoint directly into efilecabinet with a click of a button .
this page lists vulnerability statistics for all products of efilecabinet . vulnerability statistics provide a quick overview for security vulnerabilities related to software products of this vendor . you can view products of this vendor or security vulnerabilities related to products of efilecabinet .
users with slow internet connections will want to avoid the cloud offering , which stores all files in efilecabinet’s secure hosting facility .
print and scan directly to efilecabinet from your apple computer . no plug - ins needed—work with ease from any popular browser .
want to securely put your entire office in your pocket without wasting valuable storage space on your mobile device ? don’t feel like carrying an entire filing cabinet with you to a meeting with a client ? then efilecabinet’s mobile document management software apps are what you need . our efilecabinet online and securedrawer mobile apps for ios and android are free perks to being an efilecabinet user .
recommendations to other buyers : inquire about the future technology . efilecabinet is consistently improving & moving forward in the technology world .
efilecabinet has employees and is the fifth highest among it ' s top 10 competitors . the top 10 competitors average 125 .
in scenarios where deployment is not such an important criterion , the question of why choosing efilecabinet simply imposes itself : the market is full of document management solution , and the difference between some of them is almost irrelevant . so , why exactly efilecabinet ?
efilecabinet online can be accessed by mobile apps for the smartphone and tablet user . take pictures of documents and upload them instantly .
doc . it is one of efilecabinet ' s top competitors . doc . it was founded in 2001 in ancaster , ontario . doc . it operates in the data processing services industry . doc . it generates $ 511 . 6k more revenue than efilecabinet .
standard users can now be given permission to create / edit other users as well as set up and edit files within efilecabinet online .
efilecabinet ' s revenue is the fourth highest among it ' s top 10 competitors . the top 10 competitors average $ 13 . 7m .
efilecabinet , inc . is pleased to announce two important additions to the efilecabinet team . alan taylor has accepted the position of chief financial officer , and greg staley is the new vice president of enterprise sales and business development . taylor assumes the cfo role previously held by . . .
along with our easy access menus and intuitive icons , cloudview is one of the reasons you’ll love your efilecabinet desktop / on - premise solution .
efilecabinet provides document controls that support compliance with regulatory requirements . such as , hipaa , sec , finra and various industry specific standards and specifications .
with the products launched , the focus at the beginning of this period in efilecabinet’s history was focused on sales , marketing , and the customers .
the efilecabinet software costs $ 2 , 495 for a five - person license . the company charges an 18 percent maintenance fee per year there after .
overall : efilecabinet is awesome ! it is so easy to find and access my files . access to your important information is literally at your fingertips !
electronic copies to save money from printing costs and for easy accessibility and to locate . efilecabinet has been a great resource and has helped with efficiency .
efilecabinet helps with managing the user permissions when we need to assign documents to several people . it helps with keeping documents secure with user based permissions .
along with customers from various industries , efilecabinet is also expanding its customer base , with the brand and product being publicized outside of the united states .
efilecabinet is a great document management solution with 12 , 000 customers and 155 , 000 users worldwide . and that’s a whole lot of file cabinets .
utilize the simplified integration sharing service and upload files and folders to your securedrawer account from efilecabinet , and receive files back from customers through the same service .
efilecabinet’s open api allows us to integrate with software programs you are already using , making you more efficient . our integration suite ensures you can seamlessly weave your preexisting processes into the organizational power and simplicity of efilecabinet’s document management solutions . take a look at just a few of the programs we already integrate with .
cons : not all functionality works across all efilecabinet platforms . most all functions are file based only and having them function with folders also would be helpful .
efilecabinet was created , and with some trade show marketing , customers loved the solution . under the leadership of peterson as ceo , signal peak ventures made a series a investment in efilecabinet in 2008 , which was a catalyst for the progression of the product , brand , and the company’s sales to multiple industries .
pros : electronic copies to save money from printing costs and for easy accessibility and to locate . efilecabinet has been a great resource and has helped with efficiency .
cons : efilecabinet helps with managing the user permissions when we need to assign documents to several people . it helps with keeping documents secure with user based permissions .
efilecabinet , inc . offers a suite of document management software ( dms ) products and services that help businesses and individuals work quicker , smarter and more collaboratively .
“efilecabinet continues triple digit growth , secures over 2 , 400 new customers in 2015 . ” business wire , 14 jan 2016 . web . 14 jan 2016 .
there are many benefits to consider when it comes to efilecabinet , and diverse deployment is only one of them . let’s see what this software can do for you :
extend the power and functionality of your efilecabinet electronic document management system by utilizing foxit bussiness pdf editor . easily create and edit pdf documents and even create interactive pdf forms .
efilecabinet is used by businesses that want to simplify processes , save time , save money , be compliant , and make all their documents instantly and securely accessible from anywhere .
comments : efilecabinet , inc . offers a suite of document management software ( dms ) products and services that help businesses and individuals work quicker , smarter and more collaboratively .
overall : efilecabinet has been a huge time saver . we have eliminated our paper files completely . what used to take an offsite storage unit is now at our fingertips .
“companies going paperless want to do more than simply place files in the cloud , ” stated signal peak ventures managing director ron heinz . “efilecabinet lets businesses choose from a suite of affordable , integrated services and software to put together a complete document management workflow . users have no reason to look elsewhere—and that’s what makes efilecabinet such a strong investment . ”
recommendations to other buyers : we use efilecabinet all day , every day , with multiple users . the software meets and exceeds our needs . we are a very satisfied customer .
are you interested in learning more about what the efilecabinet dms can do for your medical practice ? ditch the paper filing system and start using our software today ! you can try out a free demo , just click the “free demo” tab on the screen , type in your information , and request a complimentary 15 - minute preview of the efilecabinet software .
