# Page 4 | Square 9 Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 # Page 4 - Reviews of Square 9 ## Showing most helpful reviews Showing 76-100 of 141 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JG Janine G. Director of HR Machinery Used the software for: 2+ years ### "Good solution with good customer service" June 8, 2023 5.0 Overall, it is a good document retention solution. When I get additional information about the additional features, it seems like an even better solution. Unfortunately, our IT department is not staying current on rolling those features out. Pros The customer service is very responsive. Cons Most of the cons are related to how our IT department has implemented the solution. Wish it could be easier for me to be an admin to do things like workflows, etc. without having access to company wide information. Review Source Response from Square 9 Softworks June 16, 2023 Thanks for your review, Janine! If your IT department still needs assistance with implementing our solutions, please reach out to our support team. We appreciate the feedback. AV Angelet V. Marketing Director Public Safety Used the software for: 1-2 years ### "Document Storage" November 30, 2023 4.0 Overall ok, a little complicated but ok. Pros It is easy to use and allows for all our staff to have one location to gather our documents. Cons The set up, it took a lot of time to work through identifying everything that was needed and getting everyone on the same page. Review Source Response from Square 9 Softworks December 29, 2023 Thanks for your review, Angelet. We have forwarded your information to our customer success team who can best assist you. We appreciate your feedback. CL Christopher L. IT Manager IT Specialist Hospital & Health Care Used the software for: 1-2 years ### "Great software" February 2, 2024 5.0 Pros The ease of use, our accounting department is able to stay on top of their work and get it completed quicker. Cons We have come across some issues from time to time, but what program doesn't have issues from time to time? Review Source Response from Square 9 Softworks February 6, 2024 Thanks for your review, Christopher. We are glad to hear our platform has helped improve your accounts payable department. We appreciate your feedback. sZ shirley Z. Application specialist Real Estate Used the software for: 2+ years ### "Great and easy tool to use. " July 26, 2023 5.0 We are storing all of our legal documents, tax returns, account payable checks, journal entries, ACH/Wire documents and a few other random documents. We have security in place but storing them here allows our other divisions to view these items and eliminate the need for copies stored at their site. Pros I like how easy it is for users to use. Very little training is necessary. Accounting was skeptical but I believe they love it now. Cons Sometimes the template and workflow creation can be tricking. There is so much you can do but the online training only dives in so deep. Review Source Response from Square 9 Softworks August 4, 2023 Thanks for your review, Shirley! We are glad to hear you are able to securely store your documents in our platform. Thanks for your feedback. WN Wyatt N. GM of Operations Construction Used the software for: 1-2 years ### "Longtime User of Square 9" September 21, 2023 5.0 It has been good and I hope we can continue to use them. Pros Document management and the work flow creation is great for processing. Cons We do talk with IT Support often because the program constantly needs updating and bug fixes. But they have always fixed the problems Review Source Response from Square 9 Softworks September 22, 2023 Thanks for your review, Wyatt! We are glad to hear you are seeing success with our platform's document management and workflow capabilities. We appreciate your feedback. KF Kyle F. CFO Wholesale Used the software for: 6-12 months ### "Great product!" June 5, 2023 5.0 Pros Simple, easy workflow processing. It is intuitive and user friendly! Cons Cloud outages from time to time with no warning. Review Source Response from Square 9 Softworks June 9, 2023 Thanks Kyle for your review. We are glad to hear you have found success with our solutions. Thank you for being a Square 9 customer! JM Jeremy M. Sr. Purchasing Agent Mining & Metals Used the software for: 2+ years ### "I've used SmartSearch/GlobalSearch for a little over 5 years. We use it to capture inv, pods & POs." June 26, 2017 4.0 Ease of finding documents via index fields. Nice indexing tools, especially key-free. Make it possible for my remote project sites to create visibility of their documents and purchasing transactions. The same goes for our Corporate office being able to create visibility for our projects sites. Pros Ease of use. User friendly. Creates many efficiencies for us. We use to create 3 way matches for AP and this software does it great. I love the options to customize searches and permissions. I like