# 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 --- 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/) * * * 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 “The user interface feels a bit outdated, and the initial configuration process can be time-consuming.“ May 13, 2025 Patricia M Administrative ClerkEvents Services, 2 - 10 employeesUsed the software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. DB Dorothy B. Town Clerk Government Administration Used the software for: 2+ years ### "Works great for me!" September 21, 2023 5.0 There has not been a time that if I had a question or needed assistance that it wasn't obtained. Thank you! Pros There are many aspects that I like. Uploading documents is very simple when you design the program how you need it. Cons I found that with integration of the software/process could have gone more smoothly. Explained better for those that really don't understand the software/electronic side of records management yet. Reason for choosing Square 9 Seemed to have what was needed and more. Review Source Response from Square 9 Softworks September 22, 2023 Thanks for your review, Dorothy! We are glad to hear you are having success with our platform. We appreciate your feedback. MD Meredith D. Finance Specialist Hospital & Health Care Used the software for: 2+ years ### "Excellent Product" June 5, 2023 5.0 Overall Square9 has made an enormous positive impact on our organization and we are very happy with the decision to use their products. Pros The best part of Square9 is the visibility and fast access to documents, both in process and archived. Cons 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. Fixes for those urgent problems do not happen as quickly as we need them done. Reason for choosing Square 9 Square9 was a known product to me from a previous job, and I have found Square9 to be more customizable than other products I have seen. Review Source Response from Square 9 Softworks June 9, 2023 Hi Meredith, thanks for your review! We are thrilled to hear your organization has improved using our solutions. Thank you 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. 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. OS Olivia S. Operations Specialist Real Estate Used the software for: 1-2 years ### "Love this product" July 20, 2023 5.0 I love this system it has been a life saver for my job! Pros I love the tailoring you can do to everything in every aspect! Cons It takes a bit of time to set up and import if you are doing it on your own. There is some trial and error for sure! Reason for choosing Square 9 We chose Square 9 due to the ease of use and setup, although if you are doing this on your own it can be time-consuming it is so worth it in order to fully customize it. Review Source Response from Square 9 Softworks July 24, 2023 Thanks for your review, Olivia. We are glad to hear our solutions have fit your needs. We appreciate your feedback. AK Alexis K. Accounting Assistant Utilities Used the software for: 2+ years ### "We love Square 9" September 12, 2023 5.0 The quality of the product and the price point doesn't even compete with other options we looked at. Pros The workflow for AP invoices and the document imaging storage is a lifesaver at our company. We process dozens of invoices daily, and automating the process through Square 9 is crucial to the efficiency at which we operate. Cons I am least satisfied with the speed at which my documents export. It doesn't take that long, but to import a batch of invoices to be processed typically takes one minute to populate in an Excel sheet. Review Source Response from Square 9 Softworks September 13, 2023 Thanks for your review, Alexis! We are glad to hear our workflows are improving your organization's efficiency. We appreciate your feedback. JB Jennifer B. VP; Information Technology Hospital & Health Care Used the software for: 2+ years ### "Great Product!" April 25, 2023 5.0 I have never had an issue with the software or support and the support staff are AWESOME! I have attended several trainings in New Haven and always walk away energized to try something new. Pros I like that Square 9 will train staff to become administrators and they will customize training that you need. I like the various features that are included: automation of indexing documents, document workflows, key free indexing, Image Xchange, and File XChange. Cons There are some hurdles when it comes to JSON, etc. when you have not had experience with the language. Support is always great to assist though! Reason for choosing Square 9 Our electronic medical records software was able to get data in but not always would we have great ways to get data out. Square 9 also has some great features that make Square 9 seem to be part of the software the end user is using with Image Xchange. Review Source GD Geraldine D. wrapup admin Insurance Used the software for: 2+ years ### "amazing database " May 4, 2023 5.0 working with it for years only need support assistance twice and they were available immediately and resolved the issue on the spot. Pros Ease of saving, finding and sharing one or many documents Cons nothing love working with the database. reliable and easy to save and to locate documents Review Source Response from Square 9 Softworks May 15, 2023 Thanks for your review, Geraldine! We are thrilled to hear that our solutions have made locating and sharing your documents easy. JD Jake D. DevOps Engineer Automotive Used the software for: 2+ years ### "Does what it says, good value for money" May 4, 2023 4.0 Pros low-code approach to processing logic design Cons little/no support on the weekends - our business operates 6 days/week so if we have issues on Saturday we sometimes have to wait Review Source Response from Square 9 Softworks May 15, 2023 Thanks for your review, Jake. We are glad to hear you've had success with our solutions. Our support team does their best to respond to any support needs quickly. Thank you for being a Square 9 customer. DR David R. Executive Director Individual & Family Services Used the software for: 2+ years ### "New to Document Archiving" April 25, 2023 5.0 We had many years of client files that we are required to maintain. We have saved so much space it is incredible, and our documents are much more secure. Pros Our agency had always done everything on paper and we were not very technologically savvy. Square 9 got us up to speed with their training and support and we have been able to dramatically reduce our amount of paper documents with a goal of making everything electronic. Cons Being new to document archiving, many of the processes were foreign and the terminology was unfamiliar. It was a slow start for us but Square 9 walked us though it and we were able to develop processes that worked for us. Review Source Response from Square 9 Softworks May 1, 2023 Thanks David for your review! We are glad to hear that you are reducing the amount of paper documents and digitally transforming your office! We are here to help, so please reach out to see how we can continue to improve your processes and check out our Education resources at www.square-9.com/resources/customer-e-learning/. GW George W. Lead Technology Technician Education Management Used the software for: 2+ years ### "Evaluation of Square 9" December 4, 2023 5.0 I am very satisfied with the Square 9 usage and ability for our school system. We mainly use it to store and recall documents on a daily basis throughout the school year. Pros I like the Document storage and working in each document plus the PDF conversion of each document. Cons Should be easier to troubleshoot issues instead of having to know SQL to do so plus information regarding the locations and troubleshooting. Review Source Response from Square 9 Softworks December 29, 2023 Thanks for your review, George! We are glad you are having success storing your documents with our platform. We appreciate your feedback. SW Sandra W. Contractor Specialist Consumer Services Used the software for: 2+ years ### "Smart Search " April 25, 2023 5.0 Awesome cant say enough about it or the service they give Pros Ease of use and the cost of what you get with the product Cons It is a great system and is easy to use Reason for choosing Square 9 Ease of use and cost of product as it was better option Review Source Response from Square 9 Softworks May 1, 2023 Hi Sandra, thank you for reviewing us! We are glad to hear you are having success with our solutions. We put customer experience and satisfaction as our priority, so thanks for your kind words and we look forward to a long and continued relationship. 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. Talk to a Capterra advisor for free and get results within 15 minutes.