# Page 5 | Account Ability Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 # Page 5 - Reviews of Account Ability ## Showing most helpful reviews Showing 101-125 of 219 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use QS Quasha S. Senior Staff Accountant Computer Software Used the software for: 2+ years ### "Good product" May 23, 2024 4.0 Pros Ease of use, many different options for form filing. Cons Sometimes it is not the most user friendly and I do not like that it allows for special characters to populate Review Source Response from Integrated Data Management Systems May 28, 2024 IDMS Account Ability appreciates your review. CB Cyndi B. Controller Automotive Used the software for: 6-12 months ### "Customer Service" May 23, 2024 5.0 Pros I received fantastic customer service, \[sensitive content hidden\] was helpful and informative from the first phone call all the way through tax submission and confirmations Cons Nothing with the Company at all. The process of the reporting is labor intensive but that is from the IRS regulations. Account Ability made it as easy as possible. It was the work to prepare the data for submission that was challenging. Review Source Response from Integrated Data Management Systems May 28, 2024 IDMS Account Ability appreciates your review. JG Javan G. GM Real Estate Used the software for: 2+ years ### "Great software!" May 23, 2024 5.0 Pros Easy to use! Use every year for our yearly 1099’s Cons There is nothing that I can think of at this moment Review Source Response from Integrated Data Management Systems May 28, 2024 IDMS Account Ability appreciates your review. JA Jolene A. Mortgage Systems Admin. Banking Used the software for: 2+ years ### "Great tax reporting software" May 23, 2024 5.0 Pros Ease of use and customer support is amazing. They are able to help with any questions we have along the way and help to ensure that our tax documentation was correct and reported correctly. Cons it's a bit complex but the customer support is readily available and offsets this. Review Source Response from Integrated Data Management Systems May 28, 2024 IDMS Account Ability appreciates your review. SG Susan G. HR Director Automotive Used the software for: Less than 6 months ### "Great for Electronic filings to the IRS and Social Security" May 23, 2024 5.0 They were a Godsend in assisting us with the electronic compliance filings. Pros Customer Support and Knowledge, they responded to emails and phone calls quickly. Cons Totally not Account Ability's fault, I got a cram course in using it during the busiest month I have with new IRS and Social Security requirements that I was not kept in the loop with the new changes until time to process W2's and 1095 forms. Reason for choosing Account Ability Recommended by Automate because it was compatible with their payroll system and processes. Review Source Response from Integrated Data Management Systems May 28, 2024 IDMS Account Ability appreciates your review. BH Barbara H. cONTROLLER Consumer Services Used the software for: Less than 6 months ### "Well worth money spent" May 23, 2024 5.0 Fantastic experience. Highly recommend! Pros \[sensitive content hidden\] walked with me thru installation, and submission on documents. So very helpful! I am sooo very satisfied with this service. Cons No cons - everyone was extremely helpful during the busy tax season. Review Source Response from Integrated Data Management Systems May 28, 2024 IDMS Account Ability appreciates your review. PA Patricia A. Owner Accounting Used the software for: 2+ years ### "Supervisor" May 23, 2024 5.0 Pros Its easy to use,there always on time with the product Cons Easy to used,east ti installed, easy on everything Review Source Response from Integrated Data Management Systems May 28, 2024 IDMS Account Ability appreciates your review. SA SUZANNA A. office manager Automotive Used the software for: 6-12 months ### "Great support" May 23, 2024 5.0 Staff was VERY friendly and accommodating given the time crunch we were in. Pros Enabled us to comply with government reporting requirements. Cons Needed support to process and upload our reports due to deadline. Reason for choosing Account Ability Ease of product, worked best with our system. Review Source Response from Integrated Data Management Systems May 28, 2024 IDMS Account Ability appreciates your review. AC Alexis C. Assnt. Director Financial Admin Government Administration Used the software for: 1-2 years ### "Excellent Product" May 23, 2024 5.0 Pros Account Ability made the process of filing 1098-Fs for my organization possible. The user guide is very helpful and using the software is relatively easy. Cons There is a little bit of a learning curve when you first use the product. Review Source Response from Integrated Data Management Systems May 28, 2024 IDMS Account Ability appreciates your review. KH Kristen H. Accounting Manager Real Estate Used the