Many years ago, I created my own excel spreadsheet where I capture all the info I need to keep track of all the important things. It keeps track of my AR, dates items paid and check numbers, expenses, mileage, client orders/contacts, signing type (i.e. seller pkg, refi, etc.), lender (if any), title co (if different than the signing company), running totals of paid work and outstanding fees, notes for things like followup phone calls for past due funds, etc. Also, I just add another yearly tab each year and then modify the things like IRS mileage deduction to my equation so the mileage deduction calculates correctly for the year. I then carry over any unpaid work to the next year. I even put in an calculator to calculate the federal tax amounts as a percentage of income each quarter if quarterly payments are needed. I can run a "pivot table" on any of the data and print for use on my year end tax forms or putting together a P&L. Works great for me and can add things to it as I find reason to do so. I also back it up in the cloud and to external drives so as to not lose the data if my computer crashes.