Your notary business, all in one place
Stop juggling spreadsheets, invoices, and follow-ups. NotaryPilot is the simple, notary-built workspace that scans your signing orders and checks, tracks every job, invoices your clients, chases overdue payments, logs mileage and expenses, and delivers tax-ready reports — all with no learning curve. Starting at $4.50/month, limited time offer.
Accounts are invite-only — send a quick request and you'll get an invite code by email.
Everything a notary needs to run a business
Purpose-built for notary signing agents who manage clients, assignments, invoices, and payments across title companies, lenders, attorneys, and signing service platforms such as Snapdocs, SigningOrder, and NotaryDash.
Scan signing orders instantly
Drop a signing order image, PDF, or phone photo and NotaryPilot pulls out the hiring company, signer, fee, signing date, and file/order numbers to auto-create a Job Record.
Log every job in seconds
Track signing service, company, signer, service date, fee, terms, notary acts, and up to two file/order/invoice numbers per job.
Drop-in check reader
Drag a check PDF or image and the app auto-extracts the payer, check #, date, and amount — then matches it to the right job or invoice.
Invoices with PDF & print
Generate professional invoices with sequential numbering, edit line items and rates, print, or export to PDF — with a matching job record created automatically.
Get paid by card or Zelle
Send clients a hosted payment page with your Zelle info and an optional Square card link. Paid invoices are marked automatically via webhook.
Automatic overdue reminders
Once a job passes 30 days unpaid, NotaryPilot emails a polished reminder and follows up every few days until it's paid.
Built-in contact manager
Keep clients, signing services, and signers organized with multiple phones, emails, and addresses — and create an invoice for any contact in one click.
Expenses & IRS mileage
Log business expenses and trips, or import mileage from a spreadsheet. NotaryPilot applies the IRS standard rate for you.
Tax-ready reports
Annual and quarterly income summaries plus a Schedule C estimate — everything you need to hand your CPA at tax time.
Bank reconciliation
Import a bank CSV or XLSX and NotaryPilot fuzzy-matches deposits to your invoices, with a QuickBooks-ready export.
Import & export anywhere
Bring in existing job records and mileage from a spreadsheet, and export your full history to Excel, CSV, or JSON for backup, taxes, or your accountant.
Search, sort, and filter
Find any job by signer, client, or status, and filter by any date range.
Mobile check & order capture
Snap a check or signing order right from your phone camera in the field — no scanner or desktop required.
AI assistant ready (MCP)
Connect Claude, ChatGPT, or any MCP client to safely query and update your own NotaryPilot data with your voice or a prompt.
Private to you
Your records are locked to your account with row-level security. Nobody else sees your book of business.
Invite-only, ad-free
No open signups, no ads, no upsells. One flat price and a workspace built by a working notary.
Built for work from any signing service platform
Track assignments from all the major national notary signing platforms, loan signing platforms, notary scheduling platforms, signing assignment platforms, and notary vendor platforms in one place.
Simple pricing
One flat price. Unlimited signings, invoices, and check uploads.
Subscribe now and lock in this price for a lifetime. Cancel anytime.
Submit a short request and you'll receive an invite code by email.