Investment Club Accounting, Tax Preparation and Management Software
"I can't imagine trying to effectively manage an investment club without using Bivio. It is very intuitive, and easy to use for non-accountant and non-technical types. It makes tracking investments and preparing the club's taxes and investors K-1 forms a breeze. Thank you for your great product and service!"-Joe M., KS
"Thank you for all your help and wonderful service over the years. There's no question that bivio is one of the best things that ever happened to investment clubs."-Bev T., WA
"Bivio is great software. To be able to correct historical transactions and have them flow into today's member values and last year's tax returns is fantastic. I'm a CPA so I know good accounting software when I see it!"-Alec P., NC
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Investment Seminar Expense Deductions
Interesting article from one of my accounting sites.A Have you ever wondered why you can't deduct the cost of attending ...
If you check your sales against the Folio Realized gain/loss reports you may find your penny there.A Their information on ...
I strongly recommend you stick with Fidelity. We have used them with no problem, except the changing of Treasurers which ...
What's Hot and What's Not - July 2017
Wonder what other bivio investment clubs are buying and selling? Here are the top Active Buy and Sell lists for ...
Transferring stock to withdrawing member
Hi, I'm not sure what you are looking at if you can't find the stock cost basis information.A It is ...
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