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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Webinar Recording Now Available
Laurie,A I really like the format that you posted for the new webinar. Being able to select a specific part ...
Tax Season Webinars
Tax season webinars are on the calendar! Find out more about them and other tax season information here: Club Cafe ...
Valuation Date Entry
There is not currently a setting to automatically choose the transaction date as the valuation date. I wish there were ...
distribution of bivio email notification to all club members
Great idea.A Thanks! On Mon, Nov 19, 2018 at 9:16 AM Laurie Frederiksen < firstname.lastname@example.org > wrote: Larry has made ...
ML no longer supporting investment club accounts andFidelity no longer opening new club accts?
There are hundreds of market perspectives and commentary available for FREE and many from big names.A One of my favorites ...
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