Square 9

RATING:

4.5

(117)

About Square 9

Square 9 is a document management solution that helps businesses handle and automate human resource processes. Teams can create a single, secure location where all employee records are organized and easily accessible from within a unified platform. Using Square 9, employers can set deadlines for employee benefits enrollment, performance evaluations, and automated notifications according to requirements.

Square 9 Pricing

Contact Square 9 Softworks for pricing details.

Starting price: 

$40.00 per month

Free trial: 

Available

Free version: 

Not Available

Square 9 view invoices

Square 9 Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4

Functionality

4.5

Most Helpful Reviews for Square 9

1 - 5 of 117 Reviews

Korey

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2017

The Konica Minolta Professional Services team delivers Square 9 as a document management solution!

PROS

The Square 9 solution platform offers a wide variety of products for document capture, storage, retention, retrieval and workflow processes to increase our customers productively and enable them to work efficiently. Square 9 is the perfect fit for our existing customers already utilizing Bizhub multi-function devices. The Square 9 bEST connector directly integrates with our devices, simplifying scanning, indexing, and searching of documents from the panel. The user interface design is easy to use and significantly cuts down on training costs. The simplistic GlobalSearch and GlobalCapture configuration interface enables our customers to really own the solution and makes it easy for them to apply changes or expand the system to other business areas within the company. The recent advancements with GlobalCapture provides enhanced capabilities to automate the capture of information for unstructured documents. The ability to automatically separate, classify, and extract data from unstructured documents is a major enhancement to the Square 9 platform. The GlobalAction workflow design canvas provides many tool and options to design a solution to meet specific business requirements. The flexibility of the configuration provides several benefits for document workflow automation increasing our customer's return on investment!

CONS

Software and re-seller / customer support can always be improved, however the software works great and the Square 9 support team does a great job responding to cases! Square 9 regularly releases new updates and enhancements to their software. At times, response times may be long depending on a variety of situations. A regularly updated knowledge base for customers and re-seller's on common issues and request would be a great help or a community for re-seller's and customer to share or post new ideas, enhancements, or common problems may expand the community. Overall great system and support. Highly recommend!

Michael

Food & Beverages, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed August 2023

Long Time Square 9 User

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.

Reasons for switching to Square 9

Former solutions were not user friendly.

Vendor Response

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.

Replied August 2023

Anonymous

11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

2

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed April 2018

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

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.

Vendor Response

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!

Replied April 2018

David

Individual & Family Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2023

New to Document Archiving

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.

Vendor Response

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/.

Replied May 2023

Jennifer

Hospital & Health Care, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2023

Great Product!

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.