Investment Club Accounting, Tax Preparation and Management Software
"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 news]Share your comment or question
I would suggest the club consider drafting an addendum to their PA, signed by each member, indicating the change in ...
online vs face to face clubs (from comment: are you looking for a F2F or online club)?
Christie-Yes I would like more information about your online club and I am interested in joining. I am in Chicago. ...
Partial Versus Full Stock Withdrawals
Yes, this could be advantageous. Once the shares are transferred to the partially withdrawing member, they are treated the same ...
Clubs in Minneapolis?
Hi Daniel, I live in Minneapolis area and could meet you in person for an intro if you like. Get ...
Member wanting to take cash out
Be certain to check your partnership agreement to make certain partial withdrawals are permitted.A Our club permits only full withdrawal ...