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Square 9 Softworks

Square 9 Softworks

Overview

What is Square 9 Softworks?

For document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.

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Recent Reviews

New Client

7 out of 10
October 18, 2023
Incentivized
After implementation, we will be using Square9 on-prem for document digitization as well as workflow and repository. Currently, we have …
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Ease of Use

10 out of 10
September 27, 2023
Incentivized
Within government records requests are frequent. This program helps with the ease and quick turnaround for those. It also ensures that our …
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We love Square 9!

9 out of 10
September 14, 2023
Incentivized
We use Square 9 for our AP workflow, and the software also addresses our document imaging. The accounts payable person enters an invoice, …
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amazing database

10 out of 10
September 01, 2023
I use the database to save documents. Which is an extremely simple process to do so. So easy to locate all documents that are saved by all …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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Square 9 Process Automation Essentials

$45

Cloud
per month per user (5 User Minimum)

Square 9 Digital Transformation Essentials

$68

Cloud
per month per user (5 User Minimum)

Square 9 Enterprise Essentials

$75

Cloud
per month per user (10 User Minimum)

Entry-level set up fee?

  • Setup fee optional
    Optional

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $45 per month per seat
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Product Demos

Square 9 Web Forms

Storylane

Square 9 Enterprise Content Management

Storylane

Square 9 Capture Automation

Storylane
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Product Details

What is Square 9 Softworks?

Square 9 helps teams to work more efficiently by changing how business information is managed. Square 9 delivers cloud-enabled solutions that digitally transform paper into high-value data and then put that information into motion so that it flows throughout the organization regardless of where work is happening.

With a portfolio of products, including AI-Driven data extraction, web forms management, and business process management, Square 9 helps users to simplify everyday tasks. Whether finance-related projects like Vendor Invoice Routing and Approval, the Three Way Match, or Human Resources focused like Employee Onboarding, Square 9 aims to help optimize efficiency while reducing costs and improving the flow of information.

Square 9 Softworks Screenshots

Screenshot of GlobalSearch, which is used to organize and sort documents based on extracted data.Screenshot of indexed data, where users can performs a 3 way match against an order receipt and purchase order.Screenshot of GlobalCapture, which is used to build workflows and automatically assign tasks to users.Screenshot of a front-facing Portal for new hires and applicants. This lets them fill out important employee documents such as job application, Direct Deposit and W-4 forms.Screenshot of the hiring and onboarding portal, where new hire documentation is completed.Screenshot of GlobalForms, which has new hire government forms such as I-9 and W-4 forms.

Square 9 Softworks Competitors

Square 9 Softworks Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesUnited States, Canada, Brazil, Mexico, Great Britain, France, Germany, Spain, Portugal, Belgium, Netherlands, Romania
Supported LanguagesEnglish, French, Spanish, Portuguese, German, Dutch, Romanian

Frequently Asked Questions

For document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.

Square 9 Softworks starts at $45.

DocuWare, Revver, and Laserfiche are common alternatives for Square 9 Softworks.

Reviewers rate Usability and Support Rating highest, with a score of 8.6.

The most common users of Square 9 Softworks are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(48)

