# Square 9 Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Square 9 the right Document Management solution for you? Explore 141 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/161845/Square-9/reviews

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Square 9

4.5 (141)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 19th, 2026

# Reviews of Square 9

Ease of use

4.3

Customer Service

4.4

## Pros and Cons in Reviews

GC

Greg C

Vice-President of Finance and AdministrationFood Production, 51 - 200 employeesUsed the software for: More than 2 years.

“Its performance is solid, and since we primarily use it for the retrieval of finalized AP and AR documents, it has proven to be a reliable system for accessing files when we need them—especially during accounting and tax audits.“

January 8, 2026

AM

Ar-jay Angelo M

System AdminstratorFood & Beverages, 201 - 500 employeesUsed the software for: 1-2 years.

“The user interface feels a bit outdated, and the initial configuration process can be time-consuming.“

May 13, 2025

Patricia M

Administrative ClerkEvents Services, 2 - 10 employeesUsed the software for: 6-12 months.

“I love Square 9 software as I can prepare all my documents without any issues. Plus if I am out of office I can still sign urgent documents“

January 26, 2026

KL

Karen L

Accounts Payable - AgronomyChemicals, 51 - 200 employeesUsed the software for: 1-2 years.

“This can cause delays in the amount of time invoices reach their destination to be worked. But, overall, I don't have too many issues with not liking Square 9.“

October 30, 2024

JT

Jeremy T

Chief Financial OfficerAccounting, 201 - 500 employeesUsed the software for: More than 2 years.

“Our experience with Square 9 has allowed paperless invoice storage with automated workflows customized to our company's needs.“

June 18, 2025

MD

Meredith D

Finance SpecialistHospital & Health Care, 201 - 500 employeesUsed the software for: More than 2 years.

“The worst part of Square9 is that we are not completely reliant on it for our Accounts Payable processing, so when the system stops working, our entire ability to move forward with processing and paying invoices is held up until it is fixed.“

June 5, 2023

CM

Candace M

Administrative AssistantGovernment Administration, 51 - 200 employeesUsed the software for: Less than 6 months.

“Its user-friendly interface, robust features, workflow automation, integration capabilities, and excellent customer support make it a valuable asset for businesses seeking to enhance efficiency, productivity, and compliance in their document processes“

May 9, 2024

RS

Rita S

System AnalystComputer Software, 201 - 500 employeesUsed the software for: Less than 6 months.

“Too much time was spent covering low-level concepts such as X button being used to exit the screen.“

March 4, 2025

## Showing most helpful reviews

Showing 1-25 of 141 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Adrian A.  
Dir of IT  
Food & Beverages  
Used the software for: 2+ years

### "Sq9"

August 17, 2023

4.0

Fairly good

Pros

Ease of use / OCR / Invoicing / Workflows

Cons

Server sometimes crashes / administration

Review Source

Response from Square 9 Softworks

August 22, 2023

Thanks for your review Adrian. We appreciate your feedback.

AR

Amry R.  
Receptionist  
Wholesale  
Used the software for: 2+ years

### "Square 9 hands down is the easiest and best software to use."

July 29, 2024

5.0

I have only had one issue with it so far. Everything is easy to use, easy to find, it stores your documents where it's easy to access. Square 9 has been the best decision.

Pros

It's easy to find your document once it's scanned into square 9.

Cons

The only issue I have had it with, was it got logged out twice and none of my documents were being processed, but opened a support ticket and the issue was resolved within minutes.

Switched from

[Docparser](https://www.capterra.com/p/154445/Docparser/)

Doc records kept losing my documents, it wouldn't scan right, couldn't read anything once it was saved.

Review Source

Response from Square 9 Softworks

August 2, 2024

Thanks for your review, Amry! We are glad to hear our platform has made finding your documents easier. We appreciate your feedback.

VR

Verified Reviewer  
CEO  
  
Used the software for: 2+ years

### "GlobalSearch, formerly SmartSearch, used to be a favorite of ours. Now it lacks a lot of solutions."

April 10, 2018

2.0

We used to like it, but as it allegedly advances in software development, it bothers us more and more. This is not advancement, this is software regression.

Pros

It was cost-competitive, but recent price hikes have lessened that advantage. Has an easy-to-configure archive setup, but its getting messier on their new web consoles. I also like the way it can be both web and desktop client, but new developments in this software are leaving us disappointed.

