To securely submit forms and other information to our firm and to enable clients to access specific files prepared by our firm we are now using the SmartVault Document Management System (DMS). SmartVault is designed to safely and securely allow you to share and retrieve documents with Birkholz & Company and meets the latest IRS requirements for security.
Please check your E-mail for an invitation to activate your SmartVault account.
If you have not received an invitation, please contact us at firstname.lastname@example.org and also check your Junk\Spam folders. If needed please Whitelist the following email addresses:
Please click the Activate link in the E-mail to complete the Account Setup process and access your new SmartVault account.
Existing clients who have already established SmartVault accounts can use this link to open the new Birkholz & Company SmartVault portal site. You may wish to bookmark the new page.
Please also see our SmartVault Help page for more help and to download the a copy of the SmartVault Client User Manual.
The SmartVault Client User Manual is available in the Shared Documents section of your SmartVault portal.