Attribute Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our Planning and Regulations department handles a lot of paper files and our document vault was becoming impractical with file drawers overflowing and things becoming very unorganized in general. Square 9 Softworks solution helped the department go paperless which has saved countless hours of time in document filing and retrieval. A spin off from this that proved invaluable was having access to documents digitally from anywhere.
  • Document management and archiving
  • Data extraction
  • Document capture workflows
  • Better pricing for non-profits would be nice
  • Improved documentation with real examples
  • Improved software support instead of referring to the reseller
Square 9 Softworks is very well suited for businesses who are looking for improved document management and workflows. We particularly like how easy it is to use the software - not just for searching and retrieving documents, but also configuring and managing workflows. The browser-based interface is simple to use and is quite intuitive. Building document captures using the drag and drop interface is also very powerful and simple to use. The ability to interface with 3rd party software and databases has been great. The new Cloud AI services are looking impressive and I suspect we will be looking into that more in the future but it shows how this company is constantly leveraging new technology in a world that is constantly evolving. Having used this solution for a few years now, my colleagues at our partner organizations are now also looking into Square 9 Softworks.
  • Time saved in document archiving and retrieval - no paper and anywhere access
  • Time saved with data extraction/OCR
  • Efficiencies with data look-ups and no re-keying
Any time I've encountered an issue with the software, their response has been great. Usually, after submitting a ticket via their support portal, my phone rings within the hour. I also have the option to schedule a support session in the event I need one of their technicians to access our system to trouble-shoot. So far, very happy with tech support and response times.
We have yet to use their cloud storage or AI-powered data extraction services, but we are considering it at the moment. Our on-premise automation to date has primarily been with our Planning and Regulations department and also accounts receivable. Our Planning and Regs staff handle many different types of files for each case that they look after. Using document templates for everything that they do allows them to automatically file their documents. Our capture process even includes data look ups to other databases to assist with population of document attributes as part of the capture process workflow. In addition, we have automated all of our online payments processing where data extraction methods automatically codes all online purchases with no re-keying of data in our payment system which helps prevent data entry errors.
We actually had installed IBM FileNet and ended up switching to Square 9 Softworks due to an issue with the IBM reseller. In the end, we're happy it worked out this way because Square 9 Softworks was more suited for our small business. It was not only easier to use but required fewer resources to implement.
15
At the moment, it is mostly our Planning and Regulations department, but we have also implemented solutions for Accounts Receivable to automate online payment processing. With our P&R dept, they are now 100% paperless and our accounting team loves the fact that they never have to re-key anything which is a huge time saver and allows staff to focus on more important tasks
1
At the moment it's just me looking after our Square 9 Softworks implementation but we hope to train additional staff for business continuity.
  • To go paperless
  • To automate data capture
  • To enhance access to digital records and assist with reporting
  • Streamlining our online purchasing processes
  • Accounts payable
  • Moving more paperless options for more departments
We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.
No
  • Ease of Use
  • Other
Ease of use was absolutely important, but cost was also a huge factor as a non-profit charitable organization. We were also happy that Square 9 Softworks was not based on page counts and is processor-based licensing.
I don't think we would change anything.
I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.
  • Implemented in-house
  • Third-party professional services
Konica Minolota
Change management was a major issue with the implementation
We had better luck with the adoption of new work processes as we hired new staff. It was difficult for long-term staff to change the way they performed their duties and to recognize the benefits of the new system.
  • Changing the way we performed our daily routines to take full advantage of the new system
Yes, we are currently enrolled in a multi-year agreement for software maintenance and support. The multi-year contract saves money since yearly maintenance costs do go up a little each year. If we do multi-year, we lock in at the current year rate.
No
Pretty much every time I have an issue, once their support staff connects to my system and I walk them through the problem, usually within 30 mins to an hour they have figured things out and I'm back in business.
Super simple software to operate and configure. Very granular permissions and controls. Browser based setup with everything and very intuitive visual workflow building makes it easy to set things up. Troubleshooting document workflow issues is also made easy via the batch manager when you can track each document as it moves through the workflow.
  • Document capture workflows
  • Document capture templates are sometimes tricky
Terrence Abrams | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
It is being used as our central document management and control system. It address remote access to our daily operations information, business archives and remote transactional needs.
  • Fast Manual indexing with what we consider the best in point-n-click OCR indexing.
  • Webserver that incorporates Full-Text Content Searching, Workflow Queues, Full Document Management and Live document Signing on any mobile device or location.
  • Fast workflow designers for rapid implementation
  • Broad range of capture and information processing tools, easy to configure
  • Loaded with essential security options
  • Low price, and about 10X more powerful than MS SharePoint right out of the box.
  • Multi-database support for a very low price with disaster recovery licensing, this is very rare in the industry.
  • Integrated Viewer panes are the only real improvement needed.
  • Maybe an increased range of annotation options. Theirs are quite good, but could be better.
Not really. This is a smart product built by a bunch of former Xerox Docushare and Westbrook Fortis developers and sales directors who got tired of doing it wrong at their old employment.
  • Faster sales track and revenue
  • Easier to set up low initial point of entry in cost on financing
  • More capture business opportunities because of it.
  • Much more employee efficiency.
  • Great auto-update processing at client stations
SmartSearch is getting so strong, that even at it's lower price, it is closing the gap with the higher dollar enterprise players. It was a ways to go on advanced workflow and capture processing, but it is closing. You can stack it up to most anything, its a threat to lot of players. Could wipe out DocuWare, MS SharePoint and Digitech for the best of the lower tiered price products, can probably wipe out Alchemy, SMEAD and Docubase too.
8
Legal, AR/AP, Tax, Operations
2
Basic PC Literacy + some valid SQL and Windows Server Experience. It is very easy to support.
  • Legal Content Searching
  • Fast Archival of AP and AR documents
  • No limit on archival input sources or processing
  • Fantastic Web Server for remote/mobile access
  • Contract Signing and Agreement Workflow over the Web
  • Document Distribution, better than MS SharePoint and with a lot more horsepower
  • Basic workflow tasking.
  • Higher Volume Remote Capture
  • Data Migrations
Too easy to use, low enough TCO to continue on with for a long, long time.
Yes
Hyland OnBase, became too costly, arrogant attitude and increasing support costs too. Also replaced Alchemy, too unreliable, lack of support.
  • Price
  • Product Features
  • Product Usability
  • Positive Sales Experience with the Vendor
After testing the product hard, trying to break it or even slow it, it held up well,
We evaluate products very thoroughly and honestly, our business depends upon it. So I do not think we'd change much in the process itself.
  • Professional services company
Dynamic Excellence in Information, Inc
No
Change management was a small part of the implementation and was well-handled
With good, pre-implementation discovery work, comes very easy implementation with this product.
  • Some minor disagreements amongst customer staff about some workflow designs, easily remedied
  • Getting the right IIS configuration. Some previous server settings made the easy install a little more difficult.
  • Making sure the document scanners were properly installed and tuned/configured for best scanned image quality. You'd be surprised how many times an ECM vendor has no idea how to do this well and without excessive charges for the simple work.
Just let it happen. It's very quick and smooth.
  • In-person training
  • Self-taught
It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.
You can almost do it by just using their manuals, which are pretty good.
I'd give them a 10, but sometimes the initial contact or call-back is a little slow. They are a rapidly growing company and new client base, so this is to be somewhat expected.
No

Basic support is handled very well, not much we can't support ourselves, we don't need to pay for advanced 24/7 coverage or priorities.


