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Client Login

SmartVault is here! 

 

Birkholz & Company uses SmartVault as a secure server for client tax and financial documents.

 

SmartVault allows clients to safely share documents needed by our firm, and for us to share documents needed by clients.

 

New Users

Please check your email for the invitation to activate your SmartVault account. 

If you have not received an invitation, please contact us at office@birkholz.us. Check your spam folder, and if needed please whitelist these email addresses:

Click the Activate link in the email to complete the account setup. This will enable you to log in to the account and upload documents.

Existing Users

If you have an activated SmartVault account, use this link to open the Birkholz & Company SmartVault server.

 

You may wish to bookmark this page.

https://birkholz.smartvault.com

Please contact us at office@birkholz.us with any questions.

945 Concord Street, Suite 135

Framingham, MA  01701

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Phone: 508-875-6052
Fax: 508-445-0506

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