# Account Ability Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Account Ability the right Compliance solution for you? Explore 219 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/154484/Account-Ability/reviews --- Account Ability 4.9 (219) [View alternatives](https://www.capterra.com/p/154484/Account-Ability/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Account Ability Ease of use 4.6 Customer Service 4.9 ## Pros and Cons in Reviews SM Stephanie M Senior Accounting ManagerFood Production, 10,001+ employeesUsed the software for: More than 2 years. “It has a 500 concurrent usage and we are able to use it for our companies that aren't on our main accounting software.“ May 23, 2024 KM Katie M VP of OperationsReal Estate, 11 - 50 employeesUsed the software for: More than 2 years. “The only downside I’m aware of is when calling in and being “ added to the list “ for customer service to contact you back there is no estimated wait time, your 25th in line etc.“ February 25, 2025 SM Stephanie M Senior Accounting ManagerFood Production, 10,001+ employeesUsed the software for: More than 2 years. “We like the mapping feature on it to export the data from our system into Account Ability.“ May 23, 2024 LF Lynn F Assistant ControllerHigher Education, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “I do not like that I need to download an entire new program every year and set up a new client - this should be one program that maintains all filing years that I have purchased.“ May 28, 2024 RF ROBERT F CPA AND MANAGING PARTNERAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “The ease of getting into the program, getting data in and saved and the ability to print on preprinted forms.“ May 23, 2024 JK Jaye K Office ManagerAccounting, 11 - 50 employeesUsed the software for: More than 2 years. “Moving around within Account Ability seems a bit cumbersome and your unable to put the entered documents in alphabetical order, once entered, for easy location. “ May 23, 2024 SD Sharon D ControllerFinancial Services, 51 - 200 employeesUsed the software for: More than 2 years. “I was fortunate to find it when I was a new Controller and needed a solution that I could easily implement and complete my tax forms on time. “ May 23, 2024 MB Mark B Manager, Accounting and Defined ContributionsMachinery, 201 - 500 employeesUsed the software for: More than 2 years. “Don't have much to add here, perhaps the look of software is a bit out dated, but the that is a non-factor.“ February 25, 2025 ## Showing most helpful reviews Showing 1-25 of 219 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Constantin C. Manager Accounting Used the software for: I used a free trial ### "Very good product" June 12, 2021 5.0 Very good looking data in the program Pros Very easy to use when entering data into the program Cons It helps a lot to enter the data in the program Review Source CR Charity R. Assistant Controller Wholesale Used the software for: 2+ years ### "Easy to use and comprehensive tax forms" February 25, 2025 5.0 I have really enjoyed using Account Ability. We have been a user for over 12 years now and although there are other options available to us, Account Ability is the most affordable and easiest option for us. Pros Account Ability is fairly easy to use. They are always up to date with the current tax forms and laws so I know that I am submitting my forms correctly. It makes filing electronically a snap and reduces the amount of stress I have during tax time. Cons Sometimes uploading files can be confusing, but as long as you follow the instructions, things go fairly smoothly. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reason for choosing Account Ability The ability and ease of importing from multiple sources. Review Source Response from Integrated Data Management Systems February 25, 2025 Thank you for your wonderful review, Charity. LF Lynn F. Assistant Controller Higher Education Used the software for: 2+ years ### "End result is acceptable" May 28, 2024 2.0 I appreciate it producing an acceptable end result and producing a fire.gov type file for easy upload. It does not produce an acceptable Oregon e-file file type. That is worth quite a bit. I do not like that I need to download an entire new program every year and set up a new client - this should be one program that maintains all filing years that I have purchased. The ease of use of this product leaves a lot to be desired. Pros The end result helps us meet the filing requirements Cons 1\. You have to make an entire new client to produce a corrected 1099 statement 2. Every year is a new program - I would like it to be a single program that hosts all of the years. 3. Update it to look more modern - this survey looks better than Account Ability. 4. Create/offer as an upgrade acceptable state e-file type files Review Source DA Denise A. Office manager Accounting Used the software for: 2+ years ### "MY ACCOUNT ABILITY REVIEW" February 26, 2025 5.0 I have had the pleasure of dealing with the support team and they helped me get through January. Pros support is always there willing and able to help Cons n/a there is nothing i do not like about account ability Reason for choosing Account Ability The program was here before I started working here, I'm not sure Review Source Response from Integrated Data Management Systems February 27, 2025 Thank you for your wonderful review. DK DENISE K. OFFICE MANAGER Automotive Used the software for: 2+ years ### "Great experience" February 25, 2025 5.0 Each year this service takes such a big load off of my work schedule for end of year services. The techs are very friendly and knowledgeable and make my submission to State and Government easy. Pros Provide Fast and friendly Service! The techs take control of the of our data and send it to the governmental agencies with ease. Cons We never have any complaints with anything. Everything was great. Switched from [CDK Global](https://www.capterra.com/p/122988/CDK-Global/) Our new company did not offer