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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AccountSync and Fidelity
It appears that as of late last week, Fidelity has shut off access to their transaction data for all sites ...
Bivio access to Fidelity
Same-still have no update in transactions from Fidelity since the 17th. Sent from my iPad > On Nov 22, 2021, ...
New Tax Reporting for Investments in Foreign Companies
This is an unusual one.A Based on their history described here,A A https://en.wikipedia.org/wiki/Primo_Water Primo is owned by Cott corporation which ...
Richard, I thought you would get this page since you are marked as assistantA treasurer; I'll check it out and ...
Thank you. On Nov 19, 2021, at 11:09 AM, Laurie Frederiksen <email@example.com> wrote: This is a problem. Our technicians ...
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