I belong to two investment clubs. One club uses Bivio, the other club uses Iclub. Iclub provided K1's two weeks ago. Bivio members deserve timely delivery of K1s. Bivio club members do not deserve a memo dated 2/16 telling us K1s are not available. There was a commitment to deliver the K1s for 2/28. The K1s have not been delivered. There is no new revised delivery date.

Filing extensions is a major inconvenience and an added expense to any user if you hire an accountant.

I would suggest Bivio reach out to IClub to find out how to get the issue resolved quickly.

My husband also belongs to an Investment Club that uses IClub and he had his K1 and K3 from his club. I am also wondering why IClub has software for taxes, but Bivio does not.
 
Sent from my iPhone
 
> On Feb 28, 2022, at 8:55 PM, Therese Prouty via bivio.com <user*31267300001@bivio.com> wrote:
>
> I belong to two investment clubs. One club uses Bivio, the other club uses Iclub. Iclub provided K1's two weeks ago. Bivio members deserve timely delivery of K1s. Bivio club members do not deserve a memo dated 2/16 telling us K1s are not available. There was a commitment to deliver the K1s for 2/28. The K1s have not been delivered. There is no new revised delivery date.
>
> Filing extensions is a major inconvenience and an added expense to any user if you hire an accountant.
>
> I would suggest Bivio reach out to IClub to find out how to get the issue resolved quickly.

All:

The IRS change in the 1065 filing requirements has created some delay and frustration. But you should direct your fire at the IRS, not Bivio. The IRA caused the problem by making a change so close to the filing season.

Our club has been using Bivio since November 2000, and we are very pleased with the service. The price is reasonable. The broker sync works very well. We have never had an accounting issue. The available reports are well thought out and helpful. We have never had a problem accessing our data online, nor have we ever experienced data loss. The Bivio technical support has been outstanding.

I appreciate Bivio's diligence in updating its tax program and testing it before rollout. I don't mind waiting a few more days for the updated tax software.

Let's cut Bivio a little slack here.

Best regards,

Ty H.
Moose Pond Investors

I agree totally with Ty H.'s description of the situation. We've also been
using Bivio for more than 20 years and they're the greatest. They're doing
the best they can to get us through a difficult situation. They deserve our
support and patience.

Dick Lewis
GMIC

-----Original Message-----
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Ty Hughes via
bivio.com
Sent: Tuesday, March 1, 2022 6:58 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Why doesn's Bivio Have the K1s available? IClub has
had their K1s done for 2 weeks

All:

The IRS change in the 1065 filing requirements has created some delay and
frustration. But you should direct your fire at the IRS, not Bivio. The IRA
caused the problem by making a change so close to the filing season.

Our club has been using Bivio since November 2000, and we are very pleased
with the service. The price is reasonable. The broker sync works very well.
We have never had an accounting issue. The available reports are well
thought out and helpful. We have never had a problem accessing our data
online, nor have we ever experienced data loss. The Bivio technical support
has been outstanding.

I appreciate Bivio's diligence in updating its tax program and testing it
before rollout. I don't mind waiting a few more days for the updated tax
software.

Let's cut Bivio a little slack here.

Best regards,

Ty H.
Moose Pond Investors

Hi All,

I am new to the world of investment clubs and Bivio system.

So far, I am quite positive impressed with service level, accuracy and professionalism of Bivio.

Chuck Kim
SoNaMu Investment Club

-----Original Message-----
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Dick Lewis via bivio.com
Sent: Wednesday, March 02, 2022 6:01 AM
To: club_cafe@bivio.com
Subject: RE: [club_cafe] Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks

I agree totally with Ty H.'s description of the situation. We've also been using Bivio for more than 20 years and they're the greatest. They're doing the best they can to get us through a difficult situation. They deserve our support and patience.

Dick Lewis
GMIC

-----Original Message-----
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Ty Hughes via bivio.com
Sent: Tuesday, March 1, 2022 6:58 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks

All:

The IRS change in the 1065 filing requirements has created some delay and frustration. But you should direct your fire at the IRS, not Bivio. The IRA caused the problem by making a change so close to the filing season.

Our club has been using Bivio since November 2000, and we are very pleased with the service. The price is reasonable. The broker sync works very well.
We have never had an accounting issue. The available reports are well thought out and helpful. We have never had a problem accessing our data online, nor have we ever experienced data loss. The Bivio technical support has been outstanding.

I appreciate Bivio's diligence in updating its tax program and testing it before rollout. I don't mind waiting a few more days for the updated tax software.

Let's cut Bivio a little slack here.

Best regards,

Ty H.
Moose Pond Investors

My club has been using Bivio for more than 20 years. Don’t shoot the bearer of bad news , shoot the IRS. Bivio has been great for 20 years and has been supportive with any issues our club has had in the past .
We a wait patiently the resolution of this and we filed for extension as suggested by Bivio
Thanks for all the support Bivio
Anat Benjamin Spector
Alchemy investment club , NY

Sent from my iPhone

On Mar 2, 2022, at 10:52 AM, Chuck Kim via bivio.com <user*39264500001@bivio.com> wrote:

Hi All,

I am new to the world of investment clubs and Bivio system.

So far, I am quite positive impressed with service level, accuracy and professionalism of Bivio.

Chuck Kim
SoNaMu Investment Club

-----Original Message-----
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Dick Lewis via bivio.com
Sent: Wednesday, March 02, 2022 6:01 AM
To: club_cafe@bivio.com
Subject: RE: [club_cafe] Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks

I agree totally with Ty H.'s description of the situation. We've also been using Bivio for more than 20 years and they're the greatest. They're doing the best they can to get us through a difficult situation. They deserve our support and patience.

Dick Lewis
GMIC

-----Original Message-----
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Ty Hughes via bivio.com
Sent: Tuesday, March 1, 2022 6:58 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks

All:

The IRS change in the 1065 filing requirements has created some delay and frustration. But you should direct your fire at the IRS, not Bivio. The IRA caused the problem by making a change so close to the filing season.

Our club has been using Bivio since November 2000, and we are very pleased with the service. The price is reasonable. The broker sync works very well.
We have never had an accounting issue. The available reports are well thought out and helpful. We have never had a problem accessing our data online, nor have we ever experienced data loss. The Bivio technical support has been outstanding.

I appreciate Bivio's diligence in updating its tax program and testing it before rollout. I don't mind waiting a few more days for the updated tax software.

Let's cut Bivio a little slack here.

Best regards,

Ty H.
Moose Pond Investors