Dashboard & Business Analytics
YTD revenue, unpaid invoices, miles logged, and expenses at a glance. Monthly revenue charts, budget performance, and accounts-receivable alerts — all on one screen.
Included in pilot access
For Notaries. By a Notary.
Features
Every tool a loan signing agent needs to run the business side of the business — built by a notary who lives the work, for notaries who live it too. From the first signing to the final tax filing.
Everything in SigningLedger
Same clarity as the in-app Reports hub — pick a module and go deeper.
Business Health Dashboard
A proactive command center that flags missing mileage, missing notarial acts, overdue invoices, and outstanding receivables — plus upcoming appointments and projected revenue — so nothing slips through the cracks.
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Signings Tracking
Record every signing with fee, order number, title/escrow company, borrower, assignment source, and service type. Mark signings paid or unpaid and track expected payment dates based on customer terms.
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Service Classification
Classify every signing — Refinance, Purchase, HELOC, General Notary Work, Apostille, or Other Professional Services. Income groups flow automatically into the right reports, so loan-signing revenue, general notary work, and other professional income stay separated without manual sorting.
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Appointments & Calendar Sync
Schedule appointments and sync them to your Google Calendar automatically. Automated email reminders keep you on time, every time. Appointments have zero accounting effect until you convert them to a signing.
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Mileage Logging
Log trips with the IRS standard mileage rate, looked up automatically by tax year and frozen on each entry. A compliance review flags completed signings with no mileage and estimates the deduction you're leaving on the table.
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Notarial Act Tracking
Record the number of notarial acts per signing. SigningLedger multiplies them by your state's statutory rate, separates the value from your signing fees, and includes a Schedule SE adjustment summary for your CPA to review.
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Expenses & Receipts
Categorize every expense by its official Schedule C line. Attach multiple receipt files per expense. Track vendors and flag 1099-NEC eligibility at the $2,000 threshold (2026).
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Chart of Accounts
A full chart of accounts with 35 default expense accounts organized by Schedule C tax line. Create subaccounts under any category, each with immutable tax treatment — deductible, 50% meals, or nondeductible — that flows through to every expense and report automatically.
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Customers, Vendors & Organizations
A unified directory where one organization can act as a Customer, a Vendor, and an Assignment Source simultaneously. Payment terms, default fees, and 1099 tracking all in one place — no duplicate records.
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Invoicing & Customer Statements
Generate professional invoices and customer statements with your business branding, logo, and payment terms. Track versions, delivery status, and export to PDF in one click.
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Accounts Receivable
See what's due this week, what's past due, and which accounts are overdue. Aging buckets by customer terms — current, 30–60, 61–90, 91–120, over 120 — keep your cash flow visible.
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Vendor Payables
Track vendor payables from assignment to payment. Know exactly what you owe subcontracted notaries at every stage — pending, invoiced, and paid — with 1099-NEC aggregation built in.
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Budgeting
Set monthly budgets for revenue, expenses, mileage, and profit. Track actuals against budget all year with variance and drill-down to the source transactions.
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Financial Reports
Income Statement (revenue, expenses, net profit) and Balance Sheet (assets, cash, accounts receivable, equity) — filterable by date range, with drill-down from every total to the underlying signings and expenses.
Included in pilot access
Business Intelligence
Revenue by Service and Customer Activity show where your revenue and collections come from. Profitability shows what each job, customer and service type really earns after payouts and mileage (Premium adds estimated printing and supplies costs) — kept separate from your books and taxes. Report totals drill down to the source signings, and you can compare any period against another.
Included in pilot access
Signing Source Detail
See exactly where your work comes from — revenue, average fees, paid vs. unpaid, and overdue receivables broken down by assignment source. Drill down from any source to the individual signings behind the numbers.
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Tax Reports & Estimator
Schedule C breakdown (every line mapped, meals at 50%), Schedule SE adjustment summary for notarial income separation, 1099-NEC vendor totals, and a Tax Estimator that projects quarterly SE tax with notarial income separated.
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CPA Package
Generate a complete, CPA-ready tax package in a few clicks — revenue summaries, mileage reports, Schedule C data, expense breakdowns, and notarial income reporting, prepared and paginated for your accountant.
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PDF Exports
Executive-level financial reports — proper headers, right-aligned currency, pagination, and your business identity on every page. Built to hand straight to your CPA.
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Help Center & SOP Library
Context-sensitive help inside the app, a library of standard operating procedures, and a Getting Started checklist that walks you through your first signing — so you're never left guessing.
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Subscription & Billing
Manage your plan, payment method, and billing history through a self-serve Stripe customer portal. Upgrade, downgrade, or cancel anytime.
Included in pilot access
CPA-ready reporting
Tax summary, income statement & balance sheet — built for signing agents
Financial Reports (Accounting and Profitability), Tax Reports and the CPA Package — with Revenue by Service, Customer Activity and Schedule C reports that drill down to the source signings. Below is the real Tax Reports screen, shown with sample data.
See it on your own books.
Complimentary access during Early Access. No credit card. A Getting Started checklist and in-app Help Center guide you from your first signing.