Verified
We had some reoccurring issues when first implemented. Few and far between afterwards.
We are eliminating our physical storage.
Verified
It has been difficult to set up workflows and scripts for a complex muti company use
Integration with our accounting software and the ability to search for documents with image exchange from another program
Verified
Solid software that delivers good results
The core Smart Search functionality is very strong and delivers "just works" kind of results. It installs fairly easily and the server requirements are pretty minimal. I would definitely encourage someone looking at Smart Search to be certain that their reseller or integrator is well-versed in how to set up Smart Search as that will definitely impact the effectiveness of the installation and setup process. Ours was and our installation and user training went easily with few real issues. Square 9 as a company is responsive to requests for assistance and support can usually resolve issues quickly.
Verified
We have been using Square 9 for approximately 3 years.
Availability of our invoices for all users Searching for invoices is easier than going thru a paper file E-mail capabilities of invoices
Verified
User friendly. Organized workflow. Easy to retrieve records by any detail.
I primarily use the program to input accounts payable invoices. Having all the invoices, contracts, tax forms, and crucial correspondence in one location is great for facilitating my workflow.