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 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 extremely useful for storing our documents on a centralized cloud-based repository, which allows access from anywhere. The global search and global capture features are beneficial, especially when it comes to document processing and information capture. We've been able to automate some of our indexing tasks, eliminating the need for tedious reentry processes since the OCR technology directly keeps the information safe. These features make the system incredibly helpful for traceability, compliance, and document management, and they simplify audits or reviews by facilitating easy retrieval of documents. Additionally, the automatic archiving of standardized documents through OCR makes document retrieval much simpler for future needs, and the global search automations are great at notifying staff when documents are incomplete or need more information. Review collected by and hosted on G2.com.

Logging in sometimes is a pain because of this license issue. Even though we have sufficient licenses, we constantly face issues with regards to logging in. The OCR technology can be optimized and perform better to scan and index information directly from documents. Review collected by and hosted on G2.com.

You can take physical, paper-based workflow processes and transition them to a digital format. Review collected by and hosted on G2.com.

You do need to be creative when working with the low-code development. Simple workflows are great, but if you need something more complex, you may start running into issues and limitations. Review collected by and hosted on G2.com.

I love that it allows us to leverage data that would have been otherwise discarded or ignored. Review collected by and hosted on G2.com.

Had some issues with our first project and had to requote it which was a major time drain. Review collected by and hosted on G2.com.

Being able to access documents using multiple ways of looking up information (company, doc #, etc).

We had an issue with not being able to find a doc # but were able to find it using different search criteria. Review collected by and hosted on G2.com.

No, how we use it is working great for us. Review collected by and hosted on G2.com.

We have 70+ stores that need to scan documents back for review, and Square 9 has solved this problem for us. It’s made the process much easier to manage across all of our locations. Review collected by and hosted on G2.com.

Not much to say— it does the job we need done, and it does it very well. Review collected by and hosted on G2.com.