Account Ability

Account Ability

IDMS Account Ability
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About

1095, 1098, 1099, 3921, 3922, 5498, W-2G, W-2, W-2C Electronic Reporting Software with IRS ACA Compliance. Account Ability includes Electronic Reporting and Bulk TIN Matching for the entire family of information returns (1095-B1 1095-C1 1098 1098-C 1098-E 1098-T 1099-A 1099-B 1099-C 1099-CAP 1099-DIV 1099-G 1099-INT 1099-K 1099-LTC 1099-MISC 1099-NEC 1099-OID 1099-PATR 1099-Q 1099-R 1099-S 1099-SA 3921 3922 5498 5498-ESA 5498-SA W-2G) and annual wage reports (W-2 W-2C) 1Optional ACA add-on.

About

StanfordTax uses AI to automate and streamline tax information collection and organization for accounting firms. It integrates with major tax software (including CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect) and imports thousands of clients’ prior-year data quickly. It then generates personalized questionnaires for each client that include prior year numbers, document checklists, and only ask the relevant questions, skipping irrelevant ones. Once clients submit their info and documents, StanfordTax produces a PDF workpaper; documents are automatically categorized, bookmarked, ordered, and client responses are neatly organized. It supports over 30 document types (such as W-2, various 1099s, 1098, etc.). We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small to midsize businesses. Accountants, lawyers, charitable institutions, educational institutions, casinos, financial institutions, credit and collection, taxi cab companies, actuaries.

Audience

Tax professionals wanting a solution to reduce manual data collection and document organization, and ensure better, faster client compliance and submission

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$499.95/Year
Network Ready Server License Includes 500 users, Bulk TIN matching, Electronic Filing and free technical support for the entire family of information returns (1098, 1099, 3921, 3922, 5498, W2G) and annual wage reports (W2, W2C).
Free Version Not Supported
Free Trial Supported

Pricing

$18 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

IDMS Account Ability
Founded: 1984
United States
www.idmsinc.com

Company Information

StanfordTax
Founded: 2021
United States
stanfordtax.com

Alternatives

W2 Mate

W2 Mate

Real Business Solutions

Alternatives

1099FIRE Software

1099FIRE Software

National Software
UltraTax CS

UltraTax CS

Thomson Reuters
1099Pro

1099Pro

Sovos
1099-Etc

1099-Etc

Advanced Micro Solutions
CCH Axcess Tax

CCH Axcess Tax

Wolters Kluwer

Categories

Accounting Supported

Categories

AI Tax Supported
Corporate Tax Supported
Tax Compliance Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Supported

Integrations

CCH Axcess Tax Not Supported
CCH ProSystem fx Not Supported
Drake Tax Not Supported
Intuit ProSeries Tax Not Supported
Lacerte Not Supported
ProConnect Tax Not Supported
UltraTax CS Not Supported

Integrations

CCH Axcess Tax Supported
CCH ProSystem fx Supported
Drake Tax Supported
Intuit ProSeries Tax Supported
Lacerte Supported
ProConnect Tax Supported
UltraTax CS Supported
Claim Account Ability and update features and information
Claim Account Ability and update features and information
Claim StanfordTax and update features and information
Claim StanfordTax and update features and information