Notary Accounting Software

[loricnotary22]

What software are you using to keep track of Signings, Payments and of course for taxes?

[cNsa5]

@loricnotary22 An Excellent question!

By any chance did you find the immediately available information found within the Notary Cafe database on this topic?

This information is a GOLDMINE!

Most members express that they find it difficult/NEARLY IMPOSSIBLE to locate the Search Function in order to access the wealth of information available within the database.

To be helpful, I’ve inserted an image for you & others [see below] to help members locate it to unlock the wisdom & knowledge of other members on the forums.

I’ve performed a cursory Search on your behalf and the results show 29 separate threads (in addition to yours) about this particular topic (keywords: ‘Accounting software’).

There is a plethora of data immediately available on the threads within Notary Cafe.

https://forum.notarycafe.com/search?q=%22Accounting%20Software%22%20order%3Alatest

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In my direct experience, the best is Notary Assist Software. Here is my post delineating specific information about utilization, benefits, features, etc. It’s simply wonderful for day-to-day usage & is especially helpful during tax time.

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]

Keeping up with payments

@NotaryLadyBre Here’s a great thread that you’ll find quite helpful: ====== 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 m…

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Accessing the database to locate information about potential clients has saved many of us an inordinate amount of time ‘chasing’ payments for Services professionally provided to potential non-payers . . .

[cfletcher]

I switched from using NotaryAssist to using Closewise a more robust notary tool. Here’s their link: CloseWise | Access Your Notary Business Dashboard