Notary bookkeeping without the spreadsheet
QuickBooks is overkill. A shared spreadsheet is a nightmare at tax time. NotaryPilot is the middle ground — a bookkeeping tool that understands notary acts, signing agents, and check payments.
Built for tax time
Come January, your CPA wants totals by year, income by client, and a count of notary acts for state renewal. NotaryPilot's Excel export gives them all three on separate tabs — no formulas, no VLOOKUPs, no "can you resend this?" emails.
- Every signing, invoice, and check payment stored in one searchable ledger.
- Automatic notary-act counting so you always know how many acts you performed this year.
- Filter and sort by any date range — quarter, tax year, or a single client's history.
- One-click export to Excel (.xlsx) with a tax-prep summary sheet, CSV, or JSON.
- Full contact records for every client and signer, tied to the payments they generated.
Your records stay yours
Every record is private to your account. Export the full history any time in Excel, CSV, or JSON — take your data with you, back it up, or hand it to an accountant. No lock-in, no export fees.