Square 9

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192 reviews
  • 1 profiles
  • 8 categories
Average star rating
4.4
Serving customers since
2006
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131
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Square 9 Reviews

Review Filters
Profile Name
Star Rating
131
53
6
0
2
Rowan Keith M.
RM
Rowan Keith M.
Digital Transformation SpecialistMid-Market (51-1000 emp.)
02/24/2026
Validated Reviewer
Review source: Organic

Centralized Document Management with Room for OCR Improvement

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.
JW
Jerry W.
Sr. Network AdministratorMid-Market (51-1000 emp.)
02/17/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Square 9 Simplifies Document Scanning Across 70+ Stores

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.
Greg C.
GC
Greg C.
Financial ControllerMid-Market (51-1000 emp.)
01/08/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Streamlined Scanning and Effortless Document Retrieval

Square-9’s biggest strength is its streamlined scanning process combined with templates that automatically populate searchable fields, significantly improving efficiency and document retrieval.

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HQ Location:
New Haven, CT

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What is Square 9?

For document-intensive companies looking to challenge the definition of business efficiency, Square 9 Softworks develops award-winning, next generation solutions for process automation that drive increased productivity across all business applications. Delivering the unique tools that streamline process performance, we save both time and money, contributing to the overall growth and success of your business, so you can spend more time doing the things that matter most. Simplifying Business. Simplifying Life.

Details

Year Founded
2006