Client Login

This page is designed to allow clients to securely submit forms and other information to our firm and to enable clients to access specific files prepared by our firm.

We have installed an encryption device on this website that enables us to exchange sensitive information with our clients securely over the Internet.

New Users

New users and new clients with Birkholz & Company will need to create a folder for each client in order to use this portal.


Please contact us at to set up your login credentials and individual folder.


Once this is done, you can log in and download the files we have posted there or upload your files to us.

Existing Users

Existing clients who have already established access can log in via the form below.

You may download this file if you want help with using our secure portal.