When starting your Notary business everyone should have some sort of CRM system to track their appointments, invoicing, mileage and expenses. For me hands down, NotaryGadget is that system. NotaryGadget is a super easy accounting software for notaries and signing agents. It makes just about everything you do easier - sending invoices, tracking payments, tracking mileage, tracking notarial acts, managing your calendar, tracking your expenses, and helping you with your taxes.
Click the link below to get started:
Take a look below as I break down the many benefits of NotaryGadget:
Calendaring
NotaryGadget automatically adds your signings to your Google Calendar and your smart phone. You can even set it up to send yourself email and text message reminders before each signing.
Automatically Import Orders
This is my favorite part! NotaryGadget can import your signing orders from all the major signing platforms, signing companies, and title & escrow companies. To make this happen, all you have to do forward the appointment confirmation email to automation@notarygadget.com .
Appointment Reminders
You have the opportunity to create your own automatic appointment reminders for your customers and for yourself.
Automatic Invoicing
NotaryGadget automatically creates PDF invoices for you. Just click the "send" button and it's on the way to your customer...you don't even have to open your email. And you can send monthly or weekly invoices too!
Track Your Payments
If you're a seasoned notary, then you know how much work it can be to constantly keep track of who owes you money. And as a new notary, it can be just that much harder. With NotaryGadget tracking your payments is simple. It instantly shows you which invoices haven't been paid and how long it's been since you did the signing.
Track Business Expenses
NotaryGadget makes is super easy to track all your business expenses. It even let's you track the expenses on each signing so you can see how much profit you're really making on each customer.
Track Mileage, Directions, Drive Time
With this platform you can automatically calculate driving directions, mileage, drive time, and even record the amount you can deduct on your taxes for each signing.
Tax Time Savior!
NotaryGadget tracks your notarial acts on each signing, which can easily save you $1000's on your taxes! Additionally, NotaryGadget instantly generates the report you need to do your taxes. It breaks down all your income, expenses, and notarial fees exactly the way an accountant (or tax preparer) needs to see it to do your taxes.
Multiple Device Use
NotaryGadget works on all versions of Windows, Macs, iphones, androids, windows phones, tablets, and just about any other device with a browser! Plus, it's cloud based so there's no software to install.
Are you sold yet? Ready to get started with NotaryGadget to assist you in your business? Click NotaryGadget to get started!
Did I mention how NotaryGadget is 100% affordable! Take a look at pricing here: NotaryGadget Pricing.
If this is the right move for you and your business click the link below:
About The Author
Olivia Jade Kelly is an entrepreneur and owner of Jade's Notary, where she serves as a dully commissioned notary public for the State of Wisconsin and a certified Loan Signing Agent as well as certified Remote Online Notary. In addition to being the owner of Jade's Notary, Olivia is the proud owner of Visions of Jade, LLC, where she utilizes her years of experience as a virtual assistant and consultant. For more information as well as to shop my store click Visions of Jade, LLC.
Commentaires