Yearli
Grand Rapids, Michigan, United States
What it is
Yearli helps businesses, accountants, and service providers prepare and file W-2, 1099, and 1095 forms with federal agencies, applicable states, and recipients. Users can enter information manually or import it, then review and validate forms before Yearli submits them and delivers recipient copies. Depending on the filing options selected, copies can go by print and mail or secure online delivery. The free Core plan covers W-2 and 1099 forms, quarterly filing, and per-form TIN matching. Performance adds 1095 filing and unlimited TIN matching, while Premier adds team management and advanced reporting for large filing volumes. Performance costs $129 a year plus filing fees, and Premier costs $799 a year plus filing fees. Yearli lists more than 30 integration and import options, including ADP, QuickBooks, NetSuite, Workday, Xero, and Zoho Books, and also supports a generic import template. The service is available on the web and Windows. Yearli says it has undergone third-party security assessments, and Greatland says database-stored sensitive data and site communications are encrypted.
For and against
For
- Handles W-2, 1099, and 1095 filing.
- Supports federal and applicable state filings.
- Offers more than 30 integration and import options.
- Free Core plan includes quarterly filing and TIN matching.
Against
- Plans include filing fees in addition to subscription costs.
- Premier costs $799 a year plus filing fees.
- Yearli does not support tax payment.
The verdict
Yearli combines form preparation, submission, recipient delivery, and import options for common business tax filings. Compare plan coverage and filing fees, especially if you need 1095 filing or handle high volumes.
Who it suits
Yearli is intended for businesses of all sizes, accountants, PEOs, and other multi-client service providers handling year-end or quarterly forms. Its Premier plan is described as suited to filing 5K or more forms.
Plans and prices
Performance
Everything in Core · ACA (1095) filing · unlimited TIN matching · phone support
Read 14 Oct 2026 · yearli.com
Premier
Everything in Performance · team management · flexible filing options · advanced reporting
Read 14 Oct 2026 · yearli.com
Core
W-2 and 1099 forms · quarterly filing · online chat and email · per-form TIN matching
Read 14 Oct 2026 · yearli.com
Custom
Custom filing options · data-preparation services · tax-preparation integration · employer portal
Read 14 Oct 2026 · yearli.com
On the record
- ACA filing
- 1095 ACA filing is included in Performance, Premier and Custom offerings.yearli.com · read 14 Oct 2026
- API availability
- API integrations are offered to qualified software partners and providers after requirements discussions; public endpoint documentation is not provided on the API page.yearli.com · read 14 Oct 2026
- API capabilities
- The API page describes possible information-return filing, federal submission, state reporting, recipient distribution, TIN matching, status monitoring, bulk submission and tracking.yearli.com · read 14 Oct 2026
- Company founding
- Greatland says it was founded in 1974 by Bob Napieralski.greatland.com · read 14 Oct 2026
- Company ownership and size
- Greatland describes itself as employee-owned with about 120 employee-owners and teams in Michigan, Wisconsin and New Jersey.greatland.com · read 14 Oct 2026
- Data protection
- Greatland says sensitive data stored in databases is encrypted at the database level and communications to the site are encrypted.yearli.com · read 3 Oct 2026
- Data validation
- The workflow reviews entries and flags potential issues before submission.yearli.com · read 14 Oct 2026
- Desktop installation
- The desktop program must be installed on a local drive with administrator rights and cannot be installed on a network drive.help.yearli.com · read 14 Oct 2026
- Developer onboarding
- Integration onboarding is presented as connect, evaluate, plan and launch stages with support discussed during evaluation.yearli.com · read 14 Oct 2026
- Documentation
- The Yearli Guide knowledge base contains installation, filing-status, correction and import instructions.help.yearli.com · read 14 Oct 2026
- Encryption and access
- Greatland states that stored sensitive data is encrypted at database level, communications are encrypted in transit, and access is limited to trained authorized personnel.yearli.com · read 14 Oct 2026
- Federal filing
- All plans include electronic filing to the appropriate federal agencies.yearli.com · read 14 Oct 2026
- Generic import
- A generic Yearli template and manual entry are available when a source system is not listed.yearli.com · read 14 Oct 2026
- High-volume workflows
- Premier adds team management, advanced reporting and flexible filing options for large-volume operations.yearli.com · read 14 Oct 2026
- Independent review coverage
- CPA Practice Advisor reported support for federal and state filing, recipient mailing, online retrieval, reprinting, TIN verification and imports from systems such as ADP, Excel, QuickBooks and Xero.cpapracticeadvisor.com · read 14 Oct 2026
- Independent review rating
- CPA Practice Advisor gave Yearli an overall 4.75-star rating in its 2019 review.cpapracticeadvisor.com · read 14 Oct 2026
- Infrastructure safeguards
- Greatland describes firewalls, intrusion prevention, antivirus, monitoring, 24/7 camera coverage, monthly scans, mirrored disaster recovery, clustered databases and load-balanced servers.yearli.com · read 14 Oct 2026
- Integrations
- Yearli lists more than 30 named integration and import options, including ADP, Excel, QuickBooks, NetSuite, Workday, Xero and Zoho Books.yearli.com · read 14 Oct 2026
