Introducing iDoc

Have you ever had a hard time digging up a copy of an old tax return? Do you know where your wills and trust are? Or your medical power of attorney?

Introducing iDoc, Park Avenue’s document management service which allows you to access your documents anytime and anywhere you have internet access! And best of all, is included free with your access to Account View and Wealth Vision!

Eliminate time spent searching for and re-filing documents

Store copies of important documents such as tax returns, trusts and wills, passports, etc safe and sound on our servers. You may already have these documents stored on your computer at home, but is it backed up safely? What would happen if your computer crashed? With iDoc, your documents are secure and meet the SEC guidelines for storage of client files!

Call the office today at 734-432-1966 to get started with iDoc right away!