Investment Club Accounting, Tax Preparation and Management Software

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"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

Why Start an Investment Club?

Clubs Using Scottrade

Thank you, I will look at that and see if I can solve. Heidi On Monday, April 23, 2018, 10:48:48 ...

What do you think?Heidi Fredrick - The Club Cafe -

Tried to Open a Fidelityy Account for GA Model Club

TDA had us complete their Entity Authorized Agent FormA https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA1187.pdf Linda On Wed, Apr 11, 2018 at 6:44 PM, Dennis ...

What do you think?Linda Glein - The Club Cafe -

New Partnership Rules

It's a double edged sword. If someone creates a trust and transfers their club membership into the trust, the club ...

What do you think?Ira Smilovitz - The Club Cafe -

Bioverativ

It will vanish and be replaced by cash. It gets recorded as a sale of Bioverativ. On Thu, Apr 12, ...

What do you think?Ira Smilovitz - The Club Cafe -

How to make an account inactive on Bivio

It is still showing up because there is a dollar value associated with the account. When you bring that value ...

What do you think?Robert Davenport - The Club Cafe -

Partnership Taxes

I stand corrected. I meant more like, doesn't Bivio's structure guide you through it? Even that might be an overstatement.A ...