Switching to Bivio was the best decision our club has made. Account Sync has made my job as treasurer so much easier and less time consuming. Once we got rid of all of our DRIP accounts, it takes only a few minutes each month to check it against the brokerage and bank statements. This year was the easiest so far for preparing our tax return. The only thing I can think of that would make it better is to be able to e-file.

Thanks for all the hard work you do to make our job easier.

 

Linda Macdougall

 

Now that we've made it through tax season, it would be nice to hear some feedback from you all.

Did the process go smoothly for your club?

We changed the tax preparation page a little bit this year. 

The intent was to try and give you more direction and make sure you completed all the steps you needed to generate correct tax forms.

What did you think of the changes?

Thanks in advance for your perspective.  It really helps us to be more effective as we make changes and improvements to the program.

Laurie Frederiksen
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