Cons

The viewer interface is slow in launching a lot of retrieved documents. The Scanning Services to process documents runs slower than our old Digitech did, (and that's pretty slow). Their batch manager is NOT easy to use, and the new workflow interface is a mess.

Review Source

Response from Square 9 Softworks

April 17, 2018

Hello, Thank you for taking the time to review GlobalSearch. You feedback is appreciated! We would like the opportunity to speak with you on your concerns and to remedy any problems you are experiencing. Please contact marketing@square-9.com and we will be happy to escalate any issues you have with the software, and look to have them resolved as quickly and efficiently as possible. We look forward to getting you back on track, and appreciate your continued support. Thank you!

TE

Timothy E.  
CEO  
Hospital & Health Care  
Used the software for: 2+ years

### "Square 9 products have revolutionized our office and field operations workflows!"

April 25, 2023

5.0

We continue to expand our use of Square 9 products. Document management is an important part of any business and in healthcare it is critical. Document History makes HIPAA required audit trails into a seamless process. The infinitely customizable index fields make storage and retrieval seamless. We have been heavy users of both GlobalSearch and GlobalForms for many years, and could not be as efficient as we are without them.

Pros

The ability to retrieve documents in seconds makes all of our tasks easier regardless of the department. We have moved all document workflows into GlobalForms and GlobalSearch. Their Support and Implementation Departments are second to none. Their goal is to make customers happy.

Cons

No, I don't have any document management needs that the Square 9 products don't solve.

Reason for choosing Square 9

The people behind the company are the best in the industry.

Switched from

[Fortis](https://www.capterra.com/p/77341/fortis/)

Square 9 products were simply better designed tools. The people behind the products starting with the CEO, CTO, Implementation, R&D and Support understand customer service better than most software companies. They get that the products need to make people's lives easier, not harder. They are easy to work with and will do whatever they need to in order to have happy customers.

Review Source

Response from Square 9 Softworks

May 1, 2023

Hi Timothy, thank you for your review! We are glad to hear our solutions have revolutionized your document workflows and made tasks much easier. Customer satisfaction is our priority, so thank you for your kind words.

NM

Nikki M.  
Office Manager  
Farming  
Used the software for: 2+ years

### "Works for us"

August 4, 2025

4.0

It has been a useful tool for everyone in our office for filing, invoice processing, and research. It's easier to use than physical file cabinets.

Pros

The efficiency of digitalizing, processing, and filing of documents is what I most appreciate about Square 9.

Cons

Keyword search can be a challenge at finding things. Make sure to use the correct spelling or the same spelling used when indexed.

Review Source

Response from Square 9 Softworks

August 7, 2025

Thanks for your review, Nikki! We are glad to hear our platform has improved your document processes. Thank you for being a Square 9 customer.

TR

Tom R.  
IT Director.  
Hospital & Health Care  
Used the software for: 2+ years

### "SQ9 best DB for document management "

June 18, 2025

5.0

Quick service when new projects come up. Fast data searches. Creation if workflow automation makes us very productive.

Pros

Easy of use creating client databases. Searching and retrieval of data, workflow capabilities for automation.

Cons

Been using the product for 15 years, don not have any, hence using for 15 clients data over 15 years.

Review Source

Response from Square 9 Softworks

June 30, 2025

Thanks for your Tom! We are glad to hear that our workflow automation tools have made you more productive. We appreciate your feedback.

AC

Aaron C.  
Infrastructure Tech  
Textiles  
Used the software for: 2+ years

### "Square 9 review"

January 28, 2025

5.0

We have been using the product for years. We are constantly adding limitless functionality in all aspects of the company. The support staff is knowledgeable as well as the professional services team. Everything we set forth to use has functioned properly.

Pros

Being a IT/Power user, I appreciate the great support team and prompt responses on any questions or issues that may arise.

Cons

At the moment I do not have any complaints

Review Source

Response from Square 9 Softworks

March 5, 2025

Thanks for your review, Aaron! We are glad to hear you have had a great experience with our support team. We appreciate your feedback.

