onPhase vs Square 9

Tipalti

DocStar ECM

Zoho WorkDrive

ActivityHD

ddSuite

E2open

Compare onPhase and Square 9 based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Google Docs

Google Docs is an online word processor that lets businesses create and format text documents and collaborate with team members in real time.

Google Drive

Google Drive is a cloud storage and backup platform to access files, docs, photos & more, store them in a safe place, and collaborate with other people

Google Workspace

Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

Built to be scalable throughout the entire organization, regardless of company size, DocuPhase’s Document Management Software gives you control over your enterprise!

1099 Preparation

Access Controls/Permissions

Accounting

Accounting Integration

ACH Payment Processing

Activity Dashboard

Activity Tracking

Aging Tracking

Alerts/Notifications

Approval Process Control

Archiving & Retention

Audit Management

Audit Trail

Autofill

Bank Reconciliation

Batch Processing

Billing & Invoicing

Business Process Automation

Business Process Control

Cash Flow Management

Cash Management

Check Writing

Collaboration Tools

Commenting/Notes

Compliance Management

Compliance Tracking

Conditional Logic

Configurable Workflow

Content Management

Convert to PDF

Customizable Branding

Customizable Forms

Customizable Reports

Customizable Templates

Data Capture and Transfer

Data Extraction

Data Import/Export

Data Verification

Digital Asset Management

Document Automation

Document Capture

Document Classification

Document Generation

Document Imaging

Document Management

Document Review

Document Storage

Drag & Drop

Duplicate Payment Alert

Electronic Funds Transfer

Electronic Payments

Electronic Signature

Email Management

ERP integration

File Conversion

File Recovery

File Sharing

Financial Analysis

Financial Management

Forms Automation

Forms Creation & Design

Forms Management

Fraud Detection

Full Text Search

General Ledger

Graphical Workflow Editor

ID Scanning

Image Pre-processing

Indexing

Information Governance

Invoice History

Invoice Management

Invoice Processing

Metadata Extraction

Mobile Access

Multiple Output Formats

No-Code

Offline Access

Online Invoicing

Optical Character Recognition

Payment Processing

PDF Conversion

Process Change Tracking

Process Modeling & Designing

Process/Workflow Automation

Project Workflow

Purchase Order Management

Purchase Order Reconciliation

Purchasing & Receiving

Real-Time Data

Real-Time Reporting

Real-Time Updates

Recurring Payments

Reporting/Analytics

Reporting & Statistics

Rules-Based Workflow

Search/Filter

Secure Data Storage

onPhase

Web-based

Windows

Linux

Basic

Sr. Network Engineer

We no longer need the service due to a death in the company, they are holding the documents for ransom - $2000 to allow us to download them all (they said we can do it ourself but only one document at a time -4000 times) :(

Software developer

Issue with duplication of files and invoices has encountered multiple time.

Managing and records of documents and invoices are just perfect.

The experience is pleasant in management of documents and invoice for a long term goal smoothly and easily.

Content Manager

It handles document capture with ease and reliability.

Accountant

The only con which I experienced was that sometimes when long email discussion needs to be uploaded into system as an attachment, it takes few minutes. But this happens only occasionally, so we can live with it.

Founder

It excels as a solution for document workflow management, providing efficient automation and organization.

One major drawback of DocuPhase is the extreme temperamental nature of iLink, as it functions properly only around 10% of the time, resulting in frustration.

VP Finance

Day to day tech support is decent but professional services is brutal and we have lost all trust.

Since the company decided to go paperless, this tool has been implemented and made our daily work within AP very convenient.

Administrative Assistant

The software is fine, but when your company does updates and changes to your system, you need to contact the customer so that we can alert our IT departments to coordinate with you to make the same changes on our end.

Real Estate processor

Since our files from Docustar was implemented it has been Very hard to find old Docs

Production Artist-Forms

Really like how we can connect to our security manager (SSO) to incorporate manager approvals based on a 1:1 reporting structure.

Mechanical Engineer/Designer

So far I would say that the most beneficial feature from Docuphase would be the workflow tasks configuration.

Project Manager

Sometimes it is difficult to track comments made

Everyone has clear overview about current situation on each account.

Director

I wish there could be improvements on remote printer so you do not need to keep entering the file number when uploading multiple documents into one file

Director of I.T.

The software's OCR function allows just about anything from any program to work with DocuPhase.

It makes me productive and efficient with my work.

Director of Business Operations

This product made it easier for us to streamline the process and track signatures.

We have some complex business needs and several limitations when it comes to the security of protected health information.

Business Analyst

customization on altering functions to suit specific business needs

Associate Director Research Computing

Including more flexibility surrounding account and form management from the administration side.

The software's OCR function is complicated and requires a lot of tuning to get working.

The integration was not difficult other than my own technological background in working with files electronically.  

when you make updated changes to the system that effect our using the program on our end.

Systems Analyst/Programmer

The business rules can be difficult to write and predict when they will trigger.

however it fits your needs.   And if you need help, customer service is awesome and responds usually the same day.

I have used Frevvo in Higher Education for over 15 yeares and find the tool to be easy to use and effective at simplifying form development and workflows.

Director of Finance & Business Services

It is very rare that you find a document management software that not only meets the needs for compliance in archiving documents but also provides workflow managment and digital signature.  

Assistant Director

Load time for large files can take a little while.

IT Manager

The install was quite difficult, and the Tomcat aspect seems to be a little temperamental  

Student

At times the iLink feature has proven to be problematic when it is being used.

IT Business Systems and Compliance Manager

I can put a solid and professional form together in a few hours.  

The workflow management just works, it is used throughout our company with very little issues

Frevvo needs more tools to support the management of the tool over many years.

We had a lot of agreements that needed signed by multiple parties.  

Receptionist/Test Administrator 

We use this as an electronic filing cabinet to store all documents from applicants and trainees

Sometimes Slow and causes disruption in our productivity

Staff Accountant

DocuPhase's capture software Ancora has a few bugs that need to be worked out to increase reliability.

The form designer is hands down the best part of Frevvo.

Senior Finance Manager 

Workflow tools are versatile and intuitive.

IT Analyst

Customer service was excellent, app left a little to be desired.

Accounting Assistant

We can keep track of all paper for accounts payable, AFEs and POs through DocuPhase and then it exports into SL or main business system.

Sales And Marketing Specialist

Some of the feature and workflow is really confusing, and there are no manual or guidance that user can refer to make it easier.

Department Manager

Error checking of why forms won't submit needs to be greatly improved.

The email approval functionality is very useful for employees that are constantly on the go.

onPhase vs Square 9 Comparison (2026)

onPhase

Square 9

Overview

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Pricing

User reviews

Key features

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