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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erroneous deposit to checking account
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Emotional Decision Making
a One of the most difficult aspects of investing is the ability to make decisions unemotionally.A No matter how aware ...
How to process a bank retraction
Please send questions like this that are specific to your club to firstname.lastname@example.org and we will help you sort through ...
Changes Affecting Your Club for 2018 Tax Reporting
Let me add to the previous responses. While bivio will produce "correct" tax returns and K-1s if the data within ...
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