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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Dividend Linking to Securities
Hi, If dividends are entered by AccountSync,A they will automatically be entered under the investment that paid them.A You can ...
any way to delete old Bivio club emails?
As Laurie posted previously,it is not whether you are an officer, but if your club bivio site recognizes you as ...
Making Payments to Active Members, not Withdrawals?
The most important thing to remember is thatA whether you take a partial withdrawal in cash or stock, whetherA the ...
New Club ------having issue finding a bank
We have used Schwab from the start (more than 10 years) As far as I can tell, which includes a ...
BI Membership Dues
Sorry Kevin but you did not say that you were changing your club's policy. No need to YELLA at me ...
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