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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family investment clubs
My non-family club allows custodial accounts, and we've had several over the years. Our rule is that at age 18 ...
New Prospective Club Member - Invite Email
My recommendation is to make your letter as personal to each individual as possible,A They most likelyA know who you ...
Membership/Partner information forms
https://www.bivio.com/club_cafe/mail-thread?p=261340100003 New IRS Audit Procedures - Our Recommendations A A On Sun, Jan 17, 2021 at 6:57 AM MARY FRAN ...
TDA to Schwab transfer
https://www.bivio.com/site-help/bp/AccountSync_Brokers_Help AccountSync Brokers These are the brokers currently supported by AccountSync.A On Sun, Jan 17, 2021 at 8:39 AM Lee ...
Laurie, How do you "adjust the time period for the calculation to include only your most recent ownership dates in ...