Notary Tracker: Signing Agent

Professional Business Management for Notary Publics

Track appointments, manage clients, monitor expenses, and stay tax-ready—all from your iPhone. Know which signings and companies earn you the most per hour - so you can take better-paying work.

## APPOINTMENT MANAGEMENT
• Smart calendar with monthly and yearly views
• Pipeline view - move signings from Offered to Paid on a visual board so no order slips through
• Calendar sync - live Google Calendar sync, with Apple Calendar and Outlook (.ics) supported
• Email auto-import (Pro) - forward assignment emails to your private Notary Tracker address and get ready-to-confirm appointments
• Recurring appointments (daily, weekly, bi-weekly, monthly)
• Automatic mileage calculation from your location
• Payment status tracking: Paid, Pending, Partial
• Appointment reminders with notifications
• CSV import for bulk appointments
• Completion and payment status shown at a glance on every schedule card

## FINANCIAL TRACKING
• Real-time income and expense monitoring
• Receipt scanning with OCR - photograph a receipt to auto-fill merchant, amount, and date
• Payment status dashboard with detailed breakdowns
• Mileage deduction reports at the current IRS standard rate
• Export PDF reports for your accountant

## CLIENT MANAGEMENT
• Complete client database with contact information
• Track client history and revenue per client
• CSV import for bulk client additions

## AUTOMATIC MILEAGE TRACKING
• Google Maps integration for accurate distance calculation

## TAX TOOLS
• Quarterly tax estimate calculator
• IRS-compliant mileage and expense tracking
• Expense categorization by tax-deductible categories
• Quarterly due date reminders
• Professional PDF reports (Income, Expenses, Mileage, Tax Summaries)
• Estimated self-employment tax calculations

## PROFESSIONAL INVOICING
• Generate branded invoices with business information
• Customizable invoice numbers and due dates
• Email or text invoices directly to clients
• Track invoice status with payment monitoring
• Monthly billing - combine signings in one statement per client or company, see outstanding balances, and send branded payment reminders in one tap

## ANALYTICS DASHBOARD
• Visual dashboard with key business metrics
• Signing companies - see who sends the most work, compare payment speed, and track revenue by company
• Period filtering: Today, Week, Month, Year, All Time

## CLIENT PORTAL
• Share appointment status with clients
• Pro booking link with upfront fee estimates - clients see service, travel and after-hours pricing before picking a slot; you still review every quote
• Booking instructions and service pricing

## CLIENT REVIEWS & TESTIMONIALS
• Automatically invite clients to leave a review after every signing
• Showcase top testimonials on your public booking page to win more work
• Get notified when a new review arrives — tap to open it right away
• See the review inline on the appointment it came from
• Hide any individual testimonial with a single tap
• Manage everything from a dedicated Client Reviews entry in Settings

## PRE-VISIT SIGNING AGREEMENTS
• Send clients an agreement before the appointment
• They review and sign from any device — no install
• See a check on the card the moment they sign
• Customize the template in Settings

## BACKUP & SYNC
• Automatic cloud backup and sync across your iPhone, iPad and the web
• Your data is always yours: export anytime, even if you cancel
• Scheduled email backups (weekly or monthly)
• Manual backup on demand
• Export all data to text format
• CSV import/export functionality

## BUILT FOR NOTARIES
• Save 5+ hours per week on admin work
• Maximize tax deductions with accurate tracking
• Never miss commission expiration - alerts 30, 7, and 1 day out

## PRIVACY
Your data is private and syncs securely to your account. We never sell your information.

Privacy Policy: https://sites.google.com/view/notary-tracker-privacy-policy
Terms of Use: https://notarytracker.com/terms