that I can do some level of customization without outside help. Cons Small bugs or quirks. Increasing wait time for key free. Limited options to "burn" items such as signatures or annotations. Missing a strong phone or tablet ap. Worflows are improving but not to a point that satisfies the needs of my company. Would be great to have option to print index fields in margin of shrunk document...or even on a second page. Review Source AB Anya B. Director of Revenue and Reimbursement Hospital & Health Care Used the software for: 6-12 months ### "Easy to use solution for business" June 13, 2023 5.0 Pros Extremely easy to use and has an amazing upload feature Cons It takes a while for files to load sometimes Review Source Response from Square 9 Softworks June 16, 2023 Thanks for your review Anya, we are glad to hear our solutions have been easy to use. We appreciate your feedback! MC Matt C. Commercial Sales Rep Construction Used the software for: 1-2 years ### "Square 9 for "Windows"" June 13, 2023 5.0 Square 9 has helped our business get more organized and secure. We have several sales people with traveling computers and Square 9 has created a hub for all our order document s and invoices. Pros Square 9, for our window company, helps keep documents flowing and accessible for all sales people. Order documents and invoices can be found easily and minimize the need for accounting folks to help with the simple everyday tasks. Cons Can be hard to find things at the beginning. Review Source Response from Square 9 Softworks June 16, 2023 Thanks for your review, Matt! We are glad to hear your company has been able to easily access documents. We appreciate the feedback. JR Jack R. Director of IT Retail Used the software for: 2+ years ### "Global Search has reduced our storage of paperwork by volumes and made retrieval instant." June 30, 2017 4.0 Reduction of physically stored paperwork as well as a reduction in lost paperwork. Not having to increase staff as the company has grown. Pros From a technical standpoint, I like the fact that it takes little of my time to maintain and administrate. With the significant enhancements over the last year or two, I see the ability to automate more and more processes which are done throughout our company. Cons We do our own design and development. Working through the reseller for issues and questions can be time consuming and sometimes frustrating. From a user perspective, I can't think of any significant cons... Review Source PM Peg M. IT Operations Manager Hospital & Health Care Used the software for: 2+ years ### "GlobalSearch has helped us increase productivity and revenue." June 30, 2017 5.0 We have reduced time to process orders both outbound and inbound thus expediting claim submission and increasing cash flow. We have improved multiple process by developing GlobalSearch workflows to automate previously manual processes. Pros Easily configurable and adjustable to fit our processes. Administration is extremely easy, one does not need a degree in computer science to make it work or troubleshoot an issue. Users find it easy to learn and use. Cons We use the desktop client; when we upgrade, it is cumbersome in that we have to touch each workstation and takes a long time on each. It would be nice to retain the number of records displayed in the user settings - as the number of records grows, the default of 50 in the display often leads to records being overlooked in a search. Review Source 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. CH Cory H. Technology Director Education Management Used the software for: 1-2 years ### "Square 9 was a great change" September 21, 2023 5.0 Overall our end users seem to like Square 9 and the management side is much more streamlined and intuitive than other products that we have used in the past. Pros We switched from a different document management solution due to the complexity of managing the system. Square 9 made the install and setup a breeze. Day to day management and use is much easier with its Active Directory integration. Cons I currently do not have any cons compared to what we have used in the past. Switched from [DocuWare](https://www.capterra.com/p/220466/DocuWare/) Cost and management complexity Review Source Response from Square 9 Softworks September 29, 2023 Thanks for your review, Cory! Glad to hear we have made your document management much easier. We appreciate your feedback. CV Connie V. IT Project Analyst Government Administration Used the software for: 2+ years ### "Good product for basic document storage and organization, but has bugs that need to be worked out. " June 21, 2017 3.0 Pros Pricing is reasonable, and support is responsive. Support is all based within the company, which is located in CT, and there are wait times posted online. They are easy to contact, and generally get back to you within the day. Since the company is small, you can be escalated through the support and dev teams