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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Yes.A I see we sent an answer to you about an ETF in late September. Just send your question and ...
Educational Activity for Your Clubs
Thanks, Laurie. On Tue, Sep 28, 2021 at 10:37 AM Laurie Frederiksen < firstname.lastname@example.org > wrote: Looking for an educational ...
Linda, I doubt it is a phishing operation. Our club got a similar notice in the mail yesterday. It was ...
Did your club not "Opt Out" of the new tax law that will cause the IRS to penalize an individual ...
Member advance payments
Jack, I got it! You are absolutely correct especially about the technological changes. Best wishes to you and your Club. ...
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