ST

Sarah T.  
Accounts Payable  
Farming  
Used the software for: 2+ years

### "Excellent Product Overall"

October 30, 2024

5.0

Overall, it has been a good experience. There are times that our IT department has to go in and fix some things but overall, it is good. I did have an issue previously and Square 9 reached out to me and worked very hard to correct the issue.

Pros

I like that there are a lot of ways to search for things. I also like how you can customize every aspect of it.

Cons

It has a tendency to get bogged down and become slow.

Review Source

Response from Square 9 Softworks

December 4, 2024

Thanks for your review, Sarah! We are glad to hear you are enjoying the customization features of our platform. We appreciate your feedback.

CR

Candice R.  
Member Service Representative  
Utilities  
Used the software for: 2+ years

### "Connecting the unconnected!"

December 5, 2024

5.0

Overall, the program has allowed for us to efficiently improve our imaging/documentation routine to better assist the entire coop.

Pros

The localized storage makes it easy for employees throughout the office to locate, view and send different documents relating to all of our members.

Cons

Once in the application, some of us find it hard to navigate, especially when we were first introduced to the program.

Review Source

Response from Square 9 Softworks

December 13, 2024

Thanks for your review, Candice! We are glad to hear our platform has solved your document management needs. We appreciate your feedback.

AAM

Ar-jay Angelo M.  
System Adminstrator  
Food & Beverages  
Used the software for: 1-2 years

### "A Powerful Document Management Tool "

May 13, 2025

4.0

My experience with Square 9 has been mostly positive. It’s reliable and streamlines many manual tasks.

Pros

I liked the way Square 9 simplifies document storage and retrieval, saving time and improving accuracy.

Cons

The user interface feels a bit outdated, and the initial configuration process can be time-consuming.

Review Source

Response from Square 9 Softworks

June 19, 2025

Thanks for your review Ar-jay! We are glad to hear our platform has helped streamlined your manual tasks.

MW

Marc W.  
Senior Consultant  
Business Supplies and Equipment  
Used the software for: 6-12 months

### "Admin feedback "

May 7, 2024

4.0

Pros

Square9 is very intuitive and easy to navigate

Cons

Lack of logs to investigate issues and I have to go through a reseller as we are currently not an SQ9 partner

Review Source

Response from Square 9 Softworks

May 16, 2024

Thank you for your response Marc! We are glad to hear you are having success with your platform. We appreciate your feedback.

RB

Rodney B.  
Information Systems Coordinator  
Utilities  
Used the software for: 2+ years

### "Our experience with Square 9"

September 7, 2023

4.0

For the cost, Square 9 is a good product. We have quoted other document imaging programs and the prices don't compare. For the most part, it does exactly what we need it to do and it properly stores all of our AP documents.

Pros

The workflow runs pretty smooth, and we are able to get these invoices to the people that need to see them, quickly. Once AP enters the invoice, they don't need to revisit the invoice until it is time to print the check. Therefore, the process is pretty easy for the AP person after the initial invoice entry.

Cons

There are disconnects often between Square 9 and our server. Some of the issues come from our end with the server, but when there is an issue with Square 9, it can take a while to get it fixed. I believe there aren't a ton of people working between our software company and Square 9, so that is probably the biggest issue we have.

Reason for choosing Square 9

The prices didn't even compare.

Review Source

Response from Square 9 Softworks

September 12, 2023

Thanks for your review, Rodney. Glad to hear our solution has improved your company's AP processes. If you ever have issues, don't hesitate to reach out to our support team and they will be able to address you quickly. Thanks for being a Square 9 customer.

MJ

Melinda J.  
Executive Coordinator  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Square9 a Huge Time-Saver"

June 19, 2023

5.0

Square 9 allows us to easily access our accounts payable checks and accompanying invoices. This has saved so much time in filing and retrieval efforts. And time is money. It allows multiple users to access the information at the click of a button.

Pros

Square 9 allows us to easily access our accounts payable checks and accompanying invoices. This has saved so much time in filing and retrieval efforts. And time is money. It allows multiple users to access the information at the click of a button.

Cons

Despite having the functionality to remove idle users, it never seems to work correctly. The cloud version is not quite as user-friendly as the original network version.

Review Source

Response from Square 9 Softworks

June 23, 2023

Thanks for your review, Melinda. We are glad to hear you can easily access your accounts payable documents, saving you time and money. We appreciate your feedback.

