Common tasks simplified

Let Your Digital Transformation Begin

At Square 9, we simplify common business tasks with digital transformation software solutions that can be easily adapted to automate any paper-intensive process. That means you can spend less time on monotonous tasks and more time on growth and innovation.
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Powerful, disaster-ready, business continuity solutions

In the event of a fire, flood, or other natural disaster, our solutions keep your data safe and allow you to continue business from anywhere.

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Streamlined, more efficient processes

Find files quickly and easily. Automate document capture to put information into motion, saving you both time and money.

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Secure, compliant document management

Square 9 is SOC 1, 2, and HIPAA compliant and ensures data security by encrypting it both in storage and transit.

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Not sure where to start?

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Unparalleled Support

We provide champion-level service and support

Excellent customer service means going beyond meeting your customer’s basic needs. Our team is experienced, highly trained, and well-educated, so we can answer your questions quickly and get you back to the task at hand. The Square 9 difference includes:

  • Complete transparency with wait-times (MEASURED IN MINUTES) available on our website
  • Training videos, documentation, and tech tips
  • Easy ticketing process for support requests
Trusted and Reliable Solutions

Recognized throughout the industry as a leading solutions provider

Our award-winning document management solutions have been praised by industry experts and recognized for their unique strengths, including:

  • KeyPoint Intelligence: Buyers Lab Pick Awards, 2020-2022
  • Recognized by G2 as a leading developer of Enterprise Content Management software
  • Marcum Tech Top 40 Award
Best in Class Professional Services

Guiding you through each step of your Digital Transformation

Our professional services team knows the ins and outs of our software and has implemented it in a wide variety of industries. We’ll be with you every step of the way, so you’ll never be left wondering where your project stands. We offer:

  • Over 15 years of experience
  • Fast, disruption-free implementation
  • Over 96% customer satisfaction

Don’t miss out!

Test drive our solutions with a free demo.

A Long History of Satisfied Customers

When our clients are happy, so are we.

Featured Case Study

School takes an innovative approach toward the way they manage records and information.

All the paperwork across every department was stored in folders in different cabinets, which were already running out of space. Whenever they needed to pull a bill from the previous year to review the numbers, they’d have to go to the Finance department, wait for them to go through the cabinets and sift through to find the one copy. Then the staff has to take the copy, review it, keep it safe, and bring it back for refilling. All this just to pull a quick piece of information. The school was looking for a software that was flexible in terms of integration with the desktop, and the applications they currently use, including PowerSchool. 

Using desktop scanners where they can scan each document and trigger GlobalCapture’s automated workflows to index the data and securely store each file, the Finance team has easily saved a hundred hours in administrative time alone.Thanks to Square 9’s solutions, the majority of the school’s documents have been digitized and shredded. Having easy and immediate access to important information across departments is helping the high school operate like an enterprise. They’ve started the year as a truly paperless organization and look forward to expanding their document management capabilities with intuitive workflow routing and web forms management. 

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Featured Case Study

Economic Development Organization Sparks Productivity and Efficiency with GlobalSearch and QuickBooks Integration

After consolidating their two locations across the street from one another, Lisa Bies, staff accountant at Ann Arbor Spark, was looking for a solution to eliminate the manual paper process in their accounting department.

GlobalSearch has cut down a lot of paper use and printing for Ann Arbor Spark.

“The QuickBooks integration has been such a time saver. I get exactly what I need to process the invoices accurately. Being remote with the pandemic, GlobalSearch has helped us immensely. We no longer have to be in the office or wait for team members to approve the invoices manually,” said Lisa Bies.

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Featured Case Study

Commers Water Keeps Information Flowing Throughout Their 3 Locations

Commers Water wanted a solution where all employees had access to their documents at one time. This included implementing digital forms for the sales team to enter new orders, as well as a solution to improve communication throughout their departments. 

Using GlobalForms for their order entry submission process holds everyone accountable. Upper management likes being able to see where documents are throughout the different stages of the workflow they set up. Since implementing GlobalForms, GlobalSearch, and GlobalAction, the sales department has been able to reduced its sales cycle.

“The best part about this solution is the consistent flow of information going to the right place, at the right time properly. I was also happy to see that 50% of our sales staff do not use paper at all anymore by keeping their sales notes on the digital lead form and then making additional notes after the form is stored in the archive,” said Ackerman.

