Square 9 Softworks, a leading provider of AI-powered intelligent information management, successfully completed its 2025 SOC 2 audit on July 15, 2025, and renewed its HIPAA compliance, as announced on July 23, 2025. The certifications highlight the company’s ongoing commitment to data security and operational excellence, ensuring customer information is handled with industry-leading standards.
Certifications: Renewed SOC 2 and HIPAA compliance on July 15, 2025.
Audit Scope: SOC 2 Trust Services Criteria (Security, Availability, Confidentiality) and HIPAA requirements.
Platform: GlobalSearch and GlobalCapture cloud solutions for document management and automation.
Impact: Assures secure handling of sensitive data, including ePHI, for healthcare and other industries.
Clients: Supports healthcare, manufacturing, and legal sectors with 2,000+ global customers.
Recognition: Enhances reputation with G2 and TrustRadius accolades in 2025.
The SOC 2 audit, conducted against the American Institute of Certified Public Accountants (AICPA) Trust Services Criteria, evaluated Square 9’s infrastructure, software, policies, and operations for Security, Availability, and Confidentiality. Additional criteria ensured full HIPAA compliance, critical for healthcare clients managing electronic Protected Health Information (ePHI). “SOC 2 audits are a globally recognized affirmation of a company’s commitment to protecting customer data,” said Steve Young, President and CEO. “Our customers can rest assured that their information is being properly guarded.”
Square 9’s HIPAA certification enables Business Associate Agreements with healthcare providers, ensuring compliance with the HIPAA Security Rule and HITECH Act. The company’s solutions, including GlobalSearch and GlobalCapture, streamline patient record management, claims processing, and compliance workflows, reducing paperwork and enhancing efficiency.
Square 9’s platform supports over 2,000 customers across healthcare, manufacturing, and legal sectors, automating processes like accounts payable, order processing, and employee onboarding. Its secure document capture, advanced indexing, and workflow automation reduce errors and ensure compliance with regulations like SEC and FINRA. The 2025 certifications build on Square 9’s history of SOC 1, SOC 2, and HIPAA compliance since 2020, reinforcing trust with clients like hospitals, clinics, and law firms.
Founded in 2001 and headquartered in New Haven, Connecticut, Square 9 Softworks serves a global market through a network of skilled channel resellers. The company’s focus on AI-driven automation aligns with the $7.4 billion enterprise content management market, projected to grow at a 9.8% CAGR through 2030. Its 2025 G2 and TrustRadius recognitions and a top-tier CyberVadis rating of 946/1000 further validate its leadership in secure document management.
Managing information can be hard. Square 9 makes it easy! Square 9 Softworks is an industry-leading provider of an AI-powered intelligent information management platform that removes the frustration of extracting data and enables you to harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like accounts payable, order processing, onboarding, and contracts. The Square 9 platform captures your unstructured content, transforms it into clean, searchable data, and securely shares it across your organization to accelerate your decisions and actions.
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