# Page 6 | Account Ability Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 6 - 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

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Account Ability

4.9 (219)

[View alternatives](https://www.capterra.com/p/154484/Account-Ability/alternatives/)

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Last updated March 13th, 2026

# Page 6 - Reviews of Account Ability

## Showing most helpful reviews

Showing 126-150 of 219 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

CC

Cody C.  
Mutuels Manager  
Gambling & Casinos  
Used the software for: 1-2 years

### "Racetrack W2G's"

August 23, 2019

5.0

Pros

Ability to File at end of year through Software

Cons

Getting it to connect to multiple computers on same database, it works, but with our server it's hard, we've had to get help both times to get it to work.

Review Source

VC

Vincent C.  
CPA  
Accounting  
Used the software for: 2+ years

### "Good product"

June 13, 2022

5.0

Many clients I have need me to do 1099 NEC, MISC, R AND W-2's. The program makes it easy for me to provide this service.

Pros

The product contains all the forms most commonly used. The product is easy to use.

Cons

Each year when I roll over prior year data I have to remember how to do it. It takes a while but then I figure it out. Each form must be rolled over separately. The program should prompt you to roll over data as part of the installation process.

Switched from

[CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/)

Pricing was the big reason. I only needed for W-2 & 1099 and was not using the bookkeeping part of the program.

Review Source

Response from Integrated Data Management Systems

June 17, 2022

Thank you for your review.

NG

Nicol G.  
Tax Preparer  
Accounting  
Used the software for: 2+ years

### ":)"

June 21, 2021

5.0

Overall happy with the product.

Pros

The software is easy to use without much training. The updates from year to year are easy to see and understand what has been changed.

Cons

Filing prior year corrected returns can be a little difficult to use. There are multiple steps to correct the tax form.

Review Source

RS

Robert S.  
Owner/Operator  
Real Estate  
Used the software for: 1-2 years

### "Couldn't ask for a better product and support"

August 15, 2018

5.0

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

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.

Review Source

CS

Candace S.  
owner  
Real Estate  
Used the software for: 1-2 years

### "Tax form help with excellent personal service"

June 21, 2022

5.0

I first used the soft ware for my 2020 taxes when the 1099s changed to NEC and Misc. I mistakenly only ordered NEC forms and found out after mailing them out to the owners. I called Account Ability and they helped me send all of the corrections to the IRS and send new forms out. It was such a great experience that I went ahead and purchased the software for the 2021 taxes and after working with them this year, I will be doing it again for 2022.

Pros

I love that I don't need to purchase forms anymore and that it pulls everything from my accounting software.

Cons

I feel like the software is a bit hard to follow so I call for help every time I use it. With taxes, I do not want to make a single error. The Account Ability reps are so helpful and have never made me feel inferior for calling for help.

Review Source

Response from Integrated Data Management Systems

June 22, 2022

Thank you for your review.

HG

Heather G.  
accounting manager  
Automotive  
Used the software for: 2+ years

### "Easy end of the year"

February 26, 2020

5.0

I have found Account Ability software very stable and quick to load. I wish that they had an instant chat option as hold times get a bit long when you get towards the end of January. Overall, very good value.

Pros

We found this software very easy to install and import our Auto/Mate files into to create our W2s, W3 and 1099 misc files for printing and uploading to the appropriate government entities. Last year, we had issues with our file uploading to the state of Wisconsin, and we were able to work with one individual who shepherded us through the fix.

Cons

I wish the export of the state file for upload was a smidge simpler.

Review Source

cK

courtney K.  
Administrative Coordinator  
Accounting  
Used the software for: 2+ years

### "Account Ability User Review"

December 12, 2018

4.0

Customer Service was great about assisting us with any questions we had. We like that we can purchase the software are forms however the website could use some updating.

Pros

Software allows us to process all of our 1099's, the software is not very hi-tech however is fairly simple to use and gets the job done in the end.

Cons

Creating the mapping excels was challenging at first however once you master your file then it is pretty simple from there. It currently does not recognize that if there is a change in a recipients information to update other records that contain same recipient- that would be ideal.

Review Source

Amanda G.  
Sr. Division Manager-Specialty Store Sales  
Apparel & Fashion  
Used the software for: 2+ years

### "I love this product!!"

August 30, 2018

5.0

Excellent experience!

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!

Review Source

RH

Richard H.  
Controller  
Hospitality  
Used the software for: 2+ years

### "Tax filings made easier"

March 23, 2019

5.0

I used for the programs to file 1099 and W2G, excellent support staff

Pros

the first task made easier is downloading the data files from the slot accounting system, this was CasinoTrac, and taking the TEXT file and importing the file into Accountbility for W2G. I saw which W2Gs which needed review and the system allowed to view the troublemakers W2G.

Cons

Just in general, I dislike tax filings, but after the download, exporting the completed files into a tanad receiving the acceptance notice from EFTPS, I know the job was complete.

Review Source

MS

Marilyn S.  
Senior Accountant  
Accounting  
Used the software for: 2+ years

### "Long Time Client of Account Ability"

December 18, 2018

5.0

It cuts down on our preparation time and is simple to use.

Pros

Our accounting firm has a lot of clients that we file 1099's and 1098's for and it is cost effective as well as simple to use.

Cons

On1098 forms for cooperative housing corporations, the payer addresses are very repetitive and the program does not have an auto fill for those fields.

