# Page 5 | Square 9 Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Square 9 ## Showing most helpful reviews Showing 101-125 of 141 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use PE Patrick E. IT Systems Technician Education Management Used the software for: 2+ years ### "helped our company organize our many documents" June 26, 2017 4.0 Pros i liked the improvements in the interface and the speed o f searching. Also, the addition and improvements to the web client have helped our organization massively. Cons Adding users and Fields is still nebulous. I wish that it was easier to spin up new archives or create them from already existing once. Review Source TQ Tannus Q. President Used the software for: 2+ years ### "Excellent product, excellent service" June 30, 2017 5.0 Pros Smart software which makes document routing and management efficient and traceable. Can run backend SQL reports to monitor key metrics across document processing. Cons Would like to see added features that are more akin to Sharepoint with the ability to multiple fields across multiple documents at once. Review Source DW David W. Application Engr Used the software for: 2+ years ### "Good Product on SmartSearch" June 23, 2017 5.0 Pros We have a backend system that can connect via REST api. They have a good documentation and sample on how to use the REST API. Cons Wish they have the online version for SmartSearch with full features as the desktop client. That will be nice. Everything should be web app and no more desktop client. Review Source BS Ben S. Director of security and technology Used the software for: 2+ years ### "Love the product " June 29, 2017 4.0 Pros Create use tailored to our specific organization. Enjoy workflow and webform customization. Document workflow is a plus as well Cons Install file size should be cut down. More professional service people to get faster response times for creating forms Review Source VD Vi D. AP Clerk Used the software for: 6-12 months ### "The software is good but it lags a lot and there are some features and functions that I'm hoping for" June 22, 2017 4.0 Pros Concept is great and you can customize everything yourself. Global Search looks good but Smart Search needs improvement. Customer service is great though! Cons Both Smart Search and Global Search are lagging and we've only been "on-line" for a few months. I'm concerned about how much slower the software will be as we add more and more invoices into the system. Review Source DC Daniel C. Fleet & Operations Manager Used the software for: 1-2 years ### "Easy to use, Functional, dependable!" June 21, 2017 4.0 Pros We scan a large number of documents into our system daily and need to search them pretty quickly after they are loaded. This system allows us to do that with minimal processing time and returns reliable results. Cons Once you get use to the process of building workflows to process documents it is easy but the learning curve can be intense at times. But with support it isn't too bad. Review Source AH Amy H. Operations Associate Oil & Energy Used the software for: 1-2 years ### "Very organized in document management." June 22, 2017 5.0 The benefits I received are organization for scanning documents into SmartSearch and easy to search for the documents. It is very user friendly. Great for document management. Pros Easy to learn and use. Easy to become familiar with and very organized. It is user friendly. Allows capability for adjustments. Cons Many features I am not too familiar with, but have not been in a situation when I needed to use them. Review Source PK Paul K. Quality Manager Used the software for: 2+ years ### "Great product that allows us to digitally archive and access records from our multiple locations." June 21, 2017 4.0 Pros Ease of use. Ease of set-up. Workflow design and functionality, especially email importing and barcode recognition. Both allow almost fully automated indexing functionality. Cons When needed, technical support is difficult to reach when fast responses are needed to keep important business functions running that are depending on the software. Review Source KG Kate G. Project Manager Used the software for: Less than 6 months ### "more stumbling blocks and pitfalls than any other product" December 20, 2017 3.0 Pros Its User Interface for validation users is so simple and minimum that validation users can't mess up. Cons Support. I've yet to get through to someone on the phone after over a dozen tickets opened, always a voice mail and email, then waiting hours for response. My installation team, a reseller and it did not go well. I don't believe this was ever set up correctly to begin with and now it's a mess to try to figure out what went wrong. 5 months in and we still don't get 80% out of the product. Review Source Response from Square 9 Softworks December 22, 2017 Kate, Thank you for your review. We are truly sorry to hear about your experience and will immediately address the issue to explore what happened with your GlobalCapture installation. We've escalated your comments to a solutions professional who will gather additional details and follow up with you directly as soon as possible. Thanks for taking the time to let us know what you have been experiencing. BE Ben E. Lead Implementaion Consultant Information Technology and Services Used the software for: 2+ years ### "This software works pretty well. We use it company-wide." June 29, 2017 4.0 Ability to have a central repository that is version controlled for users to manage documents. Pros Easy to use. Versioning ability. It is easy to import and export documents. I like that up to 1000 documents can be loaded at one time. Seems to run at the expected speed. Flexible metadata fields. Cons Security is cumbersome to setup. Not able to handle multiple domains in one version. The preview window should support more file types. In line editor sometimes does not Save the changes you make even though you did save them. Review Source CF Charles F. Systems Administrator I Retail Used the software for: 6-12 months ### "Louisville Tile Review" August 17, 2023 5.0 Pros Ease of use and organization of files, also the new square 9 web server is easy to use as well. Cons The recent update makes it more difficult for users to login and manage Review Source Response from Square 9 Softworks August 22, 2023 Thanks for your review, Charles! We are glad to hear you are having a good time using our platform. We appreciate your feedback. MD Marsha D. Office Manager/Bookkeeper Government Administration Used the software for: Less than 6 months ### "Review" May 3, 2023 5.0 Very good - Product and Employees were all very helpful Pros Easy to use, just in the first phase of scanning Cons I do not like or use the QR code sheet, it is too time consuming and uses too much extra paper Reason for choosing Square 9 n/a Review Source Response from Square 9 Softworks May 15, 2023 