Investment Club Accounting, Tax Preparation and Management Software
"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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Dec. 6 Webinar Video and Handouts are Available!
Hi everyone, It was great that so many of you could join us live last night for the Getting Ready ...
BIVIO Webinar Preparing for Tax Season
The webinar was very informative. Questions were answered even though you did not know what you did not know. Sent ...
Penalty from IRS
Rather than try to explain what a QOF is, it is sufficient to know that a traditional investment club, such ...
Electronic Filing and Webinar News!
Hi Peter, There is no extra charge for E-filing. It's part of all the basic subscriptions. Cheers, Rob ...
New Schwab AccountSync Setup
Hi Kevin and all, If your club's broker is TD Ameritrade, your club shouldn't do anything at this time. Only ...
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