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?

ticker research pages

Thanks all, I just had to shift over and there they were. ...

What do you think?Lucile Sorrells - The Club Cafe -

Club-Friendly Brokerages

Our club loves bivio as well. Our brokerage is Etrade and we're very satisfied dealing with them. Linda Macdougall Tacoma ...

What do you think?LINDA MACDOUGALL - The Club Cafe -

Tax forms

Thanks Laurie. On another note, I will be unsubscribing for now. I find reading the messages useful, but without a ...

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