Yes
Yes, most SS bugs are very minor with fast resolutions.
Sure. One client of ours had SmartSearch operating over 3 network servers based upon their normal deployment style. One of their servers did not allow the best access by the main application server. So Square-9 support helped us track down the processing problem. It was not software related as we may have thought, it was a network connectivity and security issue hampering our process. This was above and beyond their responsibility, but they helped us show the client that one of their "perfect server" configurations was not so perfect, and we got the issue resolved. That was a lot of very patient phone work with us at the client site.
It really is that intuitive and easy to learn.
  • Point-N-Click Indexing
  • Advanced Search Builders
  • Document Revision and Version Control
  • Web-based Workflow Queues
  • The Advanced Forms Workflow designer is a bit more difficult, and takes some redundant design steps.
  • Multi-document viewing sessions take a bit of mouse-work, but not too bad.
Yes
Right off of their webserver. If you have a very difficult phone or tablet interface, you can use their free plug-in for Google Chrome Mobile.
The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.
Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.
With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.
  • SQL Back-Office Systems
  • QuickBooks Pro
  • Great Plains Software
It was a pretty quick set of SQL-SQL database update and polling integrations. SmartSearch's OLE-DB and ODBC tools make it pretty easy, and their PFS group can do it for you if you need integrations done.
  • ESRI (easy)
Yes
  • File import/export
  • Single Signon
  • API (e.g. SOAP or REST)
  • Javascript widgets
Most of these are included with the product. ETL tools and marketplace apps can be found elsewhere. (usually free of charge)
I'd give it a 9 or 10, but there's always some product you're asked to integrate with that can be problematic.
Just do your due-diligence. Know what kind of data stream or database you need to connect to with a 3rd-party application, what OS and platform it is on, and if you need the 3rd party application to issue more commands to the SmartSearch system than just basic retrievals. Armed with the correct prep-knowledge, these application integrations become easier each time you do them.
Their sales staff is excellent and show an enthusiasm to assist you.
They did not let up on great service after the sale.
Implementation assistance that was not needed, speed of delivery, also turned out to be not necessary, and a performance guarantee they offered up front.
Use one of their better resellers who know their stuff. Having more support choices for no extra cost is really nice to have, plus the extra attention to support and design is better that way.
Yes
Oh yes indeed. All you do is let the server -executable run and upgrade the server. When client PCs or mobile devices log in, the upgrade performs automatically with no desk-to-desk IT support required. Great update abilities that are transparent and behind the scenes. Users might not even notice when they've been upgraded, except to see some new features show up on their screens.
  • New Features
  • No client/end-user downtime
  • No IT/support needs to perform the upgrade process.
  • More features, maybe some new color coding options for the Web Server piece
  • Hopefully an expansion of their Content Search abilities
No
No
Score 7 out of 10
Vetted Review
Verified User
It is a tool for us to save candidate information such as references, work samples, employment documentation electronically as well as email it to our clients. We also use the tool to save pertinent client information, but not nearly as often.
  • Saves multiple copies of resumes- Valuable if you are presenting a candidate on different positions requiring you highlight unique skills.
  • Makes it easy to send clients things like reference letters, copies of degrees, references, etc...
  • Acts as a safe place to store client agreements, offer letters, etc... Things that may get misplaced or lost in a paper-based system
  • Provides a detailed history of important documents over the course of working with a client or candidate.
  • I use Firefox on a Mac Mini and often times my documents will not display in the preview so I will need to email them to myself first to preview prior to sending them to a client or candidate. (The Adobe image preview does not work either)
  • Sometimes it can hang up when saving files with a large amount of graphics.
Does it work equally well with all browsers and operating systems?
  • Faster response time to clients and candidates.
We have been a long time Smartsearch client and have not evaluated any other system.
5
Sales, Management, Administration
1
Administrative
  • Storing Important Employee Info.
  • Storing supplemental documents
  • Storing Client agreements
  • none
  • Can not think of any applications beyond the current way we utilize it.
7- Would be a 10 if the image preview is fixed to work across any platform.
No
  • Product Features
  • Product Usability
  • Existing Relationship with the Vendor
Ease of use and long history with APS.
I didn't evaluate. That is done by our corporate office.
Change management was a major issue with the implementation
It functions well. No lessons.
  • None I recall.
No.
I have never really needed support for this feature.
Not Available
No
I don't know who Square 9 Softworks is?
Need to fix the preview utility.
  • Saving Documents
  • Accessing Documents
  • Sending Documents
  • Previewing Documents
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