# 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 “The user interface feels a bit outdated, and the initial configuration process can be time-consuming.“ May 13, 2025 Patricia M Administrative ClerkEvents Services, 2 - 10 employeesUsed the software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 KL Karen L Accounts Payable - AgronomyChemicals, 51 - 200 employeesUsed the software for: 1-2 years. “I like Square 9 for the main purpose of getting the invoices entered and directed to the correct personal to work them, and then the process of them getting the invoices back for payment is pretty seamless. And being about to be paperless and searching for an invoice by so many different fields is nice. “ October 30, 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. JT Jeremy T. Chief Financial Officer Accounting Used the software for: 2+ years ### "Adaptable and innovative" June 18, 2025 5.0 Our experience with Square 9 has allowed paperless invoice storage with automated workflows customized to our company's needs. Pros Square 9’s ability to adapt and accommodate our unique needs as a business is definitely one of their strongest points. Cons This is more situational than anything - in the last project we needed coded and implemented, we went through about three support specialists. We landed with \[sensitive content hidden\] , who was truly exceptional. It did, however, cause us to have to start from the beginning a few times Review Source Response from Square 9 Softworks June 19, 2025 Thanks for your review, Jeremy! We are glad to hear your invoice process has become paperless. We appreciate your feedback. 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. 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. VR Verified Reviewer Systems Analyst Warehousing Used the software for: Less than 6 months ### "Great Document Management System" May 22, 2024 4.0 Pros We are currently working with Square9 on creating workflows to automate the flow of documents. Currently, it fits our needs without breaking the bank, but it looks like there is a lot of untapped potential in the system that we are currently working towards taking advantage of. Cons As with most document management systems, there is a learning curve. Fortunately there is free training included that lays the groundwork for using the system. Review Source Response from Square 9 Softworks May 24, 2024 Thanks for your review, we are glad to hear you are getting value out of our platform. Please reach out to your Square 9 contact if you have anything you'd like to implement to improve your instance. GM Gauravi M. Learning Designer Education Management Used the software for: Less than 6 months ### "Efficient Document Management Solution" August 9, 2023 5.0 It is largely positive. The app's robust document management features, customisable metadata, and advanced search options have significantly improved my document organisation and retrieval processes. Pros It has an intuitive interface that makes it easy to navigate and use, even for those new to document management systems. I can quickly locate and access the tools I need. The ability to create and customise metadata fields for documents is a standout feature. This ensures that the documents are tagged with relevant information, making searching and sorting a breeze. Cons Mobile features are less than what we get on laptop. Review Source Response from Square 9 Softworks August 11, 2023 Thanks for your review, Gauravi! We are glad to hear our platform has significantly improved your document organization and retrieval process. 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. VS Vern S. Controller Maritime Used the software for: 2+ years ### "Square9 Global Search Software Review" August 17, 2023 5.0 We have been using the Square 9 product for well over 5 years and the more you use it, the more you want to load into the system for simple retrieval and multi-user access throughout the organization. Pros The Auto Indexing using templates has had a greater impact on our efficiency than we ever expected! Every company needs document management and storage, but how it gets done is the real key and Square9 excels in that area! Cons We have had a few struggles with integration of the security pass-through with Windows Active Directory, but by utilizing security group permissions, it was easier to manage and is no longer an issue. Review Source Response from Square 9 Softworks August 22, 2023 Thanks for your review, Vern! We are glad to hear our platform has improved your document management. We appreciate your feedback and thank you for being a continued Square 9 customer. TD Tammi D. Assistant to CFO Education Management Used the software for: 2+ years ### "The advantages of Square 9" August 17, 2023 5.0 Square 9 is primarily used for document storage at our office. It is easy and fast to use and it eliminates the storage of so much paper. I love that and enjoy using the program. I spend 6-8 hours on it each day and feel like my job is much easier. Pros The search function is the best element in my opinion. There are several ways you can conduct a search. It makes my job much easier. Cons The time it takes to "pull" up the document is frustrating. It is not all that long but the rest of the program is so fast that it makes this feel like forever. Review Source Response from Square 9 Softworks August 22, 2023 Thanks for your review Tammi! We are glad to hear our platform is eliminating paper and making your job easier. We appreciate your feedback. KP Kim P. Director of Communications Education Management Used the software for: 6-12 months ### "Square 9 - THE solution to bringing our district into the digial age." August 17, 2023 5.0 The benefits of digitizing our records into a easy to use system has been a blessing to say the least. This shift has saved our employees so much time. It also has allowed us to implement district-wide procedures across all of our buildings that we were not able to do so in tha past! Pros The product is utilized by various employees in our schools. All with different technology skills. The Square 9 product line is very easy learn and use. Our employees are SO happy! The deployment team we worked with was TOP NOTCH!! Cons There really are not features I have encountered that make me think of any issues. Review Source Response from Square 9 Softworks August 22, 2023 Thanks for your review, Kim! We are glad you had a smooth implementation and are enjoying our platform. We appreciate your feedback. KH Korey H. Manager, ECM SMB Professional Services Used the software for: 1-2 years ### "The Konica Minolta Professional Services team delivers Square 9 as a document management solution!" July 10, 2017 5.0 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! Review Source KL Kathie L. Corp. Finance Mgr Aviation & Aerospace Used the software for: 2+ years ### "At the tip of your fingers" July 20, 2023 5.0 Overall we have had a great experience. We have to save 40 years worth of information and this frees up a lot of real estate Pros The ease of accessing files that we would otherwise have to look thru files drawers for. Cons Integration when purchasing a new scanner was not all that easy Review Source Response from Square 9 Softworks July 28, 2023 Thanks for your review, Kathie! We are glad to hear you are able to easily access your documents with our platform. Thank you for being a Square 9 customer. 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. 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. MM Matthew M. IT Manager Automotive Used the software for: 2+ years ### "Great value" May 5, 2023 4.0 Pros It is next to impossible to find an equitable solution for a similar cost. They price very appropriately for what you get. Cons Standard headaches that you could get with any number of platforms. Things happen, stuff may not be configured correctly, etc. I wish it were more intuitive and modernized, but that sounds like something that's in the works anyways so we'll see how that turns out. Review Source Response from Square 9 Softworks May 15, 2023 Hi Matthew thanks for your review. Glad to hear Square 9 is meeting your needs. If you ever need assistance setting up your environment, please reach out to support@square-9.com. JB Jennifer B. Project Manager Construction Used the software for: 2+ years ### "Square9 software upgraded" September 22, 2023 5.0 Pros The easy searching in multiple archives. Cons Some of the newer features take training to figure out and the security takes testing. Review Source Response from Square 9 Softworks September 29, 2023 Thanks for your review, Jennifer! We are glad to hear you like how easy it is to search in our platform. 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