Square 9 for EDUCATION

School & University Document Management Software

Developed specifically for K-12 schools and school districts, Education Essentials, our digital transformation solution enables districts of all sizes to easily manage student and special education records that are stored outside of their Student Information System.

Locate student records quickly
Comply with FERPA, HIPAA, and mandatory retention policies
Collect information digitally using our web forms

Staff, student, and administrative records when and where you need them

Ensure all your files—scanned records, emails, MS Office files, PPTs, IEPs and 504 plans—aren’t lost or damaged but safe in the cloud.

Quickly locate student records by name, student number, or keyword saving hours of time. Gain easy access to data from your student information system such as PowerSchool® and Infinite Campus.

Meet FERPA, HIPAA and local government requirements through cloud based ECM. Conveniently and safely store records for mandatory retention periods.

View and share transcripts, health records, and more with parents, school personnel, and administrators in real-time through permission-based web access to ensure your records stay safe and secure.


Success Stories

See what’s possible and get inspired by the growth our clients are experiencing across industries and use cases.

Product Videos

View short videos to see how digital transformation and automation can help you. Also find demos of our products in use.


Discover the benefits of digital transformation, document management, and automation through live and on demand webinars.

Education Essentials tailors Square 9 tools to your school’s unique needs


Quickly locate student records

Store and easily find standard student records such as disciplinary actions, incident reports, parental communications, enrollment forms, and transcript requests. No more searching through piles of paper or file cabinets.

See how St. John Paul the Greater Catholic High School saved 200 hours annually by moving records to the cloud

Supplemental RECORDS

Securely track and share sensitive information

Track IEP change approvals and automate notifications

  • Ensure students are receiving the proper services
  • Protect your district against due process lawsuits
  • Searches by name, keyword, form, and more

Real-time knowledge & compliance

Safely store all HIPAA-mandated forms, like annual health assessments, immunization reports, counseling, and psychiatric testing, allowing you to meet compliance requirements for local, state, and federal laws.

See how Saint John Paul the Great Catholic High School improved document management of student records.

Stay compliant, save time, and meet your school’s goals with Education Essentials

Let us help your school district on your digital transformation journey to simplifying common business tasks

  • Intuitively designed for ease of use
  • Streamlined process automation
  • Efficient OCR data extraction improving data capture speed
  • Prebuilt solutions for fast and easy implementation
  • Scalable for large school districts
  • Library of powerful Web Forms to get you started fast
  • Free e-learning for your entire staff on their schedule
Success Stories

A Catholic High School saves more than 200 hours in their first year with Capture Automation

Saint John Paul the Great Catholic High School aimed to digitize early, before their paper records got too unwieldy. “Between filing, storing, and accessing documents alone, the staff has saved over 200 hours across departments and has increased productivity by at least 10%. Now, if a staff member is working with a record in PowerSchool, they can easily pull up all matching student records in GlobalSearch,” said Director of Technology David Morales.

Thanks to Square 9’s solutions, the majority of the school’s documents have been digitized. Having easy and immediate access to important information across departments is helping the high school operate much more efficiently, great for its seamless integration with PowerSchool. We use PowerSchool daily so now if we are looking at a record in PowerSchool we can easily pull up matching records.


Director of Technology,
St. John Paul the Great Catholic High School

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