Integrated Data Management Systems

AccountAbility


5 / 5
33 reviews

Who Uses This Software?

Accounting Firms, Law Offices, Educational Institutions, Charitable Organizations, Casinos, Government, Financial Institutions, Actuaries, Retirement Planning, Credit & Collections, Staffing Companies


Average Ratings

33 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $399.95/year
  • Pricing Details
    Network Ready Server License. Includes 500 concurrent users.
  • Free Trial
    Yes
  • Deployment
    Installed - Windows
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Integrated Data Management Systems
  • www.idmsinc.com
  • Founded 1984
  • United States

About AccountAbility

Account Ability is a network ready software application that fulfills the needs of small to midsize businesses with a simple, yet powerful, solution to the complicated job of annual 1095, 1098, 1099, 3921, 3922, 5498, W2G, W2 and W2c compliance. Payee/Payer copies can be printed on ordinary copy paper, preprinted forms, or written to PDF. IRS, SSA and State copies can be E-Filed or printed on IRS approved forms available from our forms division.


AccountAbility Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management

AccountAbility Reviews Recently Reviewed!


Couldn't ask for a better product and support

Aug 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The software is extremely easy to use and if you hit a snag and don't know what to do, the support was there. Rep is a genius with the software. He literally can guide you through any problem with his eyes closed. I've been in the tax reporting business for over 20 years and never have I had it this simple and easy. This was my first year using their software and look forward to using them in the future.

Cons: I really can't say one negative thing about this software and service.

Overall: This product and service gets an A+ from me. Rep in support is unbelievably helpful.

Accountability Rocks!

Sep 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We only use the software for our clients to prepare W-2's and 1099's but I love the ease in setting up new clients and how easy it is to roll the clients every year. Have not used all the features that the software provides but I would recommend it to other Firms.

Cons: There is nothing I don't like with the exception of me not taking the time to learn everything I need to when doing something new with the software.

Overall: Being able to count on Accountability for not only the software but the availability of the Forms is a comfort every year. The knowledge that the prior year information is so easy to roll to the current year is a time saver, I don't believe we would use the software if we had to start over every year.

Thank you for a great product

Aug 07, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: My company needs to file 1099-misc, 1099-r, 5498 and w2 forms each year. Account Ability includes all of these forms for one price. I don't need to buy any special forms since Account Ability prints on plain paper and files electronically. The free taxpayer id matching program saved me much time in checking recipient tins.

Cons: Getting started was a bit compelling. However, the tech support team was superb and really helpful. I called the toll free support number and spoke with a tech named Rep for more than one hour for free. Rep showed me just how easy the product was. That was my only con.

Capterra-loader

Amazing Time Saver

Aug 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This software was incredibly helpful for keeping our customers up-to-date on processing their tax forms. All we do is tweak the output file each year that comes from our ERP software and then AccountAbility takes care of the rest - formatting, form printing, etc. All the parts that are the time consuming parts for our programming staff are handled. Couldn't be easier.

Cons: There is nothing not to like. Everything is taken care of easily and quickly.

Overall: Our programming staff no longer has to take the time to figure out the yearly tax changes, well worth the cost in distributing the AccountAbility software to our customers.

Useful Compliment To Our Existing Accounting Software

Sep 26, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The software provides a lot of functionality for 1099 reporting. It is especially useful to us because our accounting software does not allow us to map our expenditure accounts to the various payment types on the 1099misc forms. This creates problems when we issue different types of payments (rents, non-employee compensation) to the same vendor. With accountability, we can customize the 1099 so our reporting of payment types is accurate.

Cons: It could be a little more intuitive to use.

Overall: See my remarks above in the Pros Box. I would add that customer phone support has been excellent when we have needed it.

Long time user

Oct 01, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We have used this product for many years and I love it! It is very easy to roll information forward from year to year. Once you get the hang of the mapping it is easy to use and navigate. There are a lot of options available to run what ever kinds of forms you may need for the tax year.

