Square 9

4.5 (122)
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Content, contract and document management system

About Square 9

Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

The HR automation solution streamlines the process of capturing employee documentation, populating that information onto multiple forms, and automatically notifying managers when new employees join the company. Users can securely share confidential employee information, including protected health and employment records.


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Square 9

4.5 (122)
VS.

Starting Price

US$50.00
month
No pricing found

Pricing Options

Free version
Free trial
Free version
Free trial

Features

112
11

Integrations

8
8

Ease of Use

4.2 (122)
0.0 (0)

Value for Money

4.2 (122)
0.0 (0)

Customer Service

4.4 (122)
0.0 (0)
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Reviews

Overall rating

4.5 /5
(122)
Value for Money
4.2/5
Features
4.3/5
Ease of Use
4.2/5
Customer Support
4.4/5

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Showing 5 reviews of 122
David
Overall rating
  • Industry: Individual & Family Services
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

New to Document Archiving

Reviewed on 25/04/2023

We had many years of client files that we are required to maintain. We have saved so much space it...

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.

Response from Square 9 Softworks

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/.

Melissa
Overall rating
  • Industry: Utilities
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Square 9 Invoice Approvals

Reviewed on 21/09/2023

Pros

I like that Square 9 can not only store our documents and separate them into convenient archive folders, but we also appreciate that it handles all of our approval workflow processes. From Invoices, Credit Card Receipts, to Travel Requests. Initial setup can be a little overwhelming with all the information that goes along, but the knowledge base instructions and videos make it a lot easier and quicker to learn.

Cons

We sometimes experience bottlenecking of data being integrated between our CIS/FIS system and Square 9. This causes some hang-ups with workflows, scanning/auto indexing of documents.

Response from Square 9 Softworks

Thanks for your review, Melissa! We are glad to hear you are find success using our platform's workflow capabilities. We appreciate your feedback.

Connie
Overall rating
  • Industry: Government Administration
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Good product for basic document storage and organization, but has bugs that need to be worked...

Reviewed on 21/06/2017

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.

Kristen
Overall rating
  • Industry: Accounting
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Easy to customize for specific needs

Reviewed on 24/07/2023

Square 9 assisted our company with going paperless with electronic approvals for all AP. We have...

Square 9 assisted our company with going paperless with electronic approvals for all AP. We have employees who work in different locations, and this has helped greatly.

Pros

We had a lot of customization requests for our business needs. The original set up process was successful, and as we used the product adaptations were easily made.

Cons

The one drawback to Square 9 is the delay in downloading. It seems to lag a bit at times.

Response from Square 9 Softworks

Thanks for your review, Kristen! We are glad to hear you are going paperless using our platform. Thanks for your feedback.

Tammi
Overall rating
  • Industry: Education Management
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The advantages of Square 9

Reviewed on 17/08/2023

Square 9 is primarily used for document storage at our office. It is easy and fast to use and it...

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.

Response from Square 9 Softworks

Thanks for your review Tammi! We are glad to hear our platform is eliminating paper and making your job easier. We appreciate your feedback.

Showing 5 reviews of 122 Read all reviews

Square 9 FAQs

Below are some frequently asked questions for Square 9.

Square 9 offers the following pricing plans:

  • Starting from: US$50.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact Square 9 Softworks for pricing details.

Square 9 has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Square 9 supports the following languages:

Dutch, English, French, German, Italian, Portuguese, Romanian, Spanish

Square 9 supports the following devices:

Square 9 integrates with the following applications:

Dynamics 365 Business Central, File Explorer, Google Docs, Microsoft Dynamics GP, OneDrive, PaperCut MF, QuickBooks, SharePoint

Square 9 offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

See all software categories found for Square 9.