Hi Marsha, thanks for your review! We are glad to hear you've had an easy time using our solutions. LH Leslie H. General Manager Education Management Used the software for: 2+ years ### "Challenging Setup" August 17, 2023 4.0 Pros The vast array of capabilities with editing and designing something specific to the business Cons Setup was a challenge for our last IT - wasn't able to get it working Review Source Response from Square 9 Softworks August 22, 2023 Thanks for your review, Leslie. We appreciate your feedback. Please let us know if there is anything we can do to improve your experience with our platform. BB Benjamin B. BTS Support Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Great Software" June 21, 2017 5.0 Pros GlobalSearch has allowed my org to automate paper processes and go paperless with ease. Also works great with GlobalForms. Cons You can not secure done to the document when it comes to who can see certain documents. Like to keep things under one archive but control who can see what. Review Source KV Kaye V. Sec Rec Non-Profit Organization Management Used the software for: 1-2 years ### "still learning" June 30, 2017 5.0 Ease of access Pros The ease of filing. Easy to navigate. Easy to use . the ability to easily access information will be beneficial Cons How global forms work is a little tricky. Workflows and such are kind of hard as when we were sold the software, they didn't state this portion of it. Review Source TF Tim F. U.S. Technical Manager Used the software for: 6-12 months ### "I use Global Capture to automate processing of customs forms." June 23, 2017 4.0 Pros I like it's accuracy compared to other OCR solutions I have used. It allows me to zone in on problem areas and configure them to find the data I'm looking for as best as possible. Cons I don't like how once something is in the queue, I can't move it up or down in the batch manager. This is a problem for me when I'm processing a large batch of files and need to test a new workflow or process a priority document. Review Source GR Guadalupe R. AP Coordinator Used the software for: 1-2 years ### "Great features, functions, and feasibility compared to similar products on the market." February 23, 2018 4.0 Pros The customization features greatly meets our needs. Really appreciate the flexibility of the work flows. Cons Hoping that increase in database size doesn't slow down the software speed. Hope to see an upgrade/solution soon. Review Source TD Tim D. Systems Administrator Automotive Used the software for: 1-2 years ### "Easy Search Functions" June 29, 2017 5.0 As I become more familiar with capabilities, we are growing the useage Pros Domain user groups are easy to assign security. User can easily search and view documents. Documents can be set to print specific information. Review Source PS Patrick S. Software Developer Education Management Used the software for: Less than 6 months ### "Square 9 review by Patrick Steiner" June 6, 2023 5.0 We have many form/workflow issues for course registration and human resources we will solve. Pros The online training has me ready to build forms and workflows to modernize the college. Cons We are scheduled for install in the next month, but from the training I do not see any shortcomings yet Review Source Response from Square 9 Softworks June 9, 2023 Hi Patrick, thanks for your review! We are glad to hear you are having success with our workflow and form solutions. Thank you for being a Square 9 customer! AP Amanda P. Deputy Auditor Used the software for: 6-12 months ### "transitioning from our old system to the new was a breeze" June 23, 2017 5.0 Pros i love the key free technology. the ability to alphabetize the ability to make the screen pull up how many ever documents to fit our needs Cons when indexing we have to type alot of the same information in time and time again, it will not carry the previous info over to the next record for us to review and use. Review Source PJ Philip J. Owner/pitmaster Food & Beverages Used the software for: 6-12 months ### "Good product" August 15, 2021 5.0 I use this to categorize invoices and biil of sale documents. Pros Was easy to capture and classify documents by category, pretty good program for the money. Cons Nothing that has come.up in my weekly use of the product, it has done everything I've needed it to do. Review Source KM Kim M. Business Mgr. Non-Profit Organization Management Used the software for: Less than 6 months ### "Awful, the reseller sold us support and have been awful to work with - very misleading presentation!" June 30, 2017 3.0 NA - still in set up mode Cons need better resellers and need to test them to make sure they are doing a good job selling, supporting and actually know how to use it with out having to call every question in to your office and we have to wait days to get answers. We use this company for other things but this has really made us loose faith in them. Poor service. Review Source Response from Square 9 Softworks July 7, 2017 Kim, We are truly sorry to hear about your experience and will be contacting your reseller today to explore where this went wrong. We are here to help and will offer our assistance to make sure you're being taken care of. Thanks for taking the time to let us know about the problems you have been experiencing. CW Carl W. IT Administrator Mechanical or Industrial Engineering Used the software for: 2+ years ### "Good and liked by my accounting team. Slow to get traction with other departments." June 26, 2017 4.0 Cleaned out the file room and easy to manage documents Pros Once it is setup it runs well. Easy to train users on. Flexible with document workflows and inbox tools Cons Upgrades can be difficult as the client ans server need to be updated together and the client update need admin rights. Review Source SH Sam H. IT manager Medical Practice Used the software for: 1-2 years ### "Compare to competitors versions, SmartSearch is very easy to manage and monitor." June 26, 2017 4.0 Ease of management compared to the old document management system. Have also received positive feedback from users. Pros Management of permissions is a snap with the SmartSearch client. Management is performed through the same client. Global forms has also may it easy for users to submit data while out of the office. Cons Managing the product in the web client is a little clunky. However, we are still getting use to the management via web browser. Review Source MW Mike W. IT Tech Used the software for: 2+ years ### "Using GlobalSearch is an effective way of managing company documents." June 26, 2017 4.0 Pros The UI is pretty simple to navigate and I love how it is able to collaborate with other software such as QuickBooks. Cons Sometimes the software becomes unresponsive while using it. However, that may be on us. Other than the common lock-ups, there is not much to it. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.