“companies across the board are adopting paperless solutions , ” stated allegis capital managing director spencer tall . “efilecabinet provides a one - stop solution that lets businesses easily go paperless in a secure , compliant and affordable fashion . the fact that efilecabinet’s growth history is so impressive along with a platform that is scalable from smb to enterprise made this a very attractive investment . ”
efilecabinet integrates tightly with quickbooks , has a tightly integrated portal solution ( secure drawer ) and has been deployed as a production document management system inside cpa firms for over 10 years .
recommendations to other buyers : you are wasting time and money if you don ' t take a closer look at efilecabinet in any format you so choose that fits your organization best .
and signal peak ventures . additionally , the company introduced a robust api that has enabled efilecabinet to offer strong technology integration capabilities and build new partnership and market opportunities in several industries .
the leading document management system ( dms ) , efilecabinet lets you organize and execute on data effortlessly—all from one dashboard . see how other people are using workflow automation for document approvals , sharing , and organizing , and data visualization to track their progress in real - time . with effortless integration , efilecabinet lets you hit the ground running so you never miss out on revenue .
instantly upload your documents to the simplifile website for review and processing . when the documents are done being reviewed , efilecabinet desktop will process them and download the processed packets to your computer .
it is extremely user friendly . uploading via the efilescanner is simple and customizing the platform is quick and intuitive especially do to efilecabinet ' s ability to mass apply templates to entire cabinets .
efilecabinet allows me to create digital copies of paper documents in different formats and to share them easily with colleagues and clients . security and confidentiality are also a plus . free demo available .
are you ready to take the next step and find out how efilecabinet can help your business ? fill out the form on this page and start your 15 - minute demo right away .
efilecabinet’s desktop document management software solution lets you go paperless , serving as a central repository for business functions , software integrations , and collaboration needs . this solution offers uncompromising security for all your documents and data by storing them directly to your on - premise server . efilecabinet for desktop is simple and easy to use , integrating seamlessly with other software for an even better experience .
overall : when i was introduced to efilecabinet three years ago we were using the desktop version , which i learned very quickly so i can say it is very user friendly . last year we decided to switch to the online version and have loved every minute of it . the team at efilecabinet are truly amazing and we can ' t speak enough good about them . we save so much time , money and stay more organized with efilecabinet . being able to have the online version has opened the doors for us to manage our files from anywhere we have a signal .
practitioners who need to access data from multiple locations may be attracted to the flexibility of efilecabinet’s cloud offering , which is accessible on windows , android , ios , or in a web browser .
freedom is the most frequently mentioned benefit of our customers at the efilecabinet edge user conferences , and this freedom was largely found in the ‘lightness’ associated with going paperless via a document management system .
efilecabinet is a popular and great document management application . it helps managing documents easily and sync with the mobile apps as well . it let me easily update documents from my mobile devices anytime .
“2015 was a banner year for efilecabinet . new product releases , flexible pricing options and adding incredible talent to our team really fueled our explosive growth , ” said matt peterson , president and ceo of efilecabinet . “for 2016 , we see the market opportunity for our ecm solutions to continue to grow and expand into new markets and we are well positioned to capitalize on those opportunities . ”
“the focus of efilecabinet has been to help increase profitability of paper - intensive businesses that have high customer interaction , and farm bureau’s agents really are focused on more productivity , ” said matt peterson , president & ceo of efilecabinet . “with efilecabinet online , the mobile apps , and the seamless integration with securedrawer , all farm bureau agents can support their business , their clients and corporate interaction with ease regardless of location . with security and the sec and finra compliance needs of the industry , the advisers can now grow their business knowing that our software will help manage their regulatory needs . ”
indeed , efilecabinet has grown immensely since 2001 , and it has effectively and successfully helped companies in various industries ditch their file cabinets , transition into a paperless world , and become more operationally efficient .
some of the things we love about efilecabinet , is the document retention feature . it has been a great life saver in the past and helps us stay efficient there . we like the templates too .
pros : efilecabinet is a popular and great document management application . it helps managing documents easily and sync with the mobile apps as well . it let me easily update documents from my mobile devices anytime .
overall : we used a different product for several years before converting to efilecabinet . this was a great decision ! the product is solid , the support good and overall the company is great to work with .
not only are signatures easy to request , signed files and documents are then automatically received and filed within the folder you designate . efilecabinet allows you to collect legally binding digital signatures with bank - level security .
2015 has been a banner year for efilecabinet , and the highlight was the company receiving a series b investment round led by original investors signal peak ventures and allegis capital . the series b investment placed the spotlight on efilecabinet , and the company was featured in forbes , the wall street journal , fox business , and yahoo ! finance , along with other major business publications , websites , and local business publications in utah .
pros : we save so much time , money and stay more organized with efilecabinet . being able to have the online version has opened the doors for us to manage our files from anywhere we have a signal .
efilecabinet has been a great too to help with managing documents . with it ' s integrated mobile app , i can manage my documents directly from my phone . it helps me to manage important documents from anywhere .
efilecabinet launched desktop version 4 . 0 later in 2008 . the company’s progression continued in 2009 with the launch of securedrawer , an online portal that allows professionals to safely and securely send files and documents to clients .
available in the cloud or as an on - premise platform with an accompanying mobile app , efilecabinet automates the process of organizing , managing and sharing files . the platforms help ensure compliance with regulations like hipaa , sec / finra and glb , and integrate with popular office software applications including salesforce , microsoft office and quickbooks . efilecabinet products are used by more than 160 , 000 users worldwide to provide simple but effective document management solutions .
