Investment Club Accounting, Tax Preparation and Management Software
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"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
Club Cafe
Transition from TDA to Schwab
Club accounting does synching differently from Bivio.A Bivio does an automatic pull daily of any available data, whereas club accounting ...
E-filing in NJ
That's NJ. Highest in taxes, lowest in quality of government services. Have you gone anywhere on a train lately? Neither ...
Amended Return / Air Lease
Hi Scott, Members can download K-1s that are not marked superseded or amended because they do not submit the K-1s ...
K-1, Box 19
Hi John, You can use this link to remove your access to Club Cafe: https://www.bivio.com/club_cafe/leave-club-cafe Hope that helps. Contact us ...
(No Subject)
PLEASE!!!A I need to be set free of club cafA(C) also. Ita€(TM)s beginning to drive me crazy. Help.A I have ...
We need a new brokerage house
Thank you. Minh T. Le On Mar 19, 2023, at 7:10 PM, Cynthia Corkery via bivio.com <user*39378600001@bivio.com> wrote: Our ...
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Top Club Holdings
 |
AAPL | 65% |
 |
AMZN | 51% |
 |
MSFT | 38% |
 |
V | 29% |
 |
GOOGL | 26% |
 |
GOOG | 26% |
 |
DIS | 25% |
 |
COST | 22% |
 |
NVDA | 21% |
 |
TSLA | 19% |
| Club Index |
Average Portfolio:
$
211,987
Club Home Pages
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