rather quickly depending on the severity of your issue. Cons Interface is clunky, and pushing updates company wide is not easy. Updates and hotfixes are frequent, but not advertised. You must request them. Additional modules implemented have not been successful. Base product is worth looking into for a small solution, but modules have not been reliable. Review Source BB Brian B. System Administrator Used the software for: 2+ years ### "GlobalSearch is very easy to use, has all the function I need, and looks great. " June 21, 2017 4.0 Pros I enjoy the ability I have to customize it to my needs. I know I have just touched the surface of what my software has the ability to do. Cons The software support team is usually very slow to respond. There needs to be a rating system of how critical a support ticket is. The desktop application runs much slower than the application on the server. Probably more of an issue with my network than anything else, but still annoying. Review Source DL Don L. Lab Manager Aviation & Aerospace Used the software for: 2+ years ### "Global Capture" February 19, 2020 4.0 We bought this to automatically import files into a home-built system and it's worked well for that. The company has helped us upgrade a couple times and they have been responsive to issues. Pros Configurability Able to do a lot with the software. Cons SLOW!!!! We originally got the version that didn't have a browser interface and it was MUCH faster. I recently had a job where we needed to scan several thousand documents and pull some info from them. It's taken a week to get it done. Review Source FB Fressia B. EA Used the software for: 1-2 years ### "User friendly. Organized workflow. Easy to retrieve records by any detail." June 23, 2017 4.0 Pros I primarily use the program to input accounts payable invoices. Having all the invoices, contracts, tax forms, and crucial correspondence in one location is great for facilitating my workflow. Cons The Key Free feature is a wonderful tool in theory. However, I find myself having to go back and re-enter a lot of the line items, because it captured the invoice number or date incorrectly. Also, going back and forth from Key Free to manual entry is too time consuming, that I've discontinued using that feature. Review Source Response from Square 9 Softworks June 29, 2017 Hi Fressia, Thanks for taking the time to review GlobaSearch! Your feedback is always appreciated. I did want to let you know that there are ways to optimize the OCR results for your your document types so you will get better results. Please contact our support desk at (203) 789-0889 opt 2 at your convenience and we will be happy to assist. BS Beverly S. HR/Payroll/AP Used the software for: 2+ years ### "We have been using Square 9 for approximately 3 years. " June 23, 2017 4.0 Pros Availability of our invoices for all users Searching for invoices is easier than going thru a paper file E-mail capabilities of invoices Cons Sometimes the batch manager doesn't work properly for rejections. Frustrating to have to reset the SSImp Engine...currently, having to do it 3 - 5 times per week. Review Source Response from Square 9 Softworks June 29, 2017 Beverly, We greatly appreciate you taking the time to review GlobalSearch and wanted to say thanks for your feedback. What you described with needing to reset the batch manager frequently is definitely not standard behavior. We will have someone from our support team contact you asap to get this addressed. Thanks again JH Jeff H. Desktop Support Used the software for: Less than 6 months ### "Solid software that delivers good results" June 26, 2017 4.0 Pros The core Smart Search functionality is very strong and delivers "just works" kind of results. It installs fairly easily and the server requirements are pretty minimal. I would definitely encourage someone looking at Smart Search to be certain that their reseller or integrator is well-versed in how to set up Smart Search as that will definitely impact the effectiveness of the installation and setup process. Ours was and our installation and user training went easily with few real issues. Square 9 as a company is responsive to requests for assistance and support can usually resolve issues quickly. Cons The web interface is janky--just not well thought through and with some limitations that are not friendly to users. The client software that is more highly-featured is Windows only so if you are working with users who aren't on Windows that can create issues. Review Source Response from Square 9 Softworks June 29, 2017 Hi Jeff, Thanks for the great feedback. We wanted to let you know that we are less than 90 days away from our v4.5 release of GlobalSearch which will feature an all new web client. The new browser interface will bring both the feel and functionality of our LAN client to the web along with some newly added features. We are super excited about it and think you will be too. AP Anett