“we’ve already seen incredible market traction across several verticals , and we couldn’t think of better partners than allegis and signal peak to help take us to the next level , ” stated matt peterson , efilecabinet president and ceo .
pros : efilecabinet has been a great too to help with managing documents . with it ' s integrated mobile app , i can manage my documents directly from my phone . it helps me to manage important documents from anywhere .
if our experts were to answer this question , they’d emphasize the role of efilecabinet in remote workforce teams . this system simply stands out from the pool of functional document managers with its universal data access and robust feature suite .
efilecabinet is another follower of the smartest software integration approach : instead of selecting needed integrations , the developers of this system decided to make apis publicly accessible , so that users themselves can connect it to whatever software architecture they’re using at the moment . this , however , doesn’t mean that there are no pre - made integrations available : efilecabinet can instantly be connected to docusign , salesforce , quickbooks , sage , citrix sharefile , and many other applications .
the important question is how can hospitals and private healthcare practices improve their policies for filing and retaining customer information ? document management software ( dms ) like efilecabinet is the best bet . with dms like efilecabinet , it is possible to move all of your patient files into digital format . this process , while time - consuming ( scanning paper files into the computer isn’t exactly short work ) will help rectify each of the aforementioned drawbacks of paper filing systems .
overall : we decided to go with efilecabinet out of a few vendors due their great price and easy to use software . so far all has been going great with transferring our hard copy records to efilecabinet . one thing i would insist on improving is the speed of the software . sometimes when using the sidekick , the program would lag or close on its own . other than that , i would rate the product an 8 . 5 out of 10 !
overall : as we enter at least our sixth month of using efilecabinet we are thankful for the relationship we have not only with the sales department but also the training and tech departments . they delivered exactly the product that they advertised with the support
after the sale
that we appreciate . owning a pre - owned car dealership and servicing the customer after delivery of a vehicle is important and i ' m glad to report that efilecabinet does the same !
advanced search ; workflow ; integration with various programs such as salesforce , quickbooks , and microsoft office ; zonal ocr ; and cloudview ; are just some of the other special features that helped efilecabinet progress and grow during this period .
the best - of - breed document management solution ( dms ) , efilecabinet accommodates your paper documents and digital data through automated organization , approvals , and sharingall from one dashboard . effortless onboarding and integration with popular business software means you hit the ground running . feel secure knowing youre compliant and covered , with all of your data just a click away . no matter where you are , what your business demands , or the speed you scale efilecabinet has your back .
pros : we really enjoy the easy - of - use . new users quickly adapt to the online interface because it works like a standard windows / mac file explorer . any current computer user can master the efilecabinet interface very quickly .
acting as a central facility for all working and archived files , efilecabinet enables users to manage , retain , route and share files , integrate with office software like microsoft and quickbooks , and maintain hipaa , sec / finra and ferpa compliance .
overall : i have been using efilecabinet for over ten years . the program is easy to use and the support staff is friendly , efficient and timely . i would recommend the program to anyone who wants to eliminate paper and file cabinets .
efilecabinet’s open api allow users to integrate this product with a variety of third - party apps , and help it blend with their software infrastructure for extended functionality . in addition , the company offers several pre - made integrations for business users :
paperless document management company efilecabinet announced it has secured a $ 14 million series b funding round led by palo alto , calif . - based allegis capital and signal peak ventures in salt lake , bringing the company’s total funding to $ 15 million .
efilecabinet is a mature , flexible general document management system ( dms ) which was introduced to the market in 2001 . since that time the solution has been used by accounting professionals and others who need a flexible system for indexing and retrieving documents .
efilecabinet enables users to manage digital data through automated organization , approvals and sharing all from one dashboard . it offers optical character recognition ( ocr ) which automatically names files , builds a dynamic directory for them and sends them where they need to go .
efilecabinet is very business focused , but it ' s sign up is very unique as its service provided is very specific to your industry and the specific role you play in that industry . however there are limitations on document edits that may frustrate some .
efilecabinet , inc . offers a suite of enterprise content management ( ecm ) solutions and services that help organizations work smarter and more collaboratively . the company’s products and services enable businesses to capture , store , manage , share , and protect valuable data while helping them meet regulatory compliance requirements from governing bodies such as hipaa , glb and sec / finra . efilecabinet is the trusted choice for more than 160 , 000 users worldwide to manage and protect their valuable and confidential data . learn more at urltoken .
pros : efilecabinet has completely changed the way i do business in my home , my personally owned businesses , my employer ' s business - lets just say efilecabinet has become a permanent fixture in my life . the program is easy to use - and if you have a question , just take a peek at one of their online training videos . they have taken every possible opportunity to make this program work for any industry , size of organization , compliance needs , and scope of use inside the program .
the only scalable solution built to be affordable for your business , efilecabinet gives you enterprise power at small business pricing . we prove that document management is more than just storing and sharing data—it’s a new way to interact with it , leverage it , and execute on it . a business that takes advantage of custom - built workflows , templates , and smart scanning intelligence can see more growth , revenue , and most importantly—a lot less stress . see how our simple pricing makes efilecabinet the perfect fit for your business .
efilecabinet comes with a great document management system which helps keeping my important documents on the cloud . i can save my documents easily and collaborate on the documents from others . helps with backup options . documents can be accessed anytime by logging to the account .
