Social Security Numbers on Bivio
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Social Security Numbers on Bivio A concern has been raised in our club about our social security numbers being on the Bivio website. Wondering if there is anything that can be done to delete those or is that something we don't need to be concerned about. Carla Hanson MDI Investment Club Janesville WI Hi Carla, Our goal is to provide you with the highest quality service. Bivio is a highly secure service. All tax IDs (SSNs and EINs) are stored in our database in an encrypted form to which only three people have the key. Our servers are located at Linode, a subsidiary of Akamai. You can read more about their physical security here: https://www.akamai.com/legal/security We have been operating bivio.com since 1999. We have not had a single security breach during this time. That said, social security numbers are only needed for the club's tax returns. One option you have is to clear any member social security numbers now, then at tax time enter them again, e-file or generate your paper return, and then clear them. Some clubs choose to do this as a reasonable security precaution. Club officers or individual members can delete social security numbers by doing this: 1. Go to Administration > Roster 2. Click on the member name 3. Click on the Tax ID link 4. Clear the tax ID and click "OK" I hope this message puts you and your members at ease. Justin bivio Support Before deciding to delete SSNs and re-enter them at tax time, realize that each time you enter a SSN there is a risk of mistyping the number. An incorrect SSN on a K-1 is subject to a $340 penalty for each occurrence. Ira Smilovitz On Fri, Sep 11, 2026 at 11:08 AM bivio Customer Support <support@bivio.com> wrote: Hi Carla, Very helpful. Thank you so much Sent from my iPhone > On Sep 11, 2026, at 10:08 AM, bivio Customer Support <support@bivio.com> wrote: > > Hi Carla, > > Our goal is to provide you with the highest quality service. > > Bivio is a highly secure service. All tax IDs (SSNs and > EINs) are stored in our database in an encrypted form to > which only three people have the key. Our servers are > located at Linode, a subsidiary of Akamai. You can read more > about their physical security here: > > https://www.akamai.com/legal/security > > We have been operating bivio.com since 1999. We have not had > a single security breach during this time. > > > That said, social security numbers are only needed for the > club's tax returns. One option you have is to clear any > member social security numbers now, then at tax time enter > them again, e-file or generate your paper return, and then > clear them. Some clubs choose to do this as a reasonable > security precaution. > > Club officers or individual members can delete social > security numbers by doing this: > > 1. Go to Administration > Roster > 2. Click on the member name > 3. Click on the Tax ID link > 4. Clear the tax ID and click "OK" > > I hope this message puts you and your members at ease. > > Justin > bivio Support Thank you, Justin & Ira. We will discuss this at our next meeting. Another question: Even if we would delete our SS#s from the "roster", is it correct they remain on the website in our club's tax returns? Carla Hanson MDI Investment Club > Even if we would delete our SS#s from the "roster", is it > correct they remain on the website in our club's tax > returns? Correct for our internal data related to e-filed returns. Regarding what's available in the bivio UI, note that the tax return PDFs generated in Step 5 of the Administration > Taxes workflow are only retained and available in the UI temporarily until club data is changed or certain bivio pages are visited, like Administration > Info. We also plan to start redacting SSNs and club tax IDs in the UI and in the PDF representations of past e-filed returns in a future update (we can delete existing e-file PDFs upon request). Justin bivio Support Please unsubscribe -----Original Message----- From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of bivio Customer Support Sent: Monday, September 14, 2026 11:15 AM To: club_cafe@bivio.com Subject: [club_cafe] Re: Social Security Numbers on Bivio > Even if we would delete our SS#s from the "roster", is it correct they > remain on the website in our club's tax returns? Correct for our internal data related to e-filed returns. Regarding what's available in the bivio UI, note that the tax return PDFs generated in Step 5 of the Administration > Taxes workflow are only retained and available in the UI temporarily until club data is changed or certain bivio pages are visited, like Administration > Info. We also plan to start redacting SSNs and club tax IDs in the UI and in the PDF representations of past e-filed returns in a future update (we can delete existing e-file PDFs upon request). Justin bivio Support Hi Diane,
As you requested, we have unsubscribed you from the bivio Club Cafe.
Please unsubscribe
Joanne:
I did NOT ask to have my name unsubscribed from Bivio Club Cafe.
Diane Muhlke
From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Joanne Hermiston <hermiston@bivio.biz>
Sent: Sunday, September 20, 2026 2:44 PM To: club_cafe@bivio.com <club_cafe@bivio.com> Subject: Re: [club_cafe] Re: Social Security Numbers on Bivio Hi Diane,
As you requested, we have unsubscribed you from the bivio Club Cafe.
Please unsubscribe |
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