bivio - accounting, reports, taxes, and administration for your investment club
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 AccountSync $99 for 12 months    
 
Become The One Minute Treasurer™ for your club!

bivio is Web based, so there is nothing to download and nothing to install. Each club has its own private Club Site™, to which only members have access.

AccountSync™ includes an electronic link between your brokerage account and bivio. Any activity in your account is automatically and securely transmitted to bivio, including member deposits, stock purchases and sales, interest, stock splits, mergers, dividends, spin-offs and more. With bivio, the computers do the work while you sit back and relax.

You can try AccountSync™ RISK FREE during our three month trial. Every bivio software feature is available for you to try during the free trial, including free IRS tax forms. You can upgrade to a full year subscription at any time, which includes the remainder of your Free Trial. To start your free trial, simply register. Register now.

Automatic broker imports are currently available for BUYandHOLD, Charles Schwab, E*TRADE, FOLIOfn, Fidelity Investments, OptionsXpress, Scottrade, ShareBuilder, TD Ameritrade and UBS Financial Services Inc. accounts, but we are adding new brokers all the time. Whether you broker is in this list or not, you can enter your transactions manually, just like other club accounting products.

AccountSync™ is easier to use than any other club accounting product on the market. For only $99 per year, you get:

  • Access for your whole club
  • Full partnership accounting
  • IRS taxes (1065 and K-1, D schedules)
  • Up to 400 transactions per year
  • Automatic daily club valuations (NAVs)
  • Club web site and message boards
  • Safe data storage and daily backups
  • Unlimited toll-free customer support
  • ...and much more!


Free 3 month trial

Sign up!

   

"AccountSync is awesome."
- Steve S.

"I just handed off to a new treasurer who was most apprehensive, but she says she does most of the monthly accounting in less than an hour."
- Anne W.

"Thank you for making the job of Treasurer a breeze."
- Lisa C.

"You're the best support group I've ever dealt with."
- Josie K.

"bivio folks are the greatest with the most responsive and customer-oriented service of any software firm I've encountered, bar none."
- John M.

[more testimonials]

 
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