You need to store your strategic documents in a cost-effective, highly organized manner, and you need quick, convenient solutions for document access and distribution.
Enter SecureDock, the internet-based program with state-of-the-art software so strong it’s guaranteed. SecureDock is free for all of Wertz & Company clients.
Wertz & Company clients, through the SecureDock program, have access to individual and business virtual safe deposit boxes to store tax returns, wills, trusts, insurance policies, loan and business agreements, birth certificates and much more. Documents prepared by Wertz & Company are automatically uploaded for immediate access. Clients, also have the ability and complete control to add any other documents they want to store. SecureDock is available 24/7 worldwide from anywhere with an internet connection.
SecureDock has been an extremely valuable personal and business tool, and I highly recommend this product. I have saved countless hours not having to gather documentation as a result of this secure, streamlined and efficient service.
- Jim Lauro, Northwestern Mutual