Audit
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Audit I'm getting ready for the audit. Usually I work with two of our members and have all the paperwork ready for them. Not sure how to do this in the era of Zoom meetings. Any suggestions? Kim Potter BI Brighton Audits (subfolder)
-Source Documents (subfolder)
I'm getting ready for the audit. Usually I work with two of
I'm getting ready for the audit. Usually I work with two of Share your screen in Zoom Alessandro I'm getting ready for the audit. Usually I work with two of We uploaded our monthly bank statements to BIVIO . My members were able to use these files to complete the club audit. This allowed us to keep our bank login info. secure. good luck Anat Benjamin ( Alchemy Investment Club) Sent from my iPhone On Feb 2, 2021, at 6:11 PM, Kimberley A Potter via bivio.com <user*22890200001@bivio.com> wrote: I'm getting ready for the audit. Usually I work with two of our members and have all the paperwork ready for them. Not sure how to do this in the era of Zoom meetings. Any suggestions? Kim Potter BI Brighton I used email and either PDF or spreadsheets to communicate. You could share screens in Zoom, but that would take so long. With email and files, each participant completes his/her work kind of at their leisure. Peter Dunkelberger
I agree with Anat. For good security you do NOT want to share any account statements via zoom or email. Jeri Morgan, Mutual Investors Group of Cheney (WA) -----Original Message----- From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Anat Spector via bivio.com Sent: Tuesday, February 2, 2021 3:56 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] Audit We uploaded our monthly bank statements to BIVIO . My members were able to use these files to complete the club audit. This allowed us to keep our bank login info. secure. good luck Anat Benjamin ( Alchemy Investment Club) Sent from my iPhone On Feb 2, 2021, at 6:11 PM, Kimberley A Potter via bivio.com <user*22890200001@bivio.com> wrote: I'm getting ready for the audit. Usually I work with two of our members and have all the paperwork ready for them. Not sure how to do this in the era of Zoom meetings. Any suggestions? Kim Potter BI Brighton If one saves the downloaded reports as PDF or spreadsheets, there are no links (of which I am aware) in the TDA reports and TDA does not show account numbers or personal info, and neither does Bivio. Perhaps uploading to Bivio might be more secure, but the additional effort might not make it worth it. Maybe Bivio can comment on that. Peter Dunkelberger I agree with Anat. For good security you do NOT want to share any account statements via zoom or email. On Wed, Feb 3, 2021 at 8:04 AM Peter Dunkelberger wrote: > Perhaps uploading to Bivio might be more secure, but the additional effort might not make it worth it. > > Maybe Bivio can comment on that. From my perspective, it's a pleasure to see this discussion. It's good that people are more aware about the tradeoffs. That's the biggest win here. Email has gotten more secure so if you use a modern service like GMail or Outlook in combination with Bivio, you can be assured that all the mail is sent over strongly encrypted channels. This didn't use to be the case, which is why email is generally insecure. My argument for uploading to Bivio is to reduce email bloat, which may seem inconsequential until you consider how many documents are forwarded around unnecessarily. This consumes bandwidth, storage (usually forever), and people's attention (should I save this somewhere and where?). Rather, if it is stored on Bivio, it's in one place, and no one needs to think about it again from a security or waste perspective. Thanks for asking, Peter. I will also add that I'm very grateful for your loyalty to Bivio all these years! Cheers, Rob Thanks Rob. Yours is an interesting take on the discussion. I had thought of dropbox or google drive also, but that is as far as my thought process went. Thanks, Peter Dunkelberger On Wed, Feb 3, 2021 at 11:25 AM Rob Nagler <nagler@bivio.biz> wrote:
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