eFileCabinet is a SaaS-based company headquartered in
Lehi, Utah
Lehi ( ) is a city in Utah County, Utah, United States. The population was 75,907 at the 2020 United States Census, 2020 census, up from 47,407 in 2010, and it is the center of population of Utah. The rapid growth in Lehi is due, in part, to t ...
, 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](_blank)
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](_blank)
, 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 chief executive or managing director, is the top-ranking corporate officer charged with the management of an organization, usually a company or a nonprofit organization.
CEOs find roles in variou ...
of the company. Peterson had served as
chief operating officer
A chief operating officer (COO), also called chief operations officer, is an executive in charge of the daily operations of an organization (i.e. personnel, resources, and logistics). COOs are usually second-in-command immediately after the C ...
since joining the company in January 2007. Blaylock moved to serve as
chairman of the board
The chair, also chairman, chairwoman, or chairperson, is the presiding officer of an organized group such as a Board of directors, board, committee, or deliberative assembly. The person holding the office, who is typically elected or appointed by ...
.
[Matt Peterson from COO to President and CEO of eFileCabinet](_blank)
July 21, 2008. Storage Newsletter. www.storagenewsletter.com.
In 2008, eFileCabinet received $1 million in venture capital from
Canopy 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 ...
, an early-stage
venture capital
Venture capital (VC) is a form of private equity financing provided by firms or funds to start-up company, startup, early-stage, and emerging companies, that have been deemed to have high growth potential or that have demonstrated high growth in ...
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
A document management system (DMS) is usually a computerized system used to store, share, track and manage files or documents. Some systems include history tracking where a log of the various versions created and modified by different users is r ...
.
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
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Document management system
A document management system (DMS) is usually a computerized system used to store, share, track and manage files or documents. Some systems include history tracking where a log of the various versions created and modified by different users is r ...
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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 ...
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Business process management
Business process management (BPM) is the discipline in which people use various methods to Business process discovery, discover, Business process modeling, model, Business analysis, analyze, measure, improve, optimize, and Business process auto ...
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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, multi ...
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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 secur ...
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Cloud software
Cloud computing is "a paradigm for enabling network access to a scalable and elastic pool of shareable physical or virtual resources with self-service provisioning and administration on-demand," according to ISO.
Essential characteristics ...
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Paperless office
A paperless office (or paper-free office) is a Workplace, work environment in which the use of paper is eliminated or greatly reduced. This is done by converting documents and other papers into digital form, a process known as digitization. Propone ...
References
Further reading
U.S. Tax Season: What Accountants Should Take to the Trenches to Survive and Thrive*
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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