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 • Professional client-facing portal view • 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 iCloud backup and cross-device sync • 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. We never sell your information. iCloud sync is optional and uses Apple's secure infrastructure. Privacy Policy: https://sites.google.com/view/notary-tracker-privacy-policy Terms of Use: https://notarytracker.com/terms