Get booked seamlessly through your website, Google, the Yocale Marketplace, and beyond.
Smart-match notary services or appointment requests with the right staff member in the appropriate room using online notary software.
Client Management
Secure Doc Management & Record-Keeping with Notary Software
Simplify your workflow with the friendliest notary software for client and document tracking. Build client profiles, store notarized forms and documents, and access everything securely from anywhere.
Notary Client App & History
Build a comprehensive database of your clients with a 360-degree view of client profiles at your fingertips. Use notary software with client and document tracking to store essential details such as contact information, appointment history, and property information.
Notary Document Management
Store notary documents, such as wills, POA, declarations, affidavits, invitations, contracts, agreements, scan backs, and more, faster, easier, and more securely with electronic notary software. Simplify notarization workflows while ensuring compliance and security for every transaction.
Digital Notary Records
Easily identify pending forms, such as transaction details required for notarization or title transfers, and follow up with a click. Use remote notary software to quickly schedule follow-up appointments, ensuring all necessary forms are completed and securely managed on an online platform.
Automatic Electronic Filing
Automatically link your electronic notary documents to client records and appointments. Use notary software with client and document tracking to retrieve ad-hoc notes in a pop-up style and securely access everything from anywhere, across any device.
Online Booking
Automatic Scheduling for Notaries
The most loved online notary software for booking. Reduce scheduling time, send automated reminders, and bring in more clients with 24/7 remote notary software booking capabilities.
Empower your clients with a self-service portal to easily manage their appointments, online forms, invoices, and even provide you SEO optimized online reviews.
Flexibly design your online booking schedule. Only offer certain services on Mondays? Need less time for consultations? Customize your schedule.
Block time off so your calendar only shows when lawyers and resources are available.
Trigger reception and staff alerts for all appointments. Trigger notifications via text, email and the notification feed so you can fill last-minute openings.
Reschedule with a single click.
Collect information and link forms (consent) to the booking process. Asks questions and collect pre-appointment information for the specific notary service for an automated notary workflow management. Forms will be saved in each client’s record.
Incorporate rules and policies like minimum notice time, cancellation, or waivers in your booking process and require clients to complete and/or sign off.
Save cards on file or accept deposits for built-in no-show protection and faster check-out.
Appointment Reminders
Nix No-shows with Automatic Reminders
Professional, automatic reminders integrated with notary software. Increase attendance and reduce follow-up time. Complete with directions, forms, links to the self-serve portal and more.
Client Appointment Reminders
Reduce no-shows without any effort via automated email and SMS reminders.
Impress clients with directions, forms to complete and personalized notes.
Clients will love the links to the self-serve option to reschedule, cancel and book future RON notary appointments 24/7 through the self-service portal.
Outstanding Information Reminders
Get more time back so you can spend more time with your clients.
Send a follow-up email with a single click whenever clients haven’t filled out information.
Clients will receive an automated email to encourage them to complete outstanding tasks.
Scheduling (Calendar)
The Smoothest Office Flow with Electronic Notary Software
A smart, online calendar for the most efficient administrative desk!
- Schedule notary services like notarizations and certifications color-coded by notary appointment type.
- View staff and resource availability at a glance.
- Have the essentials like client profiles, service-related questions and reminders created just for you!
Custom Email & SMS Reminders
Confirm and remind clients of upcoming appointments by email and text.
Get clients prepared for their appointment, from parking directions to consent forms, and even have the booking added to their personal calendar.
Multi Locations & Staff
Manage your multi-location notary complete from one central location complete with online appointment books for every location and staff member.
Plus, get custom “Book” buttons with a different theme or language.
Easy, Snappy Scheduling
Quick-add appointments or recurring appointments based on custom availability.
Plus, rearrange with a simple drag and drop.
Smart Notary Calendar
Have the instant scheduler easily find the earliest available appointment of staff without without having to dig.
Plus, get pinged whenever clients make any changes, leave reviews or pay!
Online Forms
Electronic Paperwork & E-Signature Software
Automatic electronic notary forms. Capture information electronically – 80% faster than paper and no manual work involved! Link forms to the online booking process for completely automatic notary workflow management and filing.
Electronic Paperwork & Forms Library
Use notary forms templates (e.x intake forms or wills) to collect information like government ID or transaction details and further customize per your notary services. Eliminate the hassle of paper forms by converting any of your existing forms into a digital form.
Automate Send-out & Filing
Trigger questions and forms to be sent out automatically depending on the notary service. View your notary forms saved in your client’s record and track the completion status. Set rules, such as when forms must be completed, to ensure booking completion. This electronic notary automation streamlines your workflow and enhances efficiency.
Capture Electronic Signatures with Notary E-Signing Software
Securely capture electronic signatures on all documents and have documents saved in each client’s record.
Invoicing & payments
Your Notary at a Glance - Quick Notary Invoicing & Payments with an Insightful Dashboard
Automatic notary services, upfront payments and 1-click check-out. Also reduce your payment processing fees with wholesale rates and get notary reports to keep your business on track.
Automatic Invoices, 1-click Invoicing
Auto-generate invoices from your notary invoice template and process payments in a click – all from your notary software smart calendar. Easily add additional items like ad-hoc services (document copies, long documents, additional witnesses) with a drag and drop and process with a click.
