Investment Club Accounting, Tax Preparation and Management Software
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"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
NJ webfile problems
There have been some changes to the NJ website for filing the NJ-1065 return. I haven't been able to test ...
NJ filing problems
If anyone is still having a problem filing their NJ-1065 return, please email support immediately and I will file an ...
NJ Partnership Return - Website is updated
I fixed the Business Allocation Factor issue. Enter "0.000000". I suppose the field simply has poor conditional data validation! Stu, ...
turbotax and club disbanding
You need to be sure that the withdrawal reports you are using were generated at yearA end as there can ...
Processing withdrawals with stock transfers at Schwab- help!
The club. Sent from my iPhone > On Apr 11, 2024, at 7:26 PM, Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote: ...
Disbanding
Thank you. Sharon On Apr 10, 2024, at 9:35 AM, ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote: Sharon, I received your ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 55% |
 |
MSFT | 45% |
 |
NVDA | 31% |
 |
V | 31% |
 |
GOOGL | 28% |
 |
GOOG | 26% |
 |
COST | 24% |
 |
DIS | 19% |
 |
TSLA | 18% |
| Club Index |
Average Portfolio:
$
252,781
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