# Page 6 | Square 9 Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Square 9 ## Showing most helpful reviews Showing 126-141 of 141 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RW Rob W. Software Engineer Construction Used the software for: 2+ years ### "Awesome document storage solution" June 22, 2017 5.0 Ability to archive and secure documents amongst our many departments and divisions. Pros Global search is easy to use, is very user-friendly, and getting it setup and making modifications is straight forward. Review Source SR Shelly R. IT Help Desk Technician Used the software for: Less than 6 months ### "I am currently the admin for our facility with Square 9. It is very user friendly!! Love it!" June 26, 2017 5.0 The ability to not have to store paper. The ability to share these docs among other departments easily. Standardization of workflow process across the entire organization. Pros The ability to access the software and add files, etc is very user friendly. It makes it very easy to train the end user. Cons Some setup is a little cumbersome, but overall its very user friendly. Having to refresh manually or click off the folder and back on it again to see what changes were made, additions, etc. Review Source CW Carl W. Chief Information Officer Used the software for: Less than 6 months ### "Started out good, but has been very problematic without resolution for the last 7 days." July 20, 2017 3.0 Pros When the software is working, it is accurate, quick and creates a great efficiency for our company. Cons There have been a lot of inconsistencies lately that even the support team can not seem to identify the problem and resolve it. Review Source KD Keith D. VP, IT Wholesale Used the software for: 1-2 years ### "Square 9 GlobalSearch 4.5" November 20, 2018 4.0 We are able to archive and search for all of our Accounts Payable invoices quickly and easily. Pros The ability to search for indexed and archived documents is fast and works well. Cons The implementation team needs better methodology when working with customers to configure the system. Review Source LH Laura H. Financial Controller Accounting Used the software for: Less than 6 months ### "a lot of work to get on board-but beautiful once it falls into place" June 21, 2017 5.0 ease of finding workpapers Pros ease of look up. it allows us to go from our accounting software back to the workpapers that have been uploaded in paperless. i have worked with other paperless systems (M Files) and this system is like the "cadillac". Cons A lot of planning and work beforehand. once you have in place it is beautiful to work in. the barcoding kick out is an issue, but we worked around it Review Source LH Larry H. RD Manager Used the software for: Less than 6 months ### "Wonderful" June 22, 2017 4.0 Pros Before we start to use GlobalCapture, OCR is just means a software could capture wording from document. Then we found there are lots of incredible application on GlobalCapture. It's really helpful for us to process huge document everyday. Cons Maybe it could more easy when doing setup. It still requires lots knowledge and know how then could start to use this software. Review Source KA Karla A. Information System Support Specialist Food & Beverages Used the software for: 1-2 years ### "Very Easy" June 29, 2017 5.0 Pros Search is quick, love how you can set up different search criteria s for different folders, you can let specific active directory users in specific folder and not allow them in other folders - really nice. Review Source DL Darleen L. Business Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Program has glitches when used on server for multi user " November 15, 2017 4.0 Electronic process of invoices. Invoice retention. Streamline process from Square9 to QuickBooks Pros Love the electronic invoicing approval process. Can scan and retain copies of invoices and search for them which makes audit process easier Cons On a server the program loses its connection often. This creates a down time for the business in processing invoices Review Source QT Quinn T. HR Specialist Used the software for: Less than 6 months ### "Demos were customized to show items we were interested in" June 26, 2017 5.0 Pros Simple to use and implement, easily manageable, ability to expand at our own rate inside our company, archive structure is similar to Windows Explorer so easy to teach to new users, but is also a lot easier to search Cons Reporting is not simple and intuitive - had to create own method to organize some information for reporting Review Source ME Maura E. Director of Health Government Administration Used the software for: Less than 6 months ### "Square 9 Global search has helped us provide quicker answers to our customers" June 30, 2017 4.0 We have just started using the program and we love it. When it is operating to full capacity we will be very excited. Pros I'm not an IT person, but this program is simple and straightforward! It's not sophisticated but simple. Cons Viewing documents during the sorting process is challenging. The zoom in feature is difficult to maneuver. Review Source lC loren C. CFO Consumer Goods Used the software for: Less than 6 months ### "We are still learning how to use Square 9 at this time" July 12, 2017 3.0 We are still evaluating how we will best use this software for our needs Pros It appears to be easy to add categories and has some flexibility in the workflows that can be set up. We are still learning how to use Square 9 & fully implement everything it offers so our positive comments are limited at this time Cons We had several issues on installation. Now that we finally got Square 9 up and running, we need to figure out how to best use it. Review Source BG Barbara G. Rebate Coordinator Building Materials Used the software for: 6-12 months ### "A lot of data entry - did not import our old documents automatically" June 23, 2017 4.0 I think that management has decided to go in another direction and we rarely use this software Pros Once documents are entered - it is very easy to search for information. The thumbnails add to the ease of searching Cons There didn't seem to be a way to enter fields just one time and then have it copy over for other documents Review Source AD Andrew D. IT Director Used the software for: 6-12 months ### "Design and implement document work flows for multiple departments" June 26, 2017 4.0 Pros The graphic interface is easy to use and quite intuitive. Easy to follow flows throughout the process Cons I have found some confusion in assigning OCR templates to a workflow. This may be a result of us moving our installation from one server to another Review Source JS Justin S. Industrial Sales Coordinator Used the software for: Less than 6 months ### "I am the administrator on our software and it has worked well so far." June 26, 2017 5.0 Pros The software is easy to use and it flows smoothly. The technical portions of administration are just as easy as the user functions. Cons The security heavy settings are a bit cumbersome and take a lot of attention to make sure they are correct. Review Source JT Jody T. Office Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Software is generally easy to use, but mapping and global forms is more complicated than presented." June 30, 2017 4.0 Pros Easy navigation, ease of training other staff through smart search is very nice. general basic knowledge needed! Cons Global forms -- the advanced training we took was rather hard to follow for being new to the system. Mapping and indexing fields every time a change on form is made. Review Source LC Lawrence C. Vice President Hospitality Used the software for: Less than 6 months ### "Great product!" June 23, 2017 5.0 Data storage, and the ability to quickly find files. Pros The search feature, and the ability to easily store documents. Whenever we need a document, it is so easy to search and find files that have been uploaded into the system. Cons Uploading files, and 'labeling them'. It is very cumbersome to take the file (once scanned) and enter the fields into the software. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.