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Most reliable and user friendly document management software.
July 21, 2023

Most reliable and user friendly document management software.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

SmartSearch (legacy)

Overall Satisfaction with Square 9 Softworks

Square 9 Global Search is our primary document management and payable processing software. All payable and revenue documents go through the workflow process for approvals and storage. All other company/individual documents like statements are stored here as well. We removed 15 five-drawer lateral cabinets after scanning everything into the software. All documentation for annual audits are uploaded to the accountant's portal.
  • Document storage in one location is valuable
  • Workflows keep us in compliance with operating procedures
  • Adding new vendors is very easy
  • Metadata entry is quick and precise based on our design
  • The first two characters of document names drug from email are truncated
  • We don't appear to receive regular updates to the software so we have to ask for them
  • The ease of locating documents saves time
  • The workflows keep us in compliance
  • Our auditors like the uploads
  • Setting up new companies is time consuming
Square 9 support is the best. I have never had to wait more than two hours for assistance. When I do get help it is always courteous and respectful - even if I should have been able to figure it out on my own.
The workflows we use have kept us in compliance with procedures and provide the support for annual audits.
The trustees do not trust the cloud, so we host everything on our own server.
I have not used other document management software. Prior to Global Search we manually entered metadata through Adobe Acrobat. This was extremely time consuming and not exactly user friendly. Global Search cut the indexing time to less than 1/4 the time we were spending on each document. It also places all documents in one place so we don't have to search all over for them.

Do you think Square 9 Softworks delivers good value for the price?

Yes

Are you happy with Square 9 Softworks's feature set?

Yes

Did Square 9 Softworks live up to sales and marketing promises?

Yes

Did implementation of Square 9 Softworks go as expected?

Yes

Would you buy Square 9 Softworks again?

Yes

QuickBooks Desktop Enterprise, SS&C Advent Axys, Navisite Productivity and Collaboration (Microsoft Office 365 and MDM)
The workflows are designed by us, so we match our procedures for approvals and storage. The easy download of all documents for the audit portal is exceptional.

Because we don't use the cloud we are consuming a lot of server space, but our trustees don't trust the cloud - yet.