@Robert2 Great question! 
I’ve utilized Notary Assist for nearly two decades I’ve relied upon Notary Assist program/application. I find it to be AWESOME! It fits my business needs Perfectly!
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]
For the purely financial components, MS Excel fills in the “gaps.”
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Just wondering if by any chance were you able to locate 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 that has been generously contributed by your sagacious fellow business owners over the years . . .
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 multiple separate threads (in addition to yours) about the accounting software topic.
There is a plethora of data immediately available on the threads within Notary Cafe. 
Here are a few of those threads:
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SPECIAL NOTE: 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 . . . 
