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

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Club Cafe

Why Start an Investment Club?

Current Summary of Brokerages for Investment Club (is there one?)

yes. Many chapters of better investing have find a club listing. What state are you in? Also, my club is ...

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

Accountsync with Schwab??

Robin, I would recommend following the Bivio help instructions for changing brokers found at https://www.bivio.com/site-help/bp/Changing_Brokers_Help Note: Some of the info ...

What do you think?Richard W. Hill - The Club Cafe -

Rule #1 spreadsheet

Hi Is there an up to date version of the Rule #1.xls file? The version on https://www.bivio.com/iclwc/files/Public?expand=29418500003%2C29423000003 is 3.02 dated ...

What do you think?Orm Orma - The Club Cafe -

Club closing

Bivio does AccountSync with Fidelity.A My club has been with Fidelity for several years now and we have been very ...

What do you think?Carole L. Jansen - The Club Cafe -

Centralized Partnership Audit Regime (CPAR)

There is no partnership representative when you elect out of CPAR. If you are subject to CPAR, the PR is ...

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

Club closing

Thanks Ira.A My mistake was to close down without considering the dividends we'd receive after all assets were distributed.A After ...

What do you think?John R. Munn - The Club Cafe -

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