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