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 - Charles Schwab
For those of you affected by recent AccountSync issues, we really appreciate your patience as our technical staff continues working ...
REITs for investment clubs
No problem. Just wondering. Kim On Thursday, May 26, 2022, 09:32:47 AM EDT, Chuck Kim via bivio.com <email@example.com> wrote: I ...
Our last autosync was April 8th. I didn't notice this was happening until last week. The ball is in bivio's ...
Entering dividends manually in Bivio
What specifically do you want help with?A Go to Accounting then Investments and then Income. Enter the type of dividend. ...
Partial payout to club member
Our valuation date is the next standard valuation date (end of the month) after receiving an intent to withdraw. That ...
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