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Square 9

Content, contract and document management system

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Table of Contents

Is this product right for your business?

Find out with a

Square 9 - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: February 2026

Square 9 overview

What is Square 9?

Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

The HR automation solution streamlines the process of capturing employee documentation, populating that information onto multiple forms, and automatically notifying managers when new employees join the company. Users can securely share confidential employee information, including protected health and employment records.

Key benefits of using Square 9

• Centralized secure document storage for access to required information
• Web forms for capture and routing of information

• Document capture and imaging to make locating information easy

• Workflow automation to keep information moving throughout the organization

Starting price

50per user /
per month

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Alternatives

Square 9’s user interface

Ease of use rating:

4.5

(140)

Square 9 pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(3)

3-4(54)

5(83)

What do users say about Square 9?

Their support response is quick, and the features of the system keep all our documents organized in one easily accessible place.

Select to learn more

Who uses Square 9?

Based on 140 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Education Management

Food & Beverages

Government Administration

Hospital & Health Care

Others

Use cases

Document Management

Accounts Payable

Electronic Data Capture

OCR

Forms Automation

Square 9's key features

Most critical features, based on insights from Square 9 users:

Document storage

4.7

(46)

Secure data storage

4.7

(40)

Access controls/permissions

4.6

(24)

Invoice processing

4.8

(21)

Audit trail

4.1

(15)

Data capture and transfer

4.8

(11)

All Square 9 features

Features rating:

4.4

(140)

Customizable fields

4.6

(5)

Customizable forms

4.0

(6)

Data import/export

4.7

(6)

Forms creation & design

4.7

(3)

Business process automation

5.0

(2)

Templates

5.0

(1)

Digital signature

4.0

(1)

Text extraction

5.0

(1)

Expense tracking

(0)

Generative ai

5.0

(1)

Approval process control

4.8

(5)

Role-Based permissions

5.0

(1)

Document classification

5.0

(1)

Process/Workflow automation

4.5

(2)

Workflow management

4.7

(11)

Drag & drop

5.0

(1)

Document management

4.8

(8)

File recovery

4.4

(10)

Real-Time data

4.9

(7)

Content management

4.5

(21)

File sharing

4.6

(30)

Data storage management

4.7

(3)

Data verification

4.5

(2)

Task management

4.3

(4)

Convert to pdf

5.0

(1)

Data extraction

5.0

(2)

Alerts/Notifications

4.0

(2)

Receipt management

4.5

(6)

Electronic signature

4.1

(13)

Offline access

5.0

(2)

Compliance management

4.3

(8)

Indexing

(0)

Information governance

5.0

(2)

Metadata extraction

(0)

Metadata management

(0)

Process modeling & designing

(0)

Mobile access

5.0

(1)

Multi-Language

(0)

Multiple output formats

(0)

Pre-built templates

(0)

No-Code

(0)

PDF conversion

(0)

Optical character recognition

(0)

Zone selection tool

(0)

Workflow configuration

(0)

Web forms

(0)

Version control

(0)

Vendor management

(0)

User management

(0)

Third-Party integrations

4.0

(2)

Text editing

(0)

Template management

(0)

Task progress tracking

(0)

Tagging

(0)

Surveys & feedback

(0)

Supplier management

4.5

(2)

SSL security

(0)

Single sign on

(0)

Search/Filter

5.0

(3)

Rules-Based workflow

(0)

Reporting/Analytics

(0)

Reporting & statistics

5.0

(1)

Remote data capture

(0)

Real-Time updates

(0)

Real-Time reporting

(0)

Image Pre-processing

(0)

Disaster recovery

(0)

Data synchronization

(0)

Customizable templates

3.0

(2)

Customizable branding

5.0

(2)

Content publishing options

(0)

Configurable workflow

5.0

(1)

Compliance tracking

(0)

Commenting/Notes

(0)

Collaboration tools

(0)

Business process control

(0)

Batch processing

(0)

Autofill

(0)

Audit management

(0)

Archiving & retention

4.0

(1)

Approval workflow

(0)

API

(0)

Annotations

(0)

AI/Machine learning

(0)

Activity tracking

(0)

Activity dashboard

(0)

Accounting

(0)

Image editing

(0)

ID scanning

(0)

HIPAA compliant

(0)

Graphical workflow editor

(0)

Full text search

2.0

(1)

Forms management

(0)

Forms automation

(0)

Filtering

(0)

File transfer

(0)

File management

(0)

File conversion

(0)

Email management

(0)

Electronic forms

(0)

Duplicate payment alert

(0)

Document review

(0)

Document imaging

(0)

Document generation

4.0

(2)

Document conversion

(0)

Document capture

(0)

Document automation

5.0

(1)

Distributed capture

(0)

Square 9 awards

Square 9 alternatives

Square 9

4.5

(140)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.3

Features

4.4

Value for Money

4.3

Customer Support

4.4

Google Drive

4.8

(28.4K)

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Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Google Workspace

4.7

(17.4K)

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Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

OneDrive

4.5

(12.5K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Square 9 pricing

Value for money rating:

4.3

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Square 9 Process Automation Essentials

/user

Per month

Features included:

Secure SOC 2 and HIPAA certified cloud content repository
Fully Encrypted Storage
Business Process Automation
Document Versioning
Audit Trail
OCR Assisted Keyless Indexing

Square 9 Digital Transformation Essentials

/user

Per month

Features included:

Intelligent OCR Extraction Tools
Table Data Extraction
Multiple Company Support
CloudBridge Integration Platform

Square 9 Enterprise Essentials

/user

Per month

Features included:

Integration with Sage, Dynamics, SAP and other ERP Platforms
Integration with Microsoft Office 365 Business Central
Document access from any application in seconds with native Image XChange

User opinions about Square 9 price and value

Value for money rating:

4.3

(140)

To see what individual users think of Square 9's price and value, check out the review snippets below.

“Also, the team at Square 9 is great about helping when you have an issue. I am a new admin and they have been helpful walking me through how to fix things when I don't know what to do.”

Kristin K.

Finance and Admin Assistant

“I love the options to customize searches and permissions. I like that I can do some level of customization without outside help.”

Jeremy M.

Sr. Purchasing Agent