“it was a terrific startup that had tons of potential , lots of customers wanting the service and all it needed was a focused approach to operationally scale and meet the need , ” said matt peterson when he was appointed ceo of efilecabinet back in 2008 .
efilecabinet—the all - encompassing electronic document management company based in lehi , utah—started with a frustration with file folders . since being founded in 2001 , the company employs a focused approach and has grown into a sophisticated solution that helps businesses with managing files and documents .
as we mentioned , efilecabinet is a mobile friendly system , designed to let you access your data from literally every devise you’re using . unlike many products that offer such capacity but fail to deliver the same output , efilecabinet has an impeccable uptime record , and a list of users to confirm there is no difference between desktop and mobile usage quality . this year , the company released a new html 5 view which functions with a silverlight plugin , and makes sure the system fits every screen where it is being displayed .
lehi , utah— april 01 , 2014 — efilecabinet , inc . , the expert document management software provider for small business , today announced the partnership with farm bureau financial services , the leading insurance provider in the u . s . farm bureau agents can access the cloud - based version of the efilecabinet document management solution to increase productivity by accessing and managing online files from any location . combined with securedrawer , the web - based , compliance - ready portal for sending large and confidential data , farm bureau representatives can manage the safe transfer of critical information to any client or corporate office . in addition , with any smart phone or tablet or internet device , any file or document can also be accessed with efilecabinet mobile app – a free application for the apple iphone or ipad .
we needed to store documents that were searchable down to individual words . the sales force and our assigned account manager assured us this was well within the abilities of efilecabinet . now , after 6 months of work on our part , we find that none of our documents can be searched within the documents themselves , only titles and
key words
we would have had to assign ourselves . for months the company maintained the problem was with ocr ; that turned out to be both misleading and untrue . efilecabinet has limited applicability and is basically an on - line document repository . it is not very sophisticated in the informatics world ; reasonably savvy people with access to ms word , adobe acrobat and a database program such as filemaker could outshine the capabilities of efilecabinet at far less cost .
comments : i have been using efilecabinet for well over 10 years and am glad i made the switch from paper . the ease of finding files and storing new items makes it well worth the money . it is nice to always have the cabinets available to me .
pros : efilecabinet comes with a great document management system which helps keeping my important documents on the cloud . i can save my documents easily and collaborate on the documents from others . helps with backup options . documents can be accessed anytime by logging to the account .
document management is an automated way of organizing , securing , capturing , digitizing , tagging , approving , and completing tasks with your business files . because advanced dms , like efilecabinet , handles the business processes for you , you can spend time on the work that you love .
overall : i have been using efilecabinet for the past 3 years in my tax and financial business and it is very easy to use and fulfills the requirements set forth by the sec and finra , which over ' s i used like thomson reuters file cabinet solutions does not .
going paperless through efilecabinet document management software removes the manual labor from office and clinic work in the insurance , healthcare , manufacturing , accounting , and financial services industries—optimizing the profitability of small to mid - sized organization’s labor . for instance , deanna hancock , a contract nurse , subtracted 20 steps from her workflow process . jonathan felt of ust manufacturing llc saves 80 hours of paid labor per week with efilecabinet , and ryan utecht of new york life insurance company spends under 20 minutes per week finding and filing appropriate items , whereas it used to take him hours .
pricing was the huge change in 2014 , with a transition to subscription - based pricing for all platforms and customers . also in 2014 , the inbound sales and marketing teams resulted in triple - digit revenue growth for the company—one of many highlights that efilecabinet would have during this period .
overall : i do love the integration between other software and efilecabinet so that you can easily bring in the documents . over the years that i have had efilecabinet , i have really liked it , however , the pricing is getting a lot more expensive . also some of the features , i have had a bit of trouble figuring out how to use . some are features that i only use once in awhile as so i forget hour to use them - like purge , unpurged , and templates . but overall the software is great , just getting a bit pricey .
efilecabinet is a well - established document management system which can be configured for use in a wide range of industries . although the company’s historical strength is in deploying their product in accounting firms , the product is available in versions which should work on almost every operating system and mobile platform .
going paperless with efilecabinet’s document management software helps small to mid - sized organizations , or even departments within larger organizations , reduce the storage space ( and therefore money ) they would have otherwise spent on filing cabinets . for instance , the reduced clutter efilecabinet gave corey kendall of don services inc . resulted in regaining 700 square feet in workspace . additionally , patrick ballard of ballard & company was able to eliminate 17 filing cabinets from his office , and larry boyd of oak bridge financial estimates that he saves $ 10 , 000 annually in freed up storage space within his office .
at efilecabinet , we can help you improve your business practices and take your company paperless . get rid of the paper files and ensure that your business works at top efficiency . give us a call today or fill out the form to the left for more information on improving your business .
the top 10 competitors in efilecabinet ' s competitive set are doc . it , docstar , smartvault , cch , square 9 , filehold systems , m - files , thomson reuters , cabinet and laserfiche . together they have raised over 55 . 8m between their estimated 47 . 3k employees .
thanks for submitting your review of efilecabinet , inc . . we ' ll email you as soon as it ' s published , ( typically within 48 hours ) . we really value your contributions , and so does our community of business professionals . they count on honest reviews like yours .
you may have to see it to believe it . this small , blue orb is a fiercely powerful function , giving you instant access to everything in efilecabinet . it’s dynamic , it’s really fast , and it synchronizes immediately . quite simply , this will change the way you use document management .
efilecabinet is one of today’s most secure document management systems with an impressive capacity to help companies get rid of paperwork , and please customers with faster and more reliable service . it won our supreme software award for 2016 and it’s currently on of the best document management systems in our review base .
efilecabinet is a document management solution ( dms ) that is suitable for companies of all sizes and in a wide range of industries such as accounting and financial services , manufacturing and healthcare . the solution can be hosted on premise or in the cloud , depending on the user ' s needs .
