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?

Taxes

That is not the case for REIT's and certain other investments. You need to reportA the dividend in the year ...

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

Filing taxes

No > On Feb 25, 2020, at 9:06 PM, Mary Fran Novak via bivio.com <user*7094300001@bivio.com> wrote: > > Do we ...

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

#18 on Partnership agreement

Don't understand the last one, about the estate for a decease person? ...

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