MR

Michael R.  
IT Manager  
Food & Beverages  
Used the software for: 2+ years

### "Long Time Square 9 User"

August 17, 2023

5.0

We use Square 9 for basic document storage, AP workflow to get invoice approvals from managers. Online Purchase Order form for our employees.

Pros

We've been using Square 9 for over 10 years. Very easy to implement. Forms has enabled us to provide our users with an online Purchase Order solution.

Cons

Not a lot of Cons, but maybe a way to show the admins there is an update available and list what improvements are available thru updates.

Reason for choosing Square 9

Seemed to be a lot easier to use then others.

Switched from

[Fortis](https://www.capterra.com/p/77341/fortis/)

Former solutions were not user friendly.

Review Source

Response from Square 9 Softworks

August 22, 2023

Thanks for your review, Michael! We are glad to hear you are seeing success with our forms and AP workflows. Thank you for being a longtime Square 9 customer.

TG

Tanya G.  
Division Accounting Manager  
Construction  
Used the software for: 2+ years

### "Great product and Customer Service"

October 19, 2023

5.0

My experience was great and would recommend them to others and have!

Pros

The kickoff team was great at was helpful and informative when we reached out to them.

Cons

We passed our project time window but did not receive a warning we were at the end of the project time frame. Reaching out a week before with a red flag would have been great. We ended up expanding the project and addressed any lingering issues at that time.

Reason for choosing Square 9

Square 9 reached out to discuss additional products and services when we ended the old contract that was in place.

Review Source

Response from Square 9 Softworks

October 27, 2023

Thanks for your review Tanya! We are glad to hear that you had a great experience with our kick off team! We appreciate your feedback.

SB

Shawn B.  
Mgr of Mfg Technology  
Aviation & Aerospace  
Used the software for: 2+ years

### "Saves time even for how lightly we use it"

October 30, 2023

5.0

Overall it is a time saver, I think it has the potential to streamline our business even further if I could get time to go through the various educational courses that are offered.

Pros

When it is setup, it just works and without any issues or problems. It does a good job of connecting multiple scanned documents to a single output file following defined naming rules. This is our main use of it at the moment, though there are lots of additional functions and processes I would like to implement. It is a new application for me and was setup before I started, so I have a bit to learn before I can add things.

Cons

I have found the connection to the server to be very slow and unresponsive at times. I have not been able to trace the source of the lag. There have been times the screen is unresponsive, but not clearly because the application has locked up either.

Review Source

Response from Square 9 Softworks

November 9, 2023

Thanks for your review, Shawn! We are glad to hear that our platform is improving your document process. We appreciate your feedback.

MC

Melanie C.  
Office Manager  
Individual & Family Services  
Used the software for: 2+ years

### "Good software for small business"

July 20, 2023

5.0

Customer service is probably the fastest of any software service. They also will assist any time I just can't figure something out in programming.

Pros

Square 9 provided a technician to do the initial setup and training. Programming is relatively simple as new companies or users are added. Annual downloads are perfect for audits.

Cons

There is no retention process available, so this has to be done manually as documents meet their expiration.

Review Source

Response from Square 9 Softworks

July 28, 2023

Thanks for your review, Melanie! We are glad to hear you have success with our support team. Thank you for your feedback.

MG

Melissa G.  
Lead IT Support Specialist  
Utilities  
Used the software for: 2+ years

### "Square 9 Invoice Approvals"

September 21, 2023

4.0

Pros

I like that Square 9 can not only store our documents and separate them into convenient archive folders, but we also appreciate that it handles all of our approval workflow processes. From Invoices, Credit Card Receipts, to Travel Requests. Initial setup can be a little overwhelming with all the information that goes along, but the knowledge base instructions and videos make it a lot easier and quicker to learn.

Cons

We sometimes experience bottlenecking of data being integrated between our CIS/FIS system and Square 9. This causes some hang-ups with workflows, scanning/auto indexing of documents.

Review Source

Response from Square 9 Softworks

September 22, 2023

Thanks for your review, Melissa! We are glad to hear you are find success using our platform's workflow capabilities. We appreciate your feedback.