software for: 2+ years ### "Gets the job done, but not user friendly" June 7, 2022 4.0 The customer service was helpful and patient as we work through our issues and incomprehension of all the steps necessary to get the forms uploaded and sent out. WIthout them, I am quite certain we would never have gotten through the process, certainly not correctly. Pros This software achieves what it is supposed to do. Creates our 1098 and 1099 after importing from our Accounting system. Cons The software is not user friendly, nor easy to "figure out". There are a lot of screens and modules and no real help on where or how to complete. Even the mapping, which one you know what you are doing should be easy, is not really easy. It is easy to mess the mapping up and have to start over. It is just clunky and out dated as far as software goes for ease of use. Reason for choosing Account Ability It was in place when I joined the company. Review Source Response from Integrated Data Management Systems June 13, 2022 Hello Kristen, I suggest you call our technical support team at 631-249-7744 and request a free hands on training session. Once done, you will see how user friendly Account Ability is. Thank you for your review. SP Stephanie P. Certified Public Accountant Accounting Used the software for: 2+ years ### "Great software" December 19, 2022 5.0 Overall our experience with AA has been wonderful. They are available for any help you need and since they can access your software with your permission, they can look directly at anything you are needing help with and solve your issue. Pros Account Ability is very easy to use. We use it in our office every year to provide our clients with W-2s and 1099s. The help team is very knowledgeable and so willing to help with any issues or questions. They give wonderful advice and are very helpful. Last year while submitting our 1099s Charles was able to see that I had something incorrect with my electronic submission file which would have caused it to be rejected. He located the error and fixed our submission file. Absolutely wonderful service. Cons The only function I would like to have that it doesn't is a printable report of W-2 recipients. I believe we can only do a report of 1099 clients. Since we have multiple clients that we provide forms for, it would be nice to access all W-2s we have prepared. We have used the 1099 recipient list to find data needed for another client. A report for W-2 recipients would be helpful as well. Review Source Response from Integrated Data Management Systems December 20, 2022 Thank you for your wonderful review. We do include various employee listings of W-2s entered for either a single employer or all employers. For a list of employees for all employers, see the "Employee Master" on the "Reports" sidebar of the Client/Filer Management module. For a list of employees for a specific employer, see the "Register Listing" selection on the "File" menu of the employer's W-2. CB Carolyn B. Tax Analyst Retail Used the software for: 2+ years ### "Help Desk/Support is AMAZING" February 12, 2020 5.0 I usually have no issues with this software and filing our company's 1099s is a breeze every year. However, this year we ran into the issue of having multiple 1099 corrections that needed to be submitted electronically. I completely messed up and did our corrections totally wrong. I ended up having to call the Account Ability help desk for someone to help me sort through the mess I had made. Luckily, I was put in touch with \[SENSITIVE CONTENT HIDDEN\]. Not only did he help me identify where I went wrong, but he stayed on the phone with me until every aspect of my failure was rectified. In the end, we were able to generate replacement files for the ones I created in error, AND he even provided me with the best contact phone number to get in touch with the IRS to eliminate the files I e-filed in error. \[SENSITIVE CONTENT HIDDEN\] was patient, kind, and very knowledgeable. I feel like I know ten times more about the capabilities of Account Ability after having talked with \[SENSITIVE CONTENT HIDDEN\], and I now know how to do corrections the RIGHT way. THANK YOU \[SENSITIVE CONTENT HIDDEN\]!!!! A THOUSAND TIMES OVER!!! Pros The software comes with a suite of tools, functions, and features that are sure to cover all your needs relative to 1099 filing, complete with the ability to e-file using the IRS Fire interface. Cons It takes some time getting used to every possible tool and feature. Where I only use Account Ability once per year, it can definitely be difficult remembering what to do, even for basic use. Review Source JA Joni A. Office Manager Automotive Used the software for: Less than 6 months ### "Excellent Company Excellent Employees" May 23, 2024 5.0 Enjoyed the entire process as their employees were so personable and so knowledgeable! They made a stressful task EASY! Pros The ease in getting items