tax preparation Review Source Response from Integrated Data Management Systems February 26, 2025 Thank you for your wonderful review. JH Jenna H. Controller Automotive Used the software for: 1-2 years ### "Controller" February 25, 2025 5.0 service is great. Instructions are easy to follow. Pros Easy to work with and quick response time. Cons no complaints easy to work with the program. Alternatives considered [Yearli](https://www.capterra.com/p/143004/Yearli/) Reason for choosing Account Ability integrated with Automate much easier with not additional work for me. Review Source Response from Integrated Data Management Systems February 26, 2025 Thank you for your wonderful review. LAR Leigh Anne R. Manager Payroll Services Higher Education Used the software for: 2+ years ### "W2 and 1099 Tax Form Preparation" February 28, 2025 5.0 We have used Account Ability for over 20 years with multiple ERP platforms. They have always worked with us and we have really been able to make our year end tax form preparation much more efficient. Pros We like the superior and responsive technical support. We love the product and its flexibility importing and exporting data. For W2's and 1099's we also use the Print and Mail feature which is fast, secure and convenient. Cons Our W2 file is very large. We have not figured out a way either internally or with Account Ability to allow for multiple users to work in the W2 file simultaneously without bogging down the process. We have developed some work arounds so it isn't as much of an issue. Review Source Response from Integrated Data Management Systems March 6, 2025 Thank you for your wonderful review. BL BOOKIE L. Public Accountant President Accounting Used the software for: 2+ years ### "BEST IN THE 1099-FILING PROFESSION" April 8, 2025 5.0 With ALL software companies were this competent. Pros 1) Works on your own computer instead of internet-based 2) Excellent function 3) Excellent support; they know what they're doing 4) Manual is absolutely complete, step by step 5) Have used for many years; IT'S THE BEST EVER 6) Can roll last year's issuers/recipients forward to new year effortlessly so that only numbers for the new year need to be entered 7) Can easily print any copies needed, both for current year and for prior years, if required 8) Can easily correct returns 9) Can easily submit returns to IRS FIRE SYSTEM via this software; excellent and (very unusual) COMPLETE INSTRUCTIONS. Cons Having to compile IRS file individually by issuer. Review Source Response from Integrated Data Management Systems April 8, 2025 Thank you for your wonderful review. AA Amy A. Senior Operations Specialist Banking Used the software for: 2+ years ### "User-Friendly and Reliable, with Room for Improvement" February 26, 2025 5.0 For what we use it for, it is definitely manageable and works great. Pros Very easy to use. Year to year I'm able to easily remember how to navigate the system with ease. Cons A better way to file previous year returns vs. manually bringing them in. Would like the functionality to file 1042S forms right through this channel. Review Source Response from Integrated Data Management Systems February 27, 2025 Thank you for your wonderful review. BK Brian K. Controller Non-Profit Organization Management Used the software for: 2+ years ### "Great Product!" February 25, 2025 5.0 We have been using Account Ability for many years, and when we've needed support, they have always been happy to help. Overall, our experience with Account Ability has been great! Pros Account Ability is easy to use, does exactly what it claims to, and makes filing our forms a cinch every year. Cons It would be nice if the mapping tool was actually part of the program; having to install that each year to import from other software is a little clunky. Review Source Response from Integrated Data Management Systems February 26, 2025 Thank you for your wonderful review. MR Matthew R. Controller Automotive Used the software for: 2+ years ### "Controller" February 25, 2025 5.0 Although I feel Account Ability can be difficult to navigate it doesn't became cumbersome because \[sensitive content hidden\] is there to help you in any time along the way. Pros \[sensitive content hidden\] from Account Ability is the best! He has been helping me for the past seven years. He has always been very professional and has a plethora of knowledge. Cons My only con would be the user friendly of the software. I feel the software can be a tricky to navigate. Review Source Response from Integrated Data Management Systems February 26, 2025 Thank you for your wonderful review. CB Cindy B. Bookkeeping Real Estate Used the software for: 2+ years ### "Love the product" February 25, 2025 5.0 Overall an excellent program. I find the program easy to use. Pros Easy to download. Easy to input and send to IRS. Cons If there is an issue I have not yet found it. Review Source Response from Integrated Data Management Systems February 26, 2025 Thank you for your wonderful review. MB Mark B. Manager, Accounting and Defined Contributions Machinery Used the software for: 2+ years ### "Very Satisfied" February 25, 2025 5.0 It makes the year end tax reporting simpler. If there is an issue, the customer service/help desk team are top notch. Pros The very clear and concise step by step instructions. Cons Don't have much to add here, perhaps the look of software is a bit out dated, but the that is a non-factor. Review Source Response from Integrated Data Management Systems February 26, 2025 Thank you for your wonderful review. DA Dianne A. VP Application Development Information Technology and Services Used the software for: 2+ years ### "Fantastic software and value!" February 25, 2025 5.0 So easy to use - all of our clients use it, we interface directly with it. Never any problems. Love that we can easily create pdfs for people to view their forms. Pros I love that they keep up with all of the new updates so that I don't have to worry about it! Cons The only thing I would add back is