Account Ability

RATING:

4.8

(129)

About Account Ability

Account Ability is a compliance management software designed to help small to midsize businesses maintain SSA, IRS and State copies which can be printed or e-filed on IRS approved forms. Key features include audit management, compliance tracking, workflow automation, file storage and forms creation. Teams using Account Ability can access laser and continuous tax forms, Labor Law posters, envelopes, and income tax presentation supplies from the built-in Forms Division module. The Manifest Management and Testing dialog allows organizations to manage clients' 1094/1095 submissions from a single platform. The integrated browser stores information related to Password, User ID, TCC, EIN and PIN required by SSA Business Services Online (SSA BSO) and IRS FIRE. Account Ability...

Awards and Recognition

FrontRunner 2024
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Account Ability Pricing

Network Ready Server License. Includes 500 concurrent users. Order before October 1 and save $100.

Starting price: 

$499.95 one time

Free trial: 

Available

Free version: 

Not Available

Account Ability client management
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Account Ability Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Account Ability

1 - 5 of 129 Reviews

Carolyn

Retail, 1,001-5,000 employees

Used more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

Help Desk/Support is AMAZING

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.

Stephanie

Accounting, 2-10 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2022

Great software

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.

Vendor Response

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.

Replied December 2022

Lesha

Automotive, 11-50 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

1

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed June 2022

Confusing program but GREAT Support

PROS

The customer service department is great.

CONS

The program is too confusing. I have used this for several years because of government requirement to transmit W2s electronically and I still have issues of following the program and I have to call support. The Customer support is great, however, I should be able to process everything without contacting support every time!

Vendor Response

Thank you for your review.

Replied June 2022

Sonya

Accounting, 51-200 employees

Used more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2020

Satisfactory

I am able to overall get my work done faster.

PROS

What I like most about the software is that, I am able to transfer previous vendors over from last year to the new year. This helps me to more efficient in completing my yearly task in getting the appropriate forms out to vendors in timely manner. I love that I can export a file after I have to create it, this also helps to be efficient.

CONS

The least about this software is that when I select the 1099 C options, I don't have that same availability. I am can export a file which is awesome. And also the template changes almost every year. The help section is a little confusing. Sometimes its not giving the help that I need. Or I am not using the correct verbiage to find what I need. It can be a little complicated at times. The previous year taxes when I have to go back and correct or I have to issue in the previous year is a pain. When I go to send a file to the IRS most of the time I get an error from the IRS.

Reason for choosing Account Ability

Better quality for Accounting needs.

Reasons for switching to Account Ability

the overall company switch to get a better outcome of the what we needed to prepare taxes for our customer.

Allen

Wholesale, 51-200 employees

Used more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2018

The Best Choice for Filing State and Federal Taxes

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.