It works for us
August 12, 2025

It works for us

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

SmartSearch (legacy)

Overall Satisfaction with Square 9 Softworks

We utilize Square 9 Softworks for many functions of our office from digitally filing and managing documents to processing vendor invoices. When looking for a document, using the search options allows us to find documents quickly. This also allows for our office to be more paperless which essentially makes us more efficient.

Pros

  • Store documents
  • Search for documents
  • Process documents

Cons

  • The system will glitch and kick us out but this could be contributed to our servers or internet connections.
  • Time to process tasks.
This is not something we've spend time measuring other than but the word of our staff stating they are able to complete tasks quicker or in less steps. We have not introduced AI to our environment yet, but I can only image the next level of being able to complete tasks quicker.
The accounts payable processing has been a large factor for us. We have integrated a link from the Square 9 Softworks directly to the erp system to seamlessly process invoices. This has eliminated the need to duplicate enter invoices and payment information. We are able to push invoices through the workflow, send over to the erp, and data flows back from the erp to the archive files.
We have been using Square 9 Softworks for over a decade and before that we did everything with hard paper.

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?

I wasn't involved with the selection/purchase process

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

This is a great digital filing system. In learning the ins and outs of how it works, I've been able to see how many options we have available and how customizable it is. I appreciate being able to customize even the access and views for each employee. This allows us to maintain confidentiality.

Comments

  • Nick Fugaro | TrustRadius Reviewer
    Thanks for your review We are glad to hear you are having success with our platform. We appreciate your feedback.
  • Mario Ortiz | TrustRadius Reviewer

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