P. Reception Admin Assistant Sales Support Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Good product, excellent customer service" February 13, 2024 4.0 any time we have an issue, they are very quick to get back to me and schedule a meeting to bring up a solution Pros It has saved us a lot of time with document imaging, we scan close to 300 documents daily so OCR has been a great tool for reading the documents. Cons sometimes it doesn't read quite well the documents or the separator marks miss something - at the same time, our documents are sometimes ripped or have writing on the text. Review Source Response from Square 9 Softworks February 23, 2024 Thanks for your review, Anett! We are glad to hear our platform has saved you time by digitizing your documents. We appreciate your feedback. KJ Kimbelry J. Senior Manager of Accounts Payable Food & Beverages Used the software for: 2+ years ### "It has been difficult to set up workflows and scripts for a complex muti company use" June 21, 2017 2.0 Pros Integration with our accounting software and the ability to search for documents with image exchange from another program Cons Archive layout and audit trail is not very descriptive as to what was changed and by who on a document. Grids are not customization enough to be able to select sub accounts from our accounting software and combine them to create a complete GL account Review Source BS Bill S. Member Service Supervisor Banking Used the software for: 6-12 months ### "We had some reoccurring issues when first implemented. Few and far between afterwards." June 23, 2017 4.0 We are eliminating our physical storage. Pros Simplistic enough for our current use. We will be able to expand our usage as our needs grow in the future. Cons Some of the configuration setup could be a bit more simplistic. Video tutorials would be a massive help. Review Source Response from Square 9 Softworks June 29, 2017 Bill, Thanks for the great feedback. We just wanted to let you know that there are several video tutorials for GlobalCapture configuration already available. We are actively developing additional videos for GlobalSearch administration as well. You can request access to these online training classes at www.square-9.com/resources/education/. There are also a number of video tech tips available at www.square-9.com/product-videos/technical-tip-series/. Hope this helps and once again, thanks for your continued support! JE Josh E. Owner Food & Beverages Used the software for: 6-12 months ### "GlobalSearch and Square 9 have helped me eliminate all paper-based documents" June 19, 2017 5.0 This software has completely eliminated all paper costs and improved productivity 60% Pros It's very user friendly. If I want to search for something, all I have to do is type in a keyword and I can easily find what i'm looking for. Having the ability to create separate inboxes for each type of document made GlobalSearch a really good fit for us. Now, instead of my back office being filled with file cabinets, I've been able to get rid of them entirely and scan everything into GlobalSearch. Cons I wish there were more online courses to take. With the few Square 9 has, I've learned a lot, but i'd love to be able to learn more about the features from my desk or at home. Review Source VR Verified Reviewer Executive Vice President and Managing Director Used the software for: 6-12 months ### "Progressive web based EDM with lots of productivity features" October 10, 2017 5.0 Increased visibility and reduction in data entry labor costs Pros Supports both LAN desktop client and web browser for myraid of deployment options. Lots of covenience features such as KeyFree OCR assisted data entry, drag and drop email, Windows Explorer integration. Great price point for user adds and modules comparative to industry Cons GlobalAction workflow engine is very powerful, but since its all query based, the layman may have trouble developing workflows Review Source DLP DONNELL LAWRENCE P. Project Lead Construction Used the software for: 6-12 months ### "Difficult at times" June 21, 2017 4.0 Helped with filing Pros I can find the items that I am looking for, I can log on anywhere, easy to log into the online system. Cons Take a lot to search multiple items. It would be great if I could copy and past a list and search them all at once. Review Source Response from Square 9 Softworks June 22, 2017 Hi Donnell, Thank you for taking the time to review GlobalSearch. We appreciate your feedback and want you to know we are here to help. The multiple item search you are requesting is standard functionality and can be enabled by adjusting your search into a multi value search. If you would like our assistance, please let us know and we can arrange someone to reach out to you - it should only take a few seconds of your time to make this adjustment. Thank you again for your feedback! Talk to a Capterra advisor for free and get results within 15 minutes.