Main Menu
The Main Menu is the central navigation hub for managing verification orders, account settings, and financial transactions.
My Profile
Managing your personal account information:
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Viewing and editing contact information (name, email, phone)
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Changing password
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Update payment information
Order a Verification
Initiating new verification requests:
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Selecting verification type (VOD, VOA, VOM, etc.)
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Uploading required documents
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Selecting participating financial institutions
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Reviewing order details and submitting
Bank Programs
Accessing financial institution partnerships:
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Viewing available participating banks
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Understanding program benefits and turnaround times
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Filtering banks by service type or location
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Reviewing bank-specific requirements
My Orders
Tracking and managing active verification requests:
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Viewing all submitted orders and their statuses
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Filtering orders by date, type, or status
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Accessing order details and documentation
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Downloading completed verification reports
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Understanding status indicators (pending, in progress, completed, etc.)
4506-C Orders
Managing IRS tax transcript requests:
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Submitting 4506-C forms for tax verification
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Tracking 4506-C order status
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Understanding processing timelines
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Downloading completed tax transcripts
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Troubleshooting common issues
Authorized Users
Managing team access and permissions:
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Adding new users to your account
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Setting user roles and permissions
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Editing existing user access
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Deactivating or removing users
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Understanding permission levels
Account Sessions
Monitoring security and active logins:
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Viewing current active sessions
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Monitoring active and inactive users
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Reviewing login history
Pay My Balance
Managing outstanding account charges:
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Viewing current account balance
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Making one-time payments
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Selecting payment methods
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Reviewing payment confirmation
Invoice History
Accessing past billing records:
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Viewing previous invoices
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Filtering invoices by date range
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Downloading invoice PDFs
Payment History
Reviewing completed transactions:
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Viewing payment records
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Filtering payments by date or transaction type
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Exporting payment history
Download Forms
Accessing required documentation:
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Available form types and purposes
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Downloading blank authorization forms
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Accessing instructional documents