Client Login

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.

Receive Text Messages From Us!

Birkholz & Company uses a secure text messaging service.

Terms of Service

By signing up to receive text messages from Birkholz & Company, you agree to receive recurring messages to the number you provided. These messages may include updates on our services, tax tips, and reminders. Message frequency may vary. Standard message and data rates may apply. You can opt out at any time by replying STOP. For assistance, reply HELP or contact our support team at office@birkholz.us

Privacy Policy

At Birkholz & Company, we respect your privacy. When you choose to receive text messages from us, we collect and use your mobile number solely to communicate about our services, tax information, and updates. We do not share, sell, or rent your mobile number or any personal information with third parties. Your information is securely stored and only accessed by authorized personnel. By providing your number, you consent to this policy and to receiving SMS communications from Birkholz & Company.