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 . . . read more
overall : for the most party i have been happy with the software . i switched from smart vault to have a solution that was easier for me and my clients . for the most party efilecabinet has done that . still learning and wish i could send multiple attachments in one e - mail .
efilecabinet has allowed my business to become more organized , reduce the amount of paper files we have , reduce the amount of paper we print , and helped streamline our operations . the fact that we can easily scan , enter and organize documents has made record keeping a breeze . the ability to access those documents wherever i have access to a computer has already made my business way more money than the program costs . i know other programs out there are cheaper but the quality , service and organization you get with efilecabinet is well worth the price . i wish i would have found this years ago .
this instant access tool serves as the bridge between your work devices and efilecabinet dms , eliminating the need to toggle back and forth between programs you use every day . it also provides rapid file uploading ( up to 50 + files at a time ) —automating a process that would otherwise take much longer .
efilecabinet offers integration with salesforce , which gives users the ability to drag and drop and manage files from either system . the system is accessible using mobile apps that can be used from a smartphone or tablet . with this feature , users can take pictures of documents to upload them directly to the app .
efilecabinet’s document management software can also improve your file confidentiality , security , and organization . the program has a text - based search function , making it easy and quick for you to find the specific patient file or medical chart you are looking for . with optical character recognition , you will even be able to run text searches on old paper files that you scan into the system . this dms’s 256 - bit document encryption and user - based access permissions , meanwhile , close off your patient files to prying eyes , while storage redundancy across numerous efilecabinet servers ensures that you will never lose your files again .
the manufacturing processes of plastics and rubber can differ greatly . plastic is manufactured mostly through molding and casting while rubber is manufactured through molding and extrusion . however , every process can be improved using a document management system or dms like efilecabinet . this article explores how document management can enhance your manufacturing operations .
pros : efilecabinet has allowed my business to become more organized , reduce the amount of paper files we have , reduce the amount of paper we print , and helped streamline our operations . the fact that we can easily scan , enter and organize documents has made record keeping a breeze . the ability to access those documents wherever i have access to a computer has already made my business way more money than the program costs . i know other programs out there are cheaper but the quality , service and organization you get with efilecabinet is well worth the price . i wish i would have found this years ago .
overall : our construction based business in mid michigan implemented efilecabinet in 2014 . since then we have significantly reduced the amount of paper we print and archive . we have recommended this product often , when approached about our document storage solution . the 2016 update has been amazing . we love all the new features .
efilecabinet online makes all of your documents and data available on a secure , cloud - based server . you can access your work from anywhere at any time , which means you never have to sacrifice on productivity , and you never have to worry about not having the right documents with you . . . read more
we realize that when you make a decision to buy document management software it’s important not only to see how experts evaluate it in their reviews , but also to find out if the real people and companies that buy it are actually satisfied with the product . that’s why we’ve created our behavior - based customer satisfaction algorithm™ that gathers customer reviews , comments and efilecabinet reviews across a wide range of social media sites . the data is then presented in an easy to digest form showing how many people had positive and negative experience with efilecabinet . with that information at hand you should be equipped to make an informed buying decision that you won’t regret .
efilecabinet is one of the most reasonable investments companies can make to get rid of paperwork , and save both time and maintenance resources . it is a one - stop - shop document management solution which covers a variety of delivery modules , allows for easy and fast upload , and simplifies data migration thanks to its numerous integrations . manual labor is driven to the lowest possible level , which makes it possible to minimize the risk of human error and losing valuable corporate data . together with its friendly interface , efilecabinet offers out - of - the - box security coverage , meaning that files are encrypted and permissions are managed according to your own rules .
pros : efilecabinet has enabled my firm to cut paper cost in half . we no longer have to buy more file cabinets to store records . i have peace of mind knowing that if my building is destroyed by an act of god , my clients records are secure . it has cut my clerical cost considerable as well .
with 153 , 000 users that includes small businesses and enterprises in the verticals of accounting , financial services , insurance , medical and small government , efilecabinet automates the organization and managing of files on the cloud and on - premise . the company plans to use the funding for sales and marketing efforts and for strategic partnership and oem opportunities .
overall : this product has streamlined my business ! no more clutter , documents are easy to find and i managed to rid myself of 7 file cabinets . going to a paperless platform was the best thing i ever did . my cost of copies annualized compared to efilecabinet justified the whole program . i am actually saving money with this software
tired of hunting through a paper jungle for a contract / invoice / w - 2 form or other vital record you needed yesterday ? efilecabinet , a world - wide provider of document management software says its latest release can help turn that jungle into a manicured garden ‑ while providing security protocols and regulatory compliance across a wide range of industries .
efilecabinet provides seamless integration with salesforce crm . it helps our users to easily manage the files within the both systems . users cna easily manage drag and drop functionality to manage the content files and other related items . documents can be stored easily with this application and can be backedup on the cloud system . helps with a number of aspects .
the efilecabinet desktop version 5 . 0 was released in 2010 with advanced security ( like audit trail and permission - based management ) and paperless compliance improved for industry - regulating organizations such as sec and hipaa . that was followed by the launch of the online ( or cloud ) version of efc the following year and the mobile app in 2012 .