Daily Sales
See a daily invoice list to help reconcile your cash registry. Also track whether payments come through cash, Stripe, a physical card terminal or others.
Business Insights on Your Notary Public
Get insights on your revenue, notary service performance, your staff utilizations and even when is a good time to take vacations!
Upfront Payments
Protect against no-shows (and get paid faster) by accepting upfront payments during the online booking process. Email receipts with the pay button so clients can pay at their leisure.
Wholesale Rates & Reliable Hardware
Reduce payment processing fees by up to 67% with wholesale rates. Also accept payments on a range of industry-leading, reliable hardware with advanced reporting, inventory management, and more.
Online Notary
Secure, online consultations & notarizations
Secure, integrated virtual appointments for your online notary. Offer clients the convenience of virtual enotary appointments
Securely Meet on Any Device with Online Notary Software
Your online notary software ensures fully encrypted virtual sessions. Securely have clients sign documents online, with notary forms and their electronic signatures saved in each client’s record. By default, meetings are private, and guests cannot enter without a meeting link. Enjoy 1-click connect, HD video, and audio for seamless notarization.
Collect Client Records in Advance
Be fully prepared for every notarization using remote notary software with integrated video conferencing. Collect client information, such as copies of ID, in advance. Join virtual appointments directly from your calendar and access client documents instantly. Easily identify incomplete information and follow up with a click for a seamless notarization process.
Interactive Whiteboarding
Enhance your virtual notary with next-generation whiteboarding: use whiteboard annotations to draw and better explain legal and conveyancing documents, all on a shared whiteboard. Also share your screen and upload presentations
Marketing
Grow Your Notary Business & Be Found Online
Notary business software with built-in marketing.
An SEO-optimized webpage
Grow your notary business with greater online presence with an SEO-optimized web profile page on Yocale Marketplace that will bring you higher up in search results so clients find you notary online. Use alerts on your profile page to let people know about special promotions. If you’re just starting out, have your profile page act as your own website!
"Book now” buttons
Appear higher in Google search results by adding “Book now” buttons to your website and booking links on your social media channels. Book buttons also make it easier for clients to book more appointments online and help fill your schedule 24/7.
Automatic reviews
Automatically request reviews after each appointment to build your online presence. You’ll get notified with the added flexibility to approve them before they’re live.
Related resources
FAQs notary management software
What is notary software, and how can it streamline my notary business operations?
Notary software is a comprehensive tool designed to simplify operations for notary businesses. It manages tasks like appointment scheduling, electronic notarization, and invoicing, enabling notaries to handle client transactions efficiently. These tools not only save time but also enhance accuracy and compliance with legal requirements, making them essential for modern notary businesses.
Can remote online notarization software be used for electronic notarization?
Yes, remote online notarization software (RON software) enables electronic notarization by allowing notaries to authenticate documents and collect e-signatures securely online. It’s particularly valuable for businesses needing to notarize documents for clients in remote locations or unable to attend in person, all while meeting strict legal and security standards.
How does notary booking software improve client experiences?
Notary booking systems simplify the client journey in several ways:
Convenience:
Clients can schedule appointments online anytime, without needing to call or email.
Real-time updates:
Instant confirmations and automated reminders reduce no-shows and help clients stay informed.
Customization:
Personalized booking portals create a seamless experience for clients, allowing them to book services tailored to their needs effortlessly.
Can notary scheduling software integrate with my existing calendar system?
Yes, scheduling software for notaries, including solutions like Yocale, can sync with existing calendar systems like Google Calendar or Outlook. This integration ensures that notaries can manage their appointments across platforms without the risk of double-booking or missed appointments.
Does Yocale notary management software support e-signature and document verification?
Yes, Yocale notary client management software is equipped with robust e-signature software and secure document verification tools. These features allow notaries to streamline their workflows by enabling clients to sign and authenticate documents electronically, whether in person or remotely.
The e-signature capabilities ensure compliance with legal standards, offering encrypted, tamper-proof signatures for secure transactions. Meanwhile, the document verification tools verify the authenticity and accuracy of the notarized documents, enhancing trust and reducing errors.
These features integrate seamlessly into Yocale’s all-in-one platform, which also includes appointment scheduling, invoicing, and client management, making it an ideal choice for notaries looking to modernize their business operations.
Is Yocale's notary management system suitable for small notary businesses and signing agents?
Yes, Yocale management software for notaries is an excellent solution for small notary businesses and signing agents. It offers a 21-day free trial, allowing you to test its features without commitment, and plans start at just $39, making it a cost-effective choice for streamlining operations.
What types of businesses can use remote notary programs?
RON notary programs, such as Yocale remote notarization software, are suitable for a variety of industries looking to streamline their document notarization process. Real estate agencies, legal firms, financial institutions, and insurance companies all benefit from the ability to securely notarize documents remotely, saving time and enhancing convenience for both businesses and clients. Remote notarization also serves healthcare providers, helping them authenticate medical documents like healthcare proxies.
With the growing demand for flexible and efficient solutions, remote notary software allows businesses to expand their reach and improve customer service, making notarization faster, more accessible, and legally compliant.