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

[more testimonials]

Club Cafe

Why Start an Investment Club?

Auditing Member Accounts

The question was asked about using the member performance detail report to have members confirm their payments for the year.A ...

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

TDA won't issue 1099

Just a reminder of how Club Cafe works: https://www.bivio.com/site-help/bp/Club_Cafe_Help If you are responding to a specific question in a thread,A ...

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

Recording dues as a fee payment

I do not understand your question.A It seems like your club has a distinction between dues and monthly payments. And ...

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

Club Audit Forms

Super!!! On Mon, Jan 20, 2020 at 4:55 PM Scott Freeman via bivio.com <user* 1595500001@bivio.com > wrote: At the top ...

What do you think?Val Johnson - The Club Cafe -

audit question

Just a note.A I would recommend working with Transaction lists rather than the Transaction ledger report when working on cash ...

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

Google Sheets

You can, by putting it into a document. My club's googlesheet can be accessed by anyone with the link. Bob ...