About Square 9
Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.
The HR automation solution streamlines the process of capturing employee documentation, populating that information onto multiple forms, and automatically notifying managers when new employees join the company. Users can securely share confidential employee information, including protected health and employment records.
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- Industry: Hospital & Health Care
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Square 9 products have revolutionized our office and field operations workflows!
Reviewed on 25/4/2023
We continue to expand our use of Square 9 products. Document management is an important part of any...
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.
Response from Square 9 Softworks
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.
- Industry: Medical Practice
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
We're a lot more efficient now that we found Square 9.
Reviewed on 1/5/2023
Square 9 has had a great impact in the speed in which we locate files. Their workflow also allows...
Square 9 has had a great impact in the speed in which we locate files. Their workflow also allows us to review documents generated quicker then ever. We haven't had to call Support too often and when we were deploying Square 9 they were always helpful and fantastic, treating our business like their business.
Pros
Square 9 is easy to use and allows us to search and locate our patient records and other documents faster then ever. We also use GlobalForms for allowing our patients complete their exams forms before they arrive for their eye exam.
Cons
It can be hard to see the status of documents after they are released from GlobalForms.
Response from Square 9 Softworks
Thanks for your review, Paul! We are glad to hear you can easily locate your patient records and other documents with our solutions. Our priorities are customer experience and satisfaction, so thank you for your kind words.
- Industry: Food & Beverages
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Unusable at scale
Reviewed on 25/10/2021
Cocky and conceded staff, poorly written code, support unable to provide help for the simplest...
Cocky and conceded staff, poorly written code, support unable to provide help for the simplest things.
Pros
User friendly enough for people with low computer literacy skills.
Cons
No automatic cleanup options. File bloat is unmanageable. can only select 22~ docs ever minute. Max of 1,000 at a time. On own virtual server with 12gb ram. Support only suggestion add more ram, at 24gb sever is using under 30% but still move as slow and crashes when tiring to delete more than 1,000 docs at a time. If you buy this product be prepared to dump unlimited storage space to it.
Response from Square 9 Softworks
Dear Chris,
As a customer who has been with us for 11 years, we appreciate your feedback. We're sorry your experience didn't match your expectations, but we thank you for bringing this issue to our attention. We always aim to deliver a great experience, and we are disappointed when we don't meet expectations. I have contacted our head of support, customer service manager, and account manager, so they can address your concerns. You may reach our head of Customer Success anytime at [email protected] to discuss further. Again, thank you for your feedback.
-Dawn
- Industry: Individual & Family Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
New to Document Archiving
Reviewed on 25/4/2023
We had many years of client files that we are required to maintain. We have saved so much space it...
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.
Response from Square 9 Softworks
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/.
- Industry: Utilities
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Square 9 Global Search and Global Capture Services
Reviewed on 28/4/2023
We have saved money and time by utilizing Sqaure9 software for our Accounts Payable System and...
We have saved money and time by utilizing Sqaure9 software for our Accounts Payable System and streamlined a lot of processes along the way.
Pros
The ease of the document flow by moving from handling paper to working with scanned documents within multiple locations and ability of electronic data transfer to our accounting system.
Cons
The services come at cost, but Square 9 employees are very knowledgeable about their products and services provided.
Response from Square 9 Softworks
Thanks for your review, Ela! We are glad to hear you can easily move and retrieve key document data using our solution. Thanks for being a Square 9 customer.
Square 9 FAQs
Below are some frequently asked questions for Square 9.Q. What type of pricing plans does Square 9 offer?
Square 9 offers the following pricing plans:
- Starting from: US$55.00/month
- Pricing model: Subscription
- Free Trial: Available
Square 9 allows you to optimize your investment with value-driven concurrent seat licensing. Rather than requiring that each user have their own named license, your team can share from a pool of available licenses so you can do more with less!
Q. Who are the typical users of Square 9?
Square 9 has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Square 9 support?
Square 9 supports the following languages:
Dutch, English, French, German, Italian, Portuguese, Romanian, Spanish
Q. Does Square 9 support mobile devices?
Square 9 supports the following devices:
Q. What other apps does Square 9 integrate with?
Square 9 integrates with the following applications:
Dynamics 365 Business Central, File Explorer, Google Docs, Microsoft Dynamics GP, OneDrive, PaperCut MF, QuickBooks, SharePoint
Q. What level of support does Square 9 offer?
Square 9 offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Related categories
See all software categories found for Square 9.
- Contract Management Software
- Accounts Payable Software
- Enterprise Content Management Software
- Forms Automation Software
- Optical Character Recognition (OCR) Software
- Business Continuity Software
- Business Process Management Software
- Electronic Data Capture Software
- Content Management Systems
- Document Management Software
