Wertz & Company - About SecureDock

How and when am I billed?

The cost of the SecureDock program is billed to your personal credit card annually. During your first year as a SecureDock client, your annual bill is prorated beginning in the month following when you sign up for the program through December 31st of that initial year. Each subsequent year is billed on January 1st of the new year. Should you decide to terminate your participation in the SecureDock program, please be aware that there is no prorated refund of the annual fee. Prior to each year's renewal charge, you will receive an email notification of the upcoming annual charge. Should you wish to terminate this service, you will need to respond to this email notification prior to January 1st. After your credit card is charged for the annual fee, you will immediately receive via email a detailed receipt noting that the annual charge has been completed.

Is there a usage fee?

As a participant in the SecureDock program, you have unlimited access to your individual, business and trust boxes on a 24/7 basis. There are no usage fees related to this program.

Can I add or delete documents on my own?

In order to help insure that your documents remain secure, you cannot add or delete documents directly. Should you wish to add and/or delete a document, please contact your Wertz & Company service representative and your changes will be addressed.

Who do I contact if I have a problem accessing my SecureDock information?

Should you be unable to access your SecureDock information, please contact our program helpline at 949-756-5000 or email us at sdadmin@wertzco.com .

What documents can I store through the SecureDock program?

SecureDock offers three types of docking ports for your strategic documents: Individual, Business, and Trust. Within each type of box, various categories allow you to easily identify where your documents are stored. Following is a listing of the categories and the types of documents for each box:

Individual Box	Business Box	Trust Box
Estate & Trust Last Will and Testament Trust Agreements Powers of Attorney Medical Care Directives Other Financial Statements Personal Financial Statements Other Insurance Life Insurance Policies Disability Insurance Policies Property & Casualty Policies Long Term Care Policies Vehicle Insurance Policies Other Personal Birth Certificates Death Certificates Financial Institutions Account Listings Marriage Certificates and Dissolutions Social Security Cards Passports Other Retirement Plans 401K IRA SEP Other Tax Returns Individual Tax Returns Tax Returns (Support) Individual Tax Return Support Documents	Banking Listing of Accounts Loan Agreements Other Business Agreements Buy Sell Agreements Other Financial Statements Annual External Financial Statements Annual Internal Financial Statements Other Human Resources Policy Manuals Employment Agreements Personnel Listing Key Advisor Listing Key Vendor Listing Other Insurance Life Insurance Policies Malpractice Insurance Policies Director & Officer Insurance Policies Property & Casualty Policies Vehicle Insurance Policies Other Leases Office Leases Equipment Leases Other Legal Articles of Incorporation Bylaws Federal ID Number Annual Minutes Ownership Certificate Other Retirement Plans Plan Documents Other Tax Returns Business Tax Returns Payroll Tax Returns Pension Tax Returns Property Tax Returns Sales Tax Returns Other Tax Returns (Support) Business Tax Return Support Documents	Financial Statements Annual Financial Statements Other Human Resources Trustee Contact Information Investment Advisor Contact Information Beneficiary Listing and Contact Information Other Legal Trust Agreement Federal ID Number Other Tax Returns Trust Tax Returns Other Tax Returns (Support) Trust Tax Return Support Documents

Can I store "special" documents that are not listed in the current box categories?

We realize that there may be certain documents that you wish to store on the SecureDock system that are outside of the standardized categories. The goal of SecureDock is to allow you to store and retrieve what we consider to be the most common strategic documents. The system is not meant to be utilized as a storage system for all of your individual, business and trust documents. In order to accommodate this type of request as much as possible, we have added an "other" item to each of the individual, business and trust categories. SecureDock reserves the right, however, to decline to store certain documents if we feel its outside the stated purpose of this system.

How do I sign up for the SecureDock service?

As a Wertz & Company client, you are immediately entitled to sign up and utilize the SecureDock program. Should you wish to initiate this process, you may:

Email SecureDock through the Wertz & Company website at sdadmin@wertzco.com and a service representative will contact you.
Call Wertz & Company at 949-756-5000 to speak to a SecureDock Service Representative.
Call your CPA service advisor at Wertz & Company at 949-756-5000 (Irvine) or 562-424-1040 (Long Beach).

What happens in the event of a natural disaster?

SecureDock is hosted with VPI.Net. VPI.Net owns and operates its own secure datacenter in Irvine, Ca. The hosting facility offers full server redundancy with daily, weekly, and monthly backup procedures to facilities in various locations throughout the United States. VPI.Net has a written and tested disaster recovery plan which directs the computer system recovery process in the event of an interruption in continuous service resulting from an unplanned and unexpected disaster. The Disaster Recovery Plan assures that all secure documents stored in the SecureDock system will be restored expediently in the event the datacenter is impacted by a natural disaster.

How do I know the system is secure?

The SecureDock system is built with the highest security measures possible. In addition to the standard web browser and operating system standards we've taken extra measures including encrypted passwords, SSL certificate for secure log in sessions, and random image password generation for secure login access. Your security is our top priority and we at SecureDock are constantly evolving our standards along with the advances in technology to make sure we offer a safe harbor for your strategic documents.