Communications
club_cafe
HelpRegister
Annual request for Bivio to add features
Jack, is your Bivio linked to Schwab? We lost ours in April and ain’t got it back yet!

Sent from my iPhone

> On Sep 21, 2022, at 2:50 PM, John W Ranby Trustee PGM Cariboo Trust via bivio.com <user*15792700001@bivio.com> wrote:
>
> I also agree with Peggy. Keep bivio as simple as possible
> doing accounting and tax prep.
>
> The other functions are available from our Schwab account;
> and I suspect every other major brokerage firm.
>
> Jack Ranby, Treasurer, Grants Partners
Electronic tax filing is our top wish list item.

Robin
Diamonds & Dividends (since 1997 - 25 years ago!)

Helen Keller was once asked if there was anything that could have been worse than losing her sight. Keller replied: "Yes, I could have lost my vision."



On Wed, Sep 21, 2022 at 3:06 PM Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:
Jack, is your Bivio linked to Schwab? We lost ours in April and ain't got it back yet!

Sent from my iPhone

> On Sep 21, 2022, at 2:50 PM, John W Ranby Trustee PGM Cariboo Trust via bivio.com <user*15792700001@bivio.com> wrote:
>
> I also agree with Peggy. Keep bivio as simple as possible
> doing accounting and tax prep.
>
> The other functions are available from our Schwab account;
> and I suspect every other major brokerage firm.
>
> Jack Ranby, Treasurer, Grants Partners
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club
Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club
To Dan Cohn:

Yes, we use autosync from Schwab to bivio to populate the
data. I discovered the sync failed for a couple of weeks
earlier this year. However, following instructions from
bivio support restored the service.

From many messages from Rob, bivio doesn't control the fix;
Schwab has to do something in its system.
Anna can not speak for all clubs. Even with no electronic filing our club will not switch from Bivio.

John Rice
ABODI Investment Club
also,
President of Bivio Fan Club

On Wed, Sep 21, 2022 at 9:53 PM John W Ranby Trustee PGM Cariboo Trust via bivio.com <user*15792700001@bivio.com> wrote:
To Dan Cohn:

Yes, we use autosync from Schwab to bivio to populate the
data. I discovered the sync failed for a couple of weeks
earlier this year. However, following instructions from
bivio support restored the service.

From many messages from Rob, bivio doesn't control the fix;
Schwab has to do something in its system.
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue  with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club
I would like the efile as well AFTER they get the link from Schwab to Bivio fixed.

On Fri, Sep 23, 2022 at 6:48 PM Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club


--
Dan Cohn
404 862 5640
I would also like two factor authentication.  I'm treasurer of WMIMIC

Carolyn Sturgis 

Sent from my iPhone

On Sep 23, 2022, at 6:48 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue  with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer. 

The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier. 

Barbara Lounsbury 
SDWIC, Bivio subscriber for a long time...

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Friday, September 23, 2022 5:48:23 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Annual request for Bivio to add features
 
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue  with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club
BI Brighton Model Investment Club, Brighton Michigan
We would also really appreciate efile option to submit our federal taxes.
Kim Potter

On Friday, September 23, 2022 at 09:52:47 PM EDT, barbara 5siegels.com via bivio.com <user*29435100001@bivio.com> wrote:


E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer. 

The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier. 

Barbara Lounsbury 
SDWIC, Bivio subscriber for a long time...

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Friday, September 23, 2022 5:48:23 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Annual request for Bivio to add features
 
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue  with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.

If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.

You may want to go this route until efiling happens.

Carole Jansen
wise Investment Club

On Fri, Sep 23, 2022, 8:52 PM barbara 5siegels.com via bivio.com <user*29435100001@bivio.com> wrote:
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.

The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.

Barbara Lounsbury
SDWIC, Bivio subscriber for a long time...

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Friday, September 23, 2022 5:48:23 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Annual request for Bivio to add features
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club
Our club, MakeALot, in Houston, TX, would also like to be able to file our tax forms electronically.
Thank you,
Judy Ruhlin, Treasurer for MakeALot Investment Club
Sent from my iPad

On Sep 23, 2022, at 4:41 PM, Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:

I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue  with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club
IRS electronic filing it's a number one issue with my club. 
Larry Reno with the mutual investors of Atlanta

Sent from my iPhone

On Sep 24, 2022, at 12:05 AM, Judy Ruhlin via bivio.com <user*37199000001@bivio.com> wrote:

Our club, MakeALot, in Houston, TX, would also like to be able to file our tax forms electronically.
Thank you,
Judy Ruhlin, Treasurer for MakeALot Investment Club
Sent from my iPad

On Sep 23, 2022, at 4:41 PM, Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:

I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue  with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club