Investment Club Accounting, Tax Preparation and Management Software
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"Thank you for the exceptional tax software! You made it easy to complete the taxes electronically."
-Judy M., MN
"Just thankful that our club is with bivio! And you folks! One of our best decisions."
-Dick W., WA
"Creating the K-1s and filing the taxes was sooooo easy. Thanks for handling the software."
-Robert L., CA
"Our club was almost 24 years old before it came time to dissolve it, and I have been the treasurer all that time. I loved having Bivio's software and employees to help me out along the way, you guys are the best!"
-Carole J., TX
"I love the new added charts. Very professional and very effective. Greatly appreciate the updates and makes Bivio that much more a valuable resource. We will definitely be renewing our membership subscription."
-Frank G., KS
"We truly are very satisfied users for bivio, since 2014! This is one aspect of our club that runs on auto-pilot, and we are super grateful :) There is nothing else like bivio in the market!"-B. Parthiban, GA
"You have been AMAZINGLY helpful and I suspect there are a lot of other Club treasurers out there who say prayers of gratitude for you!"-Sheila M., CA
"I continue to be impressed with how well Bivio works for my club. The customer support is very good. The tax program is awesome - very easy to use. Thanks to all who I know do a lot of hard work to keep Bivio working well for us."-Betty T., WA
"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
Club Cafe
How to consider new members from other states with state tax filing requirements
Thank you for the information, Ira.. I have been curious about which states required tax filings for non- resident partners. ...
PA language Valuation Date Member Payments
I prefer the idea that members are all paying the same price for units each month. That's why we use ...
Closing club
Roman, George is correct. bivio doesn't display the up-to-date tax basis in the Member Status Report in order to reduce ...
Closing club
I have some specific questions. Must all distributions be the same for each member, that is all cash or all ...
New club account sync - fidelity
We also found that Fidelity would allow us to exchange whole shares to our membersA when they leave us.A Along ...
Schwab closing investment club accounts!?!
Michael, As a recent Fidelity convert, thank you very much for your note. This should help us in the future ...
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Top Club Holdings
 |
AAPL | 63% |
 |
NVDA | 58% |
 |
AMZN | 58% |
 |
MSFT | 47% |
 |
V | 32% |
 |
GOOGL | 30% |
 |
COST | 28% |
 |
GOOG | 27% |
 |
BRKB | 19% |
 |
WMT | 16% |
| Club Index |
Average Portfolio:
$
278,444
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