Investment Club Accounting, Tax Preparation and Management Software
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Investment Club Accounting, Tax Preparation and Management Software Welcome
About Investment Clubs "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 Club Cafe
2024 Tax Filing for Clubs disbanding in 2024 The bivio 2024 partial-year IRS tax software is available now, upon request.A Paul, I enabled it for your club.A The ... Robinhood or E*Trade vs. Schwab Barbra, Thank you for reply and comments on E-Trade! I was hoping to get more responses before we make our ... GE Vernova spinoff So I used the "Spin-off" option in our "Investments" under "Accounting" It seems to have worked, except the Bivio Tool ... Edward Jones New Fee Schedule Sounds like it's time to change to a no fee/low fee brokerage. What you describe is similar to what Merrill ... SEC and Charles Schwab The link will not work until you start it with "https:" Just add the "h" in front and it will ... Annual rate of return Sent from my iPad On Apr 28, 2024, at 11:36 PM, Jack Ranby via bivio.com <user*15792700001@bivio.com> wrote: Ron, you ...
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