@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]
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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 . . .