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
Entering addresses and SSN
Bob We have a member who doesna€(TM)t want her SSN entered. If you put 000-00-0000 it will work and then ...
Tax Program Question- Country Origin of Foreign tax?
Thank you Ira for the prompt response. Unfortunately, I don't find where "RIC" appears as a selection in the drop ...
Tax Program
Thanks so much for the reply. Deanna On Tue, Feb 19, 2019 at 6:58 PM Laurie Frederiksen < laurie@bivio.biz > ...
Bivio
Rob, Besides the STELLAR customer service, AccountSync, and user friendly accounting interface that have already been mentioned, I would like ...
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Top Club Holdings
 |
AAPL | 58% |
 |
AMZN | 32% |
 |
V | 24% |
 |
DIS | 22% |
 |
FB | 20% |
 |
MSFT | 18% |
 |
BRKB | 17% |
 |
CTSH | 17% |
 |
GOOGL | 17% |
 |
SBUX | 16% |
| Club Index |
Average Portfolio:
$
165,141
Club Home Pages
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| SouthEastern Indiana Investment Club |
| Club Meeting Meeting |