Main Menu
You will find the "Main Menu" in the left sidebar of every page of your account, allowing you to more easily navigate between actions.
The left sidebar provides access to all major functions:
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MY PROFILE - View and manage your account information
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ORDER A VERIFICATION - Perform a verification service
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BANK PROGRAMS - See available financial institutions and banking program verifications
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MY ORDERS - View status of current and past orders
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STEP 1: CLIENTS - Select or add client information
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STEP 2: ACCOUNTS - Specify account details for verification
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STEP 3: AUTHORIZATIONS - Obtain necessary permissions
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STEP 4: INITIATE - Submit your verification request
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4506-C ORDERS - Manage IRS transcript requests
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AUTHORIZED USERS - Manage users who can access your account
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ACCOUNT SESSIONS - Review active login sessions
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PAY MY BALANCE - Submit payments for outstanding balances
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INVOICE HISTORY - Review past invoices
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PAYMENT HISTORY - Track payment records
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DOWNLOAD FORMS - Access necessary PDF forms
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CUSTOMER SERVICE - Get help and support