Review Source

MW

Michael W.  
IT Project Manager II  
Human Resources  
Used the software for: 2+ years

### "Easy to install and setup"

January 7, 2020

5.0

Pros

It's easy to install, roll over previous years data, and administer

Cons

None - we issues encountered no issues while using it

Review Source

VR

Verified Reviewer  
Controller  
Financial Services  
Used the software for: 2+ years

### "Never stress about 1099's again"

August 9, 2018

5.0

Pros

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

Cons

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

Review Source

CB

Christine B.  
Accounts Payable  
Mechanical or Industrial Engineering  
Used the software for: 2+ years

### "Review of Account Ability-RFI"

June 18, 2021

5.0

\[SENSITIVE CONTENT HIDDEN\] in customer support was incredibly helpful and assisted me in producing our W9 to IRS and always got back to me in a timely manner. I really appreciated his helpfulness and his almost immediate response. Made the whole process so much less stressful.

Pros

The software complies with submitting our W2 to IRS

Cons

It was a bit difficult to use initially without the help of customer support

Review Source

VR

Verified Reviewer  
Accountant  
Accounting  
Used the software for: 2+ years

### "President "

August 22, 2018

5.0

Plus Awesome

Pros

Easy. To use Carry’s over last years info

Cons

Nothing Bad Very straight forward Simple

Review Source

KP

Kathleen P.  
Controller  
Hospitality  
Used the software for: 2+ years

### "Easy to use"

January 2, 2020

5.0

Time saved, better customer service. Ability to get our 1099s out and filed easily within deadlines.

Pros

This is very easy software to use and learn. It is intuitive and works the way it says it does. Support is outstanding, as is the Help on line. For the price, you cannot beat it.

Cons

That I can only have 1 year's form active at a time. It is much easier though, now that you can change the overlays within the software.

Reason for choosing Account Ability

cost and ease of use

Review Source

Vincent L.  
President  
Wholesale  
Used the software for: 2+ years

### "President"

August 27, 2018

5.0

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

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.

Review Source

LS

Laurie S.  
Controller  
Automotive  
Used the software for: 2+ years

### "Great Service"

June 18, 2021

5.0

Pros

Great customer service! They are always friendly and provide assistance

Cons

The cost of this product seemed rather high.

Reason for choosing Account Ability

Worked with payroll software

Review Source

MH

Mickey H.  
Firm Administrator  
Accounting  
Used the software for: 2+ years

### "Accountability Rocks!"

September 28, 2018

5.0

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.

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.

Review Source

CW

Cindy W.  
Director of Human Resources  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "Great Customer support - \[SENSITIVE CONTENT HIDDEN\]"

January 23, 2020

5.0

Pros

I just want to say the software is wonderful how it connects with the IRS site and the way it makes corrections for the 1095C is amazing. Also, the team of customer service representatives are incredible. \[SENSITIVE CONTENT HIDDEN\] helped me today correct a 1095 with errors and resend the file they teach and explain as they go along. I really appreciated their wonderful service and help. \[SENSITIVE CONTENT HIDDEN\] helped me the other day and he went out of his way as well. I couldn't do this without their support.

Cons

I like the software. There is nothing that I don't like about it!

Review Source

HR

Howard R.  
CPA  
Accounting  
Used the software for: 2+ years

### "Works pretty well"

July 5, 2021

4.0

Pretty amazing

Pros

Ease of accessing former years, and rolling over information

Cons

Pruning corrections on individual forms.

Review Source

WG

Wendy G.  
Accountant  
Marketing and Advertising  
Used the software for: 2+ years

### "Very good product"

February 26, 2020

5.0

This software is used just for 1099's. We have several companies and it is very easy to set up for multiple entities and multiple types of 1099's.

Pros

Ease of use. Very user friendly. Don't have to be a "tax accountant" to be able to use it.

Cons

I wish you could transfer data from prior years other than just the previous year. Sometimes I would have a 1099 in say 2018 then nothing in 2019 but then again I might for that same person in 2020.

Review Source

RV

REHAN V.  
Staff Account  
Transportation/Trucking/Railroad  
Used the software for: 2+ years

### "For Most Of your Tax Forms"

January 7, 2020

5.0

Over all I am satisfied with this software.

Pros

Well I usually use this software for issuing 1099 K to our members and i create W2 for our employees. Customer service is awesome and helps with any question you have regarding this software.

Cons

Well is hard to find a Cons beside just the price of the software. My first year when i purchase was way cheaper than what they charge now even for their TIN matching price went up.

Review Source

LK

Les K.  
Owner  
Apparel & Fashion  
Used the software for: 2+ years

### "Thank you for a great product"

August 8, 2018

5.0

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.

Review Source

KB

Kristin B.  
Finance Director  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Worth the purchase"

September 6, 2019

5.0

Pros

It's very easy to use and if you have any issues, customer service is very helpful and will walk you through whatever you need. For that reason we have stuck with Account Ability for W-2 processing and filing for years.

Cons

The cost is a little higher than we'd like and there is an additional cost to electronically file the W-2s. But I understand that the fees cover the excellent customer service/help.

Review Source

DP

Dianna P.  
Payroll Admin  
Automotive  
Used the software for: 2+ years

### "Filing is easy"

February 7, 2020

5.0

I believe I had to call support 1 or 2 times during my first year of use. The rep was very helpful, patient, and didn't make me feel foolish.

Pros

Software provided navigation to the sites where I needed to file. I didn't have to leave the software to go to the site which was convenient and faster.

Cons

First learning the software is a bit challenging. Steps could be a little more detailed keeping a first time clue-less user in mind.

Review Source

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