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Club data retention on Bivio
My club officially disbanded last year. I have printed the
K-i's and the 1065 and downloaded/archived all the club info
from Bivio.
Our Bivio subscription expires on 4/15.
Question 1: What do I have to do by way of cleanup on Bivio?
Question 2: If for some reason we'll have to amend any of
the paperwork we've sent the IRS, is there a procedure in
place in Bivio to accommodate reloading the data, changing
the numbers etc? I am assuming a new subscription will have
to be taken out. Perhaps this process would be done by
hand??

Appreciate it.
BERTRAM FRANCIS wrote:
> Question 1: What do I have to do by way of cleanup on Bivio?
 
If you would like to have your club deleted, send a message to
support@bivio.com.
 
> Question 2: If for some reason we'll have to amend any of
> the paperwork we've sent the IRS, is there a procedure in
> place in Bivio to accommodate reloading the data, changing
> the numbers etc?
 
You can preserve your club data on our site indefinitely, even after
your subscription has expired. If you need to access your club data
later, for example, to prepare an amended return, email
support@bivio.com and we can temporarily enable your access to the
accounting and tax records.
 
Paul Moeller
bivio, Inc.
Thanks Paul.
I think we'll leave it there - just in case.
Paul Moeller wrote:
> BERTRAM FRANCIS wrote:
> > Question 1: What do I have to do by way of cleanup on Bivio?
>
> If you would like to have your club deleted, send a message to
> support@bivio.com.
>
> > Question 2: If for some reason we'll have to amend any of
> > the paperwork we've sent the IRS, is there a procedure in
> > place in Bivio to accommodate reloading the data, changing
> > the numbers etc?
>
> You can preserve your club data on our site indefinitely, even after
> your subscription has expired. If you need to access your club data
> later, for example, to prepare an amended return, email
> support@bivio.com and we can temporarily enable your access to the
> accounting and tax records.
>
> Paul Moeller
> bivio, Inc.
While I hate to see any Club disband, one thing is for sure.
Bivio Rocks! Now this is great customer support!
Our club really likes the services that Bivio supplies.
Steve Hannemann

> You can preserve your club data on our site indefinitely, even after
> your subscription has expired. If you need to access your club data
> later, for example, to prepare an amended return, email
> support@bivio.com and we can temporarily enable your access to the
> accounting and tax records.
>
> Paul Moeller
> bivio, Inc.
Steve A. Hannemann writes:
> While I hate to see any Club disband, one thing is for sure.
> Bivio Rocks! Now this is great customer support!
> Our club really likes the services that Bivio supplies.

Thanks for the compliments, Steve. We're here to serve, and it's nice
to hear we're doing a good job.

Cheers,
Rob