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?

family investment clubs

My non-family club allows custodial accounts, and we've had several over the years. Our rule is that at age 18 ...

What do you think?Robert Mann - The Club Cafe -

New Prospective Club Member - Invite Email

My recommendation is to make your letter as personal to each individual as possible,A They most likelyA know who you ...

What do you think?Frank Wilson - The Club Cafe -

Membership/Partner information forms

https://www.bivio.com/club_cafe/mail-thread?p=261340100003 New IRS Audit Procedures - Our Recommendations A A On Sun, Jan 17, 2021 at 6:57 AM MARY FRAN ...

What do you think?Norman Gee - The Club Cafe -

TDA to Schwab transfer

https://www.bivio.com/site-help/bp/AccountSync_Brokers_Help AccountSync Brokers These are the brokers currently supported by AccountSync.A On Sun, Jan 17, 2021 at 8:39 AM Lee ...

What do you think?Norman Gee - The Club Cafe -

Annualized IRR

Laurie, How do you "adjust the time period for the calculation to include only your most recent ownership dates in ...

What do you think?Ronald Gene Close - The Club Cafe -

moving to Fidelity

Interesting, Peter Dunkelberger On Thu, Jan 14, 2021 at 9:02 PM Margot Herkes via bivio.com <user* 37004200001@bivio.com > wrote: We ...

What do you think?Peter Dunkelberger - The Club Cafe -

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