Square 9 Softworks Document Management
July 07, 2025
Square 9 Softworks Document Management
Score 10 out of 10
Vetted Review
Verified User
Software Version
SmartSearch (legacy)
Overall Satisfaction with Square 9 Softworks
Document management solution for all our paper. All our client's contribution forms for every client, 10 of them for over 50 employers. We have client warehouse we convert older documents to archives. all of our staff has a scanner on their desk, so every paper communication is scanned in the GS for safe keeping. Database is backup offsite.
Pros
- Inbox setup by user
- database setup for each client
- many archives for client
- dropping index ready files directly in archives.
Cons
- Love the product
- .
- in use for over 15 years, gets slow at times, reindexing helps
- workflow processing
- created a new ID on our mailings to auto index when returned to us
- using 10 clients over 15 years, cost per year for paper storage
- compare that to Iron mountain cost - ROI is months
we used temp staffing for our large pension mailings that is over 15,000 members, we had Square 9 Softworks create a uninque ID from our excel sheet to capture index fields when documents are returned. this auto indexing workflow that cost us $18k has an ROI of 3 months and we get to use now for all our clients.
we only use the product for scanning mostly we have not gotten into accounts payable processes as yet - we do see the power, it's just time to spent to get it onboard. very powerful features - API are available, we use it mostly for drop and drop and paper savings.
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
Comments
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