Client News

Secure Document Transmission

 

Wheeler & Wolcott has been investing in technology that adds value to the firm's services. Clients can  upload their documents to Wheeler & Wolcott electronically through a secure, encrypted portal. There is no need to worry about paper documents being delayed, lost or stolen in the mail. In addition, clients can download documents from Wheeler & Wolcott through this portal, such as the client questionnaire and their tax returns.

 

Below is  a link to the document portal. Call us for a portal invitation. Only current clients who have been invited can enter the portal through this link:

 

Document Portal

 

Follow this link to see how the document portal will work for you.

 

 

 

 

Get in Touch With Us.

 

Call us at 770.986.8840 with any questions or to schedule an appointment.

 

Wheeler &  Wolcott , PC

3301 Buckeye Rd

Buckeye Plaza

Suite 401

Atlanta, GA 30341

 

Or you may use our contact form.

 

Office Hours: M-F 9:00 - 5:00

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