Investment Club Accounting, Tax Preparation and Management Software

About Investment Clubs
About Us
Why Use bivio?
Da Demo Club
Getting Started
Club Resources
Club Cafe
Ticker Research

Free Trial


"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

[more testimonials]

Club Cafe
Withdrawals are based on the number of units a member has in the club on the date of death or ...
HavingA a members account titled in the name of a trust will mean you cannot "opt out" of the CPAR ...
We have a problem with selling stocks with huge gains. By the time everyone agrees to sell the gain turns ...
You can unsubscribe from this list using the Unsubscribe link in the signature block below. Laurie Frederiksen Invest with your ...
This may cause your partnership to no longer be able to opt out of the Centralized Partnership Audit Requirements. Please ...
Thank you for all the info. Something I have been lax on and need to improve. On May 21, 2020, ...
[more news]

Join the Club Cafe Discussion List

Share your comment or question