Square 9 Softworks Reviews & Product Details

I really like how easy it is to use Square 9 Softworks. Using this software, I can quickly handle credit and debit card payments at our retail store, which definitely simplifies operations. The feature of providing an easy-to-use receipts of payment and summaries of the previous day's totals is also quite handy and adds to the convenience. Plus, the transition to Square 9 Softworks was very smooth, mainly due to its ease of use and cost advantage compared to the previous system we used. These aspects definitely make it a recommendation for others, which is why I'd rate it a 9 on recommendation likelihood. Review collected by and hosted on G2.com.

It's more difficult to find specific transactions on the website because I have to look through several different reports before I find what I'm looking for. Review collected by and hosted on G2.com.

Square 9 Softworks offers a comprehensive document management solution that enhances efficiency by providing seamless access to records across multiple locations. The system's robust search capabilities and folder-level permissions ensure secure and efficient document handling. Review collected by and hosted on G2.com.

I love how Square 9 Softworks allows me to do away with paper, letting me manage records effectively across various sites by accessing the same waivers, membership forms, and onboarding documents regardless of the location. The single search feature is incredibly valuable, allowing me to find and export documents like member agreements and staff files in moments. I appreciate the folder-level permissions that let us control who views sensitive member records. Going entirely paperless has been significant, and I rely on the system many times each day, along with my colleagues. When we first transitioned to Global Search, it seamlessly became part of our routines, and the support team has been first-rate throughout. The setup was remarkably painless and integrated into our processes effortlessly. Review collected by and hosted on G2.com.

It is an application that has been around for a long time and does exactly what we need it to do and offers great support when issues do arise. The cost is decent and we are happy with the product overall. Review collected by and hosted on G2.com.

They are no longer going to support a desktop client going forward and instead make their users access the web client instead. Review collected by and hosted on G2.com.

When built well, their applications can streamline many processes and refine data collection and retention. We benefit tremendously from the OCR features of the Global Search and Global Capture. Review collected by and hosted on G2.com.

There is one annoying bug that we have to work around where a file isn't scanned in and we need to manually tell it to process it again. Review collected by and hosted on G2.com.

Square 9 is very user-friendly and easy to work with. You can set it up in a way that fits your business needs and tailor it to how your team operates. Review collected by and hosted on G2.com.

Since I don’t have an IT background, whenever we need to make changes to our system we have to reach out to Square 9. They’ve always been great to work with, though, and they help us get everything taken care of. Review collected by and hosted on G2.com.

Square9 also has many more training opportunities as part of your subscription including Square9 University and live training sessions for both administrators and general users of the system. They have also increased regular communications and tech newsletters showcasing new features and opportunities to expand the system and of course, the free training sessions. I work with a few other larger software companies and their training is often NOT included - so that's a bonus for Square9 users for sure. Review collected by and hosted on G2.com.

Although their tech support is among the best I've ever experienced, recently, I've found their response times are a little slower and it can take a couple of days for a response depending on the issue. I attribute this to the growth of the platform that is always including new features which of course, means more things to support. That said, they are certainly keeping up with new tech which I consider critical. Review collected by and hosted on G2.com.

It has helped us organize and manage all of our accounts payable. With multiple locations, we’re all able to access the same information, which keeps everything consistent and easy to find. Review collected by and hosted on G2.com.

I know it’s capable of a lot more than we currently use it for, but it can sometimes be challenging to make changes without help from the Square 9 team. Review collected by and hosted on G2.com.

What we like best about Square 9 Softworks is how easy it is to store, organize, and retrieve documents while maintaining strong security and access controls. It makes document management simple without compromising security. Review collected by and hosted on G2.com.

The initial setup and customization can be a little time-consuming, and there is a learning curve. Review collected by and hosted on G2.com.

The automated global search and notification system is the most helpful feature. Being able to run comprehensive queries across our entire digital archive, while automatically flagging incomplete documents are missing index field. Keep our records audit ready without manual supervision. Review collected by and hosted on G2.com.

User licensing system can be frustrating to navigate. Review collected by and hosted on G2.com.

The software helps us reduce the amount of manual saving that my team has to do. Review collected by and hosted on G2.com.

The IT support model is ridiculous. You can only submit a ticket via email or voicemail. Last time our system was down it took 5 days for someone to call. This was after repeated emails and phone calls. There should be a way to call a support line and be directed to a person right away. Review collected by and hosted on G2.com.