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?

AccountSync and Fidelity

It appears that as of late last week, Fidelity has shut off access to their transaction data for all sites ...

What do you think?Laurie Frederiksen - The Club Cafe -

Bivio access to Fidelity

Same-still have no update in transactions from Fidelity since the 17th. Sent from my iPad > On Nov 22, 2021, ...

What do you think?Arnold Widman - The Club Cafe -

New Tax Reporting for Investments in Foreign Companies

This is an unusual one.A Based on their history described here,A A https://en.wikipedia.org/wiki/Primo_Water Primo is owned by Cott corporation which ...

What do you think?Laurie Frederiksen - The Club Cafe -

1099INT/DIVreview page

Richard, I thought you would get this page since you are marked as assistantA treasurer; I'll check it out and ...

What do you think?Virginia Cooper - The Club Cafe -

Stock update

Thank you. On Nov 19, 2021, at 11:09 AM, Laurie Frederiksen <laurie@bivio.biz> wrote: This is a problem. Our technicians ...

What do you think?Glenn A. Jenner - The Club Cafe -

Question Regarding Club Address

This is a legal issue,A not an accounting one. You are required to report correct information on your tax filings.A ...

What do you think?Laurie Frederiksen - The Club Cafe -

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