Jack, is your Bivio linked to Schwab? We lost ours in April and ainât 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
Robin Heller on
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."
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
Leonard J Delmolino on
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
Anna Murray on
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.
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
John W Ranby Trustee PGM Cariboo Trust on
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.
John Rice on
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.
Steve Todd on
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.
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
Anna Murray on
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.
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.
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 on
I would like the efile as well AFTER they get the link from Schwab to Bivio fixed.
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.
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
Carolyn Sturgis on
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.
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.
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
barbara 5siegels.com on
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.
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.
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.
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
Mike & Kim Potter on
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.
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.
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.
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
Carole Jansen on
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.
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.
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.
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
Judy Ruhlin on
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.
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
LARRY RENO on
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.
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