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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Power of Attorney
I agree that it is often surprising, and dismaying, where legal challenges come from. In our case it is highlyA ...
Any fees must be disclosed in the customer agreement that you sign when you open the account. Brokers can revise ...
Voting between meetings
When I joined twenty years ago, it was saidA :if it is a good buy today it will be next ...
I agree with Kima(TM)s final statement.A The green and white form should be stamped with the date you mailed the ...
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