Throw Away Your Paper

Protect What's Important

Improve Your Bottom Line

Document Management Transformed

Digitally transform your business with Square 9, an all-in-one business document management solution. Streamline document capture and web forms while automating paper-intensive business processes so you can focus on growth and innovation.

Adapt Your Documents to the Digital World

Optimize your core business processes and automate tedious tasks for improved visibility and organizational communication.

Keep your documents secure with role-based access to prevent unauthorized users from viewing or editing content.

Gain easy access to all of your documents and data to boost efficiency and enhance business flexibility and decision making.

Document Management the Way You Want It

Square 9 is packed with all the tools you need to improve productivity across your most document-intensive departments.

Web Forms Process Management

Minimize repetitive processes with intuitive web forms that collect information and securely store your data for improved visibility and easy access.

Simplified user interface with drag-and-drop form fields

Custom form layouts, templates, and use-cases

Automatic data routing for document approval and integrated capture workflows

Document Capture Automation

Expedite how you capture, classify, and validate high volumes of documents, reducing manual work while increasing accuracy.

AI-driven capture for faster, more accurate, and more convenient data validation

Advanced OCR and data extraction rules

Multiple sharing options and single-point entry for identity and access management

Enterprise Content Management

Save time searching for missing or lost records. Easily file, index, store, retrieve, and share documents in a secure environment.

Flexible search with keywords, phrases, addresses, and more

Anywhere, anytime access with permisson-based security

Disaster recovery and audit trail logs

Business Process Management

Automate and map workflows for end-to-end process visibility to keep your results aligned with your business goals.

Send automated notifications

Real-time, on-demand BI and analytics 

Graphical document presentations and embedded webforms

See Why Customers Love Square 9

"Square 9 products have revolutionized our office and field operations workflows!"

"We're a lot more efficient now that we found Square 9!"

"The ability to retrieve documents in seconds makes all of our tasks easier regardless of the department. We have moved all document workflows into GlobalForms and GlobalSearch. Their support and implementation departments are second to none. Their goal is to make customers happy."

"Square 9 has had a great impact on the speed at which we locate files. Their workflow also allows us to review documents generated quicker than ever. We haven't had to call support too often. When we were deploying Square 9, they were always helpful and fantastic, treating our business like their business."

Timothy E.

Paul L.

CEO — Hospital & Healthcare

Medical Practice Owner

Where Paper and Technology Meet

Focus on growth and reach new levels of efficiency with Square 9. Phase out tedious, manual processes with intelligent document management and process automation in one unified platform.

See Square 9 in Action

Headquarters

127 Church St,

New Haven, CT 06510

United States

Contact

info@square-9.com

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* Capterra Reviews 

Capterra reviews constitute the subjective opinions of individual end-users based on their own experiences and do not represent the views of Capterra or its affiliates. Reviews have been edited to account for errors and readability.