Investment Club Accounting, Tax Preparation and Management Software
"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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Inactive member - thoughts?
Yes, the funds can (and should) be turned over to the state's unclaimed property office after the appropriate steps have ...
Trouble with deposits at Schwab
We have transferredA to Schwab from TDAmeritrade as well.A We have always had a local bank checking account. I keep ...
our club wants suggestions for new broker that AccountSyncs with Bivio
Thank you to everyone for your helpful responses. We voted to move to Fidelity. They have excellent educational and research ...
Register now for Preparing for the Tax Season webinar!
Yes, the webinar presentations will be recorded. If you can't make it to the webinar, we will post a link ...
Crediting Member Direc2t Deposits
Thanks so much Carol and John for your insights and guidance. It's invaluable! Kay On Mon, Nov 6, 2023 at ...
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