Yearli 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Yearli

3.9

(8)

Pricing

Starting at $99.00 per year

About Yearli

Yearli is a federal, state, and recipient W-2, 1099, and 1095 filing program designed to help businesses generate, file, print, and mail all related tax forms. The program caters to businesses of all sizes, offering three plan options to fit different budgets and needs. All three plans include federal filing, state reporting, and recipient delivery services.

Yearli's integration capabilities allow businesses to easily import wage and information reporting data from popular software packages, streamlining the filing process. The program is backed by a dedicated team of over 125 wage and income reporting experts with an average tenure of over 10 years, ensuring trusted filing expertise. Yearli has also undergone rigorous security assessments and is SOC 2 certified, prioritizing the protection of customer data and privacy.

Businesses can choose from a simple, easy-to-use W-2 and 1099 filing solution or a comprehensive program that handles 1095 ACA reporting and advanced team management tools. Yearli provides the tools and expertise to help businesses focus on their operations while handling critical tax filing requirements.

Yearli Screenshots

Yearli Pricing and Plans

Starting price: $99.00 per year

Free Trial

Free Version

Basic

$99.00

per feature, per year

No plan information available

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Yearli Features

Popular features found in Reporting
Ad hoc Query
Customizable Dashboard
Dashboard Creation
Data Import/Export
Drag & Drop
Forecasting
Multiple Data Sources
OLAP
Performance Metrics
Scheduled/Automated Reports
Search/Filter
More features of Yearli
Access Controls/Permissions
Ad hoc Reporting
Approval Process Control
Client Management
Client Portal
Compliance Management
Data Visualization
Digital Signature
Document Management
For Tax Practices
Property Tax Management
Reporting & Statistics
Status Tracking
Tax Calculation
Tax Compliance
Tax Filing
Tax Forms
Tax Management

Yearli User Reviews

Overall Rating

3.9

Ratings Breakdown

50%

13%

25%

13%

Secondary Ratings

Ease of Use

4.3

Value for money

3.8

Customer support

3.0

Functionality

3.7

Sandy H.

Verified reviewer

Human Resources

501-1000 employees

Used other for less than 6 months

Review source

Reviewed January 2018

Great if they support filing in your state

Very easy to upload and file electronically on supported forms.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to use their template and upload a file. The on screen steps are very easy to follow. I would love to be able to use this site for all of my 1099 forms - INT, DIV and MISC.

Cons:

I did not find out that they do not support state filing for 1099-INT and 1099-DIV until the file was uploaded and ready to file. When I noticed the state filing was not an option I had to contact support by Chat. They just said they do not support state filing on all forms, just some. They still claim to support filing in all states - but they fail to mention that it is not for all forms.

Rachel G.

Verified reviewer

Law Practice

2-10 employees

Used other for more than 2 years

Review source

Reviewed January 2020

Yearli is great!

We have used them for 3 years for our tax forms. They retain our information year to year so input is extremely simple, and they do all of the filing and sending out of the forms. I had a question and the customer support immediately responded on the chat service.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is so easy to use, it is a comprehensive service, it is a good value, and the customer service is very responsive.

Cons:

Nothing bad to say. It is so great, there is absolutely nothing I can think of to say negatively about this company.

Reasons for choosing Yearli

N/A

CRAIG H.

Verified reviewer

Hospitality

Self-Employed

Used monthly for more than 2 years

Review source

Reviewed January 2024

Errors in W2 information filed with IRS

I will not use in the future, nor will I recommend to any of my clients

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have used in the past with no problems. Price was the major factor

Cons:

The W2 information entered for the Social Security and Medicare Withholdings were not used for the document that was filed with IRS. The totals were so different that I know there was no way I could have entered them. (ie 750 vs 658) Either support doesn't know the product or they don't care.

Verified

Reviewer

Accounting

2-10 employees

Used other for less than 2 years

Review source

Reviewed October 2018

Quick and Easy 1099/W2 Filing

Very good overall experience. Used it also for filing corrections.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

This software is great for filing 1099s and W2s. It can be a bit time consuming when entering all the info for the first time. But once it's all in, the information is saved for any future filings. For that reason, filing the second time around is extremely quick and easy since EINs, addresses and SSNs are saved. It's also simple to change any of that info as well.

Cons:

It is difficult to view all the 1099s that are in progress. It would be great to see them all in a list instead of having to scroll to the side.

Verified

Reviewer

Computer Software

Used other for less than 12 months

Review source

Reviewed July 2018

Simple Solution for managing 1099's

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Our use for this tool was very simple. We need something to help us issue 1099's. For our limited needs, it is a good tool.

Cons:

It's not an incredibly intuitive tool. I have used other tax supporting software like quickbooks and turbotax in the past and I have felt more supported. This is very bare bones.

Sue S.

Staffing and Recruiting

51-200 employees

Used other for less than 2 years

Review source

Reviewed February 2019

Terrible customer service.

It was a good experience until I needed support. Customer Service is obviously not a priority.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Good price. Easy to use. They handle the mailing.

Cons:

Amateur customer service. No options to speak to a live person. They only offer support by chat and email and they only reply to emails if they feel like it. I requested a refund for being charged three times for a correction that did not work and no one bothered to reply. I will dispute with Amex.

Vendor Response

Hello Sue. We are sorry to hear about your negative experience. We pride ourselves in expert filing guidance as well as excellence in customer service. That is why our reps average more than 10 years of service with Greatland. It sounds like we fell short of your expectations and we intend to make it right. We will be reaching out to you very soon!

Replied February 2019

Jason J.

Verified reviewer

Health, Wellness and Fitness

1001-5000 employees

Used other for less than 6 months

Review source

Reviewed February 2020

Simple, Simple, Simple!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Super simple to create and submit our W-2s for year end - employee access to their W-2s is also simple - customer service assistance was excellent via chat (my preferred way to ask questions) - and what was super impressive was I received a phone call after year end to ask how my year end went and what they could do to make it better - wow!

Cons:

No state quarterly tax reporting - yet (although they can file your annual state W-2s). I understand they are working on this.

Robert D.

Used unspecified for unspecified

Review source

Reviewed February 2016

Good for simple filings, no support for corrections to states

Yearli files W-2's with both the feds and the state, but does not file W-2c's with the state. Illinois requires electronic filing of BOTH! This leaves you high and dry!

Ratings Breakdown

Ease of use

Customer support

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