together with the essential features expected from a classic document manager , efilecabinet allows you to photograph documents , mark and tag files for improved searching , or save searches in a classic and html 5 view . at the same time , it preserves the traditional cabinet structure which ensures even the least savvy members of the team will be able to use it .
overall : my assistant and i recently left a larger firm and have created a virtual office ( both working from our respective homes ) to service tax and investment clients . the online efilecabinet product allows us to both of us to access our client files at any time from anyplace . i recently went on a 2 week trip to the east coast and was able to work for a few hours each day . access to my client files was quick and easy as if i was sitting in my home office . efilecabinet allows me total flexibility . using the product is intuitive and took very little time to learn and use most of the functions with it . we couldn ' t be happier with the product .
founded in 2001 , efilecabinet got its start organizing electronic documents in the accounting industry and quickly expanded into banking , education and human resources , said ceo matt peterson . today the company services small businesses in a wide range of industries . peterson claimed a customer base of 3 , 500 companies that generate more than 20 , 000 people using the product worldwide .
the primary target group for this product are small and developing businesses , while big enterprises can still make great use of it with the special enterprise plan , which gives you 1 tb data storage and a wide range of other useful features . because of the flexible pricing model and excellent management capabilities , efilecabinet is definitely a tool most businesses can benefit from .
efilecabinet is one of the rare systems to be tapped in any device without compromising its functionality . it doesn’t require configuration , and it uses an open api technology to connect with all apps and systems you’re currently using or are about to use . for remote teams that need uncompromising mobile functionality , this is just the right system to save time and resources .
learning about the origin of filing cabinet software can help us to understand it in its contemporary context . john mancini , the president of the association for information and image management ( aiim ) , is one of the world’s leading experts on information management : aiim recently declared efilecabinet user chris beebe as its paperless office hero for its world paper free day event .
zonal ocr is the equivalent of a virtual office assistant , and is perfect for managing often used or scanned forms : once a document is scanned , zonal ocr automatically routes it where it needs to go within efilecabinet . in addition to helping users store and classify documents accordingly , it also lets users view specific portions of documents for faster document search and retrieval .
pros : ease of use - new hires are effectively using efilecabinet within their first hour on the job with very few questions or problems . productivity - files can be located & faxed or emailed directly / immediately from a workstation , rather than having an associate spend time going back and forth between filing cabinets . not to mention the floor space previously required to store documents
efilecabinet offers three different payment plans , priced in accordance with the features and data storage . the performance and professional plans are designed for small and medium businesses , while the enterprise one targets large businesses , and is priced by quote to make sure all necessary features will be included . there is also a great free demo that you can use to see how the software works .
price is definitely my least favorite aspect of the software but as a business owner i know that you get what you pay for . the quality and level of organization my business now has is well worth the investment . before efilecabinet my business was unorganized and slow . now we have actually downsized our office to save money while increasing our profits due to a more streamlined service .
growth driven by series b investment , product adoption and industry expansion [ vc _ empty _ space height =
20
] efilecabinet , the leading enterprise content management ( ecm ) solutions provider for smbs today , announced record momentum and growth for 2015 . during 2015 , the company grew 133 % , secured more than 2 , 400 new customers , signed new strategic . . .
cons : price is definitely my least favorite aspect of the software but as a business owner i know that you get what you pay for . the quality and level of organization my business now has is well worth the investment . before efilecabinet my business was unorganized and slow . now we have actually downsized our office to save money while increasing our profits due to a more streamlined service .
you can choose to download efilecabinet and configure it to your needs , or simply use it in - cloud and preserve the same functionality without handling any updates and maintenance . the main difference here is in pricing – companies with fixed number of document management users would probably benefit from a moderately priced license , while remote and growing teams prefer paying per month , and including as many people as necessary .
overall : efilecabinet desktop software is first class , leading - edge document management software that will help you tame even the most paper addicted office environments . the cabinet > drawer > folder structure makes organization a breeze , the myriad of ways to store documents into efilecabinet ( either through the dedicated efilescanner application , send to efc in the shell context menus , print to efc , the efc plugins for microsoft office , or just plain drag and drop into the application ) make getting things in a simple affair . likewise , checking out documents to edit or send them elsewhere is easy . active directory integration is awesome , permissions are extremely granular . my only gripe is the release cadence for the desktop product has slowed down considerably as i guess they have shifted development resources to their cloud product , and i prefer to keep my documents on premises .


kurtosys is a new york and london-based fintech company that develops digital marketing and reporting tools for asset managers .

kurtosys develops fund marketing and investor servicing solutions including wordpress websites and fund data tools , fund factsheet automation , client reporting and secure portals for investors and advisors , and api distribution services for data and documents .

kurtosys was founded in 2002 by mash patel and harry thompson , and now has offices on four continents .

headquartered in new york , their other locations are london , cape town and reno ( nevada ) .

their clients include some of the world ’s largest asset managers .

the company is backed by venture capital firms true ventures and triangle peak partners , and sapient global markets is a strategic partner and investor .

