The solution for notary offices
MCA Notary stores and organises your notarised deeds and contracts, optimises your registers and manages the money flows of each file, deposits included.
A common software foundation for every trade
The MCA-Kalé and MCA-Colibri business solutions are built on a common architecture, designed to meet the essential needs of any professional activity, whatever the sector. This foundation is organised around three main families of features: ERP, CRM and CMS, which together cover operational management, customer relations and document production.
Beyond this common foundation, each solution can be enriched with additional modules, specifically developed to meet the particularities of each business sector. With over 100 modules available, MCA-Kale covers a wide range of trades and gives every practice, firm or company a tool perfectly adapted to its specific needs.
Clients, files and notarial deeds
MCA Notary provides centralised financial and administrative management of clients and notarial files. The solution ensures rigorous tracking of deeds, invoicing in line with Swiss notarial practice and full control of receipts.
Clients and notarial files
- Creation and detailed tracking of client records
- Complete history of files and deeds: sales, gifts, successions, mortgages
- Tracking of services, advances, disbursements, invoices and receipts
- Analytical reports by client, file or period
Client sub-ledger
- Tracking of individual accounts: balances, open invoices, advances, deposits and payments received
- Clear view of receivables by client and by file
Advances, deposits and invoicing
- Customised advance and deposit requests for notarial deeds
- QR-bill, IBAN PDF and credit card via Stripe
- Automatic receipts via camt.054, ISO 20022 standard
- Several correspondents per invoice: client, bank, property manager
- Customised texts by type of deed
- Sending of advance requests and PDF invoices by e-mail
- Open invoices table with reminders
- Charts, reports and statistics
Services and pricing
- Services per staff member, with individual pricing
- Expense and revenue accounts
- VAT per product
- Supplier management and supplier sub-ledger
- Credit notes and open deposits
- Advances on fees, on disbursements and on property gains tax
- Additional categories as required by the practice
Deeds and documents generated
The document module covers the practice's usual deeds.
- Property deeds: preliminary agreement, authentic deed of sale, loan and mortgage security, discharge, division of property, easement, leases
- Family deeds: marriage contract, civil partnership agreement, will, gift, power of attorney
- Succession deeds: certificate of ownership, certificate of inheritance, inventory, division, declaration
- Company deeds: articles of association, incorporation, transfer of shares, meeting minutes
- Cross-cutting documents: standard letters, client questionnaires, collection forms, certificates
MCA Notary, tailored to your requirements
A turnkey, personalised solution, accessible from computer, tablet or smartphone, with a client portal. Automate your day-to-day administrative tasks.
The benefits of MCA Notary
Three building blocks working together, completed by the modules specific to your business.
Management of incoming and outgoing money flows per file and per project: state, banks, private individuals.
Appointments, contacts and history of exchanges for each file.
Deeds, notarised contracts and standard letters organised and linked to files.
Appointments, tasks by file and team schedules: all your planning in one place.
Tablets or smartphones supplied so you can access your data anytime, anywhere.
Let's talk about your office
A demonstration tailored to notary offices, with no obligation.