Investment Club Accounting, Tax Preparation and Management Software
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Investment Club Accounting, Tax Preparation and Management Software Welcome
About Investment Clubs "I love the new added charts. Very professional and very effective. Greatly appreciate the updates and makes Bivio that much more a valuable resource. We will definitely be renewing our membership subscription."
-Frank G., KS
"We truly are very satisfied users for bivio, since 2014! This is one aspect of our club that runs on auto-pilot, and we are super grateful :) There is nothing else like bivio in the market!"-B. Parthiban, GA
"You have been AMAZINGLY helpful and I suspect there are a lot of other Club treasurers out there who say prayers of gratitude for you!"-Sheila M., CA "I continue to be impressed with how well Bivio works for my club. The customer support is very good. The tax program is awesome - very easy to use. Thanks to all who I know do a lot of hard work to keep Bivio working well for us."-Betty T., WA "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
Super Bowl Sunday, National Pizza Day, Presidents & Valentines The Animal Planet channel has their "Puppy Bowl" there's "Shark Week" and Hollywood is doubling down on their GLP-1 dosages ... Reducing total value of investment club portfolio Thanks Ira. You always provide useful feedback Sent from my iPhone On Feb 7, 2025, at 4:25 PM, ira smilovitz ... Disbanding club My club ran into the same problem when disbanding last year.A When I went to Bank of America to try ... GE spinoff entries Hi Mary, We can help you.A Send your request to support@bivio.com and we will go from there.A A Becky Kruse ... Fidelity - Mailed Checks So here is what I learned: There are two ways to send automatic payments to our investment club accounts. Option ... 2024 Tax Filing for Clubs disbanding in 2024 I was searching through old emails and came across the questionA regarding a club disbanding in 2024. Our club did ...
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