NotaryAssist
Book clients, schedule appointments, track invoices, coordinate
LavaTurtle Software Inc.
iPhone Screenshots
Description
Manage client bookings and appointment scheduling. Track invoices and payments. Log travel and mileage expenses. Organize receipts and paperwork for tax preparation. Set reminders for deadlines and client follow-ups.
As a professional Notary or Signing Agent, you have to manage your time in order to build a thriving, profitable business. Your job involves booking new clients, scheduling appointments, tracking invoices, coordinating payments/non-payments, and maintaining travel/mileage logs. Come tax season, you have to organize piles of receipts and paperwork for your accountant. The time spent on these tasks could be time spent generating new revenue.