For those of you who keep your club records simple, have fewer transactions each year, need minimal support and do not need to file PA, CO, CA, NY or NJ state taxes, our economy level service provides you a bare bones option for keeping your records and preparing your Federal 1065 and K-1 tax forms.
bivio is easier to use than any other investment club accounting product on the market. For a low, annual price of only $299, you get:
- Access for your whole club
- Full partnership accounting
- Accountsync Automatic broker imports (see list)
- IRS tax printers (1065 and K-1, D schedules) and IRS e-filing
- State returns available for an additional fee
- 250 Total transactions
- Automatic daily club valuations (NAVs)
- Club web site and message boards
A comprehensive selection of reports to help you manage your club
- Safe data storage and daily backups
- Unlimited email software customer support
...and much more! Take a tour and see for yourself.
bivio is Web based, so there is nothing to download and nothing to install. bivio is not hardware dependent. All you need is access to the Internet and you can get to your club account from any kind of computer.
Try bivio RISK FREE by signing up now for a three month free trial. All you need to get started is an email address!
Our most popular subscription level is our Preferred level. It provides everything most clubs need to do their annual investment club accounting and tax preparation.
Find out more about it here: Preferred
"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.
"As I am working with the Bivio system, I am amazed at the quality of your product and staff. Our club should have been using this tool years ago."
- Ralph S.
"Thank you for making the job of Treasurer a breeze."
- Lisa C.
"You're the best support group I've ever dealt with."
- Josie K.
"bivio folks are the greatest with the most responsive and customer-oriented service of any software firm I've encountered, bar none."
- John M.