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.

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.

I find Square 9 Softworks incredibly valuable for its user-friendly interface and flexibility, which makes managing accounts payable invoices a lot easier. Review collected by and hosted on G2.com.

Because I don't come from a technical or IT background, making updates to our system settings or tweaking our approval workflows can be tricky to do completely on our own. Review collected by and hosted on G2.com.

I use Square 9 Softworks as a central secure cloud for managing sensitive organizational records. It solved our document sprawl issue by providing a unified centralized repository. Review collected by and hosted on G2.com.

I find the onboarding curve and initial system configuration to be quite demanding. Setting up the folder structures, configuring database permission hierarchies. Review collected by and hosted on G2.com.

I love the automated document capture and rule-based file ingestion features; they're definitely the best parts of Square 9 Softworks. Review collected by and hosted on G2.com.

The technical support model is thoroughly frustrating and needs serious improvement. The severe delays in customer support during critical system outages make it hard to recommend with total confidence. Review collected by and hosted on G2.com.