kurtosys

glassdoor has 76 kurtosys reviews submitted anonymously by kurtosys employees . read employee reviews and ratings on glassdoor to decide if kurtosys is right for you .
how much do kurtosys employees make ? glassdoor has salaries , wages , tips , bonuses , and hourly pay based upon employee reports and estimates .
kurtosys was founded in 2002 by mash patel and harry thompson . the company is owned by a mix of ( all ) staff members and institutional and private equity investors .
it is great to hear that you gained valuable experience while working here but it saddens us to read that you have left kurtosys with such a bitter taste in your mouth .
kurtosys is a global provider of digital technology to the financial sector . since 2002 , our team of industry experts have been using digital media to transform the way that financial information is shared and consumed .
thank you for your feedback . i am so happy to see that your experience at kurtosys provided you the opportunity to earn an increase of 66 % , and i am sure you rightfully deserved it . earlier in my
the product and process is quite complicated . kurtosys is not a typical saas company since so much of the work we do is customizable . production is tends to be slow and internal follow - up on tasks can be challenging .
kurtosys has an amazing culture . the management team is incredibly supportive without being overbearing . they encourage employees to make their roles their own , and they are great about acknowledging a job well done . i have the autonomy to do things in a way that works with my personal style , but there is enough process in place that things don ' t often get lost in the shuffle . innovation in automation is key and that ' s a big focus at kurtosys .
at kurtosys , i ' ve had one of the best managers of my entire career in tech . she gives me hands on personal mentoring and teachings around the process . i really feel like my manager has my back and completely trusts me , my work and my effort .
according to patel , kurtosys ' s strategy from the outset was to
provide a paradigm shift to a significant area of the asset management industry historically starved of business - process efficiency
, client communication and reporting . central to the firm ' s vision was a strong philosophy around data - centricity and efficient business proc
at a high level , kurtosys has a thriving culture that focuses on investing in the development and happiness of their employees . the company places a strong emphasis on maintaining a healthy work / life balance which is easily achieved by taking advantage of their very generous pto plan and work from home policy . this is definitely a company that focuses on setting up employees for success through various internal learning opportunities such as their mentor program . the management team is easily accessible to answer questions , address concerns , and help facilitate their team member ' s success . that is not to say that management is overbearing , in fact , a strong emphasis is placed on employee ' s having ownership in their work and a level of autonomy . the global nature of kurtosys is also a unique feature in that you get the opportunity to engage , learn , and develop relationships with your global counterparts .
a great place to build your resume . if you are a motivated young person who wants to kill themselves to get some real experience under their belt for the next stage in their career , kurtosys is a great place to do that . you will get to work with some big - name clients and may have the opportunity to work on some new technology . make sure you pay attention to which team you are being recruited into , if you own one of the many dead products there will be no chance of escape . also , assume any stock options are worthless you probably won’t be around long enough to get vested .
the major overarching issue with kurtosys is that it is a 10 year old startup that is somehow still a startup . the reasons behind this are too many to leave a complete account here , but here are some of the reasons that come to mind . 1 . the ceo not located in the united states creates an environment where the real ' culture ' of the company is in london . the ' hq ' in new york does not get the focus , resources , and culture it needs to be successful . 2 . pressure to be profitable has created an environment where decisions are made with only the short term plan in mind . they cannot afford to do what is best , only what gets them out of the fire of the day . 3 . the product solves a need in the market but at its core is too hard to implement to gain the kind of scale necessary to be a sustainable business .
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urltoken
london has once again proved its tech pre - eminence over other european capitals , as it blew the competition away in the inaugural fintech 50 watchlist , an index of europe’s top fin - tech companies as selected by some of the scene’s most important names .
the capital scooped up 32 out of the 50 places , with several more firms dotted around london’s periphery in places like surrey . cambridge meanwhile fielded only a few successful firms , although a few london companies were daughter companies of bigger us - based giants .
the list , released today for the first time , is designed seek out the best european companies dealing with financial tech innovation .
“the fintech sector has enjoyed incredible growth in recent years , particularly here in europe where a slew of new technologies and product offerings are disrupting the traditional banking models and changing the way we consume financial services , ” said eddie harding , head of fintech at icon corporate finance .
“fintech innovation is transforming financial services in a whole host of different verticals , with new businesses challenging directly for a share of the fastest evolving sectors such as mobile payments , low - latency trading , banking alternatives , big data analytics , id and security and many more . ”
the event is judged by panelists from big names in tech , media and finance , including silicon valley bank , hotwire and the ceo agenda .
despite insisting that no particular fintech field would be favored , several key trends emerged .
several firms focusing on the easing up of foreign currency exchange and transfer made the list , as did a significant number of companies striving to make mobile payments accessible and efficient – be it through phones or credit cards .
“the currency cloud is delighted to be recognised as one of the top fifty fintech firms in europe . the currency cloud securely processed over $ 1bn of transactions in 2012 for hundreds of customers , ” mike laven , ceo of london - based online foreign exchange company the currency cloud told london loves business . com .
“european businesses are demanding lower prices and better service for their international transactions and the currency cloud is right at the forefront of this trend . ”
the company has just launched two apps to ease the transaction process for customers and expects to follow on with many similar products in the near future , laven explained .
however , firms working on short - term , small - scale loans also performed well , with london firms zopa and wonga making the list . various kinds of crowd - funding mechanisms also made a strong showing , with companies like funding circle and crowdcube making the index .
nonsense . . markit ' s recent ' report ' on uk technology is pure fiction - missing out the second and third largest clusters on its map ! try urltoken instead .
the investment will be used to fund its global customer footprint and increase its research and development and support teams .
