Revver

Pros

The ability to customize sharing so much; granting access without individual having to have separate account for program; preview pane; branding ability; multiple viewing panes at once; audit trail easily accessible; folder templates; e-signature in program

Cons

Invitation email 24 hour timeout; inability to select multiple files that aren't listed consecutively; drop down for filing is visually a little difficult to differentiate between; works better in certain internet browsers; Gmail will not allow as third-party app because level of security not high enough (for pulling in emails)

Alternatives Considered

Reasons for Choosing Revver

Switched From

Reasons for Switching to Revver

Pros

Revver is used across all departments in my organization to digitize, organize, search and securely store documents in one central repository.

Cons

I have not had any bad experiences with Revver.

Pros

The ability to have everything in one area and to be easily accessible.

Cons

There seems to be a lot a lag time when uploading files. I've had a file sit with the buffering wheel and never upload. It's frustrating to have to logout and back in to reboot Revver to get it to upload, which sometimes it uploads and other times it doesn't. I have had others express that somethings they have trouble login as well.

Pros

Flexibility of the technical team to accommodate their customer group from different time zone.

Cons

Response can be slow sometimes and the "Office Hours with Customer Success" is bit let down specially if no one turns up from Revver even after you register to the session.

Alternatives Considered

Reasons for Choosing Revver

Reasons for Switching to Revver

Pros

Many of the operations that are repetitive have been reduced because we have automated the processes and now everything is faster and more fluid. All documentation can be managed better, giving it a better organization and also promoting good customer service

Cons

There is absolutely nothing to hate, on the contrary, everything has been very correct

Pros

Very organized and easy to navigate. Allows different permissions.

Cons

Can become tricky when staff leaves if you dont have their log in info.

Pros

The setup and interface is still very simple. Document folders are easy to navigate

Cons

Web based interface just seems cheap. For an expensive product, it just feels like corners are cut. Search is unbearably slow. This is the killer for us. Interface windows/displays are not customizable. You can no longer see a preview and a profile at once.

Pros

The Secure Data Storage it can surfaces my outstanding document tasks, right next to my documents

Cons

Least is nothing cause all is very helpful and easy to use.

Pros

Easiness to use and understand how to navigate

Cons

Nothing really. We didn’t have any issues

Pros

It's a great platform for managing my clients, their feedback, projects, and operations.

Cons

I haven't seen any issue or something I like the least, I would love to see more features & capacities in the future.

Pros

Easy to upload, organize and find files as required

Cons

File sharing with external parties can be problematic

Pros

Revver is a versatile software offering customizable sharing, seamless document integration, effortless organization, robust security, and responsive customer support. It empowers efficient file management, automated workflows, and extensive search capabilities while prioritizing client protection.

Cons

Revver is a feature-rich software, but it can improve customer service accessibility, streamline integration, enhance cross-version functionality, and offer seamless file attachments across email platforms. While it lacks direct tax software integration, its overall benefits outweigh minor drawbacks.

Pros

It's simple to install, easy to understand and work with.

Cons

Before starting on what we didn't like, we would like to point out that we are using the on-prem software (not the online version). Stating that, the software didn't meet our business goals. We needed a software that allowed us to assign security permissions to users, and even though eFile has some predefined ones, they didn't had what we were looking for even though they said it did when selling us the product.

For example, we needed users to be able to download, edit the document inside and upload new documents inside drawers and/or folders. But we didn't want them to have permission to also edit/change the drawer/folder name and/or add subfolders. That would mean that my users can change ALL my folder structure. We were in talk with Customer Support and they asked us to create a feature request which we did. After that they promised us they would send a schedule -which they never did-. We kept writing to them and nothing. We also called and nothing. They didn't follow up with the request as promised.

The software didn't also meet our requirement on retention which is really important for our business. Note: Any user can edit the retention of an item if they have "edit permission". We also requested for the retention settings to be only controlled by a system administrator. Nothing. No response. We are still waiting after two months on the "schedule" they were supposed to send us and nothing. We wrote to them a lot and still no response.

Pros

That I can access my files anywhere from any device. Docusign is included, or esignature. the security of the software. The way the files are organized.

Cons

When I upload excel documents and then try and check in with changes there have been multiple instances where my changes were not saved! Its very frustrating when I have to make the same edits over and over again.
I have about 5 or 6 guests on the account and they seem to always have trouble with the app...opening...downloading...viewing. They also have had many issues across devices especially apple.
Usability on the tablet is not good at all. The app is no use and I cannot check files in and out on the tablet, which is the device our whole company is moving towards to conduct business.
There are days when the site is experiencing technical error where it will tell my coworkers and I that "There is an internal server error," and will not let us in.
When I ask about how the app or the software talks with other software none of the customer support specialists seem to know..
We made our own adobe forms that are editable and eFile is not compatible with editing those form within eFilecabinet. That we knew going in, but we have looked at other similar systems that do offer that feature.
The guest access is EXTREMELY limited compared to other systems. Having a feature where you can edit a certain file inside eFile would be beneficial. similar to a google docs.

