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

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Club Cafe

Why Start an Investment Club?

Ohio Club with Kentucky and Arizona members

What tax requirements are there for this topic. Thank you. ...

What do you think?Martin J Eckerle - The Club Cafe -

Change of Broker & Local Bank Account

I don't believe it's a $2000 minimum balance, but only $2,000 in cash/securities to open the account. Bob Mann On ...

What do you think?Robert Mann - The Club Cafe -

Warrants

Cathy: The warrants was not a spin off but a dividend. I did not know how to place this either ...

What do you think?Kevin R. Bray - The Club Cafe -

NJ Partnership Filing Fees

Carlos, You have to delete yourself. Larry Reno Director Georgia Chapter of BetterInvesting www.betterinvesting.org/chapters/georgia Good judgement comes from experience. Experience ...

What do you think?Larry Reno - The Club Cafe -

Gold

We purchased GOLD (Barrick Gold Corp). Are we going to have the same Bivio problems that were mentioned with GLD? ...

What do you think?Robin Heller - The Club Cafe -

Looking for Ideas - hydrogen?

please delete me from list On Tue, Feb 23, 2021 at 6:53 AM Norman C. Blizard via bivio.com <user* 36041900001@bivio.com ...

What do you think?Laurie Frederiksen - The Club Cafe -

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