# Yearli Software Reviews, Demo & Pricing - 2026 > Review of Yearli Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/471374-Yearli --- [Home](https://www.softwareadvice.com/) / [Reporting Software](https://www.softwareadvice.com/reporting-tools/) / Yearli Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/471374-Yearli/reviews/) # Yearli 2026: Benefits, Features & Pricing Wondering if Yearli is right for your organization? Our Reporting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Yearli 3.9 [(8)](https://www.softwareadvice.com/product/471374-Yearli/reviews/) 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. Wondering if Yearli is right for your organization? Our Reporting Software selection experts can help you in 15 minutes or less. ## Yearli User Interface ## Popular Yearli Alternatives Main Product Yearli 3.9 [(8)](https://www.softwareadvice.com/product/471374-Yearli/reviews/) Ratings Breakdown - 4.25Ease of use - 3.83Value for money - 3.0Customer support - 3.71Functionality Pricing Starting at $99.00 per year Get Price Alternative Product [Microsoft Power BI](https://www.softwareadvice.com/bi/microsoft-power-bi-profile/) 4.6 [(1885)](https://www.softwareadvice.com/bi/microsoft-power-bi-profile/reviews/) Ratings Breakdown - 4.13Ease of use - 4.41Value for money - 4.16Customer support - 4.49Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Google Analytics 360](https://www.softwareadvice.com/bi/google-analytics-profile/) 4.7 [(8094)](https://www.softwareadvice.com/bi/google-analytics-profile/reviews/) Ratings Breakdown - 4.17Ease of use - 4.66Value for money - 4.15Customer support - 4.61Functionality Pricing Available upon request Get Price Alternative Product [Quire](https://www.softwareadvice.com/product/437278-Quire/) 4.8 [(136)](https://www.softwareadvice.com/product/437278-Quire/reviews/) Ratings Breakdown - 4.73Ease of use - 4.55Value for money - 4.88Customer support - 4.62Functionality Pricing Available upon request Get Price Alternative Product [Dataslayer](https://www.softwareadvice.com/reporting-tools/dataslayer-profile/) 4.7 [(88)](https://www.softwareadvice.com/reporting-tools/dataslayer-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.53Value for money - 4.67Customer support - 4.51Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Paycom](https://www.softwareadvice.com/hr/paycom-profile/) 4.4 [(1281)](https://www.softwareadvice.com/hr/paycom-profile/reviews/) Ratings Breakdown - 4.37Ease of use - 4.26Value for money - 4.34Customer support - 4.37Functionality Pricing Available upon request Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 5 50% 4 13% 3 25% 2 0% 1 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 3 Very easy to upload and file electronically on supported forms. Ratings Breakdown 5 Ease of use 2 Value for money 3 Customer support 2 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. Read More RG Rachel G. Verified reviewer Law Practice 2-10 employees Used other for more than 2 years Review source Reviewed January 2020 Yearli is great! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More CH 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 1 I will not use in the future, nor will I recommend to any of my clients Ratings Breakdown 3 Ease of use 1 Value for money 2 Customer support 1 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. Read More VR Verified Reviewer Accounting 2-10 employees Used other for less than 2 years Review source Reviewed October 2018 Quick and Easy 1099/W2 Filing 5 Very good overall experience. Used it also for filing corrections. Ratings Breakdown 4 Ease of use 5 Value for money 4 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. Read More VR Verified Reviewer Computer Software Used other for less than 12 months Review source Reviewed July 2018 Simple Solution for managing 1099's 5 Ratings Breakdown 3 Ease of use 5 Value for money 5 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. Read More SS Sue S. Staffing and Recruiting 51-200 employees Used other for less than 2 years Review source Reviewed February 2019 Terrible customer service. 4 It was a good experience until I needed support. Customer Service is obviously not a priority. Ratings Breakdown 4 Ease of use 1 Customer support 4 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 Read More JJ 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! 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More RD Robert D. Used unspecified for unspecified Review source Reviewed February 2016 Good for simple filings, no support for corrections to states 3 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 5 Ease of use 2 Customer support Read More Showing 1 - 8 of 8 Reviews [See All Reviews](https://www.softwareadvice.com/product/471374-Yearli/reviews/) ## Other Top Recommended Reporting Software [Grow](https://www.softwareadvice.com/bi/grow-profile/) **4.4** (404) Recently recommended **4** times [Vena](https://www.softwareadvice.com/bpm/vena-profile/) **4.5** (139) Recently recommended **1** times [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) **4.6** (26465) Recently recommended **0** times [Jira](https://www.softwareadvice.com/project-management/atlassian-jira-profile/) **4.4** (15404) Recently recommended **0** times Stuck Between Options? 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