MM

Megan M.  
Controller  
Retail  
Used the software for: 1-2 years

### "Satisfied Customer"

October 5, 2023

5.0

From implementation to completion, it was apparent that our satisfaction was Square 9's top priority. I'm happy to report that they earned us as a satisfied customer!

Pros

The document storage feature was the primary attraction to Square 9. But what sold us on Square 9 was the OCR technology, which has automated the invoice entry process. Further, with Square 9, we are able to import that data into our accounting system. Above all, it is easy to use, which has allowed a smooth transition for all users.

Cons

Nothing to report.

Review Source

Response from Square 9 Softworks

October 13, 2023

Thanks for your review, Megan! We are glad our platform has improved your organization's processes and document storage. We appreciate your feedback and thank you for being a Square 9 customer.

ML

Matthew L.  
Manager  
Utilities  
Used the software for: 6-12 months

### "Highly Recommend"

September 21, 2023

5.0

Pros

The program is very easy to use. Their implementation team is second to none. They will contact you frequently to make sure everything is going ok and if you run into a problem, they immediately fix it or investigate it. The product has allowed us to easily find and secure documents that would otherwise be stored in an unsecured box that you could spend hours trying to find.

Cons

Honestly haven't found any cons at this time.

Review Source

AG

April G.  
IT Director  
Financial Services  
Used the software for: 2+ years

### "Square 9 - Good Product"

June 5, 2023

5.0

Pros

Dragging and dropping docs into this system is great.

Cons

Our licenses keep getting locked up because the application runs in a browser and our people are used to just "X" ing out of a browser when they're done - but that doesn't release the Square9 licenses.

Review Source

Response from Square 9 Softworks

June 9, 2023

Hi April, glad you are having success with our solutions. If this problem continues, please reach out to our support staff.

GR

Glen R.  
Tech Support Analyst  
Maritime  
Used the software for: 2+ years

### "Easy to use and administrate"

July 20, 2023

5.0

Have been using this product for 20+ years. Since it was Fortis, then SmartSearch, to GlobalSearch, and for every transition the S9 team has been a great asset to making the change go smoothly

Pros

So easy to maintain and for users to use the product. Great and quick customer support when there ever is a problem (rarely)

Cons

There are so many features that i can't think of any cons

Review Source

Response from Square 9 Softworks

July 24, 2023

Thanks for your review, Glen! We are glad to hear you have had success with our platform. Thank you for being a long-standing customer and we appreciate your business.

SJ

Sarah J.  
Program Administrator  
Insurance  
Used the software for: 2+ years

### "Square 9 Review "

May 4, 2023

5.0

Pros

I like how easy it is to enter my documents into the system and that I can quickly locate a document when necessary.

Cons

I do not have any complaints at this time.

Review Source

Response from Square 9 Softworks

May 15, 2023

Hi Sarah, thanks for your review! We are glad to hear how easily you can find your documents with our solution.

LSA

Liliana Sofia A.  
GED  
Information Technology and Services  
Used the software for: I used a free trial

### "Revolutionizing my way of handling documents"

July 1, 2023

5.0

This platform has allowed me to speed up contract cycle times and collaborate efficiently at all stages of the process. I can now negotiate, manage, and collaborate on contracts quickly and seamlessly, which has had a positive impact on my organization.

Pros

What I like the most is its ability to speed up contract cycle times. Before, he was trapped in a maze of endless and tedious paperwork. But now I can negotiate, manage and collaborate on contracts efficiently and without stress. It's just amazing!

Cons

Although customer service is generally excellent, I have experienced some delays in response on occasion. While I understand that you may have many demands, I would have liked quicker responses in certain situations.

Review Source

Response from Square 9 Softworks

July 13, 2023

Thanks for your review, Liliana! We are glad you have been able to reduce paperwork in your business with less stress on you! We appreciate all your feedback.

HB

Honey B.  
HR Manager  
Utilities  
Used the software for: 2+ years

### "Great customer service"

July 20, 2023

5.0

It has been great to be able to use this company for our document storage.

Pros

Communication is always good if I need help with anything. Easy turn around times.

Cons

Nothing I feel is missing. Everything that was needed for our company, Square9 satisfied.

Review Source

Response from Square 9 Softworks

July 28, 2023

Thanks for your review, Honey! We are glad you are having a great experience with our platform. Thanks for being a Square 9 customer.

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