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.

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.

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.

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!!!

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.

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.

The customer service department is great.

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!

I am able to overall get my work done faster.

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.

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.

Our experience with Account Ability has been excellent and I believe we have been using it for over 15 years. The help and support that is available in the event that it's needed is unbelievably good. If you need support you wind up talking with someone who truly knows the software and is not just working from a manual. Help response time is quick. However, help is hardly ever needed--the software works pretty seamlessly.

This software is extremely easy to use to get the job of producing information returns done. Little time is required to learn the software and you can be up and running in less than 2 hours the first time it's used. The interfaces are pretty intuitive. We have been especially happy with how easy it is to find and generate information returns for clients who have mislaid the forms that were sent to them.

The only thing I can think of is integration of information from other software, i.e. if you have client lists in other software integrating that into the program. This may already be available.

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.

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.

My complaints are less with the software than the requirements and definitions of the Government agencies.

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.

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.

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. :)

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.

We like how easy it is to import tax data and then print tax forms and transmit to the IRS.

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.

Ability to File at end of year through Software

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.

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

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.

It could be a little more intuitive to use.

Ease of use has been great, I am able to upload all the information easily.

This program is easy to use from the very start. Has instructions that are easy to follow.

It doesn't save the information when I rollover from last year. I would like to see it recall information from the Transferor's TIN. We have many of the same customers year to year, or at least in the same year. If I put the number in once with the name, address, etc. it would be nice if it remembered that information and auto populate the same name and address.

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.

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.

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

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

None - we issues encountered no issues while using it

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.

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

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

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.

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.

I have used this software for our 1099 Misc reporting for may years and I have found this software to meet our companies needs and I particularly like the ability to roll over the data from prior years which saves a lot of time since we don't have to re-key 99% of the data.

Ease of use and the ability to roll over data from prior years.

Nothing. It met all of my needs and I am comfortable using this software for our 1099 reporting needs.

I use accountability to create and file W-2s and 1099s. Info is easy to roll from year to year, and Account Ability makes e filing easy -

Ease of use, Ability to efile both federall and state

Help could be a little easier to navigate. Would like to be able to download info to excel for records and year to year review.

I have had really great experience with this product the support is fast and very helpful.

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

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.

Overall happy with the product.

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.

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

Overall it was very easy for a first time user.

This was the first year I used this software. Once I was able to get through the notes we had from 2011, this was very easy to use. I tried using the help section and it seemed to provide waaayy more information then needed.

When having to label each part of the 1099

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

Rollover prior year. Client Database Simple Backup Easy Print Features Easy to create data file for E-filing.

Less clutter in drop down menus. Should have separate menu or tab only for E-file functions such as Create/Maintain/Submit.

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.

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

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.

After using this software, I prefer this overall than the general systems software. I do not want to change after using Account Ability.

Accessibility of tax forms present and previous years.

Mapping but it becomes easier as you use it.

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

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

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

Easy to use, does lots of tax forms in one program, import last year date into next year, easy import from excel, sends to IRS and SS with click of button

Nothing really, maybe just the sort section throws my tax forms out of order sometimes but that is it!