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Managing a successful notary business requires more than notarizing documents—you must stay organized, track appointments, manage clients, and monitor your income. The right scheduling and management apps can help you streamline your workflow and improve efficiency.
This guide reviews the top-rated apps that help notaries schedule appointments, track earnings, and manage customer data, ensuring smooth operations and increased productivity.
A well-organized notary business depends on efficient scheduling, tracking, and client management. Instead of relying on paper calendars or spreadsheets, apps allow real-time organization and automation.
Notaries can maximize productivity by using the right tools while reducing administrative work.
A scheduling app helps notaries manage appointments, send reminders, and prevent double bookings.
App Name | Features | Pricing |
---|---|---|
Calendly | Automated scheduling, client reminders, integrates with Google Calendar | Free & paid plans ($8-$16/month) |
Square Appointments | Online booking, invoicing, payment processing | Free for individuals, paid plans start at $29/month |
Acuity Scheduling | Custom appointment types, recurring bookings, text/email reminders | $14-$45/month |
Setmore | Free online scheduling, calendar sync, team management | Free & paid plans ($5-$12/month) |
Booksy | Designed for mobile professionals, secure payment integration | $29.99/month |
Keeping track of customer interactions, past notarizations, and client details ensures repeat business and professional record-keeping.
App Name | Features | Pricing |
---|---|---|
NotaryAssist | Notary-specific CRM, invoice tracking, expense reporting | $9.95/month |
HubSpot CRM | Contact management, appointment tracking, email templates | Free & paid plans ($50+/month) |
Zoho CRM | Client notes, task automation, scheduling reminders | Free & paid plans ($14+/month) |
Google Contacts | Simple client management, integrates with Gmail & Google Calendar | Free |
SignWell | Electronic signature tracking, document storage | Free & paid plans ($8/month) |
If you want all-in-one notary business tracking, NotaryAssist is highly recommended.
Accurate income and expense tracking ensures financial clarity, especially when filing taxes or invoicing clients.
App Name | Features | Pricing |
---|---|---|
QuickBooks Self-Employed | Tracks income, expenses, mileage, tax deductions | $15/month |
Wave Accounting | Free invoicing, expense tracking, receipt scanning | Free |
Expensify | Tracks receipts, mileage reimbursement, tax write-offs | $4.99+/month |
NotaryGadget | Notary-specific accounting, mileage tracking, tax reporting | $9/month |
Everlance | Automatic mileage tracking & financial reporting | Free & paid plans ($5+/month) |
Using an income tracking app ensures you stay tax-ready and financially organized.
Since mobile notaries travel frequently, tracking mileage for tax deductions is essential.
App Name | Features | Pricing |
---|---|---|
MileIQ | Automatic trip logging, tax deductions | Free & paid plans ($5.99+/month) |
Everlance | GPS mileage tracking, business vs. personal miles | Free & paid plans ($5+/month) |
TripLog | Advanced trip categorization, business mileage reports | Free & paid plans ($4.99+/month) |
Hurdlr | Tracks mileage & business expenses | Free & paid plans ($5+/month) |
For automatic mileage tracking, MileIQ and Everlance are top choices.
If you prefer one app that handles everything, these options provide comprehensive business tools.
App Name | What It Covers? | Pricing |
---|---|---|
NotaryAssist | Scheduling, client management, invoicing, expense tracking | $9.95/month |
NotaryGadget | Full business tracking, tax reports, mileage logs | $9/month |
QuickBooks Self-Employed | Income & tax tracking, mileage logging | $15/month |
Square Appointments | Booking, invoicing, and payments | Free – $29/month |
With so many options, choosing the proper scheduling and management apps depends on your needs and work style.
✅ Best Scheduling App: Calendly (easy & affordable)
✅ Best Client Management App: NotaryAssist (notary-specific CRM)
✅ Best Income Tracking App: QuickBooks Self-Employed (tax prep & expenses)
✅ Best Mileage Tracking App: MileIQ (automatic trip logging)
✅ Best All-in-One Notary Management: NotaryGadget (notary-specific business tracking)
Using the right mix of apps can simplify your workload and maximize efficiency.
Running a successful notary business requires organization, time management, and financial tracking. The right apps help you schedule efficiently, track income, manage clients, and stay tax-ready.
By incorporating these essential digital tools, notaries can save time, increase efficiency, and grow their business successfully.
For more business tools and resources, visit the Notary Public Association.
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