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Featured Products

Digitally Transform Your Business

With Our Intuitively Designed, Secure, and Innovative Solutions

Enterprise Content
Management

Globalsearch

Eliminate wasted time searching for lost or missing documents. File, index, store, retrieve, and share documents with ease in a secure and compliant environment. Enable your business to reach new levels of efficiency.

Web Forms Process
Management

GLOBALFORMS

Collect information faster and easier than ever before with true web forms designed to automate your business processes and eliminate inefficient paper and PDFs. Never go searching for missing information again.

Document Capture
Automation

Globalcapture

Remove manual processes and capture your information more quickly and accurately than you thought was possible. Using character and format recognition, you’ll turn your data and documents into usable business information.

Business Process
Management

globalaction

Streamline your core business processes and automate tedious tasks. Route documents through your organization, simplifying approvals, improving communication, and heightening visibility into everyday business tasks.
We’re invested in top-tier data protection.

During the first year of our partnership with Square 9, we have implemented 10 new workflows that have substantially improved efficiency across our organization. Our after school program now offers online applications for parents, our maintenance department processes all work requests, and in response to COVID-19, case managers were able to remotely submit electronic requests for client financial assistance.

Joseph Hogberg

Business Process Manager, PS Industries Incorporated

Implementing GlobalSearch was very successful, and we did achieve the business value we had anticipated. This may be the first time in my professional career that I got exactly what I paid for.

Russ Hoehn

GlobalSearch has saved our company from paying expensive fines and hours upon hours of work. We no longer lose files or misplace paperwork. I cannot imagine doing Human Resources anywhere without GlobalSearch. When someone needs information on an employee there is no longer the frustration of trying to find the document. I can’t imagine how much money and time we have saved

Teresa Sherwood

Now with Square 9’s solutions, we have the ability to set up automatic emails that can go directly to the intended person. So, instead of having to print out documents, email or fax them, employees can receive the necessary information and documents right to their inbox. Productivity has gone up a great deal now that this several step process has been automated and it has also helped ensure things get where they need to be on time

Lyle Gottfried

The education courses are great. I go back to my class notes all the time. Square 9 offers the most robust training, help desk support and they even allow me to bounce ideas off the team

Melissa Godinez

Our old, paper-based contract workflow process had many snags – lost documents, unknown status, incomplete signatures, and no tracking of milestone dates. Square9 allowed us to easily design a system that mirrored our workflow, provided easy ways to upload documents, and most importantly – uses automatic reminders of milestone events based on dates in the actual contract. We are very much looking forward to its full implementation as our employees get used to navigating a new system and have every confidence that it will create great efficiencies for the organization!

Kat Haas

Elder Care Alliance

You have automation needs. We have industry leading solutions!

Take Square 9 for a spin while you plan what to do with all that free time.

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Ingest files in seconds
Route form data anywhere

Short and sweet reads:

6 Features to Look For in a Scalable Document Automation Solution

7 min • By Samuel Young • Posted Jun 8

There is no doubt that dynamic and flexible businesses excel in today’s fast-paced world. They can adapt to market changes and trends much faster and adjust in the face of […]

3 Key Aspects of any Enterprise Content Management Strategy

5 min • By Samuel Young • Posted May 19

The market for Enterprise Content Management solutions is in a tremendous growth period as companies speed up their digital transformation plans amidst unprecedented global market shifts. Estimated at $12.94 billion […]

Why Businesses Are Automating Human Resources and You Should Too

3 min • By Samuel Young • Posted May 2

Human Resources departments have certainly been keeping busy these past few years. Between a massive global shift towards remote work in 2020 and the incredibly high volume of job openings […]

Age of Information: The Steps and Benefits to Going Completely Paperless

7 min • By Samuel Young • Posted Apr 15

Throughout history, there have been countless ways to capture information, with each invention improving on the shortcomings of the last. The ancient Sumerians wrote on clay tablets until the Egyptians […]

Latest Press

Square 9 Softworks® Simplifies Common Business Tasks with GlobalForms Spring 2022 Release

NEW HAVEN, CONN., April 15, 2022 – Square 9 Softworks®, a leading provider of award-winning process automation solutions, has announced the latest release of their GlobalForms web forms design platform. […]

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Square 9 is meeting some amazing people at the AgVantage National Conference in Bloomington, Minnesota. Stop by our booth (Booth #8) and say hi!

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