Yearli
About Yearli
Yearli by Greatland is a complete federal, state, and recipient W-2, 1099, and 1095 filing program. It is designed to help businesses of all sizes generate, file, print, and mail all related forms. Yearli offers three plan options - Core, Performance, and Premier - to fit different budgets and business needs. The Core plan provides a simple, easy-to-use W-2 and 1099 online filing program, while the Performance plan adds ACA reporting and TIN matching capabilities. The Premier plan offers advanced features like team management, flexible filing options, and enhanced reporting. For businesses with unique requirements, Yearli also offers a Custom plan that is tailored to specific needs.
Yearli's filing process is straightforward. Users can either enter data manually or import it directly from popular software packages and other sources. The platform validates the data before submission, alerting users to potential errors. Yearli then handles the rest, filing forms with the IRS, SSA, and applicable state agencies, as well as delivering copies to recipients via email, print, and mail.
Yearli is backed by a team of over 125 experienced wage and income reporting experts, ensuring businesses can trust the platform to handle their filing needs. The platform also prioritizes security and confidentiality, having undergone third-party audits to comply with SOC 2 certification. Additionally, Yearli eliminates the hassle of obtaining a Transmitter Control Code, as it has already completed the process on behalf of its customers.
Key benefits of Yearli
Complete federal, state, and recipient W-2, 1099, and 1095 filing program to generate, file, print and mail all related forms
Three plan options (Core, Performance, Premier) designed to fit different business budgets and needs
Seamless integration with popular software to easily import wage and tax data
125+ years of combined IRS reporting expertise from Greatland's experienced team
Top-tier security with SOC 2 certification to protect customer data and privacy
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Reviews
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- Industry: Human Resources
- Company size: 501–1,000 Employees
- Used for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Great if they support filing in your state
Reviewed on 24/01/2018
Very easy to upload and file electronically on supported forms.
Very easy to upload and file electronically on supported forms.
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.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Yearli is great!
Reviewed on 21/01/2020
We have used them for 3 years for our tax forms. They retain our information year to year so input...
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.
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.
- Industry: Hospitality
- Company size: Self Employed
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Errors in W2 information filed with IRS
Reviewed on 10/01/2024
I will not use in the future, nor will I recommend to any of my clients
I will not use in the future, nor will I recommend to any of my clients
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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 8.0 /10
Quick and Easy 1099/W2 Filing
Reviewed on 03/10/2018
Very good overall experience. Used it also for filing corrections.
Very good overall experience. Used it also for filing corrections.
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.
- Industry: Computer Software
- Used for 6-12 months
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Overall rating
- Value for Money
- Ease of Use
Simple Solution for managing 1099's
Reviewed on 02/07/2018
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.
Yearli FAQs
Below are some frequently asked questions for Yearli.Q. What type of pricing plans does Yearli offer?
Yearli offers the following pricing plans:
- Starting from: USD 99.00/year
- Pricing model: Free Version, Subscription
- Free Trial: Not Available
Q. Who are the typical users of Yearli?
Yearli has the following typical customers:
11–50, 51–200, 201–500
Q. What languages does Yearli support?
Yearli supports the following languages:
English
Q. Does Yearli support mobile devices?
Yearli supports the following devices:
Q. What other apps does Yearli integrate with?
We do not have any information about what integrations Yearli has
Q. What level of support does Yearli offer?
Yearli offers the following support options:
Chat
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