INS Professional Suite
Manage your notary jobs like a pro.
INS Professional is an optional $10/month add-on that helps notaries manage appointments, accounting, invoicing, mileage, expenses, payments, taxes, notarial acts, and electronic journal records from one organized workspace.
Built for working notaries
A business system built specifically for notary work.
Every growing notary business eventually needs more than sticky notes, spreadsheets, and saved emails. INS Professional helps you track every step of every job so nothing gets missed.
Appointments
Track upcoming appointments, confirmations, signing details, locations, fees, client notes, and follow-up tasks.
Document Status
Keep track of whether documents have been received, reviewed, uploaded, or completed for each signing.
Scanbacks
Track when scanbacks are required, uploaded, and completed so every job stays organized.
Accounting
Organize income, expenses, payments, invoices, receipts, and business records in one notary-focused system.
Invoicing
Create, track, and manage invoices for clients, direct work, and appointments that require separate billing.
Payment Tracking
Know which jobs are paid, unpaid, pending, overdue, or still waiting on client payment.
Advanced automation
Save time on the repetitive work.
INS Professional is designed to reduce manual entry, organize your jobs faster, and help you spend more time completing signings instead of managing paperwork.
Automatic INS Sync
Assignments completed through INS can automatically feed into your business records, revenue tracking, mileage estimates, and reports.
Outside Order Imports
Forward confirmations from signing services, title companies, and other platforms so INS can help organize the job details.
Manual Entry
Add loan signings, general notary work, apostilles, field inspections, direct clients, and local appointments manually.
Appointment Reminders
Send reminders to customers so appointments stay on track and fewer details fall through the cracks.
Message Templates
Create reusable email and text templates so you are not typing the same messages over and over again.
Job Checklist
Track each step of the job, including confirmation, documents, appointment status, scanbacks, invoicing, and payment.
Works for more than loan signings
Track every type of notary job.
INS Professional is built for the real world. Your business may include loan signings, field inspections, apostilles, general notary work, estate documents, direct client appointments, and other services. Every job can live in one system.
✓ Loan signings
✓ Field inspections
✓ Apostilles
✓ General notary work
✓ Estate packages
✓ Direct client appointments
✓ Title company work
✓ Signing service orders
Taxes and deductions
Be ready before tax season shows up.
INS Professional helps organize the records notaries commonly need for taxes, deductions, and year-end reporting. It does not replace your accountant, but it helps you show up prepared.
Tracking Mileage
Track business miles connected to appointments and keep cleaner mileage records throughout the year.
Tracking Expenses
Record business expenses like printing, paper, toner, shipping, supplies, software, marketing, and more.
Tracking Notarial Acts
Maintain records of notarial acts performed so your business activity is easier to review and organize.
Tax Reports
Prepare organized summaries for income, mileage, expenses, deductions, and business activity.
Business Insights
See which clients, counties, services, and job types are helping your business grow.
Year-End Records
Keep the information you need in one place instead of rebuilding your year from memory, emails, and receipts.
Ditch the shoebox
Keep receipts and expenses where you can actually find them.
Upload receipts from your computer, tablet, or phone and connect them to the expense they support. Months later, you can find the expense and view the receipt without digging through drawers, folders, or your glove compartment.
Receipt tools
✓ Upload receipts
✓ Attach receipts to expenses
✓ Organize expense categories
✓ Search past purchases
✓ Prepare cleaner tax records
✓ Keep business proof in one place
Electronic journal
Keep a secure record of your notarial work.
INS Professional includes electronic journal tools designed to help you maintain organized records of notarizations, appointments, signer details, notarial acts, and related notes.
Electronic Journal
Maintain a searchable record of notarizations and related appointment details.
Signer Information
Keep signer details connected to the appointment and notarial work performed.
Notarial Acts
Track acknowledgments, jurats, oaths, affirmations, and other notarial acts.
Calendar
View appointments, upcoming work, completed jobs, and follow-up tasks from one workspace.
Searchable History
Find past jobs, payments, notes, clients, receipts, and journal records when you need them.
Secure Records
Keep sensitive business and notarial information organized in a secure system.
Simple pricing
Start free. Upgrade only if you want the business suite.
The INS platform is free for notaries. INS Professional is an optional $10/month add-on for notaries who want serious business tools without complicated pricing tiers.
Free
INS Platform
$0/month
✓ Signing opportunities
✓ Assignment details
✓ Document access
✓ Status updates
✓ Credential storage
✓ Work history
Optional add-on
INS Professional
$10/month
✓ Accounting
✓ Invoicing
✓ Calendaring
✓ Appointments
✓ Tracking mileage
✓ Tracking expenses
✓ Tracking payments
✓ Tracking notarial acts
✓ Electronic journal
✓ Tax-ready reports
✓ Outside order imports
✓ Manual order entry
✓ Receipt storage
✓ Email and text templates
Get started
Ready to modernize your signing operations?
Start with a focused demo and see how INS can support your title workflow, notary network, QA process, and future business growth.