@NotaryLadyBre Here’s a great thread that you’ll find quite helpful:
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For nearly two decades I’ve relied upon Notary Assist program/application. I find it to be AWESOME!
The Notary Assist software is:
- User friendly
- Easy to sort the data with column sort priorities
- Perfect for maintaining the schedule of engagements
- Simple to monitor accounts payable
- Easy to create new Clients and support team members in my database
- Creates invoices
- One-step backup process
- Data entry in overview mode or within each engagement popup screen
- Great to ease of accessing data at Tax Time
- Excellent report creation tools
- Easy to alter previously created engagement data
- Outstanding mileage monitoring reports
- Software is designed to report income correctly [exclusion of notarial fees from income reports]