sent to the federal government. They just took the reins and had everything done in no time at all. I was very stressed at end of year anyway and they made everything so much easier!!! Cons There was nothing I didn't like about working with this company. Review Source Response from Integrated Data Management Systems May 28, 2024 IDMS Account Ability appreciates your review. DD DORICA D. President-CEO Accounting Used the software for: 2+ years ### "The BEST solution for an amazingly low price" July 26, 2021 5.0 I use Account Ability for W2s, 1099s, Form 3921s & Form 3922s Pros It does everything I need it to do and I feel confident that the compliance requirements are up to date. Cons In the beginning, it's a bit overwhelming, just like any new software. However, once you know how to navigate and if you follow the instructions....it works like a charm. Reason for choosing Account Ability It was recommended to me by my colleague. I don't know of any other products. Review Source CG Christina G. Town Administrator Government Administration Used the software for: Less than 6 months ### "Accountability Software and Staff" May 23, 2024 5.0 Pros The Staff helped me through an extremely difficult and stressful process. They were great to work with. Cons There wasn't anything I didn't like at this time Review Source Response from Integrated Data Management Systems May 28, 2024 IDMS Account Ability appreciates your review. VR Verified Reviewer General Ledger Department Supervisor Government Administration Used the software for: 2+ years ### "Useful Compliment To Our Existing Accounting Software" September 26, 2018 4.0 See my remarks above in the Pros Box. I would add that customer phone support has been excellent when we have needed it. 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. Review Source TL Tamra L. Payroll Specialist Accounting Used the software for: 2+ years ### "User Friendly" January 2, 2020 5.0 Account Ability takes care of any random W2 and 1099 entry and printing that has to be completed on a yearly basis with minimal entry and ease of use. It has all the states and tax rules and form set up for the current year so there's nothing to look up or change once the program has been downloaded. Very user friendly and overall takes care of everything that our payroll program doesn't. We are very happy with Account Ability and haven't found another product that does this for the same price. Pros This software is very user friendly and comes with a wealth of help information if you have never used the software before. It also has a wide range of services that handle all the needs of our tax/accounting business. I don't have to look elsewhere for another product to take care of anything that this software is lacking. Cons If I had to choose something that I didn't like about the software I guess it would have to be that we have to download an entire program every year. We can't just download an update for the upcoming tax year. So I have a file folder full of every year of the program. When I need to look up something from a previous year I have to open that year of the program to search for it. It's very easy to find it once I do that because the program never changes from year to year, but I had to decide one thing that I would change about it. :) Review Source DL Dave L. IT Manager Airlines/Aviation Used the software for: 2+ years ### "Account Ability makes filing taxes easy " June 16, 2021 5.0 We love Account Ability because it can take care of all our tax needs and we don't have to worry about anything. In the past nobody wanted to do the 1099's and it fell to me. I am an IT professional not a tax expert. Our ERP system does not have a tax module. I saw that I needed to help but had no clue how to. I discovered Account Ability while searching online. After I learned how to import the data I was printing forms and E filing the taxes in no time. Pros We like how easy it is to import tax data and then print tax forms and transmit to the IRS. Cons The hardest part was learning how to import data the first time I used the product. The learning curve seemed quite steep. I am not a tax professional so it was all foreign to me. However the tech support folks were very helpful and walked me through each step. Reason for choosing Account Ability Account Ability seemed more professional. The others seemed not as refined and too basic for our needs. Review Source AW Allen W. President Wholesale Used the software for: 2+ years ### "The Best Choice for Filing State and Federal Taxes" December 5, 2018 5.0 I tried 2 other tax data programs before I found IDMS. There were others that were nice, but incomplete. For example, the end of the predecessor of Account Ability came when they didn't have the feature to submit corrected W2's. I was especially appreciated of IDMS support during the first years of Obamacare. The cost of the software is extremely reasonable