Investment Club Accounting, Tax Preparation and Management Software

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"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

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Club Cafe
Please remove me from listings On Wed, Feb 28, 2024 at 8:17 AM Daniel Lapp via <user* > ...
Same here, it was there before schwabs On Wed, Feb 28, 2024 at 8:52a€¯AM Carol True via <user* ...
Thanks! On Wed, Feb 28, 2024 at 7:14 AM Jeri Morgan via <user* > wrote: Yes, members (including ...
Thanks.A I responded to your later email before I saw this one. I will check those instructions and see what ...
Also, you can print and review your 1065 before you e-file. Carole Jansen On Mon, Feb 26, 2024, 10:38a€¯AM Lucile ...
I am doing the tax interview and one of our dividends is nonqualified.A When I click on to edit it ...
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