NotaryAssist is an accounting software program that was developed by a mobile notary and loan signing agent in the early 2000's. Sue Hope, and her husband the programmer, needed a way to help with bookkeeping and tracking expenses. That's how this was born!
Now, 12 years later, NotaryAssist is on eof the most popular accounting software programs for notaries. There is all kinds of nuance involved with our industry, including the need for additional streams of revenue in our every day business. This software helps manage it all.
Sue joins us for this 5-Day blitz training designed to show you exactly what this software can do. What better way to learn about it, than to hear from the person who designed it?
DAY ONE: Getting Started-
- Click Here to start your free trial
- How to fill out the form
- The Dashboard of NotaryAssist
DAY TWO- Personalization and Setup of Your Account
-Customize Notary Assist for EXACTLY what you need
-How to track mileage
-Loading notary fee schedules
-Invoicing
-Loan and Transaction types
-Tracking
-Google and iCal
- How to Begin Using NotaryAssist
-Loading and viewing customers
-Expenses
DAY THREE- Getting Down to Business
-Understanding Signings
-Adding New Signing Appointments
-Calendar Views
-Adding Extra Mileage
DAY FOUR- Reporting
-Income report
-Unpaid Report
-Profit & Loss Report
-Expense Report
-Mileage Report
-Tax Report
-Tax Summary Report
DAY FIVE- Tools & Support for NotaryAssist Customers
-Built-in Rescission Calendar
-Feedback and Direct contact with Development
-Friendly Customer Support
Notary Coach audience members (that's you!) receive a 30 day FREE trial (full access) and a 25% discount on the annual plan if you decide to subscribe. Click here to begin:
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