EFileCabinet
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eFileCabinet is a SaaS-based company headquartered in
Lehi, Utah Lehi ( ) is a city in Utah County, Utah, United States. It is named after Lehi, a prophet in the Book of Mormon. The population was 75,907 at the 2020 census, up from 47,407 in 2010. The rapid growth in Lehi is due, in part, to the rapid develo ...
, 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,
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 A chief executive officer (CEO), also known as a central executive officer (CEO), chief administrator officer (CAO) or just chief executive (CE), is one of a number of corporate executives charged with the management of an organization especially ...
of the company. Peterson had served as
chief operating officer A chief operating officer or chief operations officer, also called a COO, is one of the highest-ranking executive positions in an organization, composing part of the "C-suite". The COO is usually the second-in-command at the firm, especially if t ...
since joining the company in January 2007. Blaylock moved to serve as
chairman of the board The chairperson, also chairman, chairwoman or chair, is the presiding officer of an organized group such as a board, committee, or deliberative assembly. The person holding the office, who is typically elected or appointed by members of the grou ...
.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 Venture capital (often abbreviated as VC) is a form of private equity financing that is provided by venture capital firms or funds to startups, early-stage, and emerging companies that have been deemed to have high growth potential or which ha ...
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 The Canopy Group is an American investment and property management firm founded by Ray Noorda in 1995 through the Noorda Family Trust. It is headquartered in Lindon, Utah. At various times it has consisted of, or been known as, Canopy Technologi ...
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 Records management, also known as records and information management, is an organizational function devoted to the information management, management of information in an organization throughout its records life-cycle, life cycle, from the time of ...
* Business process management *
Document imaging Document imaging is an information technology category for systems capable of replicating documents commonly used in business. Document imaging systems can take many forms including microfilm, on demand printers, facsimile machines, copiers, multifu ...
*
Enterprise content management Enterprise content management (ECM) extends the concept of content management by adding a timeline for each content item and, possibly, enforcing processes for its creation, approval and distribution. Systems using ECM generally provide a secure ...
* Cloud software * Paperless office


References


Further reading


U.S. Tax Season: What Accountants Should Take to the Trenches to Survive and Thrive
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* * * * * {{DEFAULTSORT:Efilecabinet Companies based in Utah Software companies based in Utah Business software companies Companies established in 2001 Document management systems 2001 establishments in Utah Software companies of the United States