Cons: Mapping is a little difficult, but maybe that is because I only have to do it once a year so I forget in between.

Overall: We use Accountability for our 1099 processing. We average about 850 a year and Accountability makes the process so much faster, easier, and more accurate than any of the other processes we have tried.

Excellent Information Return Software

Sep 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I have been using Account Ability in association with my own Payroll and Accounting software for 15 years. It has consistently saved me time and effort (not having to program new Forms each year) . It is a well thought out program and a must have in my software shop.

Cons: I can literally not think of anything to say in this regard.

Overall: I hook AccountAbility up to my payroll software and print my clients' W2s and 1099s. It saves me programming time, is always reliable and produces a very professional looking product. I would not be without this excellent package.

Long Time Customer

Aug 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This is by far worth every penny we spend on it. My 1099 PATRs are done in 1 day - from start to printing out. The only thing this software does not do is fold and stuff the things!!!

And the IRS Fire System reporting is a breeze with this program.

Cons: there are no cons from my end, I have never had a problem that they did not fix.

Overall: I have used this software since at least 2001 if not 2000. I will retire at the end of 2019 - which will make it close to a 20 year association with Account Ability. This is a great company. Thanks you guys!!!

President

Aug 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy. To use

Carry's over last years info

Cons: Nothing

Bad

Very straight forward

Simple

Overall: Plus

Awesome

2018 review

Sep 26, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The many different tax forms that are available to print. The creation of PDF for archiving.

Customer Support is excellent. The software is very versatile.

Cons: There is a learning curve at first, as with any new software but feel it's not a Con.

Overall: We re sell this software to our client base as the Tax Solution. This has worked out well for our company.

Customer Service is very personal and prompt. Support team will go out above and beyond the call to explain and help you through the problem.

Inexpensive and Easy to Use

Aug 31, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I like how easy it is to use once you have the information imported.

Cons: I am not a fan of the mapping tool, I think it is harder to use than it could be.

Overall: We are able to create the electronic files for submission to the IRS and the SSA, which is what we needed to be able to do. Being able to create the forms for mailing is just an added perk. We have used the software for 1098, 1099, 1095 and W-2 preparation and reporting for several years and find that the functionality is exactly what we need.

Account Ability

Sep 28, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The Accountability software allows us to easily process our 1099MISC and 3922 forms and create the needed file to upload to the IRS.

Cons: It can sometimes be slightly difficult to remember the process from creating the forms from my excel spreadsheet to getting the IRS file created without looking back into the instructions.

Overall: We have had great success with AccountAbility. Never once has our IRS file had issues with formatting when it's submitted.

AccountAbility

Sep 28, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
Likely
Extremely
Likely

Pros: The program is easy to use.

Year to year conversion works well.

Don't remember having a programming issue at any time.

Cons: Cost keeps escalating!!!

No clear instructions on what forms or copy of forms need to be printed on what type of paper

Overall: i only use the Form 1099s. There is no easy way to enter or convert the payroll data into Accountability.

Excellent Program, simplifies W2/1099 processing.

Aug 14, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Rollover prior year.

Client Database

Simple Backup

Easy Print Features

Easy to create data file for E-filing.

Cons: Less clutter in drop down menus.

Should have separate menu or tab only for E-file functions

such as Create/Maintain/Submit.

Overall: Have used this program for many, many years. Overall experience has been excellent.

User Friendly Software

Aug 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We have used this program since 2003. I love that I can roll client data from year to year. It prevents errors in re-entering the information. The program is easy to use and understand. Customer support has always been superior.

Cons: No complaints with the software or customer support.

Overall: Fastastic

Easy, quick and customer focused

Sep 24, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: How easy it is to download and use. The customer service is excellent if you need to call.

Cons: the import section for me was a little hard to follow but the customer service group walked me through.

Overall: Overall this software is very easy to use and knowing I can call and get help from someone is always a plus

President

Aug 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It was so easy to use! Everything is very intuitive and if you are unsure, the customer service will walk you through the issue.

