# 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 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 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 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 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 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 “The user interface feels a bit outdated, and the initial configuration process can be time-consuming.“ May 13, 2025 JT Jeremy T Chief Financial OfficerAccounting, 201 - 500 employeesUsed the software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 ## 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. KL Karen L. Accounts Payable - Agronomy Chemicals Used the software for: 1-2 years ### "Accounts Payable " October 30, 2024 4.0 I have come to really like and how it has made my job easier. Pros I like 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. I also like the fact that it finds duplicate invoices so reducing accidental duplicate payments. Cons I don't like that sometimes it can be slow. Which may or may not be internet speeds or just how it is. 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 . Switched from [AGRIS](https://www.capterra.com/p/187241/Greenstone/) I was part of a company that merged with another, and they were already using . Review Source Response from Square 9 Softworks November 8, 2024 Thanks for your review, Karen! We are thrilled to hear our platform has drastically improved your invoice processes. We appreciate the 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! 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. has been the best decision. Pros It's easy to find your document once it's scanned into . 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. 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 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 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/) 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. 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. PL Paul L. Owner Medical Practice Used the software for: 2+ years ### "We're a lot more efficient now that we found Square 9." May 1, 2023 5.0 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 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. Review Source Response from Square 9 Softworks May 15, 2023 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. CD Caladonia D. Office Manager Education Management Used the software for: 2+ years ### "A Solid Company to Back Your Project" October 13, 2023 5.0 We originally used to do health screening for COVID. When that proved easy and helpful, we moved our cloud storage to Square 9. We've recently had them build an online application for us. It hasn't been put to use yet, but it will be soon. We've like the experience with them so much that when another project came up recently (a form filler), we immediately reached out to see if they could assist us. I can't say enough good things about Square 9. Pros I particularly like the people involved. The process of implementing your project is very streamlined. Communication is outstanding. I felt very confident in the projects/products we have implemented because the people we dealt with - every step of the way - had it together. I feel like the support behind the products are invaluable. Cons Honestly, it can be a bit intimidating. There's a lot of functionality that the user can access and play around with. does offer a lot of resources to try and help you navigate it, but it still can be a lot to process. Reason for choosing Square 9 Our IT company recommended them when we told them we were interested in switching cloud storage services. Since we had a good experience with our first project with them, we elected to go with . Review Source Response from Square 9 Softworks October 17, 2023 Thanks for your review, Caladonia! We are glad you had a successful implementation and have been managing your applications through the cloud. If you ever need assistance implementing a feature, don't hesitate to reach out to support@square-9.com. 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 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 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 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. 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. RN Rhonda N. Court Administrator Government Administration Used the software for: 2+ years ### "Record keeping Dream" July 21, 2023 4.0 We absolutely love having , would not want to work without it. Pros provides easy access to all our records and has features that help save time for staff members. Eliminates the need to keep paper copies but yet can easily print or email to people when needed. Cons indexing documents after scanning can be time consuming. Review Source Response from Square 9 Softworks July 28, 2023 Thanks for your review, Rhonda! We are glad to hear you are able to easily access your records and eliminate paper. Thanks for your feedback. TJ Tracey J. Administrative Public Relations and Communications Used the software for: 2+ years ### "Square 9 Is An Excellent Asset" August 17, 2023 5.0 My overall experience is a positive one. It has become essential to helping me complete my day-to-day job duties. Pros Square is readily accessible. This is essential b/c I use it everyday. Cons I really can't think of an issue that I dislike. Review Source Response from Square 9 Softworks August 22, 2023 Thanks for your review, Tracey! We are glad to hear our platform is making your job easier. Thanks for being a Square 9 customer. AK Alexander K. Senior Applications Consultant Marketing and Advertising Used the software for: 2+ years ### "GlobalSearch, GlobalCapture reviews" October 19, 2023 5.0 It is very easy to maintain software with great support. Pros Easy to set up workflows, minimum time required for maintenance.. Cons Not easy to set up user's permissions, problems installing Extensions for some users Review Source Response from Square 9 Softworks October 27, 2023 Thanks for your review Alexander! We are glad to hear you are having success with our workflows. 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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