for the completeness and a level of support where they remote desktop when the question cannot be answered simply. Account Ability, IDMS, is the software that will get your job done. Pros Logically structured interfaces with interfaces to import data from our accounting program and easily bring the data into the Account Ability Program where all mission critical activities from W2, CORRECTING W2, 1099, Obamacare data submission, etc., are made possible. They pay attention to details. For example, they have an interface browser available to connect to SSA where your password for SSA is encrypted and saved in the browser interface. There are many more creature features that make the very tedious job an effective process. Cons My complaints are less with the software than the requirements and definitions of the Government agencies. Review Source EL Evonne L. administrative assistant Accounting Used the software for: 2+ years ### "DeHamer Accounting Services review" June 7, 2022 5.0 We are very pleased with the program and the ease of use. We are able to produce all the 1099 and w2 forms that we need to do. Pros The product is very easy to learn as we had 2 employees start using the program and very little training was necessary. We are very pleased that his program is capable of accomplishing what we are needing done. Cons This product has many features we do not use since we are a small business and are not doing complicated entries. It would take time to learn all the extra features but at the time we are very busy and do not have that time to devote to the program. Reason for choosing Account Ability I thought Account Ability looked like the easiest program to learn how to operate and yet accomplish the task we needed to do. Also I was impressed that we could order receive the latest version and enter our information into the system before the end of the year when things get hectic. Review Source Response from Integrated Data Management Systems June 9, 2022 Thank you for your wonderful review. VR Verified Reviewer Senior Programmer/Analyst Computer Software Used the software for: 2+ years ### "2018 review " September 26, 2018 5.0 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. 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. Review Source BG Barrie G. Controller Non-Profit Organization Management Used the software for: 2+ years ### "Great product for just a little money!!" June 20, 2022 5.0 I have had really great experience with this product the support is fast and very helpful. Pros one of the best feature is the data storage from year to year and that date is easily transmitted for filing. It is also great when being ask to send copies of 1099 from previous years and is up to date on the changes by IRS so that I don't have to be a tax expert to file at the end of the year Cons That not changing the form size is not an option. I would rather not buy new envelopes each year when the information is the same as the filing is electronic the size should not matter. Reason for choosing Account Ability ASCII formatting Review Source Response from Integrated Data Management Systems June 22, 2022 Thank you for your review. CC Cherie C. Operations Manager Non-Profit Organization Management Used the software for: 2+ years ### "Get the deadline behind you" June 7, 2022 5.0 My overall experience is that I look forward to getting my package in the mail each year, knowing that I am going to get my taxes done with out a doubt and on time! Pros Quick and convenient way to produce taxes for annuity customers. The features assist with roll over on each new year and the totals are produced for you. Cons It can be hard to line up the characters for printing on the forms sometimes. Alternatives considered [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Reason for choosing Account Ability No real reason except that it is tried and true over the last 15 years. Review Source Response from Integrated Data Management Systems June 9, 2022 Thank you for your review. JG John G. Controller Construction Used the software for: 2+ years ### "Great customer service" June 13, 2022 4.0 If it wasn't for my friends in customer service, I would have never gotten through the completions of the 1094/1095 C. Thank you. Pros The best thing about the software is that there is a great customer support team to help me answer all my questions. Cons Determining what form 1094/1095 B and or 1094/1095C are confusing as to which form we were required to use. Reason for choosing Account Ability Most efficient and effective. Review Source Response from Integrated Data Management Systems June 17, 2022 Thank you for your review. VR Verified Reviewer Medical and Wellness Benefits Program Manager Higher Education Used the software for: 2+ years ### "Account Ability" August 9, 2018 5.0 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. Review Source Similar Products Featured