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
Thanks all, I just had to shift over and there they were. ...
Our club loves bivio as well. Our brokerage is Etrade and we're very satisfied dealing with them. Linda Macdougall Tacoma ...
Thanks Laurie. On another note, I will be unsubscribing for now. I find reading the messages useful, but without a ...
Ditto Sent from Yahoo Mail on Android On Sun, Feb 17, 2019 at 11:06 AM, Johnny S via <user*> ...
Unrealized gains/losses are created when the club gives shares of stock to a withdrawing member. The unrealized gains/losses are each ...
Thanks so much for the info, Ira. Phyllis Do what you can. Want what you have. Be who you are. ...
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