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Easy to use tool
July 26, 2023

Easy to use tool

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

Software Version

Other

Overall Satisfaction with Square 9 Softworks

We currently use S9 to store our legal documents, tax returns, accounts payable checks, ach/wires, journal entries, and some other miscellaneous documents. It eliminates the need to pick up the phone or email someone with questions retaining these documents. The key-free search is a huge benefit when needing to locate multiple documents pertaining to something specific.
  • key-free search
  • Workflow with templates
  • OCR
  • advanced training on key features
  • documents are no longer misplaced
  • less storage space needed
  • regional offices can view the documents, no more questions/requests to the Corporate office
Support has been great. I usually get a fast response which often times results in a remote session together to help me figure out my problem.
Our use of automations is very limited. We use workflows to pull the document into the system and index it. We host our own S9 servers. We also do not use AI-powered data extraction.
I have no other document management experience.

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

Not sure

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?

I wasn't involved with the implementation phase

Would you buy Square 9 Softworks again?

Yes

Our accounting department scans the a\p checks and back-up into the system. In doing so, regional offices can view master invoices and no longer have the need to save a copy at their location. This eliminates the need for potential questions to ap, if something gets lost in the paper files. The keyword search really comes in handy when you need to search for data that is not indexed. Emailing functionality has been helpful during Audit time.