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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Tax Program Status
Hi Laurie, I am the treasurer for a New Jersey investment club. We now have 2 NY residents in the ...
K-1 address to use for deceased member
I would use the decedent's address on the K-1. If I were satisfied that the executor was duly appointed, I ...
NY State Tax Program Released
Are there any plans to include Massachusetts at some point in the future? Roland Roland M. Barrett DDIC Treasurer Phone ...
Tried to Open a Fidelityy Account for GA Model Club
Our investment club will be thirty years old in March. We have had Fidelity for a number of years and ...
Member made partial withdrawal in 2017
I finally get it now thank you all for your responses! From: <email@example.com> on behalf of "John Rice via bivio.com" ...
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