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i would say that one challenge is scheduling meetings with global team members . i do not really consider it a con , but it is an extra logistical step to consider . however , everyone is very respectful of time zone differences and i have never been asked to join a call at an unreasonable time .
we are really happy to read your feedback . we try our best to preserve our culture and create an atmosphere were our employees can thrive .
culture where each member of our team understands that their input can have a material impact on our future . we are glad that you feel that the management team seeks to empower our team . we hope that we continue to build upon the momentum we have created and don ' t let you down in the future . thank you for your constructive feedback on ways we can improve . one of the challenges of working at a global company is managing time zones . we need to be conscious of our team ' s in different parts of the world and organize meetings that are convenient for all . thanks again for your feedback . the people operations team
management needs to hold more of the employees accountable when items aren ' t delivered on time .
thank you for your feedback . we have some really wonderful and strong leaders based in our rdu office , and meagan palmer has done a wonderful job recruiting the team down there . i am glad to see
that your experience has been positive . our team there has created a positive working environment and really has helped shape our company . based on your feedback , we need to do a better job of communicating what this company is . we are an enterprise company that provides software solutions that are configurable . this is much different than traditional saas and is more reflective of product approaches at netsuite , veeva and workdays of the world . please feel free to reach out to me directly about where you might not think that the team is not being held accountable . that is particularly concerning . i hope you feel comfortable doing that . scott
- fast - paced onboarding may not be for everyone . no formal training program in place , can make starting out difficult . - some processes are being refined for increased efficiency - could take some time but definitely headed in the right direction - no 401k matching
please keep the forward motion going - - the transparency and openness with employees really goes a long way . improving how new employees learn what they need to learn when they come onboard would be really helpful and would help make new employees more efficient more quickly .
thanks so much for your review . i am glad that you have enjoyed your experience so far , and rdu is one of the offices we are significantly investing in and excited about the prospects .
revamped our onboarding process in 2017 , and we are continuing to refine it . we need to improve upon this so that we can empower our employees to feel like they are starting here with the wind at their backs rather than the challenges you identify when you started . i will work with nikki leske , our snr people operations manager to improve these processes across our platform . thank you again for your feedback . scott
pay your employees well and they won ' t leave . i was making roughly 10k less than the average college graduate with an extremely useful degree . i left and got a 66 % raise . this company will fail in time .
your product strategy relies on a foundation of institutional knowledge to keep your clients from realizing you’ve abandoned their product and can’t afford to reimplement them in the system you care about this week . commit to your employees , they are the curtain that hides the truth . even if you think you can replace them with 3 people in whatever region your excited about this year . i know this suggestion will be the basis of the kurtosis reply , but , we’ll see if either of the people managers replying to this review make it past the two - year mark . maybe the cfo , coo will step in and provide the response , he generally feels like he can do everyone’s job better than they can .
thank you for your several years of contribution . we are sad to have you leave with a negative view , but we are sure that there were a variety of factors that kept you here for several years
very valuable experience in supporting a product that theoretically makes sense and interfacing with high caliber clientele .
fix toxic work environment . fix products so they can be implemented faster and cheaper , or branch into a new product area . move ceo role to us or hire similar figurehead in ny .
thank you for your feedback . unfortunately , we have strategically decided to right size new york . new york is the company’s headquarters in name only , and we will only have 8 – 12 ftes moving
the company is making a serious push to be better , and making serious investments into really talented people in multiple departments . culture of the new york office is good . plenty of room for growth for a hard worker . management to date is very transparent , and make each employee feel apart of the overall direction and structure of the firm . decent benefits package / snacks in office / company social events . great location in flatiron . young and energetic environment . timing and market for product seems right . new managers in certain departments are highly skilled , and offer younger less experienced team members direct learning experience . ( please note this is from a sales prospective )
some typical issues in the tech / startup space . expanding workforce can cause company culture changes that are out of a junior members control . global firm , many times there is little connection to workers outside of direct office / department . some legacy aspects of the firm can cause functional / political issues . not a company for a
work from home
sales rep . sometimes can feel understaffed in certain departments , and intellectual knowledge can be siloed to one or two individuals who due to workflow have little time to share that content to more junior employee ' s . not much
group learning
information sharing sessions typically seen at sales orgs .
keep focus on the talent that comes in , and continue to manage the growth factor in the right way . look to the talented people you hire to make the changes needed to continue to grow company .
thank you for your response . we really appreciate your feedback . we try to foster a strong culture for personal growth across the company . our ny office has had some issues in the past , so we are
pleased to see that you feel that there is progress . sales in general is an incredibly difficult and challenging position , and we should definitely do more to increase sales opportunities . we will look into doing that . definitely focused on empowering our people . we hope a majority of our colleagues feel like they have the ability to make a difference here . thanks again for your feedback . we really appreciate it ! the people operations team
the only con is that we have a lot of work and not enough people , which is not a bad problem to have . we ' re working hard to recruit new talent every day .
thank you for taking the time to provide your feedback . we have invested a great deal of time to build an amazing company and create a positive experience for our team . we believe we have an
amazing team as well , and the culture is driven by our employees . we definitely need to do a better job recruiting as we continue to scale the business . we have invested in building out our talent acquisition team over the past two years , and we are on pace to hire over 100 people globally this year . thanks again for your feedback . the people operations team
we are happy that you had a positive experience in our india office . we definitely could have done a better job of managing the office which unfortunately lead us to make the difficult decision to
shutter the office in 2016 . we have since consolidated a majority of our operations into south africa , where we have built a thriving business . thank you so much for your feedback . the people operations team
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the 50 best - designed asset management websites
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8 reasons why not all content management systems are created equal 1 . data 2 . compliance rules 3 . documents . . . read the full list :
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we ' ve updated our gallery . see who ' s made our list in the :
the 50 best - designed asset management websites
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forget big # oil , big macs and # autos . the world’s six largest companies by market cap are # technology titans urltoken
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