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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: March 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.

Starting price

50per user /
per month

visit website

Pros & Cons

Document Management

Invoice Processing

Customer Support

Ease of Use

User Interface

Square 9’s user interface

Ease of use rating:

4.5

(141)

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(84)

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 141 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Financial Services

Food Production

Events Services

Higher Education

Others

Use cases

Document Management

Accounts Payable

Contract Management

Electronic Data Capture

Workflow Management

Square 9's key features

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

Access controls/permissions

4.6

(25)

Document classification

5.0

(1)

File sharing

4.6

(30)

Electronic signature

4.1

(13)

Third-Party integrations

4.0

(2)

Archiving & retention

4.0

(1)

Document generation

4.0

(2)

All Square 9 features

Features rating:

4.4

(141)

Access controls/permissions

4.6

(25)

Accounting

(0)

Activity dashboard

(0)

Activity tracking

(0)

AI/Machine learning

(0)

Alerts/Notifications

4.0

(2)

Annotations

(0)

API

(0)

Approval process control

4.8

(5)

Approval workflow

(0)

Archiving & retention

4.0

(1)

Audit management

(0)

Audit trail

4.2

(16)

Autofill

(0)

Batch processing

(0)

Business process automation

5.0

(2)

Business process control

(0)

Collaboration tools

(0)

Commenting/Notes

(0)

Compliance management

4.3

(8)

Compliance tracking

(0)

Configurable workflow

5.0

(1)

Content management

4.5

(21)

Content publishing options

(0)

Convert to pdf

5.0

(1)

Customizable branding

5.0

(2)

Customizable fields

4.6

(5)

Customizable forms

4.0

(6)

Customizable templates

3.7

(3)

Data capture and transfer

4.8

(11)

Data extraction

5.0

(2)

Data import/export

4.7

(7)

Data storage management

4.7

(3)

Data synchronization

(0)

Data verification

4.5

(2)

Digital signature

4.0

(1)

Disaster recovery

(0)

Distributed capture

(0)

Document automation

5.0

(1)

Document capture

(0)

Document classification

5.0

(1)

Document conversion

(0)

Document generation

4.0

(2)

Document imaging

(0)

Document management

4.8

(8)

Document review

(0)

Document storage

4.7

(47)

Drag & drop

5.0

(1)

Duplicate payment alert

(0)

Electronic forms

(0)

Electronic signature

4.1

(13)

Email management

(0)

Expense tracking

(0)

File conversion

(0)

File management

(0)

File recovery

4.4

(10)

File sharing

4.6

(30)

File transfer

(0)

Filtering

(0)

Forms automation

(0)

Forms creation & design

4.7

(3)

Forms management

(0)

Full text search

2.0

(1)

Generative ai

5.0

(1)

Graphical workflow editor

(0)

HIPAA compliant

(0)

ID scanning

(0)

Image editing

(0)

Image Pre-processing

(0)

Indexing

(0)

Information governance

5.0

(2)

Invoice processing

4.8

(21)

Metadata extraction

(0)

Metadata management

(0)

Mobile access

5.0

(1)

Multi-Language

(0)

Multiple output formats

(0)

No-Code

(0)

Offline access

5.0

(2)

Optical character recognition

(0)

PDF conversion

(0)

Pre-built templates

(0)

Process modeling & designing

(0)

Process/Workflow automation

4.5

(2)

Real-Time data

4.9

(7)

Real-Time reporting

(0)

Real-Time updates

(0)

Receipt management

4.5

(6)

Remote data capture

(0)

Reporting/Analytics

(0)

Reporting & statistics

5.0

(1)

Role-Based permissions

5.0

(1)

Rules-Based workflow

(0)

Search/Filter

5.0

(4)

Secure data storage

4.7

(40)

Single sign on

(0)

SSL security

(0)

Supplier management

4.5

(2)

Surveys & feedback

(0)

Tagging

(0)

Task management

4.3

(4)

Task progress tracking

(0)

Template management

(0)

Templates

5.0

(1)

Text editing

(0)

Text extraction

5.0

(1)

Third-Party integrations

4.0

(2)

User management

(0)

Vendor management

(0)

Version control

(0)

Web forms

(0)

Workflow configuration

(0)

Workflow management

4.7

(11)

Zone selection tool

(0)

Square 9 alternatives

Square 9

4.5

(141)

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)

learn more

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.6

Value for Money

4.7

Customer Support

4.4

Google Workspace

4.7

(17.5K)

learn more

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.6

Value for Money

4.6

Customer Support

4.3

OneDrive

4.5

(12.6K)

learn more

Starting from

1.99

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.4

Customer Support

4.2

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

(141)

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

“What I like most about Square-9 is how easy it is to scan documents and use templates to automatically populate indexed fields, making documents simple and fast to search and retrieve later.”

Greg C.

Vice-President of Finance and Administration

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

Gisele S.

Manager

Square 9 integrations (8)

Integrations rated by users

We looked at 141 user reviews to identify which products are mentioned as Square 9 integrations and how users feel about them.

Ellucian

Integration rating: 4.0 (1)

“Our campus runs on Ellucian programs”

“Banner is our ERP provider”

Kristin G.

Archives Manuscript Curator

1/2

Microsoft Excel

Integration rating: 5.0 (1)

Other top integrations

Sage CRM

QuickBooks Payroll

Sage 200

PDI CStore Essentials

Sage 500

Dynamics 365 Business Central

NetSuite Excel Add-in

NetSuite

Square 9 customer support

What do users say about Square 9 customer support?

Customer support rating:

4.4

We analyzed verified user reviews to identify positive and negative aspects of Square 9 customer support.

Widespread user sentiment highlights Square 9's support team as responsive, knowledgeable, and quick to resolve issues.

A number of users find it easy to contact support and appreciate prompt, helpful responses, especially during deployment.

A limited number of users report difficulty reaching technical support quickly, especially when urgent business needs arise.

Support options

Phone support

Knowledge base

Email/help desk

Faqs/forum

Training options

Documentation

In person

Webinars

Live online

Videos

To see what individual users say about Square 9's customer support, check out the review snippets below.

“Being a IT/Power user, I appreciate the great support team and prompt responses on any questions or issues that may arise.”

Aaron C.

Infrastructure Tech

“We haven't had to call Support too often and when we were deploying Square 9 they were always helpful and fantastic, treating our business like their business.”

Paul L.

Owner