Wipfli Client Portal - ShareFile
This portal will enable you to securely upload documents and retrieve documents from Wipfli, 24 hours a day, seven days a week. It is more secure than email, since all communication between the portal and your computer is encrypted.
- Questions? Directions are available in our Basic Client Guide or contact your relationship executive.
Clients of the former 'Sattell, Johnson, Appel & Co. (SJA)', may continue to access their portal (ClientAxcess) with the login below.
- Questions? If you have any questions about this portal, please contact your relationship executive.
Clients of the former 'Elko & Associates', 'Steinberg Advisors', 'Weltman Bernfield', and Wipfli's Payroll Services clients may continue to access their portal (Thompson Reuters/NetClient Solution) with the login below.