Pros

The application is quite simple to explore and operate. Our industry necessitates massive volumes of documentation, stringent compliance requirements, and excellent management skills. Having e-FileCabinet makes it easier to maintain track of documents and discard hard copies of outdated documents from previous projects. Another feature of the application is that it allows anybody to have unrestricted access to the necessary papers. Logging into our account and finding what we need is a breeze. Another feature that I like is the option to specify which drawers are included in each directory when it is built. This makes it much easier for us to arrange our operations.

Cons

What I dislike the most about the service is that a few times, the PDF file format did not upload correctly and would not download when retrieved at a later time. However, we haven't encountered any problems with the application other than this one.

Pros

I like the option to build a folder tree template, which can be applied to any main folder.

Cons

I am not happy with the sharing option, where the other person needs to download the files to view the content.

Pros

This software has so many features and offers far more than what I ever expected - including the ability to preserve all items in the cloud automatically, the app to be able to retrieve, alter and transmit documents from anywhere with ease and the Secure Drawer option that allows me to share files with my clients back and forth. There are many training videos available, so I'm able to get answers to my questions easily and when I can't figure something out, the tech support is readily available to me. In short, this software is one of the most important tools I use in my office.

Cons

I wish the software had a direct connection to my tax prep software so I could print tax returns directly to client folders, but that's more a function of the tax software than Efile Cabinet, so I can't really hold it against them. It's really the only thing that I don't like, and it's a small thing relative to all the good things.

Pros

What I like most about this software is how easy it is to use eFile Sidekick. We have found that using that saves us much more time than using the online version and pulling documents from our email is much quicker than using the eFile scanner.

Cons

What I least like about this software is how the online version lags so much. We are also a company of 30,000+ so we have many drawers out there for our employees. We've had to create multiple cabinets to continue adding employees into. We've had to find a work around in searching for employees since our one cabinet is so full, we can't click on it without freezing and getting booted out of sidekick. I do wish that eFile was able to really handle the amount of documents we put into the system and that it would run smoother for us.

Pros

Allows us to save scans of our clients paper and electronic documents as well as digital copies of their tax returns in a fast, secure, dependable and easy to use document repository. Excellent search capability allows misfiled/"lost" documents to be quickly located.

Cons

Integration with Lacerte, our professional tax prep software (which has ~85% of the market) is limited. NOTE: This is NOT the fault of EFC. Despite our repeated requests over the last 5 years, Intuit, owner of Lacerte, has not provided the needed API (interface) that third parties like EFC require to integrate. EFC has said they stand ready to develop this integration once Intuit delivers. We are hopeful this will occur in 2019.

Pros

This software will make it easy for you to keep important documents for your clients and for other aspects of your business in one place, safely and securely. It is fairly flexible in that you can organize the client "files" and "filing cabinets" how you like. You can search for the client name which makes it easy to find what you are looking for with only a few keystrokes.

Cons

The software can be a little confusing to use and a bit finicky if you double-click on your pdf files that you want to "check out". I've lost items that I had scanned into the software because the pdf file gets locked up and can't be recovered. I called support for help, but they either didn't understand what my issue was or couldn't recreate it to fix it. I just try to be careful when viewing or "checking out" documents. You can also scan documents directly into the software, but this software does not have the ability to manipulate the saved scans - like, if you decide that you want to add or delete or even change the orientation of an already saved document you will need to purchase a full version of adobe pdf software.

Pros

The software is relatively easy to use and is a solid virtual filing cabinet. I like that it is integrated with the Secure Drawer portal and I like that you can email directly from the application.

Cons

Our company has had more than its share of headache when upgrading from one verson to another. Specifically we have had (and currently have) the programmers working on our company's upgrade. This makes it very difficult during our busy times and leads to a lack of desire to upgrade.

Pros

I purchased E file cabinet when it was first developed. I have used the original version because I do not use Microsoft office. The later versions require Microsoft Office to age maximum benefit and data encryption from the product. As a single practitioner I do not need encryption.

So if you are considering purchasing the product be aware that the technical service is wonderful. The assistance they provide me with annual setting up new year universal templates is worth the reasonable annual maintenance cost for the service. The people are helpful and the phone support from Mountain time to Eastern time is convenient.

Cons

The current versions require Microsoft email if you want to attach a file to an email. I use Chrome so if I want to attach a file I have to print it to the desktop then attach it to the email. Then I have to delete it from the desktop.

Pros

When I first started looking for a system to keep our data secure and in order that was needed I was highly skeptical on finding what exactly I needed. Well with Efile I can download my files amd store them with ease and able to have my employees digitally sigh and edit files needed and how easy it was I was extremely happy with Efile

Cons

There could be another meeting option possibly like Skype integration amd Facebook business.

Pros

the sharing feature and the encryption one are very importante in this software

Cons

the subscription this more expensive than similar software

Pros

Ease of use and security features to allow secured access to offsite users. Customer can send Financial information, Examiners can review documents cutting down on onsite visits. Option to scan in Black/White, Gray-scale or Color help with photos in our Appraisal. No need to retain hard copy file. We can print our Credit Reports and Business Searches directly to efile. Saving in both process and cost by skipping the need to print then scanning. PDF received we can move and drop directly to efile.

Cons

Haven't experienced any cons and we've used this for years now.