Verified How-to Guide

Approving a Client from the Email Notification

1. Open the email titled “New Virtual Office Client at your location!” (from services@alliancevirtualoffices.com). 
2. Click “Approve or Decline This Request.” 
3. Review the client’s documents (IDs, Form 1583). 
4. Click Accept to approve. 

If something is missing or incorrect: 

1. Open the client email and click “Approve or Decline This Request.” 
2. Choose “Revise or Reject.” 
3. Select a reason (e.g., missing document, wrong form, past issues). 
4. Add a note if needed, then click Confirm. 

Logging into the Center Portal

1. Go to: alliancevirtualoffices.com. 
2. Click Login → select Password Recovery (if you haven’t set a password). 
3. Enter your email, reset your password, and log in. 

Approving a Client from the Center Portal

1. Log into the Center Portal. 
2. Navigate to the Verified tab. 
3. Select a pending application and review documents. 
4. Click Accept, Reject, or Request Revisions. 

    

PMB Numbers Section

• This section shows your client list with assigned PMB numbers.
• "Assigned" means the client is active at your center.
• "Reserved" means the client is in the notarization/compliance process and will appear as active once fully verified.