The Best Scheduling & Management Apps for Notaries

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.

Why Notaries Need Scheduling & Management Apps

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.

Key Benefits of Using Notary Management Apps:

• Automated appointment scheduling (reduces missed meetings)
• Client record management (keeps detailed history for repeat business)
• Income and expense tracking (helps with tax preparation)
• Time management (improves efficiency and increases bookings)

Notaries can maximize productivity by using the right tools while reducing administrative work.

Best Scheduling Apps for Notaries

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

Which Scheduling App Is Best?

• For solo notaries: Calendly or Setmore (easy setup, affordable pricing).
• For notaries handling payments: Square Appointments (booking + invoicing).
• For mobile notaries with multiple services: Acuity Scheduling (advanced features).

Best Apps for Managing Notary Clients & Records

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)

Which Client Management App Is Best?

• For notary-specific business tracking: NotaryAssist.
• For basic contact storage: Google Contacts.
• For advanced customer management & automation: Zoho CRM.

If you want all-in-one notary business tracking, NotaryAssist is highly recommended.

Best Apps for Tracking Notary Income & Expenses

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)

Which Income Tracking App Is Best?

• For full accounting & tax prep: QuickBooks Self-Employed.
• For free invoicing & bookkeeping: Wave Accounting.
• For mileage tracking: Everlance or NotaryGadget.

Using an income tracking app ensures you stay tax-ready and financially organized.

Best Apps for Mileage & Travel Expense Tracking

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.

All-in-One Business Management Apps for Notaries

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

Which All-in-One App is Best?

• For a notary-specific solution: NotaryAssist or NotaryGadget.
• For a full business accounting system: QuickBooks Self-Employed.

Choosing the Right App for Your Notary Business

With so many options, choosing the proper scheduling and management apps depends on your needs and work style.

Best Apps by Category:

✅ 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.

Boost Your Notary Business with the Right Tools

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.

Key Takeaways:

• Use scheduling apps to streamline client bookings and avoid missed appointments.
• Client management tools help track repeat customers and build long-term relationships.
• Expense tracking apps make tax filing easier and improve financial clarity.
• Mileage tracking apps ensure accurate deductions for business travel.
• All-in-one apps like NotaryAssist or NotaryGadget provide a complete business solution.

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.