the bulk email ability, we miss that. Review Source Response from Integrated Data Management Systems February 26, 2025 Thank you for your wonderful review. CM Cady M. Admin Assistant Accounting Used the software for: 1-2 years ### "Admin Assistant" February 25, 2025 5.0 Wonderful, I find it easy to use and that makes the process smoother. Pros It's easy and direct. I love the help feature. Cons Would like to be able to search a recipient without having to skim a whole list. Review Source Response from Integrated Data Management Systems February 26, 2025 Thank you for your wonderful review. DI Diana I. Director, Commission and Compensation Support Accounting Used the software for: 2+ years ### "Accountability Review - Cambridge Investment Research" February 25, 2025 5.0 The experience was fine. I had no issues at all. Pros The Help guide in the software. Having this built in helps when I get stuck on certain tasks. Cons It's very coded looking and not very modern Review Source Response from Integrated Data Management Systems February 25, 2025 Thank you for your wonderful review. The Help guide is also available online at https://help.accountabilitysoftware.com JL Josh L. Broker Real Estate Used the software for: 2+ years ### "A necessary property management tool" February 25, 2025 5.0 It’s the same every year. They get the job done and it’s efficient which is all I ask for. Pros Their product works simply and efficiently Cons The main guy is not very patient with customers Review Source Response from Integrated Data Management Systems February 26, 2025 Thank you for your wonderful review. KH Kristi H. Office Manager Automotive Used the software for: 1-2 years ### "Easiest way to file year end taxes! " February 25, 2025 5.0 The easiest way to close year end. So friendly and so helpful. Pros The staff was so friendly and helpful and made filing our end of the year taxes, so easy Cons There isn’t one thing that I disliked about Account Ability Review Source Response from Integrated Data Management Systems February 25, 2025 Thank you for your 5 star review, Kristi. tM tami M. controller Automotive Used the software for: 1-2 years ### "accountability....a no brainer" February 27, 2025 5.0 The best, fast response time, they walked me thru any issue/question i had Pros the support staff, the most helpful of anyone i have ever worked with Cons haven't had a problem yet. I have only been with them just over a year. Review Source Response from Integrated Data Management Systems February 28, 2025 Thank you for your wonderful review. GC Gerard C. Managing Partner Accounting Used the software for: 2+ years ### "Excellent review" February 25, 2025 5.0 Simple, complete, friendly and always available customer service Pros Ease of use, affordable, reliable and priced right Cons Not sure, becuase of the reasons stated above, I can't think of any negatives Review Source Response from Integrated Data Management Systems February 26, 2025 Thank you for your wonderful review. LM Lisa M. Owner Computer Software Used the software for: 1-2 years ### "Great product" February 26, 2025 5.0 I have used it for many years and love it. Pros The ease of importing/printing and filing. Cons Don't love that the format of the import files seem to change every year now. Review Source Response from Integrated Data Management Systems February 27, 2025 Thank you for your wonderful review. CP Carmela P. Controller Construction Used the software for: 6-12 months ### "Very good." February 25, 2025 5.0 Very good, I have been using them for 9 years. Pros They are very helpful when I call, I am very happy with them. Cons Nothing, everything I like is good with them. Review Source Response from Integrated Data Management Systems February 25, 2025 Thank you for your 5 star review, Carmela. KD Kamini D. Associate Manager Wine and Spirits Used the software for: 2+ years ### "Account Ablility - Best " July 16, 2024 5.0 Pros Very easy to work with and we have good customer support. Cons upload is not user friendly. and need to get the help with customer service every year. Review Source Response from Integrated Data Management Systems July 22, 2024 Thank you for your 5 Star review. SD Sharon D. Controller Financial Services Used the software for: 2+ years ### "20+ Year User " May 23, 2024 5.0 10 plus stars. Great staff, always pleasant. They have called me to remind me to purchase the software to gain the discount and the technical service is always on point. One year they even helped me format the csv file. Our Accounting software can handle the forms but it is cumbersome and unpredictable, I will be a life long user. Pros I have used Accountability for my Tax Compliance since 2003. I was fortunate to find it when I was a new Controller and needed a solution that I could easily implement and complete my tax forms on time. Having the print and mail service simplifies the process, I've tried mailing 3000+ forms and it took days for our administrative staff to fold, print, stamp the forms and every time there were errors made. I rely on the expertise of IDMS and it has not failed me once. I highly recommend the software and the Customer service in the past was excellent, Saturday return phone calls were critical when we were in busy season. Cons For our 2023 tax forms I was not informed of the mailing date of the forms. Review Source Response from Integrated Data Management Systems May 28, 2024 IDMS Account Ability appreciates your review. MSH M Suzanne H. CPA Accounting Used the software for: 2+ years ### "Easy to use and reliable" May 29, 2024 5.0 I've been using product for years and the customer support is the best of most software I use. It is easy to use and easy to transition from paper to electronic filing. Pros Customer support, ease of use and roll forward Cons Nothing that I can think of. It works well for me. Review Source Response from Integrated Data Management Systems June 20, 2024 Thank you for your wonderful review. Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.