eFileCabinet is a SaaS-based company headquartered in Lehi, Utah, selling document management software to manage and store documents, content, and records, either on-site or in the cloud.2014 Review of eFileCabinet. CPA Practice Advisor. August 8, 2014. www.cpapracticeadvisor.com
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,eFileCabinet 4.0: Manage Documents, Compliance, and Backup. Small Busisness Computing. December 3, 2008. www.smallbusinesscomputing.com including construction, banking, healthcare, insurance, law, manufacturing, retail, oil & gas, transportation, and education. As of January 2016, eFileCabinet had over 160,000 users.
History eFileCabinet software began as an internal product designed to store digital records at founder James Blaylock's accounting firm. Word spread about Blaylock's new software, generating demand for the software among other accounting firms. In response to this demand, Blaylock founded eFileCabinet in 2001 to build upon, improve, and market the software.Provo Company's Software ends paper storage , January 20, 2009. Salt Lake Tribune. www.sltrib.com.
On July 21, 2007, Matt Peterson replaced James Blaylock as president and CEO of the company. Peterson had served as chief operating officer since joining the company in January 2007. Blaylock moved to serve as chairman of the board.Matt Peterson from COO to President and CEO of eFileCabinet, July 21, 2008. Storage Newsletter. www.storagenewsletter.com.
In 2008, eFileCabinet received $1 million in venture capital from Canopy Ventures, an early-stage venture capital firm. This allowed eFileCabinet to expand from servicing only accounting firms to various other industries, including government, healthcare, finance, and insurance., July 9, 2008. Canopy Ventures Invests in eFileCabinet. Business Wire. www.businesswire.com. In June 2015, the company received a combined $14 million in Series B venture capital funding from California-based venture capital firm Allegis Capital and Signal Peak Ventures in Utah, bringing the company's total funding to $26.05 million. In 2020, they closed a Series C funding round with $11.5 million.
Products eFileCabinet provides a suite of proprietary software products and services in the form of paperless document management.
In 2016, eFileCabinet opted out of Microsoft Silverlight as its framework of choice for its products, using HTML 5 instead to increase integration with the company's web sharing portal, SecureDrawer, and other third-party software like Sage, Foxit, Caselle, and QuickBooks.
eFileCabinet released the SideKick (a supporting application for the eFileCabinet software) in 2016. eFileCabinet also released an updated version of Enterprise Access (a satellite/remote access tool for larger organizations), and zonal optical character recognition (OCR), which enables users to scan and read specific portions of documents. eFileCabinet also released software in 2016 that is Mac OS X compatible.
Below is a list of products, including their main functions:
eFileCabinet Desktop 2016: An on-premise document management solution eFileCabinet Online 2016: A cloud-based document management solution SecureDrawer: A web and client sharing portal for exchanging sensitive information The eFileCabinet SideKick: A connector of eFileCabinet software and the desktop that comes with a computer's operating system Enterprise Access: A satellite/remote access tool for organizations with multiple branches, and or office locations Rubex: The latest iteration of the eFileCabinet Online document management solution, which includes the file-sharing functionality of SecureDrawer within the interface.
See also
Document management system Records Management Business process management Document imaging Enterprise content management Cloud software Paperless office
References
Further reading U.S. Tax Season: What Accountants Should Take to the Trenches to Survive and Thrive
"10 Ways Document Management Saves the World's Workforce" HR.com