Investment Club Accounting, Tax Preparation and Management Software

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"I love the new added charts. Very professional and very effective. Greatly appreciate the updates and makes Bivio that much more a valuable resource. We will definitely be renewing our membership subscription." -Frank G., KS

"We truly are very satisfied users for bivio, since 2014! This is one aspect of our club that runs on auto-pilot, and we are super grateful :) There is nothing else like bivio in the market!"-B. Parthiban, GA

"You have been AMAZINGLY helpful and I suspect there are a lot of other Club treasurers out there who say prayers of gratitude for you!"-Sheila M., CA

"I continue to be impressed with how well Bivio works for my club. The customer support is very good. The tax program is awesome - very easy to use. Thanks to all who I know do a lot of hard work to keep Bivio working well for us."-Betty T., WA

"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?

bivio 2024 Tax Program Now Available--With NEW Features!

And thanks for including NJ. What a relief! Stu in NJ On Feb 19, 2025, at 1:28 PM, Rebecca Kruse ...

What do you think?Stuart Weissman - The Club Cafe -

Entry from 2018

;My accounts are now in balance. Thank you Justin. ...

What do you think?Susan Lutz - The Club Cafe -

Upcoming bivio Audit and Tax Webinars - January 11 and February 13

Thanks Becky!! Seamus Sent from Yahoo Mail for iPhone On Monday, February 17, 2025, 09:56, Rebecca Kruse <kruse@bivio.biz> wrote: If ...

What do you think?Seamus Flanagan - The Club Cafe -