Account AbilityIDMS Account Ability
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Related Products
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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.
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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.
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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
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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
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Audience
Small to midsize businesses. Accountants, lawyers, charitable institutions, educational institutions, casinos, financial institutions, credit and collection, taxi cab companies, actuaries.
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Audience
Tax professionals wanting a solution to reduce manual data collection and document organization, and ensure better, faster client compliance and submission
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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Pricing
$18 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationIDMS Account Ability
Founded: 1984
United States
www.idmsinc.com
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Company InformationStanfordTax
Founded: 2021
United States
stanfordtax.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
CCH Axcess Tax
Supported
CCH ProSystem fx
Supported
Drake Tax
Supported
Intuit ProSeries Tax
Supported
Lacerte
Supported
ProConnect Tax
Supported
UltraTax CS
Supported
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