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?

On deleting unwanted files/folder

Thanks for clarifying.A Happy to stay on the list From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Laurie Frederiksen Sent: Thursday, October ...

What do you think?Ellen Gussin - The Club Cafe -

Virtual Meetings

Yes, he said early on in the video that he may get a small commission if you buy items through ...

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

Sunsetting a club

When my club disbanded we first sold only the stocks that were in a loss position, so we could all ...

What do you think?Elizabeth S. Robertson - The Club Cafe -

Schwab Takeover of TDAmeritrade

If your bivio records are correct that would be the case.A A However, from what I've seen,A most clubs that ...

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

Some examples of 1 page summaries

For capture/editing, also try Greenshot.A Ita€(TM)s free and offers more tools (highlighting, text, arrows, numbering, some shapes, cropping, and can ...

What do you think?Craig McCormick - The Club Cafe -

Does Your Club Have/Use a Beneficiary Form?

Although I said that a check payable to the deceased "should" be acceptable, I still recommend making the check payable ...

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

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