notarymanager.info

What It Is

Notary Manager is business management software built specifically for Notary signing services. Operated by S&S Software, it is positioned as a complete solution covering signing orders, Notary dispatching, client communication, document control, financial tracking, and compliance audits. It is not a general-purpose CRM or project management tool, but a system designed around the order workflow of notary signing services.

Core Capabilities

Its core features include tracking all signings in one interface, viewing order status, assigning and scheduling Notaries, recording complete transaction histories and audit trails, and managing client and Notary databases. The system can send confirmations, invoices, and emails directly, with customizable email content. Reporting supports customization and export. On the finance side, it provides accounts receivable and payable tracking, and explicitly supports QuickBooks integration.

Collaboration, Security, and Deployment

Notary Manager provides secure web portals for clients and Notaries, allowing them to log in to view or create orders, update comments/instructions, upload and download documents, and maintain credentials. For security, the site highlights CFPB-compliant document control, encrypted document transfer, encryption of consumer information, and full audit records. In terms of deployment, the plans indicate cloud hosting, but the download page requires installation of .NET Framework, Windows Installer, and Crystal Reports components, suggesting the current product may still include a Windows client. Public materials do not disclose API, Webhook, SSO, granular permissions, or mainstream security certifications.

Pricing

Pricing is straightforward: $250/month or $2400/year. Both plans include cloud hosting, 24/7 support, regular updates, user-owned data, and client/Notary login web pages. The annual plan additionally includes free existing website integration, SSL, and free import of current clients/Notaries; monthly-plan integration requires a one-time fee. A 14-day free trial is available.

Pros, Cons, and Best Fit

Its strengths are its deep vertical focus: orders, documents, audits, portals, invoicing, and QuickBooks form a closed workflow loop. It is especially targeted at U.S. signing service providers that need to address CFPB compliance requirements. The drawbacks are that the product’s technical model feels relatively traditional, while full web-based operation, e-signature, and ResWare integration are still marked as Coming Soon. Information on open APIs, permission systems, and internationalization is also limited. It is better suited to small and midsize U.S. notary signing service companies, and less suitable for teams that only need simple e-signatures or local contract management in China.

Access from China and Alternatives

The site does not provide information on access from China, RMB payments, or local support, so its accessibility status from China is unknown. Because the product is tightly tied to U.S. Notary and CFPB scenarios, its practical value for Chinese users is limited. For e-signature, contract, and seal management in China, local alternatives such as 法大大, 上上签, and 契约锁 are worth evaluating first; overseas comparables include Snapdocs, Qualia, ResWare, NotaryDash, and DocuSign.