Cons: I really can't think of any! If I did have an issue customer service was able to help.

Overall: I've been using this software for my company and it is fantastic!

Account Ability

Aug 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I use Account Ability for 1094/1095 reporting. The hardest part of this process is the cleanup and Account Ability makes it easy.

Cons: There are a fair number of menu clicks to complete a few of the required tasks, but the documentation is great if you follow it.

Long time user of this product- very satisfied customer

Aug 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Software is very friendly even for myself who is somewhat computer impaired.

Cons: really no negatives; I get a bit intimidated with the technical side but customer service has always been a great help in that area.

Account Ability is a life saver!

Aug 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Inexpensive, great customer service, always includes new enhancements, easy to use, ACA and 1098 forms are a breeze. I love the electronic outsourcing services! I sleep so much better with this product.

Cons: I can't think of anything I would change.

Overall: Account Ability helps me sleep better at night. When we were having issues with the electronic submission of our ACA forms, Accountability jumped in and assisted. I love and use the electronic outsourcing services. The mapping, uploading and processing is user friendly and efficient. Thank you for the decade of assistance!

Easy to use

Sep 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Overall very easy to use and customer service is excellent. Transferring excel sheet data to software is really easy.

Cons: I am been buying this software since 6 years but now prices are hiking.

Wonderful 1099 and W-2 Product!

Sep 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to enter data, produce tax forms, and search processed data.

Cons: There was nothing to dislike about the software.

Overall: Great experience over the years. Easy to use and the E-filing option adds to the great product.

19 YEAR USER

Sep 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This software is great. Fast and efficient. Easy to train staff.

Cons: No cons that I can think of. Seriously.

Overall: I've been using this software for 19 years. You can count on the customer support.

Capterra-loader

I love this product!!

Aug 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to navigate, great price and the best support that our office could ask for!

Cons: No cons to write about here!! Only pros!

Overall: Excellent experience!

AccountAbility

Aug 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The software is very user friendly and their customer service is also great

Cons: There is really nothing to dislike so really can't say

Software that works!

Sep 28, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Fairly easy to use, can upload from excel

Cons: There isn't any thing that I dont like about it.

Overall: Easy to use and get your year end done

Never stress about 1099's again

Aug 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It was super easy to get the information into the software.

Cons: I have no complaints. Honestly, it's so easy to use.

Great help!

Sep 28, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Has everything our company needs for 1099 reporting

Cons: The instructions are not as simplified as I was expecting but I was a first time user. However, I think I like this software better than what i used previously.

Account Ability is WORTH EVERY PENNY!

Aug 14, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This Software helped my business tremendously with 1098 and 1099 compliance!

Cons: There wasn't much I disliked ; I felt overall this product was extremely user friendly and certainly affordable!

Overall: The customer servicing has been wonderful from start to finish. Tech Support has always been there when I needed it to answer any questions I have regarding how to use the software. Overall I rate this product an A+++!

AccountAbility - easy as MS-DOS :)

Sep 24, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The interface is simple and intuitive so users have no issues with it.

Cons: The reminders or urges to purchase other add-ons

Overall: Love that it stays consistent year to year and is clean and easy to use. no glitz.

AA is our go-to!

Aug 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Quick and easy 1099 prep, reliable customer service.

Cons: I don't have any negative comments as of now

Overall: Much better than other tax form prep products our company has used in the past. We love it.

Staff Accountant

Aug 10, 2018
5/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The fact that this program works with ease.

Cons: The fact that there are 2 parts to this program, the Account Ability and Import Mapping.

Overall: It was easy to set up the first time. Now if I can only remember how I did it... thanks to customer service agent, he has been very thorough with his instructions and guidance.

Officer Manager

Aug 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The support person and how easy it is to use.

Cons: Learning how to navigate thru the systems.

Overall: Very good. Downloaded my file and sent to OK Tax Commission all in the same DAY. Was very happy to get my problem resolved and that it did not take several days to accomplish the task.